Optical component makers just received a demand signal so strong it reversed weeks of profit-taking in a single morning session, and the company behind it says its order book now stretches years into the…
SpaceX just bought something it cannot launch, and the move sent two of America's biggest wireless carriers into a sudden selloff. Here is what the spectrum purchase means for anyone holding carrier stock.
The Trade Desk's CEO just admitted the company missed its own targets while a rival supply-side platform soared this year, leaving investors to figure out whether a leadership reset and narrowed strategy can actually…
President Trump's largest August stock purchase landed in a tech company already moving fast, and the trade raises questions about what investors betting on AI and advertising growth are actually pricing in.
DraftKings shares have shed nearly a fifth of their value in a month, and now the analyst who sat out the entire decline is suddenly turning bullish. Whether that call signals a real floor…
UBS just raised its price target on Bloom Energy yet the stock still tumbled, dragging FuelCell Energy and Plug Power down with it. Two analyst calls landed on the same company the same week…
Neocloud stocks are bleeding while broader cloud software barely flinches, and the reason points straight at how these companies paid for their AI ambitions.
Critical metals stocks are sliding into a second straight session, but the damage is landing unevenly across the group as a widening gap between builders and producers raises a pointed question about who survives…
Ondas has stacked up hundreds of millions in fresh defense orders and snapped up three businesses in a single month, yet its shares keep sliding while a key rival moves the opposite direction. Something…
GameStop has surged 33% in a month, but the clock is running out on a warrant deadline that sits well above where the stock trades today, and Ryan Cohen keeps buying anyway.
A regulator just handed SpaceX permission to reach ordinary phones without touching a wireless carrier, and that single order is reshaping which space companies investors trust with their money.
Optical component stocks are bleeding out after one of the most spectacular sector runs in recent memory, and the selling pressure tells a more complicated story than simple profit taking.
Skydance stock posted back-to-back losses from the moment its new NYSE listing began, and now buyers are rushing back in at a pace that dwarfs moves in Netflix and Walt Disney. Whether that rebound…
Bitcoin is holding up while the stocks of the companies that mine it are cratering, and the gap between the coin and the miners reveals something uncomfortable about how these businesses actually work.
A newspaper report that Starbucks is eyeing a takeover of Chipotle sent the two stocks in opposite directions, raising a pointed question about whether a coffee chain still rebuilding itself can afford to absorb…
Outage claims targeting IREN's British Columbia data centers sent shares tumbling and dragged fellow AI landlords into the selloff, raising questions about whether reliability problems at a single operator can unravel confidence across the…
Rising Treasury yields are hitting financing-heavy data center builders in very different ways, and the gap between the hardest-hit name and its peers may reveal which operator carries the most risk heading into the…
Tilray Brands just posted a first-quarter revenue record, yet investors are selling the stock hard this morning. The reason hiding inside the headline number explains why Canopy Growth and Aurora Cannabis are watching from…
Rising Treasury yields and surging oil prices are hammering chip stocks, but Intel is falling harder than NVIDIA and AMD combined, and a looming question about its role in Elon Musk's Terafab project may…
Profit taking hit Super Micro Computer hard this session while Dell and Hewlett Packard Enterprise barely flinched, raising a pointed question about whether the server rally has more room to run or has quietly…
