Stock Research

Advanced Micro Devices Inc. (AMD) and Anthropic have agreed to a deal covering tens of billions of dollars’ worth of artificial intelligence servers, according to a Wall Street Journal report, in a move that could strengthen AMD’s position against Nvidia while expanding Anthropic’s computing capacity. Under the reported agreement, Anthropic will purchase up to 2… Continue reading AMD to invest up to $5B in Anthropic under AI chip supply deal: report

GE Vernova GEV shares fell about 4% in premarket trading on Wednesday after the energy equipment maker narrowly missed Wall Street’s profit expectations. The company also warned that global tariffs could increase its costs by as much as $200 million next year, overshadowing stronger revenue growth and another increase in its full-year outlook. The company… Continue reading GE Vernova beats revenue estimates, raises 2026 outlook: why is the stock falling?

US stock futures edged lower on Wednesday as investors pulled back from semiconductor shares before Alphabet and Tesla open the first major test of the second-quarter Big Tech earnings season. Nasdaq 100 contracts led the retreat, while S&P 500 and Dow futures also slipped after Tuesday’s chip-led rebound. The market is asking whether billions of… Continue reading Nasdaq futures slump ahead of Big Tech earnings: 5 things to know before market opens

Intel stock (NASDAQ: INTC) heads into Thursday’s earnings with expectations running ahead of a turnaround story. Shares remain up more than 160% this year despite falling over 30% from June’s high, as investors bet that AI-server demand can revive the company’s processor business and support its manufacturing ambitions. Wall Street expects second-quarter revenue of about… Continue reading Intel stock earnings could expose the fault line beneath its AI comeback

Airbus shares surged more than 7% on Wednesday after the European aerospace giant unveiled a €5 billion ($5.7 billion) share buyback programme and laid out ambitious medium-term financial targets, reinforcing investor confidence that easing supply-chain constraints and sustained demand for commercial and military aircraft will drive the company’s next phase of growth. The announcement came… Continue reading Airbus stock jumps on share buyback, 2029 profit target: why analysts see upside

JD Wetherspoon shares fell about 9% on Wednesday after the pub chain warned that full-year profits are likely to come in below market expectations, marking its fourth profit warning in just seven months as persistent cost pressures continue to weigh on Britain’s hospitality sector. The FTSE 250 company said sales remained resilient, but higher spending… Continue reading JD Wetherspoon shares sink after another profit warning: why are UK pubs struggling?

Super Micro Computer stock (NASDAQ: SMCI) surged 18% after the AI-server maker delivered a profitability surprise, but Goldman Sachs remains firmly unconvinced that one favourable quarter has repaired the business model. Super Micro expects fiscal fourth-quarter gross margins of 15% to 17%, versus earlier guidance of 8.2% to 8.4%. It also received more than $60… Continue reading SMCI stock surges 18%: why is Goldman Sachs still refusing to turn bullish?

Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI’s Asia-Pacific gauge outside Japan gained 1.2%, while South Korea’s Kospi surged more than 6% and Japan’s Nikkei 225 climbed 1.9%. The… Continue reading Kospi jumps 6% as Asia’s battered semiconductor trade rebounds

Nike is tightening online sales in China as it tries to restore pricing power and reverse a deepening decline in its third-largest market. From January 2027, most of Nike’s 16 major Chinese retail partners will stop selling its products online and focus on physical stores. Those partners operate thousands of Nike outlets, but the company… Continue reading Nike stock in focus: why is it cutting thousands of China sellers?