Stock Research

Tesla stock (TSLA) rose on Monday, recovering some of last week’s sharp losses after investors sold the stock despite a stronger-than-expected second-quarter delivery report. The rebound came as the electric-vehicle maker expanded its robotaxi service to Miami, adding another city to its autonomous ride-hailing network. Shares of Tesla climbed about 3% to $405.11 in early… Continue reading Tesla stock up 3% today after Thursday’s selloff: what’s behind the rebound?

Oracle Corp. (ORCL) shares gained 1.3% on Monday as investors returned to the stock following a sharp, debt-driven sell-off, amid improving broader market sentiment. The recovery also came as broader market sentiment improved, with the Nasdaq Composite gaining 0.95% and the S&P 500 advancing 0.44%. The move marked a shift in investor sentiment after weeks… Continue reading Oracle shares rose as investors reassess AI-driven sell-off

Broadcom Inc. AVGO shares rose 5.3% in trading on Monday after the semiconductor company announced an extension of its long-standing partnership with Apple Inc. through 2031. The agreement reinforces Broadcom’s position as one of the iPhone maker’s key chip suppliers. The new multi-year agreement expands the companies’ collaboration on custom silicon products and provides Broadcom… Continue reading Broadcom extends Apple chip partnership through 2031, stock climbs 5%

US futures pushed higher on Monday as Wall Street tried to extend last week’s rally with help from two familiar supports: steadier chip stocks and cheaper oil. The Dow is coming off a record close, while the S&P 500 and Nasdaq remain underpinned by hopes that the AI trade is broadening rather than breaking. Lower… Continue reading Nasdaq futures surge 310 points: 5 things to know before Wall Street opens

Shares of easyJet jumped about 10% on Monday to a four-year high after the airline agreed in principle to accept a £5.5 billion ($7.3 billion) takeover offer from US investment firm Castlelake, potentially paving the way for one of the biggest deals in the European aviation sector this year. The budget airline said on Sunday… Continue reading easyJet shares jump after airline agrees in principle to Castlelake’s $7.3B takeover

Nvidia stock (NASDAQ: NVDA) remained in focus on Monday after a SemiAnalysis report revealed that its next-generation Kyber NVL144 rack-scale architecture has reportedly been delayed by more than 12 months. The research firm said that the product is now expected to launch in 2028 instead of its previously anticipated 2027 timeline. SemiAnalysis shared the update… Continue reading Nvidia stock in focus as next AI super-rack faces manufacturing snag

Asian markets started the week with a more careful tone as investors moved from macro relief to earnings scrutiny. Lower oil prices have eased one of the biggest inflation worries, while softer US payrolls have reduced the pressure for an immediate Federal Reserve rate hike. That should normally help risk assets. Instead, traders are asking… Continue reading AI rally faces reality check as Asian stocks slip before Samsung earnings

TSMC stock is hovering near its 52-week high as analysts grow more confident that the world’s most important contract chipmaker still has room to run. Taiwan-listed shares recently traded around NT$2,445-NT$2,465, close to their 52-week high of NT$2,535. The latest push comes after Citi Research raised its price target to NT$3,800 from NT$2,875 and reiterated… Continue reading TSMC stock eyes 52-week high: here’s why Citi hiked its target by 32%

The artificial intelligence boom has a people problem, and it is getting worse faster than most investors have noticed. While Wall Street has spent the better part of three years fixating on chip stocks, hyperscaler spending, and the relentless march of AI valuations, a less glamorous drama has been unfolding in suburban town halls, county… Continue reading Americans’ revolt against data centers is growing: how it could disrupt the AI trade