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Semiconductors
Market Today: Broadcom's AI Surge and OpenAI Partnership Boosts AVGO
Stocks:
AVGO
NVDA
AAPL
XOM
CVX
2 days ago
β β β β β
Retail - Cyclical
Lululemon Faces Challenges After Disappointing Q2 Results and Guidance Cuts
Stocks:
LULU
2 days ago
Software
DocuSign Shares Rebound with Strong Q2 Earnings and Raised Guidance
Stocks:
DOCU
2 days ago
Nauman khan
Retail - Cyclical
Lululemon Stock Plunges 17% After It Slashes FY Revenue Outlook
Lululemon Misses Revenue, Lowers Guidance: Execution Concerns Mount
Stocks:
LULU
2 days ago
Nauman khan
Software
PLTR vs. NVDA: Why Palantir's AI Boom Looks Costly Next to Nvidia
Palantir Stock Doubles in 2025: Analysts Warn of Overheating Valuation
Stocks:
PLTR
NVDA
2 days ago
Faizan Farooque
Software
Starboard Value Takes 8% Stake in BILL Holdings, Eyes Board Challenge
Activist firm builds position as shares slump 86% from peak
Stocks:
BILL
2 days ago
Khac Phu Nguyen
Saudi Oil Shock? OPEC+ May Flood Market Just as Prices Slide
A surprise supply revival could hammer Brent, rattle shale, and give Trump the energy win he's been demanding
2 days ago
Khac Phu Nguyen
Telecommunication Services
MTN's Iran Billions Frozen--But a Telkom Comeback Deal Could Rewrite the Game
Sanctions lock up MTN's Middle East exit, while fresh M&A whispers reignite the battle for South Africa's telecom throne
Stocks:
MTNOY
2 days ago
Khac Phu Nguyen
Wall Street Goes All-In: Bond Market Signals Fed Cut Incoming After Jobs Stumble
A hiring freeze, plunging yields, and rising unemployment just rewrote the Fed's next move.
2 days ago
Khac Phu Nguyen
Jobs Collapse Sparks Fed Panic: Is a Rate Cut Now Inevitable?
Wall Street braces for policy U-turn as hiring freezes, layoffs surge, and unemployment hits a 4-year high
Stocks:
SPY
COP
2 days ago
Faizan Farooque
Capital Markets
Nasdaq Tightens IPO Rules to Rein In Risky Listings
New standards target small Chinese firms after wild stock swings
Stocks:
NDAQ
2 days ago
Khac Phu Nguyen
Aerospace & Defense
Germany's ?6 Billion Arms Binge: The Defense Stocks Poised to Win Big
From Israeli drones to Finnish tanks and U.S. missiles, Berlin's military splurge could supercharge global defense stocks
Stocks:
LMT
2 days ago
Khac Phu Nguyen
Healthcare Plans
Medicare Audit Blitz Hits a Wall--Are Billions in Overpayments Safe for Now?
CMS's $4.7B crackdown on insurers like UnitedHealth may be faltering as hiring goals stall ahead of deadline
Stocks:
UNH
HUM
2 days ago
Faizan Farooque
Retail - Cyclical
Amazon Rises as Prime Day Buzz Lifts Investor Mood
Strong sales momentum gives stock a late-summer boost
Stocks:
AMZN
2 days ago
Faizan Farooque
Retail - Cyclical
Gap to Bring Beauty Aisles Into Old Navy Stores
Retailer bets on fast-growing $100B U.S. beauty market
Stocks:
GAP
2 days ago
Semiconductors
Broadcom Surges on Strong Q3 Earnings and AI Growth Outlook
Stocks:
AVGO
3 days ago
Faizan Farooque
Vehicles & Parts
Ford Expedition Sales Soar, Showing SUVs Still Have Pull
Gas-powered three-row SUV hits best month in 21 years
Stocks:
F
2 days ago
β β β β β
Nauman khan
Software
Cathie Wood Loads Up Figma After 20% Stock Crash
Ark Invest Pounces on Figma Selloff, Dumps Roku and GENI
Stocks:
FIG
ADBE
NTLA
ARKK
ROKU
2 days ago
Nauman khan
Semiconductors
Broadcom Stock Soars to All-Time High: Market Cap Hits $1.44 Trillion
Broadcom Market Cap Climbs to $1.44 Trillion as AI Demand Explodes
Stocks:
AVGO
CLS
2 days ago
β β β β β
Khac Phu Nguyen
France's EV Charger Electra Eyes Fire Sale Across Europe
With β¬1B+ in capital and a green loan to match, Electra is hunting M&A deals as rivals struggle to survive
2 days ago
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