Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event
AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.
The Full Ledger
Latest
Every story as it publishes, newest first.
Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a…
REITs Are Finally Winning and the QQQI Family Runs a Real Estate Fund Paying 11%
Real estate is finally roaring back, but the same fund that carried investors through years of rate pain now looks like the wrong tool for collecting that recovery as cash. A newer REIT fund…
In a Head-to-Head Matchup, Jamie Dimon Is Bested by the Bank CEO Pretty Much No One Has Ever Heard of
Jamie Dimon runs the most powerful bank on the planet, so comparing any rival CEO to him sounds absurd. But strip away one headline number and the operator who built a quieter empire starts…
What Would Have to Happen for XRP to Hit $5?
XRP sits nearly 50% down on the year, yet a $5 price target keeps circulating with a September deadline attached. Three specific catalysts could move the needle, but each one faces a hard obstacle…
Rocket Companies Slips as Mortgage Stocks Struggle: Can RKT Catch Up With UWM and Radian?
Rocket Companies keeps losing ground while mortgage peers swing wildly, and the gap between RKT's potential and its reality is growing harder to ignore. Whether a rate shift rescues the stock or prolongs the…
ARM Stock: The $2 Billion AI Signal Investors Shouldn’t Ignore
Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls chasing a…
Gorilla Technology Rises 3% as AI Infrastructure Momentum Builds: How GRRR Compares With Palantir
A bullish analyst just slapped a $44 price target on a stock trading near $15, but Gorilla Technology's convertible debt, reset provisions, and gap between pipeline promises and recognized revenue raise serious questions about…
Behind-the-Meter Energy Stocks Fall Tuesday: FTAI Aviation Down 7%, GE Vernova Down 6%, Caterpillar Down 4%
A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what…
Baidu Sinks 13% as Soft Results Put AI Pivot to the Test: How Alibaba and Chinese Tech Stocks Compare
Baidu's stock just cratered on a quarterly miss, but the real question investors face is whether a crumbling search empire can survive long enough for its AI bets to pay off. Here is where…
Forget the 4 Percent Rule: These 3 ETFs Pay Up to 12 Percent So You Never Have to Sell a Share
Selling shares to fund retirement works fine until a market crash forces you to liquidate at the worst possible moment. Three covered-call ETFs offer a completely different income strategy, but picking the wrong one…
Dollar-Cost Averaging Into Bitcoin vs XRP Since the 2025 Peak: Which Crypto Held Up Better?
Bitcoin crashed 49% from its peak while XRP collapsed 73%, but the monthly buying strategy tells a completely different story about which crypto investors actually held up better through the carnage.
Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to…
Price Prediction: Can Walmart Reclaim $140 After Its Recent Pullback?
Walmart's spring surge stalled hard, sending shares well off their highs as fuel costs and a free cash flow swing spooked investors. Whether the $140 level is a ceiling or a checkpoint depends on…
Prediction: Wall Street May Be Sleeping on This AI Cloud Giant
Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two…