Chinese artificial intelligence startup Moonshot AI has temporarily paused new consumer subscriptions after overwhelming demand for its recently launched Kimi K3 model stretched its computing capacity. The move comes as the company seeks fresh funding and prepares for a potential initial public offering (IPO) in Hong Kong. Two people familiar with the matter told Reuters… Continue reading Moonshot AI pauses Kimi K3 subscriptions as demand strains compute capacity
Stock Research
QuantumScape stock: what could trigger its looming 15% earnings swing?
QuantumScape stock (NASDAQ: QS) faces a potentially sharp earnings reaction on Wednesday as investors test whether the solid-state battery developer can turn technical progress into a credible manufacturing and commercialisation plan. Options traders are pricing a move of roughly 12% to 15% in either direction after the second-quarter report, reflecting the uncertainty surrounding a company… Continue reading QuantumScape stock: what could trigger its looming 15% earnings swing?
European stocks edge lower amid US-Iran tensions
European shares traded lower on Monday as escalating tensions between the United States and Iran pushed oil prices higher, raising concerns about inflation ahead of another corporate earnings season. Investors also turned their attention to upcoming earnings from major US technology companies and the European Central Bank’s policy meeting later this week. Geopolitical tensions pressure… Continue reading European stocks edge lower amid US-Iran tensions
Asian markets wobble as $90 Brent turns tech earnings into a stress test
Asian stocks opened lower on Monday as Brent crude climbed above $90 a barrel, reviving inflation fears just as investors prepared for a defining week of technology earnings. MSCI’s Asia-Pacific gauge outside Japan slipped 0.3%, while South Korea’s chip-heavy Kospi fell another 4.2% after losing almost 9% last week. Chinese blue chips bucked the trend… Continue reading Asian markets wobble as $90 Brent turns tech earnings into a stress test
Big tech earnings outlook: Wall Street demands receipts on $700B AI spree
As the second-quarter earnings season of 2026 approaches its most critical stretch, the global equity market finds itself at a pivotal crossroads. For over two years, a relentless, AI-driven bull run has propelled mega-cap technology valuations to historically elevated levels. However, the narrative on trading desks has undergone a fundamental shift. The era of rewarding… Continue reading Big tech earnings outlook: Wall Street demands receipts on $700B AI spree
The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks
Wall Street’s biggest banks are proving that even geopolitical uncertainty and volatile markets can be highly profitable when trading desks stay busy and artificial intelligence fuels an unprecedented wave of capital raising. The six largest US banks generated a combined $55 billion in second-quarter profits, comfortably exceeding analysts’ expectations as market volatility, record AI-related fundraising… Continue reading The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks
Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts
Some of Wall Street’s fastest-growing companies are turning expansion into something more tangible: cash. Nvidia, Micron Technology, CrowdStrike and Palo Alto Networks have each reported sharp increases in operating or free cash flow while management or analysts lifted profit forecasts. That combination provides stronger confirmation than an earnings beat alone because cash is available for… Continue reading Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts
Dow falls nearly 400 points as chip selloff deepens, Wall Street posts weekly loss
US stocks closed lower on Friday, capping a weak week for Wall Street as a deepening selloff in semiconductor stocks and renewed concerns over artificial intelligence spending weighed on investor sentiment. The decline came despite a strong start to the second-quarter earnings season, with rising geopolitical tensions in the Middle East adding to market uncertainty.… Continue reading Dow falls nearly 400 points as chip selloff deepens, Wall Street posts weekly loss
Microsoft stock falls, analysts trim price targets ahead of Q4 earnings
Microsoft (NASDAQ: MSFT) shares fell 1.5% on Friday, extending a difficult year for the software giant as investors continued to weigh heavy artificial intelligence spending against the company’s long-term growth prospects. The stock has declined more than 20% in 2026 and nearly 23% over the past year, even as Microsoft has continued investing aggressively in… Continue reading Microsoft stock falls, analysts trim price targets ahead of Q4 earnings