Stock Research

Asia’s record-breaking quarter ended with less of a victory lap than a test of conviction. Chip-heavy markets in Japan, South Korea and Taiwan have delivered the sort of gains usually seen after recessions, not during a period of sticky inflation and higher-for-longer rates. Yet Tuesday’s trade showed investors becoming more selective. The dollar’s renewed strength… Continue reading Nikkei’s record quarter leaves Asian markets asking if AI trade has run too far

US stocks ended sharply higher on Monday, with the Dow Jones Industrial Average closing above the 52,000 mark for the first time as easing geopolitical tensions and a rebound in technology shares fueled a broad market rally. The Dow gained about 306 points, or 0.59%, to finish above 52,000. The S&P 500 advanced 1.17%, while… Continue reading Dow closes above 52,000 as Alphabet shines, tech stocks lift markets

Shares of Super Micro Computer Inc. SMCI fell sharply on Monday after Taiwanese authorities reportedly raided the company’s offices. The raids were part of an expanding investigation into the alleged smuggling of Nvidia artificial intelligence chips into China through Super Micro servers. The stock dropped more than 9% during afternoon trading before recovering some of… Continue reading Super Micro stock falls after Taiwan raids expand Nvidia chip probe

Analysts turned increasingly bullish on Quantinuum on Monday after the company’s post-initial public offering (IPO) quiet period expired. Several brokerages initiated coverage, highlighting the quantum computing company’s long-term growth potential. The quiet period had prevented IPO underwriters from publishing research reports, ratings, or valuation targets on the stock. With that restriction lifted, Wall Street firms… Continue reading Quantinuum stock falls: why is Wall Street bullish on the stock?

Shares of Palantir Technologies (PLTR) rose on Monday as investors welcomed a new artificial intelligence partnership with Nvidia (NVDA), extending the stock’s recovery after it snapped a seven-day losing streak last week. Palantir stock advanced more than 3% to $116.45 after gaining 5.3% on Friday. The rebound follows a difficult month for the software company,… Continue reading Palantir stock climbs as Nvidia partnership boosts AI growth outlook

Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings. The move came as markets reassessed expectations around the semiconductor equipment maker’s near-term performance and longer-term growth outlook tied to artificial intelligence infrastructure demand. KeyBanc flags elevated expectations… Continue reading Applied Materials stock surges 10%: here’s why

BlackBerry Ltd (BB) has undergone a massive fundamental transformation, culminating in its Q1 earnings beat on June 24th. Driven by a 26% year-on-year increase in the QNX software division and the first positive operating cash flow in nine years, BB shares hit a new 52-week high of $12.15 on Monday morning. However, following a nearly… Continue reading BlackBerry stock hits 52-week high: take profit or let it run?

Micron Technology (MU) shares fell on Monday after South Korea unveiled plans for a massive new semiconductor investment program. Shares of Micron were down about 1% at $1,117.19 after declining 6.7% on Friday. The pullback came as South Korea’s industry minister said Samsung Electronics and SK Hynix plan to spend a combined 800 trillion won,… Continue reading Why Micron stock is under pressure on Monday

US telecom stocks Verizon (VZ), T-Mobile (TMUS), and AT&T (T) are slipping this morning after Comcast (CMCSA) announced plans of splitting itself into two independent, public companies. The corporate overhaul will decouple CMCSA’s core telecom infrastructure from its huge media and entertainment segments through a tax-free spin-off to existing shareholders. Here’s why Comcast’s announcement is… Continue reading VZ, TMUS, T: why telecom stocks are crashing on Comcast’s split announcement