News
Piper Sandler defends Oracle (ORCL) ahead of earnings, arguing the market is overreacting to its massive capex. The firm points to roughly $22 billion in AI infrastructure contracts that provide strong revenue visibility.
News
Qualcomm (QCOM) is in advanced talks to acquire AI chip startup Modular for roughly $4 billion, sending shares up more than 6% intraday. The deal would mark a major strategic push into data-center AI chips, directly challenging Nvidia.
News
Broadcom (AVGO) rallied after Reuters reported the company extended its custom-chip supply agreement with Apple through 2031. Shares jumped more than 5% in midday trading.
News
Amazon has crossed the 390-satellite threshold needed to start commercial service for its low-earth-orbit broadband network, taking direct aim at Starlink. In India, PM Modi inaugurated a new chip packaging plant in Gujarat, part of the country’s accelerating semiconductor push.
News
Bank of America strategists warn that speculative fervor has hit “extreme levels,” setting the stage for a snapback that could erase most of this year’s gains. Meanwhile, the Buffett Indicator and Shiller P/E are both flirting with all-time highs.
News
Super Micro Computer is expanding its edge AI computing lineup. Meanwhile, Asian AI infrastructure suppliers have been the market's biggest winners in the first half of 2026.
News
Alphabet’s stock has doubled in the past year and just joined the Dow. But massive AI spending and lofty valuations are fueling a debate over whether the rally can continue.
News
Micron tumbled 5.49% on July 2, but Wall Street analysts are still pounding the table, with one target at $2,000. The bull case rests on AI-driven memory demand that management says will stay tight into 2027; the bear case comes from Michael Burry, who just disclosed a short.
News
Tesla delivered 480,126 vehicles in Q2, topping Wall Street forecasts, but the stock plunged 7.49% on the day. Investors are pricing in margin pressure from aggressive price cuts and lingering concerns over full-year guidance.
News
Strategy (MSTR) has authorized the sale of up to $1.25 billion in bitcoin for the first time, breaking CEO Michael Saylor’s long-standing pledge. The stock rose 7.90% on the news.
News
A consortium of over 140 banking, payments, and tech heavyweights is launching Open USD, a stablecoin with zero-fee minting and redemption that passes reserve yields back to partners. Coinbase is a founding partner.
News
Palantir CEO Alex Karp says the enterprise AI sales model is "completely wrong," arguing token-based pricing forces companies to expose their IP for little return. Meanwhile, two wealth managers trimmed their TSMC positions.