Nasdaq
SpaceX’s $20 Billion Bond Plan and $401 Analyst Target Collide as First Week Rally Fades
The initial frenzy around SpaceX's public listing has cooled sharply. After two straight days of losses, the stock slid more...
Inside Oracle’s Cash-Burning Engine: Record Demand, a $3 Billion Deal That Got Away, and a $40 Billion Capital Plea
For a company sitting on a $638 billion backlog — the largest in its history — Oracle is facing a...
Microsoft’s Capacity Crunch and Cash Flow Squeeze Test the AI Thesis
The numbers look stellar on the surface, but a closer read of Microsoft’s latest quarter reveals a company straining under...
Musk Cements Control Over Tesla With 19.9% Stake as Cybertruck Arrives and Argentina Energy Deal Beckons
Elon Musk has tightened his stranglehold on the electric-vehicle maker, converting options from a 2018 compensation package into roughly 286...
Oracle’s Record $638 Billion Backlog and $396 Million Government Win Collide With a $23.7 Billion Free Cash Flow Drain
Just as Oracle was closing a rare $396 million contract with the US government, hackers were already exploiting a critical...
Analysts Bet on a Multi-Year Memory Boom as Micron Stock Hovers Near All-Time Highs
The prevailing narrative around Micron Technology has shifted from cyclical commodity supplier to structural AI beneficiary — and Wall Street’s...
Nasdaq 100 Bruises the Record with Iran Deal Tailwind and Fed in the Wings
The Nasdaq 100 is breathing down the neck of its all-time high, carried by a geopolitical shock that has crushed...
AMD’s MEXT Acquisition and a Geopolitical Thaw Push the Stock Near a Record
Advanced Micro Devices has become the beneficiary of two distinct tailwinds in a matter of days. Shares surged to within...
Adobe’s $500M AI Milestone Can’t Hide the Quiet ARR Revision That’s Spooking Investors
Adobe delivered a record-breaking second quarter, with revenue hitting $6.62 billion and its annualized recurring revenue from AI products tripling...
Qualcomm Faces a Defining Moment on June 24 as Data Center Ambitions and AI-PC Dominance Converge
Qualcomm’s stock has clawed back nearly all the ground lost in a brutal June selloff, but the real test arrives...
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