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Semiconductors
Market Today: Wall St. Rebounds; NVDA, AMZN, TGT in Focus
Stocks:
NVDA
AVGO
SPY
XOM
GOOGL
37 minutes ago
Retail - Cyclical
Abercrombie & Fitch Faces Challenges Despite Strong Q4 EPS
Stocks:
ANF
6 hours ago
Retail - Cyclical
Ross Stores Reaches New Highs with Strong Q4 Results and Positive Outlook
Stocks:
ROST
6 hours ago
Khac Phu Nguyen
Interactive Media
Bill Gates-Backed TerraPower Wins Approval for 345-MW Natrium Nuclear Reactor
US regulators grant construction permit for TerraPower's next-generation reactor in Wyoming, with the company targeting operations beginning in 2031.
Stocks:
GOOG
4 hours ago
Khac Phu Nguyen
Oil & Gas
Baker Hughes Plans $10 Billion Bond Sale to Finance Chart Industries Acquisition
Oilfield-services firm prepares euro- and dollar-denominated bond offering as credit markets reopen following earlier disruption.
Stocks:
BKR
4 hours ago
Khac Phu Nguyen
EU Expects US to Keep 10% Tariff Despite Talk of Possible 15% Increase
Brussels officials say Washington signaled the 10% universal tariff may remain even after Treasury Secretary Scott Bessent said a 15% rate could arrive this week.
4 hours ago
Khac Phu Nguyen
US Private Payrolls Rise 63,000 in February, Strongest Hiring Since July
ADP data shows US companies added 63,000 jobs in February, topping economist forecasts and signaling a possible stabilization in the labor market.
3 hours ago
Khac Phu Nguyen
Polymarket Geopolitics Bets Hit $425 Million as Iran Conflict Drives Trading
Prediction-market activity tied to Iran surges, with regime-change wagers and geopolitical contracts drawing hundreds of millions in trading.
3 hours ago
Khac Phu Nguyen
?4.1 Billion Exit Wave Hits Vesteda as Tax Changes Shake Dutch Property Fund
Investors request redemptions equal to 52% of Vesteda's assets after new rules impose a 25.8% tax on foreign real estate investors.
3 hours ago
Khac Phu Nguyen
Software
CrowdStrike Forecasts Up to $1.364B Revenue as AI Cyber Threats Rise
Cybersecurity firm projects April-quarter sales roughly in line with estimates after reporting 23% revenue growth in the latest quarter.
Stocks:
CRWD
3 hours ago
Khac Phu Nguyen
Semiconductors
Broadcom Faces Earnings Test as Shares Slide 23% Despite AI Revenue Surge
Investors watch whether projected $19.3B revenue and nearly $8.2B AI sales can shift sentiment after the stock's 23% drop from its December record.
Stocks:
AVGO
3 hours ago
Khac Phu Nguyen
Capital Markets
Goldman Sachs Says Equity Pullbacks Could Present Buying Opportunities
Strategists say Middle East tensions, AI disruption fears may drive corrections, but economic resilience and earnings growth could limit a deeper bear market.
Stocks:
GS
3 hours ago
Khac Phu Nguyen
Euro-Area Unemployment Falls to Record 6.1% as Growth Surprises
Eurostat reports the euro-zone jobless rate dropped to 6.1% in January, below expectations, after stronger economic expansion late in 2025.
3 hours ago
Khac Phu Nguyen
Aerospace & Defense
Dassault Signals New Partners If Airbus Steps Back From Europe Fighter Program
CEO Eric Trappier says Airbus indicated it does not want to work with Dassault on the Future Combat Air System.
Stocks:
DUAVF
EADSY
3 hours ago
Khac Phu Nguyen
Dollar Slides Up to 0.4% After Report of Iran War Negotiation Outreach
Bloomberg Dollar Spot Index falls as much as 0.4% after report Iranian operatives offered talks to end conflict.
4 hours ago
Khac Phu Nguyen
Oil Jumps $10 as Middle East War Drives $4 Billion Into Energy ETF
Rising crude prices and Strait of Hormuz disruptions push investors back into energy stocks as inflation concerns resurface.
Stocks:
XLE
CVX
XOM
4 hours ago
Software
CrowdStrike Faces Pressure Despite Strong Q4 Results and Impressive ARR Growth
Stocks:
CRWD
ZS
NVDA
7 hours ago
Khac Phu Nguyen
Capital Markets
ESG Funds Could Add Up to $71 Billion to Defense Stocks, Morgan Stanley Says
Morgan Stanley estimates European sustainability funds may increase allocations to aerospace and defense as geopolitical tensions reshape ESG investing rules.
Stocks:
MS
3 hours ago
Nauman Khan
Retail - Cyclical
Amazon Stock Rises After $427 Million Campus Deal
The $427 million deal adds capacity in a key data hub as tech firms ramp up spending on AI infrastructure
Stocks:
AMZN
4 hours ago
Khac Phu Nguyen
Bitcoin Surges 8%, Breaks $73,000 as ETF Inflows Top $680 Million
Bitcoin rebounds from recent conflict-driven drop, hitting a one-month high as ETF inflows and rising futures demand lift crypto markets.
Stocks:
BTC-USD
4 hours ago
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