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    SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down
    7 minutes ago

    SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down

    Applied Materials’ China Problem Is Getting Worse
    10 minutes ago

    Applied Materials’ China Problem Is Getting Worse

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SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down
David Moadel | 7 minutes ago

SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down

A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence…

Applied Materials’ China Problem Is Getting Worse
Dr. Robert Castellano | 10 minutes ago

Applied Materials’ China Problem Is Getting Worse

China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in…

Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift
David Moadel | 18 minutes ago

Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift

Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift…

SK Hynix Just Expanded Coherent’s AI Upside
Dr. Robert Castellano | 19 minutes ago

SK Hynix Just Expanded Coherent’s AI Upside

SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies…

Prediction: SMCI Stock Will Hit $60 on This Date
Vandita Jadeja | 22 minutes ago

Prediction: SMCI Stock Will Hit $60 on This Date

Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20%…

The Two Humanoid-Robot Funds Are 30 Points Apart This Year. The Winner Owns the Parts, Not the Promises
David Beren | 40 minutes ago

The Two Humanoid-Robot Funds Are 30 Points Apart This Year. The Winner Owns the Parts, Not the Promises

Two humanoid-robot ETFs track the same explosive theme yet delivered wildly different results in 2026, and the gap comes down…

Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?
David Moadel | 44 minutes ago

Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?

Plug Power is bleeding 5% on a day with no news while Bloom Energy holds steady and the hydrogen ETF…

AST SpaceMobile Falls 4%, Rocket Lab Holds Steady: Is the Falcon 9 Wind-Down Really Hitting Space Stocks?
David Moadel | 47 minutes ago

AST SpaceMobile Falls 4%, Rocket Lab Holds Steady: Is the Falcon 9 Wind-Down Really Hitting Space Stocks?

SpaceX just wound down Falcon 9 East Coast Starlink launches, and AST SpaceMobile is taking the brunt while Rocket Lab…

Meta Heads Toward $580 as a $17B Teen Safety Settlement Ends the Trial; Snap Falls 9%
David Moadel | 50 minutes ago

Meta Heads Toward $580 as a $17B Teen Safety Settlement Ends the Trial; Snap Falls 9%

A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue,…

Nvidia Is Held by 803 ETFs, Making Its Q2 Earnings Tonight the Most Important Report of the Cycle
Thomas Richmond | 50 minutes ago

Nvidia Is Held by 803 ETFs, Making Its Q2 Earnings Tonight the Most Important Report of the Cycle

SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one…

Costco Has a Secret Growth Engine. Wall Street May Be Underestimating It.
Vandita Jadeja | 52 minutes ago

Costco Has a Secret Growth Engine. Wall Street May Be Underestimating It.

Costco's membership business is compounding at a rate Wall Street continues to treat as a sideshow, and that gap between…

Kevin Warsh Just Got Another Reason to Raise Rates in September
Rich Duprey | 1 hour ago

Kevin Warsh Just Got Another Reason to Raise Rates in September

Kevin Warsh came in as the Fed chair Wall Street hoped would ease up on rates, but the latest inflation…

Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint
Omor Ibne Ehsan | 1 hour ago

Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint

Stanley Druckenmiller trained Scott Bessent in the art of macro investing, which makes his public attack on Bessent's bond buyback…

Palantir Stock Could Be in for a Big September. Here’s Why.
Vandita Jadeja | 1 hour ago

Palantir Stock Could Be in for a Big September. Here’s Why.

Palantir just delivered one of the most explosive earnings reports in enterprise tech history, and September options positioning suggests traders…

Abercrombie & Fitch Soars 37% on a $100M Tariff Refund and Raised Guidance, Ross and Kohl’s Hold Steady
David Moadel | 1 hour ago

Abercrombie & Fitch Soars 37% on a $100M Tariff Refund and Raised Guidance, Ross and Kohl’s Hold Steady

A $100 million tariff refund sent Abercrombie surging in a single session while the same catalyst left Kohl's nearly unchanged…

Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn’t and on Most Policies It Climbs Every Birthday.
Gerelyn Terzo | 1 hour ago

Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn’t and on Most Policies It Climbs Every Birthday.

Three quotes for the exact same Medigap Plan G, and the premiums range from $118 to $214 a month. The…

Moderna Drops 7% Despite a Fresh Wolfe Research Upgrade, BioNTech Slips
David Moadel | 1 hour ago

Moderna Drops 7% Despite a Fresh Wolfe Research Upgrade, BioNTech Slips

Moderna stock shed 7% on Wednesday with no company news to blame, reopening a brutal question that its 439% year-to-date…

D-Wave Sinks 8% as Its CFO Retires; Rigetti Slides 5%, IonQ Falls 3%
David Moadel | 1 hour ago

D-Wave Sinks 8% as Its CFO Retires; Rigetti Slides 5%, IonQ Falls 3%

A retiring CFO sent D-Wave Quantum shares tumbling while peers like IonQ and Rigetti got caught in the crossfire, raising…

Can AI Help You Beat the Stock Market? The Answer May Surprise You
Rich Duprey | 1 hour ago

Can AI Help You Beat the Stock Market? The Answer May Surprise You

Wall Street has been training machines to pick stocks for decades, yet the results from the world's first fully AI-driven…

Cramer’s Answer to the Data Center Backlash: Fine, Let Mexico Have Them
Omor Ibne Ehsan | 1 hour ago

Cramer’s Answer to the Data Center Backlash: Fine, Let Mexico Have Them

Jim Cramer just handed data center operators a two-part escape plan from American zoning boards, and the cheaper half will…

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The Next Massive Robotics IPO Is Coming. Will Robotics Stocks Be 2027’s Biggest Investing Trend?

The Next Massive Robotics IPO Is Coming. Will Robotics Stocks Be 2027’s Biggest Investing Trend?

Eric Bleeker | Aug 19, 2026 at 8:35 AM EDT
Coherent, Teradyne, and Ciena Are the S&P 500’s 3 Biggest Decliners on Tuesday

Coherent, Teradyne, and Ciena Are the S&P 500’s 3 Biggest Decliners on Tuesday

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More Content
SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down
David Moadel • Aug 26, 2026

SolarEdge Jumps 8% as UBS Sees 40% Upside From New Inverter Import Curbs; Enphase and First Solar Drift Down

Applied Materials’ China Problem Is Getting Worse
Dr. Robert Castellano • Aug 26, 2026

Applied Materials’ China Problem Is Getting Worse

Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift
David Moadel • Aug 26, 2026

Lumentum Climbs 4% as the AI Optics Trade Extends a Second Session, Coherent and Applied Optoelectronics Drift

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