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Strategy MSTR (formerly known as Microstrategy) shares climbed on Monday after the company disclosed it had not purchased any Bitcoin for the fifth consecutive week, instead continuing to build its cash reserves and repurchase preferred shares under its revised capital allocation strategy. The company said in a filing that it neither bought nor sold Bitcoin… Continue reading Strategy stock jumps as Bitcoin buying pause enters fifth straight week

Intel (INTC) just handed the semiconductor sector a preview of what’s driving the AI trade in mid-2026 – and it wasn’t subtle. A blowout quarter, a stock that fell anyway, and a supply chain that can’t keep pace with demand. All of it matters for Advanced Micro Devices (AMD), which reports its own second-quarter results… Continue reading What Intel earnings tell us to expect from AMD next week

D-Wave Quantum (QBTS) stock is ripping higher on Monday morning after the company revealed an expanded agreement with telecom giant AT&T (T). The quantum computing firm now looks headed to challenge its 20-day moving average (MA) – with a decisive break above $19.66 expected to boost upward momentum in the near-term. Despite today’s rally, however,… Continue reading D-Wave stock is soaring and it’s not entirely about AT&T partnership

Shares of Dutch semiconductor equipment giant ASML fell sharply on Monday after a report said China has begun manufacturing domestically developed immersion deep ultraviolet (DUV) lithography machines, a milestone that could reduce the country’s dependence on Western chipmaking equipment as export restrictions tighten. According to The Information, the state-backed machines are expected to be delivered… Continue reading ASML stock sinks as China reportedly starts producing homegrown DUV chip machines

Nvidia (NVDA) shares fell around 3% early Monday as investors assessed a series of artificial intelligence infrastructure deals involving OpenAI and SK Hynix. The stock traded around $198.86 after declining 0.9% in the previous session. Other semiconductor stocks also traded lower, with AMD down about 4% and Intel falling roughly 2%. Investors digest massive AI… Continue reading Why Nvidia stock is sinking around 4% on Monday

Rivian Automotive RIVN stock moved 4% higher on Monday after Piper Sandler upgraded the electric vehicle maker ahead of its second-quarter earnings report, citing improving demand, a smoother-than-expected R2 launch and a stronger balance sheet. Piper Sandler analyst Alexander Potter upgraded Rivian to Overweight from Neutral and raised his price target to $20 from $18,… Continue reading Rivian stock gains after Piper Sandler upgrade ahead of Q2 earnings

Alphabet GOOGL shares rebounded on Monday after suffering a sharp selloff following last week’s quarterly earnings, with several Wall Street brokerages maintaining bullish recommendations even as they trimmed price targets in response to the company’s aggressive artificial intelligence investment plans. Shares of the Google parent rose nearly 3% at the market open, signalling that investors… Continue reading GOOG stock rebounds as Wall Street continues to back AI strategy despite PT cuts