Markets & Equities

Intel Just Asked Investors for $15 Billion. The Timing Is the Whole Story

Article BriefKey Takeaways4 Points24s Read01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option —…

1 hour ago

Tesla Crashed 14%. Wall Street’s Targets Now Span $130 to $600

Article BriefKey Takeaways5 Points30s Read01The move-Tesla closed at $319.69 on July 23, 2026, down 14.5% to an 11-month low after…

2 weeks ago

Palantir Stock’s 6% Drop Is a Moat Test Before August 3 Earnings

Palantir Technologies closed near $124.57 on Wednesday, July 22, down roughly 6% and briefly trading as low as $123.45 before…

3 weeks ago

NVIDIA’s 10× Vera Rubin result needs the missing math

CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the…

3 weeks ago

TSMC 2nm revenue starts a 3–4 point margin test

TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the…

3 weeks ago

NRG stock: PJM capacity haul changes the earnings math

NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery…

4 weeks ago

AEHR Stock Rally Prices a Backlog Conversion Test

Aehr Test Systems has moved from an order-scarcity story to an execution-heavy one. Fiscal 2026 revenue fell 15.2%, yet management…

4 weeks ago

Eos Energy’s Q2 Backlog Record Still Has a Margin Hole

Eos Energy Enterprises put up two records in its preliminary second-quarter release: $68 million to $69 million of revenue and…

4 weeks ago

CleanSpark’s $6.6 Billion Lease Has a $2.1 Billion Question

CleanSpark stock has the kind of catalyst that invites shortcut arithmetic. A $6.6 billion lease, $330 million of expected annual…

4 weeks ago

SLB’s AI Data Center Alliance Has One Big Missing Number

SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability…

4 weeks ago