Markets & Equities

Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers

Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…

4 weeks ago

ASML Stock Faces an €18B–€23B Second-Half Delivery Test

ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it:…

4 weeks ago

Strategy Raises $466.7M From MSTR Stock, Buys No Bitcoin

Strategy raised $466.7 million by selling 4,818,781 shares of MSTR stock last week and reported buying no bitcoin. Its bitcoin…

4 weeks ago

SpaceX Stock Hit an All-Time Low a Day After Joining the Nasdaq-100

Market BriefKey Takeaways5 Points30s Read01The fall-SPCX is down about a third from its $225.64 first-week peak, hitting an all-time low…

1 month ago

Why Lumentum Stock Is Up 115% in 2026 — and Jumped 12% on Meta’s AI Memo

Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…

1 month ago

Why Lam Research Stock Is Up 154% Without Selling a Single Chip

Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…

1 month ago

Alibaba Stock Jumped 11% While Wall Street Cut Targets — Both Are Right

Article BriefKey Takeaways5 Points30s Read01The move-Alibaba's US shares rose about 11% on July 8 to $108.98 — the best day…

1 month ago

Apple’s $30 Billion Broadcom Deal Rewards the One Chip Apple Can’t Copy

Article BriefKey Takeaways5 Points30s Read01The deal-Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components…

1 month ago

SK Hynix’s Record Nasdaq Debut Collides With a Memory Bear Market

Market BriefKey Takeaways5 Points30s Read01The debut-SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY —…

1 month ago

Micron Passed Its $41 Billion Test. The Stock Failed Anyway.

On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever…

1 month ago