A state-owned Chinese firm just started mass producing the exact lithography machines ASML depends on for its China revenue, and the timeline for disruption is shorter than Wall Street expects.
Goldman Sachs prime brokerage data shows hedge funds leaning bearish at levels rarely seen in five years, yet those same funds are bleeding money daily while a Fed decision and two megacap…
Climbing oil prices are unwinding the relief rally in airline shares that followed American Airlines Group‘s (NASDAQ:AAL | AAL Price Prediction) record quarter. American Airlines stock is at $12.06, down 4%, wiping…
A higher profit floor isn’t protecting American Express (NYSE:AXP | AXP Price Prediction) from a skeptical response to its Q3 2026 report. American Express shares are at $316.65, down 3% in morning…
A report that SpaceX (NASDAQ:SPCX | SPCX Price Prediction) wants access to 80,000 U.S. cell sites is hitting every major national wireless carrier at once. Shares of T-Mobile (NASDAQ:TMUS) fell 5% to…
Walmart is on pace for its best month in over two decades while a trillion-dollar milestone sits just out of reach, but the real question is whether the buying surge reflects the…
Full late-stage results for the personalized melanoma vaccine from Moderna (NASDAQ:MRNA | MRNA Price Prediction) and Merck (NYSE:MRK) came back positive, yet the selling hasn’t stopped. Those numbers landed short of the…
A record quarter and a third guidance raise this year are clashing with negative cash flow at Bloom Energy (NYSE:BE), and that strain is impacting the price. Bloom Energy stock is down…
AMD has booked gigawatts of AI accelerator commitments and posted a 50% revenue jump, yet the stock shed nearly 19% in a single month. Whether the next earnings report confirms a historic…
Costco's membership model looks deceptively simple, yet patient shareholders who held through years of premium valuations and wild price swings discovered something the broader market consistently failed to match. The numbers tell…
A larger AI spending outlook from Meta Platforms (NASDAQ:META | META Price Prediction) has raised the question of how the expansion gets financed, and the power-equipment suppliers counting on those orders are…
A brutal 2026 has made SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) the deepest laggard among major consumer fintech names, and a new crypto-linked product launch is now testing whether sellers have…
A late-stage melanoma vaccine report that was posted online and quickly pulled is driving a violent repricing in Moderna (NASDAQ:MRNA | MRNA Price Prediction) shares, even though its findings looked favorable on…
Power stocks that rallied on the AI data center trade are reversing, and the selling is landing hardest on the fuel cell makers most exposed to that expansion. Bloom Energy (NYSE:BE) stock…
European Lithium holders voted heavily for a takeover that would give their acquirer full control of a Greenland rare earth project, and shares of the buyer are sliding anyway. Critical Metals (NASDAQ:CRML)…
