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Semiconductors
Market Today: Tech Slumps, Broadcom Tanks; EU Eases ICE Ban
Stocks:
AVGO
ORCL
NVDA
AMD
GOOG
1 day ago
Semiconductors
Broadcom's Stock Dips Despite Strong Q4 Results and AI Growth
Stocks:
AVGO
1 day ago
Retail - Cyclical
Lululemon's Q3 Earnings Beat Expectations Amid CEO Transition
Stocks:
LULU
1 day ago
Capital Markets
Coinbase Expands into Prediction Markets and Tokenized Stocks
Stocks:
COIN
HOOD
GEMI
1 day ago
Khac Phu Nguyen
Software
Oracle's $300 Billion AI Dream Hits a Wall--Delays Rattle Investors
Ambitious timelines slip as Oracle pushes back OpenAI data center buildouts to 2028, triggering sharp share drop.
Stocks:
ORCL
1 day ago
★★★☆☆
Khac Phu Nguyen
Drug Manufacturers
GSK's $4 Billion Asthma Drug Gets First-Ever Green Light in Europe
Ultra-long-acting treatment could reshape respiratory care as EU regulators back GSK's high-stakes depemokimab ahead of 2026 launch.
Stocks:
GSK
1 day ago
Khac Phu Nguyen
Drug Manufacturers
Novo's Next Shot at Dominance: High-Dose Wegovy Takes Aim at Lilly's Zepbound
Regulators in Europe just backed Novo's heavyweight Wegovy--setting the stage for a head-to-head obesity drug showdown in 2025.
Stocks:
NVO
1 day ago
Khac Phu Nguyen
REITs
AI Power Darling Fermi Implodes After $150M Deal Collapses
West Texas nuclear startup loses key tenant, wiping billions in value as investors question the AI energy gold rush.
Stocks:
FRMI
1 day ago
Nauman Khan
Retail - Defensive
Why Costco (COST) Stock Traded Flat On Friday
Costco Drops as Revenue Miss Overshadows Strong EPS Performance
Stocks:
COST
2 hours ago
Khac Phu Nguyen
Vehicles & Parts
Geely Just Built the World's Largest Crash Lab--And It's Coming for Tesla's Safety Crown
China's EV giant unveils a $283 million mega-facility as regulators worldwide zero in on electric vehicle safety risks.
Stocks:
GELYF
TSLA
1 day ago
Khac Phu Nguyen
Aerospace & Defense
Swiss F-35 Deal Hits Turbulence as Soaring Costs Force Cut to Jet Order
Bern scales back fighter jet ambitions under voter-imposed price cap, risking fresh political fallout and future defense gaps.
Stocks:
LMT
1 day ago
Khac Phu Nguyen
Construction
He Ignored AI Stocks--and Made 79% on the Infrastructure Powering Them
While Wall Street chased AI chips, Bill Harnisch quietly rode the infrastructure boom--and crushed nearly everyone.
Stocks:
PWR
DY
MTZ
1 day ago
Khac Phu Nguyen
Capital Markets
Nasdaq Moves to Block Risky IPOs as Microcap Chaos Draws Regulator Fire
New rule could allow Nasdaq to reject listings despite meeting requirements amid rising manipulation concerns
Stocks:
NDAQ
RGC
PTHL
1 day ago
Retail - Defensive
Costco's Q1 Success: Strong Sales, Membership Growth, and Digital Expansion
Stocks:
COST
CART
UBER
DASH
2 days ago
Khac Phu Nguyen
Europe's ?3 Parcel Shock Could Rewrite the Rules for Online Shopping
EU targets China-linked e-commerce surge as ministers fast-track new levies on small packages
1 day ago
Khac Phu Nguyen
Telecommunication Services
Tether's $500B Power Play: Inside the Secret Battle to Block Billion-Dollar Share Dumps
As Tether eyes a $20B raise, it's quietly moving to lock down shareholder exits and rewrite crypto fundraising rules.
Stocks:
SOBKY
USDT-USD
1 day ago
Nauman Khan
Media - Diversified
Nasdaq Slides as Broadcom Forecasts Shake AI Trade
Nasdaq Slides as Broadcom Forecasts Shake AI Trade
Stocks:
APP
PLTR
DIA
AVGO
AMD
42 minutes ago
Khac Phu Nguyen
Capital Markets
Wall Street's AI Bet: Why Goldman Sees the S&P 500 Charging Toward 7,600
Goldman Sachs says AI could supercharge profits as Big Tech drives nearly half of the S&P's 2026 earnings growth.
Stocks:
GS
SPY
AAPL
MSFT
GOOG
1 day ago
Khac Phu Nguyen
Capital Markets
Goldman Backs Crystal Palace in Stunning $168M Stadium Power Play
A landmark loan deal could reshape the club's future--on and off the pitch.
Stocks:
GS
1 day ago
Nauman Khan
Software
Palantir Stock Is Falling -- The Lawsuit Is a Growing Pain
Palantir's Legal Escalation Signals Risks for AI Growth Stocks
Stocks:
PLTR
1 day ago
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