Tesla’s spending is rising for AI computing; even if Tesla’s robotaxi/Optimus timing slips, demand for compute and advanced ...

The article flags strong UK earnings momentum and specifically points to LSEG as an upcoming catalyst. LSEG is a ...

BTC spot/ETF exposure Sell/underweight Bitcoin (BTC) and avoid adding via spot BTC ETFs after the failed $65k reclaim. The ...

The news is a shift from “chip-only” to “full rack-scale AI system” (Helios: MI455X + Venice EPYC + Pensando networking + ...

The Nikkei 225 Index slumped by over 4% today. The Kospi Index dropped, triggering a circuit breaker. Top technology ...

Sell MBG.DE. The company cut 2026 Cars unit and revenue outlook due to a China demand slump (China unit sales -28% in H1) ...

Buy SK Hynix. The selloff is a sentiment/valuation reset, not proof that HBM demand collapsed. AI data-center spending is ...

The report shows organic revenue growth of 3% (4% ex–Middle East impact) and a still-strong 22.5% operating margin, meaning ...

The US-Iran conflict can settle oil prices above $100 per barrel. COP, XOM, and OXY stand to benefit from higher oil prices.

Microsoft is set to report its fiscal Q4 earnings on July 29th. Options pricing suggests MSFT will rally after the quarterly ...

London's FTSE 100 gained on Monday as a pause in US-Iran hostilities over the weekend sent oil prices lower and improved risk ...

Plug Power stock remains in a deep bear market after falling by over 50% from the highest point this year. This retreat will ...