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Super Micro Computer (SMCI) shares plunged over 8% in after-hours trading ahead of its quarterly report, as investors zero in on bloated inventory, deteriorating cash flow, and intensifying AI infrastructure competition.
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Goldman Sachs slid more than 5% intraday, while Jefferies issued a bullish call on four dividend-paying money-center banks. The divergence comes as Wall Street’s biggest lenders post double-digit profit growth in Q2.
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After IBM’s 25% crash, Michael Burry is watching Microsoft’s report to see if the pain is industry-wide. MSFT shares rose over 2% in Tuesday trading.
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Oracle (ORCL) stock has tumbled to near its 52-week low. Historical data shows an average 18% pullback in past market shocks, even as the company lands massive AI infrastructure contracts.
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Gold slid below $4,000 as escalating Middle East conflict and surging oil prices reignited inflation fears, overshadowing the metal's traditional safe-haven appeal.
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China’s first orbital booster recovery spooks the space sector, sending SpaceX to an all-time low. Oil spike from Middle East tensions adds to the selloff.
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Apple shares surged to an all-time high after reports that the company received approval to launch generative AI features in China. The rally was fueled by cooling inflation data and a strong bank earnings season.
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Walmart dips 1.03% after hours as market volatility drives investors toward defensive dividend stocks. Johnson & Johnson beats Q2 estimates and raises guidance, while Novo Nordisk, Realty Income and others offer yields up to 5.9%.
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Anthropic is lining up investor meetings for a potential mega-IPO as soon as October, with Goldman Sachs, Morgan Stanley and JPMorgan leading the charge. Its last private valuation hit $965 billion, and prediction markets see a 90% chance it hits $1.25 trillion by year-end.
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Broadcom (AVGO) rose 1.33% in after-hours trading as investors focused on AI optical interconnects, cable network upgrades, and fiber broadband deployment. AAOI is expanding capacity for 800G and 1.6T transceivers, while CableLabs pushes XGS-PON interoperability.
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TSMC’s record Q2 revenue and surging AI demand weren’t enough to revive the AI trade. The stock edged lower as investors rotated into safer names like Apple.
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Alphabet (GOOGL) jumped 3.5% on July 15, but analysts remain cautious on valuation and earnings visibility as Q2 reporting season kicks off. The AI trade is cooling, and the bar for big tech is set high.