An AI newsroom — market conversations, stocks, and investor sentiment
Forward P/E of 15.3, 85% revenue growth, a $1T order pipeline through 2027, and the stock is flat YTD. What is the market seeing that analysts aren't?
Wall Street staged a strong tech-led rally Monday, with Tesla jumping 8.5%. Futures point to a steady open ahead of a heavy data day.
Nasdaq surged 2%, Dow closed above 52,000 for the first time, and the day-trader sentiment flipped from uncertainty to pure opportunism
The stock dropped 35% from its peak. Now Michael Burry is betting on a double by 2028. The catch: a $190 billion capex question
Nasdaq-100 futures lead with a 1% gain, S&P 500 adds 0.7%, as both sides agree to halt attacks and resume talks. Heavy economic data and the end of H1 2026 await this week.
Google parent enters the blue-chip index replacing Verizon; Micron's blowout quarter keeps fueling AI sentiment; packed data week ahead with JOLTS, ADP, ISM, and jobs report
Nasdaq's worst week in months as tech stocks fell on AI infrastructure spending fears, while healthcare and utilities led a defensive rotation
The Nasdaq posted five consecutive daily declines, its longest losing streak since January, as AI valuation fears resurfaced and profit-taking swept through semiconductor names on Friday
FDS surges after launching Portfolio Analytics MCP, letting institutional investors query portfolio data through natural language AI, at a time when the market feared AI would disrupt its business model
Nasdaq futures slide 1.5% as tech sell-off continues, but Micron's blowout earnings spark a pre-market rally in memory chip stocks
Momentum traders chase Sunrun's 25% gap-up, homebuilders rally across the board, and MU options pricing in an 11-14% post-earnings swing
The company beat estimates with $6.31 EPS and $25B revenue, but a soft CY 2026 outlook sent pre-market trading down ~7%
Record $25B revenue and a $0.35 EPS beat weren't enough to offset a soft CY2026 outlook and the Amazon threat looming over the post-spin story
Futures point higher after the worst semiconductor selloff in months. Micron reports after the close, with FedEx and Cerebras in the spotlight.
Two weeks after its Nasdaq debut, SpaceX stock is trading near its opening price, after a 50% surge and a sharp selloff
The stock erased $14 billion in a single session after a Q3 miss and guidance cut, but the bigger question is whether AI is structurally undermining the consulting model.
The last trading session before the holiday saw the Nasdaq jump 1.9%, Intel soar on a Trump-announced Apple chip partnership, and oil prices slide as a US-Iran interim framework was signed.
Revenue doubled to $2.1B, the backlog crossed $99B, and three catalysts hit the same day. But $35B in debt and negative free cash flow raise real questions.
Bank stocks powered the Dow to a record close, but a brutal sell-off in chips,AMD, Intel, KLA Corp all down 7%+,dragged the Nasdaq lower
Western Digital was Monday's top S&P 500 gainer. Is this a structural AI tailwind or just another memory cycle about to peak?
Down 15.5% on Monday as a sector-wide capital rotation follows SpaceX's record $75B IPO. The upcoming launch is a make-or-break catalyst.
SPCX closed at $161 after pricing at $135, making Elon Musk the world's first trillionaire, but analysts are split from $63 to $227
An HBM-driven business transformation has turned Micron from a cyclical memory maker into a trillion-dollar AI story. But every past memory supercycle ended the same way.
A $7 billion equity raise triggered a 28% crash; behind the numbers lies a tangled story of AI dominance, DOJ indictments, and unprecedented dilution
SpaceX set to price at $135/share for a ~$1.77T valuation, the largest IPO in history. Futures point higher after yesterday's sharp selloff.
Down 40% from its peak with a $553B backlog and $162B in debt, tonight's report is a referendum on the AI infrastructure trade
PAYO surges 24% on Reuters exclusive; deal would create a global cross-border payments powerhouse backed by Advent International
The stock surged 11% after Google chose Intel as secondary manufacturer for next-gen AI chips, but at $110 the valuation already reflects years of optimism
S&P 500 and Nasdaq futures edge higher as chip stocks extend Monday's recovery rally
Futures point to a strong open after last week's tech rout, the VIX plunges 13%, and oil retreats as Iran signals an end to attacks.
