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Semiconductors
Market Today: Intel Gains on SoftBank Investment, Tegna Acquisition Boosts Nexstar
Stocks:
INTC
SFTBY
SFTBF
NXST
TGNA
7 hours ago
Software
Jack Henry & Associates (JKHY) Q4 Earnings: EPS of $1.75 Beats Estimate, Revenue Hits $615.37 Million
Robust Revenue Growth and Improved Operating Income Highlight Financial Performance
Stocks:
JKHY
7 hours ago
Undercovered Deep Insights
Citi Says Chips Still Have Room to Run 'Buy the Dips'
The SOX may keep climbing, with Nvidia, Broadcom, and Micron fueling AI strength and analog just starting to turn.
Stocks:
SOXL
NVDA
AVGO
MU
MCHP
7 hours ago
Undercovered Deep Insights
Semiconductors
Nvidia Preps Blackwell-Based AI Chip for China Amid Export Pressure
The B30A would outpace the H20, balancing U.S. rules with Beijing's demand for more powerful AI hardware
Stocks:
NVDA
7 hours ago
Undercovered Deep Insights
Semiconductors
Nvidia Preps Blackwell-Based AI Chip for China Amid Export Pressure
The B30A would outpace the H20, balancing U.S. rules with Beijing's demand for more powerful AI hardware
Stocks:
NVDA
7 hours ago
Undercovered Deep Insights
Semiconductors
DeepSeek Pushes Out V3.1 Update as Nvidia Dominates AI Hardware
Chinese AI firm adds longer memory to its flagship model but still faces chip shortages that stall bigger ambitions
Stocks:
NVDA
7 hours ago
Renato Neves, CFA
Software
Zoom Q2 2026 Preview: Can Management Deliver on Execution?
Street expects $1.38 EPS on $1.20 billion revenue as investors weigh enterprise adoption and AI traction.
Stocks:
ZM
MSFT
8 hours ago
Renato Neves, CFA
Retail - Defensive
Walmart Q2 2026 Preview: Consumer Pulse Ahead of Jackson Hole
Street expects $0.73 EPS on $176B revenue as tariffs and inflation test margins.
Stocks:
WMT
8 hours ago
Software
Palo Alto Networks Surges on Strong Q4 Earnings and Optimistic Guidance
Stocks:
PANW
CYBR
12 hours ago
Travel & Leisure
Amer Sports Reports Strong Q2 Results But Stock Drops Amid CEO Departure
Stocks:
AS
12 hours ago
Media - Diversified
Nexstar Media Group's Strategic Acquisition of Tegna: Key Insights
Stocks:
NXST
TGNA
12 hours ago
Undercovered Deep Insights
U.S. Housing Now Less Affordable Than 2008 Crisis
Families need 47% of income to buy a median home as prices soar past wage growth
Stocks:
SPY
QQQ
8 hours ago
Khac Phu Nguyen
Retail - Cyclical
$617 Billion Fund Stampede: China Tech Is Back on the Menu
Top investors are quietly reloading on Alibaba, Xiaomi, and BYD--just as China's market stages a four-month rally.
Stocks:
BABA
BYDDF
8 hours ago
Undercovered Deep Insights
Interactive Media
Magnificent 7 Dominate S&P 500's Weight But Lag on Profit Power
Mega-cap tech now makes up 34% of the S&P, yet delivers just 27% of its earnings
Stocks:
GOOGL
AMZN
TSLA
AAPL
MSFT
8 hours ago
Khac Phu Nguyen
America's Pensions Just Crushed Wall Street--And Hardly Anyone Noticed
A surprise 12% return could shake up how the market views risk, tech, and public fund performance
Stocks:
SPY
8 hours ago
Nauman khan
Semiconductors
Astera, AMD Lead Tech Selloff; Nvidia, Broadcom, Qualcomm Fall
Nvidia, AMD Face Revenue-Share Deal in China; Stocks Trade Lower
Stocks:
NVDA
AMD
TXT
QCOM
AVGO
8 hours ago
Undercovered Deep Insights
Semiconductors
Nvidia Drops Blackwell GPUs Into GeForce Now, Pushing Cloud Gaming to 5K
RTX 5080-class chips and DLSS 4 bring Nvidia's biggest cloud upgrade yet, powering 4,500+ games
Stocks:
NVDA
8 hours ago
Khac Phu Nguyen
Restaurants
America's Coffee Crisis? Tariffs Just Crushed the Brazilian Bean Pipeline
Trump's 50% tariff sends shockwaves through U.S. coffee supply--roasters scramble, blends at risk, prices poised to jump.
Stocks:
SBUX
8 hours ago
Khac Phu Nguyen
Neuberger's $5 Billion Power Play: Inside the Hottest Bet in Private Equity Right Now
As rivals flood the secondaries market, Neuberger Berman moves fast to capture a record-breaking wave of investor demand.
8 hours ago
Khac Phu Nguyen
Google Breakup? Chrome Could Be Up for Grabs in Historic Antitrust Showdown
OpenAI and Perplexity circle as regulators push to rip Chrome from Google's empire after monopoly ruling.
8 hours ago
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