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Why SMCI Stock Is Falling After Oracle’s $1.4 Billion Shock
Why SMCI Stock Is Falling After Oracle’s $1.4 Billion Shock
2026-04-24
SMCI stock slides after Oracle’s reported $1.4 billion order cancellation raises fresh concerns over margins, inventory, and 2026 growth.
Tech boom is back in the shadow of war
Tech boom is back in the shadow of war
2026-04-23
US Q1 earnings may rise ~19% on AI and policy support. Tech leads gains, but AI disruption and dollar weakness risks persist.
​Ngqura Exposes South Africa's 10 Million-tonne Shift from Raid to Road
​Ngqura Exposes South Africa's 10 Million-tonne Shift from Raid to Road
2026-04-23
EBC Financial Group says South Africa's Ngqura manganese terminal will boost exports only if more ore is moved to ports by rail instead of trucks.
Intel Q1 Earnings Preview: The Real Test Is Foundry Proof
Intel Q1 Earnings Preview: The Real Test Is Foundry Proof
2026-04-23
Intel Q1 earnings preview: What Wall Street expects on foundry, 18A, Tesla comments, margins, and whether Q1 marks the trough.
DAX Performance Index Slips As Oil Fears Hit German Stocks
DAX Performance Index Slips As Oil Fears Hit German Stocks
2026-04-23
The DAX Performance Index eased on April 22–23 as oil jumped above $100, investor sentiment weakened, and Germany’s export-heavy market lost momentum.
ServiceNow Stock Sinks 12% as Margin Outlook Overshadows Beat
ServiceNow Stock Sinks 12% as Margin Outlook Overshadows Beat
2026-04-23
ServiceNow stock sank 12% after earnings as weaker margin guidance, Armis dilution and delayed Middle East deals overshadowed a Q1 beat.
AMD Stock Breakout Above $300 as AI Servers Reset Valuation
AMD Stock Breakout Above $300 as AI Servers Reset Valuation
2026-04-23
AMD stock breaks above $300 after record data center growth and major AI deals, with May 5 earnings set to test the new valuation.
Tesla Earnings Preview: Can Musk Justify Tesla's Rising AI Spending?
Tesla Earnings Preview: Can Musk Justify Tesla's Rising AI Spending?
2026-04-22
Tesla earnings preview: Can Musk justify rising AI spending as weak margins and negative cash flow sharpen pressure on the stock?
Dow Jones Index Today: When a Few Stocks Move the Whole Market
Dow Jones Index Today: When a Few Stocks Move the Whole Market
2026-04-22
Dow Jones Index closed lower on late April as a handful of high-priced stocks drove the move, exposing concentration risk beneath the surface.
NVTS Stock Jumps 16%: Can Revenue Catch Up Before May 5?
NVTS Stock Jumps 16%: Can Revenue Catch Up Before May 5?
2026-04-22
NVTS stock jumped 16% as AI power optimism, short covering, and May 5 earnings bets outran a $45.9 million 2025 revenue base.
Faraday Future Stock Jumps on $45M Funding, Robotics Push
Faraday Future Stock Jumps on $45M Funding, Robotics Push
2026-04-22
Faraday Future stock surged after a $45 million financing deal and fresh robotics headlines revived the speculative FFAI turnaround trade.
UNH Q1 2026 Earnings: MCR Improves, Guidance Rises, AI Still Supports Cost Control
UNH Q1 2026 Earnings: MCR Improves, Guidance Rises, AI Still Supports Cost Control
2026-04-21
UNH's Q1 print hinges on Medicare Advantage MCR, 2026 repricing, and whether AI-led productivity can keep operating costs inside target ranges.
3M Earnings Preview: Can Margins Keep the Turnaround Intact?
3M Earnings Preview: Can Margins Keep the Turnaround Intact?
2026-04-21
3M earnings arrive today as investors watch margins, guidance and demand trends for signs that the industrial group’s turnaround can hold.
Is This Software ETF’s Rebound Built to Last After a Brutal Selloff?
Is This Software ETF’s Rebound Built to Last After a Brutal Selloff?
2026-04-21
IGV has rebounded sharply from a 52-week low, but questions remain over AI disruption fears and whether the rally can last.
STLD Q1 Earnings: Revenue Soars to $5.2B Despite Slight EPS Wobble
STLD Q1 Earnings: Revenue Soars to $5.2B Despite Slight EPS Wobble
2026-04-21
Steel Dynamics posts strong Q1 results with $5.2B revenue and record shipments, but mixed EPS and expectations cap immediate upside momentum.