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Retail - Cyclical
Alibaba Faces Challenges with Q3 Earnings Amid AI and Cloud Expansion
Stocks:
BABA
PDD
13 hours ago
Renato Neves, CFA
OpenAI Acquires Astral to Expand Coding Stack
Acquisition pulls key Python tools into Codex stack
13 hours ago
Nauman Khan
Semiconductors
Nvidia Stock Falls Despite Musk Confirms Tesla Will Keep Buying Chips
Nvidia Stock Sees Analyst Upgrades. $1 Trillion AI Revenue Forecast Drives Optimism
Stocks:
NVDA
TSLA
13 hours ago
Nauman Khan
Semiconductors
Micron Gets New Street-High Target After Earnings -- Barclays Sees 46% Upside
Barclays Sets Street-High $675 Target for Micron on Tight Supply
Stocks:
MU
13 hours ago
Renato Neves, CFA
Software
Uber's $1.25 Billion Rivian Deal Scales Robotaxi Ambition
Up to 50,000 autonomous vehicles planned across 25 cities by 2031
Stocks:
UBER
RIVN
AMZN
GOOG
GOOGL
13 hours ago
Nauman Khan
Vehicles & Parts
Uber's $1.25 Billion Deal Sends Rivian Shares Soaring
Rivian Stock Jumps as Uber Bets $1.25 Billion on Robotaxi Future
Stocks:
RIVN
UBER
13 hours ago
Nauman Khan
Retail - Cyclical
Alibaba Stock Tumbles After Weak Q3 Earnings, Sparking AI Spending Fears
Alibaba Stock Drops on Weak Profit. Heavy AI Spending Weighs on Margins
Stocks:
BABA
14 hours ago
Nauman Khan
Oil & Gas
Shell Stock Dips as Iranian Missile Hits World's Largest GTL Facility
Energy Markets Rattle as Missile Hit Damages Shell-Linked Qatar Plant
Stocks:
SHEL
14 hours ago
Renato Neves, CFA
Vehicles & Parts
Ferrari Halts Middle East Deliveries as Conflict Disrupts Routes
Airspace disruption forces shipment pause while limited air deliveries continue
Stocks:
RACE
MIL:RACE
16 hours ago
Retail - Cyclical
First Look: Micron beats, Zillow eases rule, SEC clarifies crypto
Stocks:
AMZN
MSFT
PLTR
ORCL
TSLA
16 hours ago
Khac Phu Nguyen
Retail - Cyclical
Ant Group Profit Drops 91% as AI, Healthcare Spending Rises
Alibaba-linked earnings show weaker growth as Ant ramps investment and faces valuation pressure from declining investment gains.
Stocks:
BABA
16 hours ago
Khac Phu Nguyen
Software
UAE Reaffirms $1.4 Trillion US Investment Plan Amid Iran Conflict
Ambassador says funding and deployment will accelerate as Gulf tensions rise and infrastructure faces continued attacks.
Stocks:
MSFT
ORCL
AMZN
DIS
WYNN
15 hours ago
Khac Phu Nguyen
Software
Klarna Shares Fall 66% as Senior Executives Exit After IPO
Departures across key roles come as lockup expiry triggers insider selling, while chairman buys $50 million in shares
Stocks:
KLAR
17 hours ago
Renato Neves, CFA
Hardware
Xiaomi Links Hunter Alpha to In-House AI, Shares Rise
Hunter Alpha attribution and SU7 launch drive renewed momentum
Stocks:
HKSE:01810
10 hours ago
Moz Farooque
Retail - Cyclical
Alibaba Misses Revenue As Profits Slide
Spending surge drives sharp profit declines
Stocks:
BABA
17 hours ago
Khac Phu Nguyen
Conglomerates
CK Hutchison Misses Profit Estimates, Signals Major Deal Push
Net income falls to HK$11.8 billion versus HK$21.7 billion estimate as conglomerate eyes M&A, divestments, and potential listings.
Stocks:
CKHUF
10 hours ago
Khac Phu Nguyen
Bitcoin Drops 2.4% Below $70,000 as Oil Surges 7.2%
Cryptocurrency extends losses amid Iran-linked tensions, while Brent crude hits $115 and natural gas jumps 35%.
Stocks:
BTC-USD
17 hours ago
Khac Phu Nguyen
Drug Manufacturers
Novo Nordisk Targets Japan Self-Pay Market as Only 14,000 Access Obesity Drugs
Company expands self-funded pathways for Wegovy in Japan, where strict rules limit access despite millions meeting treatment criteria.
Stocks:
NVO
17 hours ago
Khac Phu Nguyen
Capital Markets
LSEG names new Turquoise CEO to expand European trading push
Tom Stenhouse promoted to lead Turquoise as LSEG strengthens strategy to operate competitive equities venues across Europe.
Stocks:
LSEGY
10 hours ago
Moz Farooque
Vehicles & Parts
Musk Speeds Up Tesla's Next-Gen AI Chip
AI6 development may hit key milestone soon
Stocks:
TSLA
SSNLF
16 hours ago
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