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Khac Phu Nguyen
Mark Carney Just Blew Open Canada's Budget--And Investors Are Watching Closely
C$167 billion in new deficits, military upgrades, and a housing blitz spark debate on growth vs. debt
1 day ago
Khac Phu Nguyen
Drug Manufacturers
Amgen Surges After Lifting Forecast--New Drugs and Obesity Bet Ignite Investor Hopes
The biotech heavyweight raises guidance again as fresh treatments offset pricing hits and patent risks mount.
Stocks:
AMGN
LLY
NVO
1 day ago
Khac Phu Nguyen
Bitcoin's $85 Billion ETF Boom Just Hit a Wall
Retail traders jumped in. Now Bitcoin's 20% drop is forcing a harsh lesson in crypto's brutal cycles.
Stocks:
BTC-USD
1 day ago
Khac Phu Nguyen
Restaurants
Papa John's Crashes 21% After Apollo Walks--And Yum Wants Out of Pizza Hut Too
Apollo pulls $64-a-share bid; Yum launches Pizza Hut sale in signal of sector-wide shake-up.
Stocks:
PZZA
YUM
1 day ago
Khac Phu Nguyen
Metals & Mining
Sigma Lithium's Stunning Collapse: From Market Darling to Cautionary Tale in Just 48 Hours
A brutal selloff wipes out nearly a third of Sigma's value as expansion doubts rattle investor faith.
Stocks:
SGML
1 day ago
Khac Phu Nguyen
Software
IBM Slashes Jobs as Software Pivot Accelerates--Wall Street Cheers the Shakeup
Thousands face cuts as IBM doubles down on software bets, pushing Red Hat and HashiCorp to center stage
Stocks:
IBM
1 day ago
Nauman khan
Semiconductors
AMD Stock Plunges After Q3 Earnings Beat -- Here Is Why?
AMD Falls as Profit-Taking Hits After Explosive AI Partnerships with OpenAI and Oracle
Stocks:
AMD
1 day ago
Khac Phu Nguyen
Wall Street Floods India: ChrysCapital's $2.2B Fund Breaks Records, Lures Global Giants
The largest India-only private equity raise ever signals a tidal shift in global capital bets on healthcare, pharma, and buyouts.
1 day ago
Khac Phu Nguyen
Bitcoin Just Cracked Below $100K--And Whales Are Dumping Billions
Long-term holders have offloaded $45B in Bitcoin, raising fresh fears of a prolonged crypto cooldown
Stocks:
BTC-USD
1 day ago
Khac Phu Nguyen
Hardware
AI Stocks Just Lost $500 Billion--Is the Party Over for Nvidia and Friends?
AI Stocks Just Lost $500 Billion--Is the Party Over for Nvidia (TSLA) and Friends?
Stocks:
SSNLF
HXSCL
TSM
PLTR
AMD
1 day ago
Khac Phu Nguyen
Is the AI Bubble About to Pop? Wall Street's Hottest Rally Just Hit a Wall
A brutal tech selloff, stretched valuations, and narrowing leadership are shaking confidence in the market's biggest growth engine
Stocks:
SPY
NVDA
1 day ago
Samuel Pettersson
Software
Okta: Load Up When Mr.Market Is Not Looking
(Status: Rejected)
Okta's strong MOAT which is associated with high switching costs and improving product line up makes it a long-term conviction play.
Stocks:
OKTA
1 day ago
Nauman khan
Interactive Media
Meta Stock Dips as AI Spending Hits Margins, Triggers Short-Term Selloff
Meta Faces Volatile Trading After Earnings; AI Bets Drive Short-Term Pain, Long-Term Gain
Stocks:
META
1 day ago
Nauman khan
Software
Palantir CEO Fires Back at Michael Burry, Says 'Big Short' Investor May Regret AI Bet
'Big Short' Investor Michael Burry Sparks AI Feud With Palantir CEO Alex Karp
Stocks:
PLTR
NVDA
1 day ago
Nauman khan
Hardware
Why Super Micro (SMCI) Stock Slumps After Earnings?
Supermicro falls short on profit but projects explosive AI-linked growth next quarter
Stocks:
SMCI
NVDA
1 day ago
Renato Neves, CFA
Software
SoundHound's Next Test: From AI Hype to Real Revenue
After a sharp pullback this year, SoundHound faces pressure to show that AI-driven demand can sustain its rapid top-line growth.
Stocks:
SOUN
1 day ago
Renato Neves, CFA
Software
Datadog Q3 2025 Preview: Can AI Growth Reignite the Story?
After two straight quarters of operating losses, investors will watch margins, AI adoption, and customer expansion for signs of renewed momentum.
Stocks:
DDOG
1 day ago
Faizan Farooque
Hardware
Apple Plans Budget Mac to Compete in Low-Cost Laptop Market
Company targets Chromebook and entry-level PC users with new device
Stocks:
AAPL
1 day ago
Nauman khan
Software
SHOP: Shopify Shares Fall After Q3 Earnings Miss Estimates
Shopify Stock Retreats as Soaring Revenue Fails to Offset EPS Disappointment
Stocks:
SHOP
1 day ago
Faizan Farooque
Semiconductors
Advanced Micro Devices Shares Slip Ahead of Earnings on Tepid Analyst Call
Morgan Stanley reiterates Hold rating and $246 target before Q3 results
Stocks:
AMD
1 day ago
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