Nasdaq
Amazon’s Three-Trillion-Dollar Moment: A Founder’s Exit, a $220 Billion Wager, and the Fine Print Behind the Record Numbers
The week Amazon's market capitalization first touched $3 trillion, Jeff Bezos quietly moved more than 1.2 million of his own...
D-Wave Quantum’s Backlog Balloons While the Income Statement Stays Stubbornly Flat
The gap between what a quantum computing company promises and what it actually bills has rarely been on starker display...
ServiceNow’s Contradiction Trade: Wall Street Steps Back, Investors Lean In
The market has a peculiar way of ignoring the very signals it claims to respect. When Goldman Sachs quietly removed...
Google’s Antitrust Reprieve and AI Monetization Milestone Converge in Alphabet’s Latest Rally
The market's mood toward Alphabet shifted decisively this week as investors digested a pair of developments that, taken together, reframe...
AMD’s Pre-Earnings Squeeze: Higher Graphics Card Prices Meet a Sliding Share Price
Advanced Micro Devices heads into Tuesday's second-quarter earnings report with a curious disconnect: the company is raising prices on its...
Super Micro’s $7 Billion Cash Call Exposes the Gap Between AI Orders and Hard Financial Reality
Super Micro Computer is caught in a tug-of-war between an extraordinary order pipeline and a balance sheet that cannot keep...
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius...
Marvell Technology’s Divergent Signals: Record Growth, a $12 Billion Google Deal, and a 35% Monthly Drop
The analyst community is tearing itself in two over Marvell Technology. KeyBanc just slapped a $400 price target on the...
AppLovin’s Insider Exodus and Pixel Slowdown Raise Questions Ahead of Earnings
A stark disconnect is playing out in AppLovin's stock: while the analyst community largely maintains double-digit upside targets, company insiders...
Behind Micron’s 25% Rout: A Fully Booked HBM Pipeline and $25 Billion in New Factories
The sell-off in Micron Technology shares has been brutal, but the company’s order book tells a different story. The stock...
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