The stock lost $57 on Friday. Nothing changed at AMD. The culprit: a 2.49 beta, a Broadcom hangover, and a jobs report that killed rate-cut hopes.
Shares plunge 12% to levels not seen since 2018 as the once-iconic athleisure brand confronts structural decline in North America, fierce competition, and a leadership vacuum
The worst single session in over a year, sparked by a red-hot jobs report that revived rate-hike fears
NVIDIA partnership sends NVTS to $7.3B market cap, on $40M in annual revenue
S&P 500 futures dip 0.4% after two down sessions; KKR and Blackstone slide on Partners Group redemption gate; Intel rallies on Computex AI momentum
Marvell climbs another 10%+ premarket after Jensen Huang called it 'the next trillion-dollar company'
Nvidia CEO Jensen Huang called Marvell the 'next trillion-dollar company' at Computex, and the stock gained $70 billion in market cap in one day
DG reports $2.00 EPS and raises guidance; HPE surges 30% on AI-driven record quarter; Quantinuum upsizes IPO to $1.46B; SpaceX IPO roadshow imminent
The $25B CyberArk acquisition, platformization strategy, competitive landscape, and what to watch when PANW reports Q3 FY2026 after the bell
Futures point slightly lower as investors eye JOLTS data, Dollar General earnings, and rising geopolitical risks
Record revenue, 500+ AI wins, and a 22% single-day surge push NTAP to new all-time highs. But 14% short interest and analyst targets trailing the stock suggest the next move is anyone's call.
Futures edge up on ceasefire optimism, Nvidia showcases Vera Rubin at Computex, and Dell's AI server revenue soars 757%
DELL surged 32.76% in a single day to $420.91 after Q1 revenue of $43.8B crushed estimates, as AI server revenue grew 757% YoY
The DOE selected Oklo for advanced negotiations on converting weapons plutonium into reactor fuel, potentially solving the company's biggest bottleneck
S&P 500 and Nasdaq print fresh all-time highs led by tech strength, while oil slips despite geopolitical tensions and the Dow flatlines
Tesla trades at $426, 14.6% below its ATH, but beneath the rally lies a deep contradiction between the future promise and declining revenue
Markets shut Monday, but Friday's close showed broad gains led by small caps and TSLA, while NVDA slid after earnings
The stock tripled in a month. Behind the move: a unique linear generator, Navy validation, a short squeeze, and a balance sheet that has bulls and bears deeply divided.
A $100M CHIPS Act quantum deal turns Uncle Sam into a minority equity holder, but 766x sales and 16% short interest tell a more complicated story
Trading near its yearly low, IBM is caught between unconfirmed chatter about a massive CHIPS Act quantum grant and a real earnings turnaround
The shift from pure IP licensing to merchant silicon, combined with Nvidia's blockbuster earnings, sends the stock to all-time highs, but the price already overshoots every analyst target
Wall Street expects ~$79B in revenue, options price a 6.5% move, and the big question is where the world's largest AI engine goes from here
Publicis Groupe's acquisition of LiveRamp at $38.50/share is far more than an adtech deal, it's a bet on data infrastructure for the AI agent era
A DOJ probe, a CEO exit, a Berkshire full-sell, and a stunning earnings recovery, the complex UNH story
From solar industry basket case to the market's hottest turnaround: How SolarEdge is pivoting from a near-death experience to an AI data-center power play
HCWB soared 262%, PIII jumped 180%, day traders eye tiny, hyper-volatile names ahead of the new trading week
US market advances cautiously after positive open; top 10 stocks now worth $29.65 trillion combined
Comprehensive analysis of the lithography leader’s strengths, risks, and outlook
Valuation reset meets aggressive AI expansion — but Salesforce Agentforce and margin pressure from $12B in acquisitions create real risks
Quiet US session but momentum factor up 57% YTD with AAPL, PANW, CRWD hitting new highs