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ASML Q2 2026 Earnings Preview: The Bar Just Got Higher, and Harder to Read
2026-07-13
ASML reports Q2 2026 on 15 July. With quarterly bookings gone, guidance, shipments and tone decide the reaction. Snapshot, peers, and three scenarios.
Why Micron Stock Dropped 10% Despite Crushing Its Earnings Goals
2026-07-13
Micron Technology stock fell 10% this month. Discover why peak memory cycle fears and ETF shifts triggered a sudden sell-off despite record AI earnings.
Massive profit-taking Is testing tech stock resilience
2026-07-09
US hedge funds cut tech stocks for four weeks as AI and valuation risks rise. Chipmakers face pressure from spending concerns and market uncertainty.
BABA Jumps 11% as Qwen AI and Alibaba Cloud Reframe Alibaba Stock
2026-07-09
BABA jumped 11% as Alibaba’s Qwen AI and cloud growth pushed investors to reassess the stock beyond e-commerce, despite margin pressure.
Can ANET Stock Hit $200 Soon? Arista's Record High Tests Wall Street's AI Bet
2026-07-09
ANET stock is 10.5% from $200 after a record breakout. August earnings, AI Ethernet demand, and margins now decide the next move.
PepsiCo Earnings Preview: Can Snacks Drive a PEP Stock Rebound?
2026-07-08
PepsiCo Q2 2026 earnings preview: why Frito-Lay snack volumes, margins and guidance may decide whether PEP stock can rebound.
CRNX Stock Doubled After Vertex's $85 Deal, but the Easy Upside May Be Over
2026-07-08
CRNX stock doubled after Vertex’s $85 cash deal, but the remaining upside now depends on deal spread, approvals, and closing risk.
TeraWulf Stock: Why the $19B Anthropic Deal Is Really About Power
2026-07-07
TeraWulf stock is being repriced after its $19B Anthropic deal, but the deeper market story is power, execution and AI data center cash flow.
Rivian Stock Surges 8%: Is This the R2 Breakout the Market Was Waiting For?
2026-07-03
Rivian stock surged 8% after a Q2 delivery beat and raised 2026 guidance. Here’s what R2, margins, and August earnings must prove next.
Visa (V) Stock Jumps 3% as Q2 Growth Backs Its Premium Multiple
2026-07-03
Visa stock hit a 52-week high as Q2 revenue growth, cross-border spending, buybacks and future payment rails supported its premium valuation.
Bending Spoons' $1.7B IPO: Why AOL's New Owner Sent BSP Stock Up 40%
2026-07-02
Bending Spoons priced its IPO at $29, and BSP stock jumped nearly 40% on debut. Here is why AOL’s new owner is drawing market attention.
Palantir (PLTR) Stock Jumps on Nvidia AI Deal: Is the Selloff Over?
2026-07-02
Palantir stock rebounds on its Nvidia AI deal and defense momentum, but PLTR valuation risks keep investors cautious after the selloff.
Rocket Lab Stock Surges on Iridium Deal: Is This the Anti-SpaceX Trade?
2026-06-30
Rocket Lab stock surges on the $8B Iridium deal as RKLB shifts toward space infrastructure, recurring revenue and a sharper SpaceX comparison.
SpaceX Stock to Join Nasdaq-100 on July 7: The Index Trade Just Got Bigger
2026-06-29
SpaceX stock will join the Nasdaq-100 on July 7, adding a $2.1 trillion growth name to the index and raising fresh questions.
Asia market fervour is stretching a bit too far
2026-06-25
Asian equities outperform US in 2026 on AI chip boom and Japan-Korea reforms, led by TSMC, Samsung and SK Hynix; valuation risks rise.
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