Historic Day for AMD as Stock Surge Pushes Valuation Above $1 Trillion
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Amazon said third-party shopping bots must operate openly and respect platform opt-in requirements.

Almost everyone was expecting the Federal Reserve to raise interest rates this month. When the Fed raised interest rates for the first time in three years, from 3.75% to 4%, at the conclusion of the Federal Open Market Committee meeting last week, the move seemed a foregone conclusion. After all, the job market has been relatively stable, while the ongoing Iran war is just the latest fuel for the inflation fire.
Satya Nadella is expected to attend the Trump-Xi state dinner.

MercadoLibre (MELI) produced free cash flow worth 13.7% of its market value over the past twelve months, about three times the 4.5% yield of the median S&P 500 company. A yield that high usually marks either a bargain or a business the market expects to shrink. MercadoLibre fits neither neatly. Its revenue grew 46% over the same twelve months, and management is holding profit down on purpose to keep it growing.

These leading payments enterprises have lagged the overall market in the past half-decade.
SanDisk's approach to $1,832 is putting its recent rally at a technical crossroads.

Paramount Skydance agreed to a highly anticipated settlement with 12 state attorneys general that sued to block its $110 billion acquisition of Warner Bros. Discovery, the company confirmed in a filing Monday.
Rapid smart-ring growth validates health wearables beyond the wrist without threatening Apple's scale immediately.
Standard U.S. shipping rates will jump starting Jan. 4, but the package-level impact will vary depending on service used, weight and shipping distance.
A fourth Indian cloud region improves resilience, but Microsoft disclosed no capacity, utilization or site-level investment.

California Attorney General Rob Bonta announced an antitrust settlement reached with Paramount Skydance that he says will protect jobs. This clears the way for Paramount to take over Warner Bros. Discovery. But Bonta says this deal is not a "blessing" for the merger.

Both are high-growth bets on unproven cutting-edge technologies.

The space business is roaring, and it isn’t just SpaceX getting all the applause. Rocket Lab stock jumped Monday after Cantor Fitzgerald analyst Andres Sheppard issued a bullish note on the company. Sheppard reiterated his Outperform rating on with a $122 price target.
A three-week study produced rapid symptom improvement, but regulatory approval and commercial conversion remain ahead.

Opendoor Technologies (NASDAQ:OPEN) has posted a sharp monthly decline amid a small group of housing-linked names, and the bulls-versus-bears question in front of Opendoor shareholders is whether the drop reflects a housing-wide de-rating or something specific to the company. The iShares U.S. Home Construction ETF (NYSEARCA:ITB) is at $88.36, down 10% over the past month, […]
Three demonstrations span short-reach, encrypted pluggable and inter-data-center links, but Marvell disclosed no orders or launch dates.

Shares of Marvell Technology (NASDAQ:MRVL) opened higher Monday, trading at $248 in the first hour, up 1.5% on the session after the company unveiled the industry’s first 2nm optical interconnect demonstrations for AI data centers. The move extends a one-week gain of 5% and a year-to-date advance of 192%. 2nm Optical Breakthrough Targets the AI […]

A technical reset could reshape demand for SpaceX shares

1 Petabit Per Second, Across an Ocean Meta (NASDAQ:META) has put a number on its AI ambitions that lives outside the income statement. The company unveiled Petal, a transatlantic subsea cable engineered to move 1 petabit per second (1,000 terabits per second) across roughly 7,000 km between France and the United States, with the system […]

Novo Nordisk A/S (NYSE:NVO) outlined an updated strategy at its Capital Markets Day centered on diabetes and obesity, expansion into blood and endocrine disorders, liver disease and cardiovascular conditions, and a growing focus on consumer-facing prescription medicine channels. The company said it

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 122%, hitting $363.43 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

The chipmaker announced plans to unveil next-generation technology at an upcoming tech conference.

XPeng wants to license its car tech to more automakers, but the timing reveals a stalling vehicle business increasingly propped up by high-margin tech deals.

Cantor Fitzgerald analyst Andres Sheppard reiterated an Overweight rating and $122.00 price target on Rocket Lab (NASDAQ:RKLB), calling the current level an attractive entry point ahead of the Neutron rocket’s debut. The firm argues Neutron is uniquely positioned to become the only viable alternative and most direct commercial competitor to SpaceX’s Falcon 9 once operational. For […]

Apple (AAPL) stock has gained 41.2% over the past twelve months and trades near its 52-week high of $339.79. All the while, Apple keeps buying back its own shares, so each share you hold claims a bigger slice of the profit. That engine is real and well funded, but at 38.2 times trailing earnings it explains only a small part of what you are now paying for.
A permanent profit-sharing formula could convert AI memory pricing into a recurring labor cost.

Binance warns iPhone users after security researchers found the App Store app contained code capable of stealing private keys and seed phrases.

Needham now sees upside in OKTA stock to $230. Here’s why analyst Mike Cikas is bullish on OKTA shares.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the surgical equipment & consumables - specialty stocks, including Intuitive Surgical (NASDAQ:ISRG) and its peers.