How Apple went from Wall Street's AI haven to its biggest earnings loser in a week

If AI capex is still the dominant theme, NVDA is the cleanest beneficiary of the same forces that are hurting Apple: ...
Opinion

Reddit earnings: why are investors concerned despite solid headline numbers

Buy Reddit (RDDT) after the post-earnings sell-off. The quarter was strong (revenue +61% YoY; ad revenue +64%) and guidance beat, so the market is overreacting to “choppy” Google referrals and missing ...

Palantir stock holds steady: why Monday could be the turning point

Buy Palantir (PLTR) into Monday’s earnings. Setup: revenue growth is expected to re-accelerate (80% YoY to ~$1.81B) with government strength (defense spending tailwind; gov revenue +85% last quarter) ...

Why SpaceX stock is falling another 2% on Friday

Buy SpaceX (SPCX) into the Aug. 4 earnings and the Aug. 6 first lock-up expiration. The stock is already down ~30% since IPO and ~50% off highs, so the market is pricing in supply pressure. If ...

Caterpillar stock has slumped: can earnings spark a rebound?

The article shows power/energy sales up 22% and profit up, plus a record $63B backlog (+79% YoY). With construction also growing and analysts expecting 16% revenue growth in the next quarter, earnings ...

Amazon vs Microsoft vs Google: Who is winning the AI cloud race after earnings?

AWS is the profit engine and the AI compute demand is still outstripping supply. Revenue +37% and the fastest growth in 18 quarters, plus contract backlog up to $496B, confirm durable enterprise AI ...

Dow futures soar 340 points: 5 things to know before Wall Street opens

US stock futures rose on Friday as Amazon’s cloud results revived the artificial-intelligence trade, offsetting a sharp retreat in Apple after its cautious outlook. At 7:00 AM E ...

This penny stock soared nearly 500% in one session: what triggered the buying frenzy?

The stock jumped ~500% on a single $54.6M award, but revenue is spread over time (annual >$5M vs. headline value). The move is being driven by micro-cap float/turnover mechanics (600M+ shares traded ...

IAG share price forecast: what next for British Airways parent after earnings?

IAG, the parent company of British Airways, Aer Lingus, Iberia, and Vueling, reported strong financial results. Its revenue rose by 1% to €16 billion in the year’s first half of the year. Its second ...

Bybit expands Dual Asset features with new user experience

Bybit upgrades Dual Asset with simulator and simplified trading interface. Weekly VIP-tier Dual Asset products become available to all users. Update expands access to structured crypto investment ...

Who is Leopold Aschenbrenner, and how did his $24B AI hedge fund unravel?

The news shows leveraged, concentrated portfolios can be forced to sell at the worst time; that dynamic usually spreads from equities into funding/credit conditions for AI infrastructure players. Key ...

What next for Taylor Wimpey share price after distributions cut?

Taylor Wimpey stock dropped after the company slashed its distributions. The company is facing major headwinds amid UK housebuilding sector woes. Taylor Wimpey will reduce its payouts to investors to ...