After a brutal sell-off wiped out billions in chip stocks, buyers are rushing back in. But the political fear that triggered the rout is still unsettled, and AMD's bounce may face its toughest test…
Marvell's results keep improving, yet its shares have been gutted by an all-stock acquisition and an election night shock for AI spending. Two analysts looked at the same deal and reached opposite verdicts, and…
Revenue is surging, the backlog keeps growing, and a billion-dollar cash pile sits on the balance sheet, yet Ondas shareholders are watching the stock crater alongside its drone peers. Is the market punishing broken…
Fastly beat estimates, raised guidance and still watched investors dump the stock for the third straight earnings report. Behind the record revenue sit a rising customer concentration problem and a sales chief heading for…
Morgan Stanley just cooled on a stock that has beaten the market by a wide margin, and AI-heavy rivals are falling even harder. What does Cisco's own business mix reveal about why it bends…
Crypto is bleeding and a new Congress is circling, but the sharpest fintech selloff is not hitting every name equally. Why are PayPal and Block holding up while the growth darlings take the heat,…
Record margins and a record backlog should have been a win for Redwire, yet traders ran for the exits. One shipping delay, a flattering year-over-year comparison, and a looming fourth-quarter test explain why bulls…
Software's biggest AI winners are getting hit hardest while the year's laggards barely move. A post-midterm shift in sentiment is reshaping who gets punished, and one security name is slipping far less than its…
Circle landed an analyst upgrade and an earnings beat, yet its shares still got hammered. A closer look at the numbers behind that beat shows why good news could not shield crypto stocks when…
A Texas governor's pledge, a memory shortage warning, and a shifting Congress have AI server stocks bleeding for a second day. One of the three biggest names is falling hardest, and its earnings date…
Bloom Energy just landed its biggest international deal ever, yet its stock still tumbled. A political shift in Washington and Texas is spooking investors in AI power, and the fallout may reach well beyond…
A new Texas governor wants to freeze data center approvals, and the sell-off is spreading well beyond the Lone Star State. Why are miners-turned-AI landlords with little Texas exposure getting hit just as hard,…
Record revenue, raised guidance, and capacity sold out through 2027 couldn't save the optical group from a brutal two-day rout. One election result has traders dumping the whole supply chain, and the next catalysts…
Texas voters just handed Musk's home-state empire two new political adversaries, and one of them has promised to freeze the very projects SpaceX is counting on. Musk's cryptic reply on X hints at where…
One ad-tech name erupted after earnings while another barely moved, and the split says plenty about who wins the next phase of digital advertising. Discover why AppLovin's AI rollout is only half finished and…
AMD just posted the biggest, most profitable quarter in its history, yet its stock is getting punished harder than any rival. Election results have traders asking whether Washington can slow the AI buildout behind…
While rivals Archer and EHang slide, Joby is climbing on the strength of an unlikely engine: a ride-booking business it bought. But a pile of debt, big losses, and a certification clock that keeps…
Unity just posted a milestone it chased for six years, and an AI ad engine called Vector did the heavy lifting. But with a steep fourth-quarter forecast looming, can the flywheel keep spinning, or…
A $5 billion hole in Microsoft's spending plan has investors asking whether one Texas campus is to blame. With earnings due after the bell and a political threat looming over data centers, IREN faces…
Snap finally made money, yet traders rushed for the exits. A quiet change in how the company counts its audience, plus a stubborn ad problem, has investors asking whether this turnaround is built on…
