High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The ongoing investment in AI infrastructure is creating a favorable demand environment for Applied Materials, whose equipment and engineering solutions are critical to semiconductor manufacturing.
Tax withholding obligations drove this non-discretionary sale, yet Agrawal retains ~280,000 total shares worth $25.13 million, signaling continued confidence in the AI infrastructure provider.
Institutional selling and record ETF inflows are moving in opposite directions.
Nvidia Corporation (NASDAQ:NVDA) handed Amkor Technology, Inc. (NASDAQ:AMKR) a massive vote of confidence on July 23. The companies announced a $1.5 billion multi-year advanced packaging and development agreement, with Nvidia Corporation (NASDAQ:NVDA) committing a prepayment to support Amkor’s U.S. advanced packaging capacity. Five days later, the stock plunged almost 25% in a single session. Nvidia […]
Marvell's Google breakthrough is forcing investors to question Broadcom's grip on hyperscaler AI silicon.
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.
The hydrogen trade is fracturing into two completely different businesses, and the sector ETF is hiding almost all of it. What the flat fund price is masking could change how you size every position in this theme.
Buying a 50-year-old business from a retiring owner can come with plenty of surprises. One small-business buyer expected that too. What they didn’t expect was to discover that the seller had apparently been underselling his own company. The buyer shared...
Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
Super Micro Computer stock falls. Why the AI server maker faces fresh pressure
MicroStrategy Incorporated (NASDAQ:MSTR) (Strategy) shares climbed 3.5% Monday after the bitcoin-focused firm completed a large at-the-market equity offering, raising roughly $2.01 billion in net proceeds through the sale of more than 18.2 million shares. The capital raise strengthens...
Investors wanted aggressive buybacks and cancellations--not another enormous plan dominated by cash dividends.
The Schwab dividend fund that yields more, but few investors own.
China is coming for American chip stocks' market share -- and investors are scared.
Apartment professionals should keep an eye on the war in Iran, a possible Federal Reserve rate hike and ballooning U.S. debt, among other things.
A $1.55 billion government-backed deal that should signal strength is somehow sending USA Rare Earth shares lower, and the sharpest selloff belongs to a company with no news at all.
Drone stocks are cratering Monday at five times the rate of the broader tech market, and not one of these companies reported a single piece of bad news. The reason behind the selloff reveals something important about how these names behave when risk appetite shifts.
Snowflake shares have surged 200% amid insider selling, but analyst price targets and institutional buying signal confidence ahead of the company's early-September earnings report.
China is coming for Sandisk's market share. It's time to start worrying.
The Autoriteit Persoonsgegevens found that Uber relied on software to track driver conduct and customer feedback, leading to accounts being automatically suspended over suspected fraud and permanently shut down where ratings stayed low over time.
BranchOut Food posts record Q2 revenues, but weaker margins and a wider loss weigh on the BOF stock as management targets a stronger Q4.
Moderna just handed back 7% of its staggering year-to-date run in a single session, and the question rattling traders is whether this is a routine exhale or the beginning of a painful unwind for latecomers.
A Truth Social post landed at the open and immediately sent Detroit's Big Three into a tailspin, but the selloff is hitting Ford and Stellantis twice as hard as General Motors and nobody can fully explain why.
XPeng (XPEV) provided a third-quarter revenue outlook below Wall Street's estimates on Monday as the
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
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