Palantir Technologies closed near $124.57 on Wednesday, July 22, down roughly 6% and briefly trading as low as $123.45 before…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly…
Two things about the price of artificial intelligence became true on Wednesday, July 1, 2026, and they point in opposite…
Tesla reports second-quarter deliveries on Wednesday, July 2, 2026, and Wall Street has already written the headline: the company-compiled consensus…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7…
Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day…
CrowdStrike (CRWD) is about to get a lot cheaper per share without getting any cheaper as a company. The board…
$7.84▲ +1.03 (+15.10%)Market Cap~$2.1BDay Range$6.85 – $7.84Prior close (Jun 16)$6.81Needham (new)Buy · $11 targetConsensus target$9.62 · Hold (9 analysts)Next earningsJul…
$192.50▲ +31.55 (+19.60%)Market Cap$2.11TDay Range$168.36 – $192.95IPO price (Jun 12)$135.00Capital raised$75B — largest IPO everDay-1 close$160.95 (+19.2%)Gain since IPO+42.6%As of…
Article BriefKey Takeaways3 Points18s Read01Search signal-Tesla was the cleanest single-stock search/trending candidate on June 5, 2026, as TSLA dominated same-day…
Friday's tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished.Broadcom…
The panic around Michael Saylor selling 32 bitcoin starts with a bad shorthand. It was not Saylor's personal wallet hitting…
Adobe's next earnings story is no longer whether Firefly exists. The harder question is whether generative AI becomes a pricing…
C3.ai reports full fiscal 2026 results on June 3, but the normal earnings-preview frame is almost useless here. The company…
Article BriefKey Takeaways4 points24s read01The setup-Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for…
Article BriefKey Takeaways4 points24s read01The shift-AI is moving from a model-demo race into a physical capacity race across chips, data…
$421.92▲ +12.50 (+3.05%)Market Cap$3.14TQ3 FY26 revenue$82.9BAI ARR$37BAzure growth+40%CY26 capex guide~$190BAs of May 15, 2026 close↻ Refresh liveQuotes via Yahoo Finance.…
Article BriefKey Takeaways4 points24s read01Range bump-Cerebras lifted its IPO price range to $150-$160 from $115-$125 — a ~28% offer-price increase…
Article BriefKey Takeaways4 points24s read01The print-Q1 2026 revenue $1.63B (+39% YoY total / +130% US Commercial); adjusted EPS $0.33 beat…
Big Tech is spending so much money building AI infrastructure that it is, quite literally, carrying the entire U.S. economy…
Article BriefKey Takeaways5 points30s read01The move-ARM sold off after a strong Q4 because supply and silicon execution now matter as…
Article BriefKey Takeaways5 points30s read01The angle-APP is now trading less like generic ad tech and more like an AI ad-pricing…
Article BriefKey Takeaways5 points30s read01The angle-Uber is better framed as an AI dispatch and loyalty platform than as another Q1…
Article BriefKey Takeaways5 points30s read01The setup-AI infrastructure demand is real, but the biggest stock gains now require near-perfect execution.02The returns-SNDK,…
Article BriefKey Takeaways5 points30s read01The angle-AI data centers are shifting the stock story from chips alone to power, cooling, grid…
Snowflake and Databricks are no longer fighting over a narrow data-warehouse budget. They are fighting over the operating layer for…
$7,398.93▲ +61.82 (+0.80%)Market statusU.S. regular session closed; latest close Friday, May 8, 2026.28-session move+16.6% from March 30, 2026 close to…
$1,562.15▲ +222.78 (+16.63%)Day Range$1,393.20 – $1,563.73Volume325,101Snapshot sourceAlpaca IEX, May 8, 2026Core questionMoat or 2027 demand pulled into 2026?Contract liabilities$511M in…