Nasdaq
From Cost Center to Cloud: Meta’s Infrastructure Avalanche Meets a Skeptical Analyst
Meta Platforms is writing the biggest check in its history for data centers, and now Wall Street is split on...
Quantum Stocks Slump Deepens as IonQ Touches New Low Following US Executive Orders
The sell-off in quantum computing shares has intensified, with IonQ falling to a fresh 2026 low on July 16 as...
Starship Scrubs Countdown, Starlink V5 Launches — SpaceX Stock Caught Between Two Stories
The same week SpaceX unveiled a radically lighter Starlink V5 receiver, a Starship engine failure grounded the company’s most ambitious...
Microsoft Faces Split on Wall Street as Earnings Loom: AI Optimism Meets Capex Concerns
Microsoft heads into its fourth-quarter fiscal earnings on July 29 with analysts deeply divided on valuation, even as the vast...
Micron’s $22 Billion Prepayment Bunker Shields It From the Memory Storm — But Not Entirely
The memory chip market is in a tight spot — record demand, capacity constraints, and a sudden bout of profit-taking...
Netflix’s Live-Sports Bet Meets a Viewership Paradox Ahead of Earnings
The timing could not be more awkward. On July 14, Netflix beamed its first-ever MLB Home Run Derby to a...
Marvell Technology: 5 Million Photonic Chips and a 36% Drop — Inside the Two Faces of the AI Connectivity Play
Marvell Technology posted a record quarterly revenue of $2.42 billion in the first quarter of fiscal 2027, yet its stock...
Broadcom’s TPU Dominance Reaffirmed, but Insider Selling and a Sector Rotation Subplot Test the Rally
Even as Broadcom solidifies its standing as the second-biggest winner from the artificial intelligence chip boom — trailing only Nvidia...
IonQ: A 27.8% Drop in Nine Days, But Analysts See 76% Upside — The Quantum Divide
The rally that briefly lifted IonQ shares on Wednesday — a 1.86% gain to €34.99 — felt more like a...
Alphabet Gears Up for Q2 Earnings Amid Legal Onslaught and Data Center Moratorium
Alphabet is heading into its second-quarter earnings release on July 21 with a powerful operational tailwind, but the glare of...
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