Stock Research

Samsung stock plunged over 8% on Tuesday even after the company flagged what could be its most profitable quarter ever. The shares fell as much as 7.9%, despite Samsung guiding for second-quarter operating profit of 89.4 trillion won, a 19-fold jump from a year earlier. The reaction was not about weak numbers but about whether… Continue reading Samsung stock plunges 8% despite record Q2 profit outlook: what’s worrying investors

On Monday, Broadcom shares rallied after the chipmaker extended its long-term partnership with Apple through 2031, reinforcing its position in the iPhone maker’s supply chain. Strategy disclosed that it sold $216 million worth of Bitcoin under its newly introduced treasury framework while reporting a sharp quarterly loss on its digital assets. Oil prices were little… Continue reading Evening digest: Broadcom extends Apple deal, Strategy sells $216M worth of Bitcoin

Microsoft’s shares were falling on Monday even as the company announced its latest round of job cuts, as investors likely refused to look past the company’s high AI investments. A price target cut by Wolfe Research on Monday, citing higher memory prices, is likely to have also weighed on the stock, even though it maintained… Continue reading MSFT falls as investors remain focussed on AI spending despite layoffs

Shares of Rivian Automotive Inc. (RIVN) climbed more than 5% on Monday after JPMorgan raised its price target following the electric vehicle maker’s stronger-than-expected second-quarter delivery results. The stock RIVN rose about 6% to $19.75 during trading, outperforming the broader market as investors reacted positively to the company’s improved delivery outlook and growing optimism surrounding… Continue reading Rivian stock jumps as JPMorgan raises target after strong Q2 deliveries

Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions. The stock rose as much as 5.7% during morning trading to a… Continue reading Palo Alto Networks stock hits record high as analysts raise price targets

All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it’s not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank.… Continue reading It’s not just Terawulf, IREN shares are soaring because of Anthropic too

Nvidia stock (NVDA) edged higher on Monday but continued to lag the broader semiconductor rally as investors remained cautious about the company’s ability to capture the next wave of artificial intelligence infrastructure spending. The stock rose 0.5% to $195.86 in early trading, well behind the wider chip sector. The iShares Semiconductor ETF gained 4.3%, led… Continue reading Why Nvidia stock is lagging the broader chip rally on Monday

While mainstream retail investors spent the first half of 2026 hyper-focused on Nvidia, chip legacy giants AMD and Intel (INTC) stock quietly engineered a stunning regime change. Leaving NVDA’s relatively muted H1 performance in the dust, both processing underdogs capitalized on massive rotational capital and a critical broadening of the artificial intelligence (AI) infrastructure narrative.… Continue reading Intel, AMD stocks outperformed Nvidia in H1: what’s next?

ZIM Integrated Shipping Services (ZIM) stock is under immense pressure this morning following a massive regulatory roadblock to its highly anticipated buyout. The sell-off even saw ZIM sink below its 20-day and 50-day moving averages on Monday, signaling the bears are beginning to take back control across multiple timeframes. Following today’s weakness, ZIM shares are… Continue reading ZIM stock sinks as Hapag-Lloyd buyout faces major regulatory setback