Stock Research

Cerebras Systems shares tumbled about 10% in premarket trading on Wednesday after the artificial intelligence chipmaker forecast lower profit margins for 2026. The outlook overshadowed better-than-expected quarterly results and highlights the costs of scaling its rapidly growing AI infrastructure business. If losses hold, the stock is on track to trade at its lowest level since… Continue reading Cerebras stock sinks as margin outlook overshadows AI deals

Artificial intelligence investors are still crowding into Nvidia, Vertiv as the obvious hardware winners, but the next layer of the trade may be hiding in plain sight. As of June 24, 2026, the AI buildout is no longer just about chips. It needs power, storage, bandwidth and reliable baseload electricity. In other words, the market… Continue reading 4 AI infrastructure stocks flying under the radar in 2026

Micron stock (NASDAQ: MU) reports fiscal third-quarter earnings after the US market close on Wednesday, and the options market has already marked the event as a potential shock. The stock has been one of the biggest AI winners of the year, with gains of more than 800% over the past 12 months and a market… Continue reading Can Micron stock really move 11% after earnings as options heat up?

FedEx shares fell more than 7% in premarket trading on Wednesday as investors looked past better-than-expected quarterly earnings and focused on shrinking margins at the company’s core delivery business and the uncertainties created by its recent freight spinoff. The delivery giant recently separated its highly profitable trucking unit, FedEx Freight, as part of a strategy… Continue reading FedEx stock sinks 7% as margin hit overshadows earnings beat after freight spinoff

US stock futures found a tentative bid on Wednesday, but the rebound looked more like a pause than a reset. After two sessions of selling, investors moved back into parts of the technology complex, helped by gains in memory-chip names before Micron Technology’s results. The mood was still cautious as the Nasdaq 100 had just… Continue reading Wall Street futures mixed today: 5 things to know before the market opens

London’s domestically focused FTSE 250 index rose on Wednesday, supported by a sharp rally in real estate stocks after Segro rejected a $16.6 billion takeover approach from US-based Prologis. The midcap FTSE 250 edged up 0.1% by 0755 GMT, while the blue-chip FTSE 100 was flat. Real estate shares led the gains. The FTSE 350… Continue reading FTSE 250 edges up as Segro rally lifts UK property stocks

ByteDance, the Chinese technology company behind TikTok, is in preliminary talks with banks for what could be its largest offshore loan to date, Bloomberg News reported on Wednesday. The company is seeking a new-money facility of about $20 billion, with a proposed tenor of three years and an option to extend it by up to… Continue reading ByteDance weighs biggest-ever offshore borrowing to support AI expansion

European shares were muted at the open on Wednesday as investors assessed developments in US-Iran negotiations, monitored the outlook for central bank policy, and reacted to sector-specific moves across the region. The pan-European STOXX 600 edged 0.02% lower to 634.50 points by 0715 GMT. The benchmark reflected a cautious start to the day, with weakness… Continue reading STOXX 600 opens flat as investors weigh US-Iran talks and ECB outlook

Asian markets tried to find their footing on Wednesday, but the calm looked fragile after a sharp unwind in the global AI trade reminded investors how quickly this year’s winners can turn into sources of stress. The selling was not broad panic. It was more selective than that. Traders cut exposure to technology, semiconductors and… Continue reading Nikkei 225 stumbles as Asian markets count the cost of AI trade reversal