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Khac Phu Nguyen
Software
Uber Nears Blacklane Acquisition at Upper Three-Digit Million Valuation
Manager Magazin reports deal close to signing as Uber targets German chauffeur startup operating in over 40 countries
Stocks:
UBER
1 hours ago
Khac Phu Nguyen
Semiconductors
Broadcom Lands $970 Million DISA Cloud Contract
Five-year agreement with Carahsoft streamlines software procurement and expands VMware Cloud Foundation use across U.S. defense agencies
Stocks:
AVGO
1 hours ago
Renato Neves, CFA
Software
SentinelOne Elevates Padgett to Strengthen Execution
Leadership shift expands operational focus amid competitive pressures
Stocks:
S
1 hours ago
Khac Phu Nguyen
Aerospace & Defense
Lufthansa Bookings Jump 20% as 700 Aircraft Disrupt Middle East Travel
Carrier adds flights to Asia while suspending Middle East routes, even as fuel costs rise above prior expectations.
Stocks:
EADSY
BA
1 hours ago
Khac Phu Nguyen
Vehicles & Parts
Toyota Unveils $1B US Investment, Expands Output Across Two Plants
Targets Kentucky and Indiana facilities to boost hybrid and EV production under broader $10 billion US investment plan.
Stocks:
TM
3 hours ago
Consumer Packaged Goods
First Look: EL-Puig Talks, Oil Tops $100, Gold Slides, Tesla Terafab
Stocks:
EL
NTGR
TTE
APO
META
4 hours ago
Nauman Khan
Retail - Cyclical
What's Going On With Alibaba Stock Tuesday
Alibaba Stock Gains as It Unveils Faster RISC-V AI Chip
Stocks:
BABA
ARM
INTC
3 hours ago
Khac Phu Nguyen
Drug Manufacturers
Pfizer Reports 73% Lyme Vaccine Efficacy as Trial Results Complicate Outlook
Experimental shot shows reduced infections but fewer cases in study make efficacy harder to assess ahead of planned regulatory submission.
Stocks:
PFE
2 hours ago
Khac Phu Nguyen
Hardware
HPE $14B Juniper Deal Faces Judge Scrutiny After State Challenge
Federal judge questions whether DOJ settlement remedies competition concerns as states push back on adequacy of agreed terms.
Stocks:
HPE
2 hours ago
Renato Neves, CFA
Semiconductors
ASML Lands $7.97 Billion Record Order
The largest disclosed order strengthens demand visibility into future revenue
Stocks:
ASML
4 hours ago
Faizan Farooque
Retail - Cyclical
Amazon Hit by AWS Disruptions Amid Middle East Conflict
Drone strikes and regional tensions impact cloud operations
Stocks:
AMZN
4 hours ago
Faizan Farooque
Vehicles & Parts
Ford Motor Recalls 254,000 SUVs Over Software Issue
Rearview camera and safety features may fail due to software glitch
Stocks:
F
4 hours ago
Moz Farooque
Asset Management
Microsoft's Azure Story May Have Hidden Upside
Evercore sees stronger AI growth potential ahead
Stocks:
MSF
4 hours ago
Nauman Khan
Retail - Cyclical
Amazon in Focus After Iran's Drone Hit Bahrain Effects AWS Services
AWS Bahrain Faces Interruption Amid Geopolitical Strains
Stocks:
AMZN
3 hours ago
Moz Farooque
Retail - Cyclical
Amazon Cloud Faces Unexpected War Impact
Amazon shifts workloads as Bahrain outage unfolds
Stocks:
AMZN
4 hours ago
Moz Farooque
Gold's Drop Feels Different This Time
Analysts debate whether trend is breaking down
Stocks:
GLD
3 hours ago
Nauman Khan
U.S Stocks Futures Pullback as Middle East Jitters Trump Peace Hopes
Futures down on Iran Military Action
Stocks:
SPY
DIA
CTVA
BAX
APO
3 hours ago
Moz Farooque
Software
OpenAI's Biggest Backer May Also Be A Risk
Microsoft reliance raises questions ahead of IPO
Stocks:
MSFT
SFTBY
NVDA
3 hours ago
★★★☆☆
Nauman Khan
Hardware
S&P 500 Sinks Into Red -- These Seven Stocks Are Soaring Triple Digits
SanDisk Leads the Pack: Top Large-Cap Stocks Up as Much as 199% This Year
Stocks:
SNDK
VG
LITE
MRNA
BE
4 hours ago
Nauman Khan
Semiconductors
Nvidia Stock Wobbles After Fresh Wave of Insider Sales
CFO and Director Dump Shares as Stock Loses 7% This Year
Stocks:
NVDA
2 hours ago
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