Nasdaq
AMD’s Pre-Earnings Squeeze: Higher Graphics Card Prices Meet a Sliding Share Price
Advanced Micro Devices heads into Tuesday's second-quarter earnings report with a curious disconnect: the company is raising prices on its...
Super Micro’s $7 Billion Cash Call Exposes the Gap Between AI Orders and Hard Financial Reality
Super Micro Computer is caught in a tug-of-war between an extraordinary order pipeline and a balance sheet that cannot keep...
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius...
Marvell Technology’s Divergent Signals: Record Growth, a $12 Billion Google Deal, and a 35% Monthly Drop
The analyst community is tearing itself in two over Marvell Technology. KeyBanc just slapped a $400 price target on the...
AppLovin’s Insider Exodus and Pixel Slowdown Raise Questions Ahead of Earnings
A stark disconnect is playing out in AppLovin's stock: while the analyst community largely maintains double-digit upside targets, company insiders...
Behind Micron’s 25% Rout: A Fully Booked HBM Pipeline and $25 Billion in New Factories
The sell-off in Micron Technology shares has been brutal, but the company’s order book tells a different story. The stock...
From Cost Center to Cloud: Meta’s Infrastructure Avalanche Meets a Skeptical Analyst
Meta Platforms is writing the biggest check in its history for data centers, and now Wall Street is split on...
Quantum Stocks Slump Deepens as IonQ Touches New Low Following US Executive Orders
The sell-off in quantum computing shares has intensified, with IonQ falling to a fresh 2026 low on July 16 as...
Starship Scrubs Countdown, Starlink V5 Launches — SpaceX Stock Caught Between Two Stories
The same week SpaceX unveiled a radically lighter Starlink V5 receiver, a Starship engine failure grounded the company’s most ambitious...
Microsoft Faces Split on Wall Street as Earnings Loom: AI Optimism Meets Capex Concerns
Microsoft heads into its fourth-quarter fiscal earnings on July 29 with analysts deeply divided on valuation, even as the vast...
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