Stocks
Cerebras Stock Whipsaws as Post-IPO Hype Meets Reality
Cerebras Systems rallied 13% Monday after falling from $380 to the low-$200s post-IPO. Here's where the AI chip newcomer stands at $240.
Jun 9, 2026
Archive
109 articles
Stocks
Intel Surges 10% on Google Foundry Deal Worth Millions
Intel stock jumped 10% after Google confirmed an order for over 3 million AI chips, validating Intel's foundry turnaround. INTC is up 179% in 2026.
Jun 9, 2026
Stocks
Marvell's Wild Week: Up 32%, Down 16%, Still a Bet on AI
Marvell Technology surged 32% after Jensen Huang called it the next trillion-dollar company, then lost 16% in the chip selloff. Here's what the whiplash means for traders.
Jun 8, 2026
Stocks
Broadcom's AI Miss Triggers $1 Trillion Chip Sector Rout
Broadcom's refusal to raise its 2026 AI chip forecast wiped $1 trillion from semiconductor stocks in two sessions. SOXX posted its worst day since March 2020.
Jun 8, 2026
Stocks
Lululemon Slashes Outlook as North America Sales Keep Falling
Lululemon cut full-year EPS guidance by more than $1 per share and trimmed its revenue outlook after Q1 comparable sales fell 5% in the Americas for a fifth straight quarter.
Jun 5, 2026
Stocks
Quantinuum's $14B IPO Tests Quantum Computing's Market Moment
Quantinuum debuted on Nasdaq at $68 per share, raising $1.68 billion in the largest quantum computing IPO. The stock closed flat at a $15.7 billion valuation.
Jun 5, 2026
Stocks
CrowdStrike Drops 11% on Soft Guidance, Announces 4-for-1 Split
CrowdStrike stock falls 11% after weak Q2 guidance despite record ARR and a 4-for-1 stock split announcement. What CRWD traders should watch next.
Jun 4, 2026
Stocks
Nvidia's RTX Spark Ignites AI PC War With Qualcomm
Nvidia rallies 5% on RTX Spark superchip launch at Computex 2026, pressuring Qualcomm's 7% drop. The AI PC battle is redefining the chip sector.
Jun 4, 2026
Stocks
Victoria's Secret Surges 47% on Blowout Earnings Beat
Victoria's Secret stock jumped 47% after Q1 earnings doubled estimates and the company raised full-year guidance. What drove the turnaround.
Jun 3, 2026
Stocks
Marvell Soars 33% After Huang Calls It a Trillion-Dollar Play
Marvell Technology surged 33% after Nvidia CEO Jensen Huang called it the next trillion-dollar company at Computex. Inside the trade and what's next.
Jun 3, 2026
Stocks
Salesforce Surges 9.7% as AI Fears Give Way to Earnings
Salesforce jumped 9.7% after beating Q1 estimates with $3.88 EPS and $11.13B revenue. A $27B buyback and early AI traction drove the biggest rally in months.
Jun 2, 2026
Stocks
Nvidia Storms the PC Market — Intel and AMD Pay the Price
Nvidia unveiled the RTX Spark Superchip at Computex 2026, sending its stock up 6.3% while Intel fell 6% and AMD dropped 5%. The PC chip war just changed.
Jun 2, 2026
Stocks
Replimune Surges 85% as FDA Clears Melanoma Drug Path
Replimune REPL stock surged 85% after the FDA aligned on a path to resubmit its RP1 melanoma treatment BLA. What biotech traders need to know.
Jun 1, 2026
Stocks
Micron Joins the Trillion-Dollar Club on AI Memory Boom
Micron Technology briefly crossed a $1 trillion market cap in May 2026 as AI memory chip demand reshapes the semiconductor industry. MU stock analysis.
Jun 1, 2026
Stocks
Snowflake Surges 36% on Earnings Beat and Raised AI Guidance
Snowflake stock jumped 36.5% after Q1 product revenue rose 34% YoY and full-year guidance was raised to 31% growth. AI workloads are the catalyst.
May 29, 2026
Stocks
Dell Soars 38% as AI Server Revenue Hits $16.1 Billion
Dell Technologies shares surged 38% after Q1 AI server revenue hit $16.1 billion, up 757% YoY. Full-year AI guidance raised to $60 billion.
May 29, 2026
Stocks
Defense Stocks Rally as U.S. Weapons Stockpile Hits Critical Low
Defense stocks surge as Pentagon reports critical weapons inventory shortfalls from Iran campaign. Leidos, General Dynamics, and Howmet Aerospace lead gains.
May 28, 2026
Stocks
Nvidia Drops 10% From Peak Despite Record $81.6B Quarter
Nvidia stock falls 10% from its May 14 high of $236.54 despite reporting record Q1 revenue of $81.6 billion. Huawei competition and China market loss weigh on shares.
May 28, 2026
Stocks
AMD's 114% Rally Shows AI Chip Race Is No Longer Nvidia's Alone
AMD stock surges 114% in 2026 on $100B Meta deal and OpenAI contracts. How the AI chip duopoly is reshaping semiconductor investing for traders.
May 27, 2026
Stocks
Micron Joins the Trillion-Dollar Club on a 19% Surge
Micron Technology crosses $1 trillion market cap after UBS triples price target to $1,625. Inside the AI memory boom that created the hottest trade of 2026.
May 27, 2026
Stocks
Futu Holdings Crashes 28% on China's $271M Penalty
Futu Holdings plunged 28% after China's CSRC proposed a $271 million penalty for illegal cross-border brokerage services, threatening its mainland business.
May 26, 2026
Stocks
Dell Surges 150% in Three Months on AI Server Backlog
Dell stock has jumped 150% since late February as a $43 billion AI server backlog and analyst upgrades fuel the rally ahead of Q1 earnings on May 28.
May 26, 2026
Stocks
Deere Beat Earnings 14% and Sold Off 5%. Here's Why.
Deere posted Q2 EPS of $6.55 versus $5.81 consensus, but shares fell 5.2% as a $1.2B tariff hit and weak ag outlook spooked traders.
May 22, 2026
Stocks
Nvidia's $81.6B Quarter and $80B Buyback Reset the AI Trade
Nvidia posted $81.6 billion in Q1 revenue and authorized an $80 billion buyback, but the stock action tells a more complicated story.
May 22, 2026