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Moz Farooque
Semiconductors
Nvidia, AMD Rally As War Fears Ease
Nvidia, AMD lead sharp semiconductor rebound
Stocks:
AMD
NVDA
3 hours ago
Moz Farooque
Vehicles & Parts
Tesla's Chip Ambition May Carry A Huge Price
SpaceX, xAI seen helping fund massive buildout
Stocks:
TSLA
3 hours ago
Moz Farooque
Semiconductors
Micron Set For Massive AI Pricing Upside
DRAM, NAND prices may jump triple digits
Stocks:
MU
3 hours ago
Nauman Khan
Software
Nvidia-Backed Synopsys Stock Jumps as Elliott Takes Multibillion-Dollar Stake
Elliott Pours Billions Into Synopsys: Stock Gains on Investor Optimism
Stocks:
SNPS
NVDA
3 hours ago
Software
Grab Expands with Acquisition of Foodpanda Taiwan for $600 Million
Stocks:
GRAB
4 hours ago
Nauman Khan
Hardware
What's Going On With Super Micro Stock Today
Super Micro Stages Oversold Rebound as Market Cheers Iran Truce News
Stocks:
SMCI
3 hours ago
Faizan Farooque
Interactive Media
Alphabet Expands Drone Delivery With Bay Area Launch
Wing targets broader adoption as last-mile delivery competition grows
Stocks:
GOOGL
3 hours ago
Renato Neves, CFA
Interactive Media
Alphabet's Drone Push Enters Dense Urban Test
Wing expands into Silicon Valley as scalability and economics come into focus
Stocks:
GOOG
GOOGL
WMT
DASH
3 hours ago
Beverages - Non-Alcoholic
Vita Coco Joins S&P SmallCap 600, Boosting Growth Prospects
Stocks:
COCO
5 hours ago
Nauman Khan
Software
Rivian Stock Jumps Again on Uber Deal. Robotaxi Ambitions Take Shape
Uber Partnership Fuels Growth Hopes
Stocks:
UBER
4 hours ago
Nauman Khan
Today's Market: Dow Jumps 1,000 Points, S&P 500 and Nasdaq Rise 2% After Trump Pause on Iran Strikes
Oil Plunges, Stocks Rip Higher on Trump's Middle East Breakthrough
Stocks:
SPY
DIA
5 hours ago
Nauman Khan
Hardware
Apple Stock Rises as iPhone Upgrade Boom Hits Record Levels
Apple Rises on Record Upgrade Cycle. Foldable iPhone Buzz Builds
Stocks:
AAPL
4 hours ago
Renato Neves, CFA
Vehicles & Parts
General Motors Starts Eyes-Off Road Testing
GM advances autonomy testing with plans to scale across its full lineup
Stocks:
GM
4 hours ago
Nauman Khan
Software
Why Palantir Stock Is Climbing Today
Palantir Stock Jumps as Trump Pauses Iran Strikes, UK Data Deal Adds Fuel
Stocks:
PLTR
4 hours ago
Khac Phu Nguyen
Retail - Cyclical
Laopu Gold Reports 221% Revenue Jump as Profit Rises 230%
Sales reach 27.3 billion yuan while net income hits 4.87 billion yuan, supported by strong demand and rising gold prices.
Stocks:
LPGCY
LVMHF
3 hours ago
Nauman Khan
Software
Microsoft Stock Rises. Evercore Stays Bullish Despite Cloud Concerns
Azure Growth May Take Time to Reaccelerate
Stocks:
MSFT
4 hours ago
Moz Farooque
Vehicles & Parts
Musk Pushes Tesla Deeper Into AI Chips
Musk aims to reduce reliance on suppliers
Stocks:
TSLA
4 hours ago
Nauman Khan
Retail - Cyclical
Amazon Stock Is Rising. Barclays Sees Agentic AI as the Next Catalyst
Barclays Lifts AWS Estimates After Anthropic Surge
Stocks:
AMZN
4 hours ago
Faizan Farooque
Retail - Cyclical
Amazon Gains on AWS Growth and AI Momentum
Barclays sees strong upside driven by cloud demand and AI partnerships
Stocks:
AMZN
4 hours ago
Moz Farooque
Hardware
Apple May Be Entering Strongest Cycle In Years
Survey shows stronger demand and rising switch rates
Stocks:
AAPL
5 hours ago
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