Stock Research

Rocket Lab (RKLB) shares surged in trading on Monday after the company announced an $8 billion cash-and-stock acquisition of satellite communications provider Iridium Communications (IRDM), one of the biggest consolidation moves in the commercial space industry. Rocket Lab stock climbed 12% at the time of writing, while Iridium shares jumped about 21%. The rally in… Continue reading Rocket Lab stock jumps 12%, Iridium soars 21% on $8B merger deal

Chip stocks including Intel (INTC), Advanced Micro Devices (AMD), and Arm Holdings (ARM) opened in the red this morning mostly due to technical quarter-end positioning.   Amidst a lack of fresh positive catalysts, lingering earnings pressure and macroeconomic caution are also adding to the weakness in these semiconductor names on Jun. 29. That said, INTC,… Continue reading Why are Intel, AMD, ARM stocks selling off today?

Alphabet GOOG shares rose 4.1% in trading on Monday as the Google parent began its first trading session as a member of the Dow Jones Industrial Average, replacing Verizon Communications in the 30-stock benchmark. The index change, announced last week, marks a milestone for Alphabet. However, because the Dow is a price-weighted index rather than… Continue reading Why is Alphabet stock rising 4% today?

Marvell Technology could have more room to run after its sharp rally this year. UBS became the latest brokerage to turn more bullish on the semiconductor company as artificial intelligence infrastructure spending accelerates demand for next-generation connectivity products. The brokerage raised its price target on Marvell to $340 from $230, implying roughly 27.5% upside from… Continue reading Marvell stock gets fresh boost as UBS raises price target on AI-driven CXL demand

Tesla stock (TSLA) jumped on Monday as investors looked ahead to the company’s second-quarter delivery report later this week, while fresh comments from Chief Executive Elon Musk provided an additional boost to sentiment. The stock rose around 4% in early trading to $396.64, recovering some ground after a difficult week for the electric vehicle maker.… Continue reading Why Tesla stock is climbing over 4% on Monday

The explosive growth in artificial intelligence (AI) is triggering a massive data center investment cycle and fundamentally reshaping infrastructure design. Nvidia (NVDA) anchors this shift, accelerating a transition toward next-gen 800-volt direct current (VDC) data centers slated for commercial rollout in 2027. This redesign supports ultra-dense 576-GPU architectures, a quantum leap from today’s 72-GPU standard,… Continue reading Looking to benefit from next-gen AI data center build-out? Buy these 3 stocks

Comcast on Monday unveiled plans to break itself into two publicly traded companies, separating its connectivity operations from its media and entertainment assets in the latest attempt by a legacy media company to adapt to the rapidly changing streaming landscape. The tax-free spin-off, expected to be completed in about a year, will create one company… Continue reading Comcast stock jumps 23% after company announces NBCUniversal, Sky spin-off

UK equities came under pressure as weakness across consumer staples, defence and mining stocks weighed on market sentiment. Investors also assessed fresh economic data showing a slowdown in mortgage lending and broader credit growth, pointing to softer borrowing activity in May. Both the FTSE 100, which is dominated by internationally focused companies, and the more… Continue reading FTSE slips as defence and mining stocks drag UK markets

Apple is lobbying the Trump administration for clearance to buy memory chips from Chinese manufacturer CXMT as the artificial intelligence boom pushes up semiconductor costs and strains global supply chains, Financial Times reported on Saturday. The move underscores how even the world’s largest consumer electronics company is scrambling to secure additional sources of memory as… Continue reading Apple wants to buy memory chips from CXMT: will it ease tech giant’s cost woes?