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Enphase Energy shares rose sharply on Thursday after Barclays upgraded the solar technology company, citing its potential entry into the rapidly expanding artificial intelligence data center market. Investor sentiment was also supported by the company’s launch of a new commercial microinverter product in the United States. ENPH tock gained about 8% in trading, snapping a… Continue reading Enphase stock jumps on data center AI opportunity and new product launch

Shares of Strategy (MSTR), previously known as MicroStrategy, fell about 6% on Thursday and traded near $109. The decline came as pressure mounted on the company’s bitcoin treasury strategy amid a sharp drop in its preferred stock, insider selling activity, and a softer cryptocurrency backdrop. The immediate concern for investors centered on Strategy’s Stretch preferred… Continue reading Why is Strategy (MSTR) stock falling 6% today?

Shares of Broadcom climbed on Thursday after the semiconductor company expanded its debt repurchase program and received renewed support from Wall Street analysts who remain optimistic about its long-term artificial intelligence growth prospects. AVGO stock rose 3.5% in trading after Broadcom increased the size of its cash tender offers to $3 billion from $2.5 billion.… Continue reading Broadcom stock rises as debt buyback expands and AI outlook stays strong

Intel (INTC) shares are extending gains this morning after President Donald Trump said Apple Inc has agreed to work with the multinational to design and build its chips in America. The semiconductor giant is now trading at a year-to-date of $134. At current levels, it’s being valued the same as AMD or TSMC on an… Continue reading Intel stock is being valued as AMD or TSMC – but it’s neither yet

QuantumScape (QS) shares are ripping higher on June 18th as investors react to a major new OEM partnership. The solid-state battery pioneer announced a multi-year joint research agreement with Honda R&D to co-develop next-gen lithium-metal battery platform architectures and manufacturing processes. And while QuantumScape stock is already up some 15% following the announcement, a solid… Continue reading Honda deal is more bullish for QuantumScape stock than market realizes

Nvidia stock (NVDA) moved higher on Thursday, recovering some ground after two consecutive losing sessions. Shares of the chipmaker rose 2% to $209.09 in early trading. Despite recent volatility, Nvidia stock remains up 9.8% year to date through Wednesday’s close and has gained 41% over the past 12 months. That performance, however, has lagged the… Continue reading Nvidia stock is rebounding 2% today: are competition threats getting serious?

SpaceX (SPCX) shares may have tumbled in recent sessions, but Oppenheimer remains convinced that the space infrastructure and AI giant is poised for significant upside as the year unfolds. In a research note this morning, analyst Timothy Horan touted SPCX’s recent acquisition of Cursor – an artificial intelligence coding firm – which he believes could… Continue reading Cursor deal positions SpaceX to be a $3T behemoth, analyst says