NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery year at an average $325 per megawatt-day. The rate was the regulator-set cap. The amount…
AEHR Stock Rally Prices a Backlog Conversion Test
July 15, 2026
Aehr Test Systems has moved from an order-scarcity story to an execution-heavy one. Fiscal 2026 revenue fell 15.2%, yet management entered fiscal 2027 with $100.6 million of effective backlog and a revenue guide of $130…
Eos Energy Enterprises put up two records in its preliminary second-quarter release: $68 million to $69 million of revenue and roughly $807 million of backlog. The uncomfortable number sits between them. Applying the company’s 69%…
CleanSpark stock has the kind of catalyst that invites shortcut arithmetic. A $6.6 billion lease, $330 million of expected annual net operating income and a 20-year term look like instant proof that a Bitcoin miner…
SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability is quietly becoming an AI-infrastructure business. Its new agreement with Liberty Energy is not about…
Article Brief Key Takeaways 5 Points30s Read 01The setup–Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the machines that turn memory capex into memory capacity. 02The logic–Toolmakers get paid…
ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it: Taiwan Semiconductor Manufacturing’s June sales report. On July 13, TSMC reported NT$442.68 billion in June…
Strategy raised $466.7 million by selling 4,818,781 shares of MSTR stock last week and reported buying no bitcoin. Its bitcoin count finished the period unchanged at 843,775 BTC, while its U.S. dollar reserve rose to…
Market Brief Key Takeaways 5 Points30s Read 01The fall–SPCX is down about a third from its $225.64 first-week peak, hitting an all-time low of $145.20 on July 8 before Thursday’s 2.6% bounce to $152.16. 02The…
Market Brief Key Takeaways 5 Points30s Read 01The move–Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq’s gain — and is up roughly 115% in 2026. 02The business–Lasers, 1.6T optical…
Article Brief Key Takeaways 5 Points30s Read 01The move–Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley and Susquehanna raised targets to $400–$475 within a week. 02The standoff–The 35-analyst…
Article Brief Key Takeaways 5 Points30s Read 01The move–Alibaba’s US shares rose about 11% on July 8 to $108.98 — the best day in ten months — with Hong Kong up 12.2%, the strongest session…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components including FBAR filters — its largest American Manufacturing Program commitment, with a…
Market Brief Key Takeaways 5 Points30s Read 01The debut–SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY — 177.9 million ADRs, 10 per common share, the largest first-time US share…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever posted: $41.46 billion in revenue, up 346% in a year, at an 84.9% gross margin….
SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a $237.38 close on December 31 to $2,273.73 on June 30. Two sessions later, $529 of…
Thursday’s selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed down 14.1% at $1,745. Teradyne lost 13.6%, KLA 11.5%, Seagate 10.4%, Lam Research 10.2%. The…
Most people choosing where to trade crypto get the order of operations backwards. They obsess over which coin to buy, then sign up for the first venue with a slick app and a welcome bonus….
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly one session. On July 1 the stock fell 6.9% to $540.88 — about $65 billion…
Two things about the price of artificial intelligence became true on Wednesday, July 1, 2026, and they point in opposite directions. At midnight, a roughly 20% increase in what AWS charges for reserved NVIDIA GPU…
Tesla reports second-quarter deliveries on Wednesday, July 2, 2026, and Wall Street has already written the headline: the company-compiled consensus is 406,024 vehicles. The stock walked into the print at $425.30, up 1.1% on July…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On this tape it was the strangest print of the day — because everything around NVIDIA…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7 billion to its market value on 57 million shares of volume. The proximate cause was…
Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day loss in the AI-infrastructure complex on a day full of bad ones. That is roughly…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Qualcomm is buying AI-software startup Modular for about $3.9 billion in all stock, closing in the second half of 2026; founders Chris Lattner and Tim Davis stay…
What Is an M&A Advisory?
June 30, 2026
This article is general information about M&A advisory and is not legal, financial, or investment advice. Evaluate any advisor, firm, or transaction with qualified professionals before acting. Deal volume came back this year, and with…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Rocket Lab agreed to buy Iridium for about $8 billion in cash and stock – $54 per share, a 24% premium – with closing expected in mid-2027….
Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that has already roughly doubled this year, and a Wall Street that spent the week before…
The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have gotten its hands on ASML’s most advanced chipmaking machine. For a company whose entire worth…
The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite. Underneath it sits a quieter business almost no one talks about: the companies that make…