Stock Research

Nvidia enters the second half of 2026 facing growing pressure to defend both its market leadership and investor confidence. While the company remains the world’s largest by market capitalisation, its stock has lagged several semiconductor peers this year as investors broaden their focus across the artificial intelligence (AI) supply chain. The company continues to benefit… Continue reading Can Nvidia regain its momentum in the second half of 2026?

Investor Michael Burry, best known for his successful bet against the US housing market portrayed in The Big Short, has reportedly opened a short position in Micron Technology (MU), arguing that the memory chip maker’s recent rally has been driven by speculative enthusiasm rather than fundamentals. According to a post published on his Substack, Burry… Continue reading Michael Burry shorts Micron stock, warns AI chip rally has gone too far

Cathie Wood’s ARK Innovation ETF has bought back into SoFi Technologies (NASDAQ: SOFI) just as the beaten-down fintech stock is trying to recover from a difficult first half of the year. ARKK bought 299,753 SoFi shares across June 29, June 30 and July 1, worth about $5.5 million based on SoFi’s July 1 close of $18.44,… Continue reading Why Cathie Wood is doubling down on this $18 stock

Chipmaker Nvidia has introduced a new revenue-sharing programme designed to support fast-growing artificial intelligence startups by providing access to computing power in exchange for a share of future revenue. The company announced that the initiative will offer token credits to AI startups to help power their development. Under the programme, cloud-based AI companies, model developers… Continue reading Nvidia offers AI startups GPU access for revenue share: here’s what it means

Asian markets found a steadier footing on Friday as investors took a softer US jobs report as a reason to dial back fears of an immediate Federal Reserve rate hike. The move was not a simple risk-on surge. It was more measured than that. Chip stocks bounced after a bruising selloff, regional PMI data pointed… Continue reading Nikkei 225 lifts Asian markets as weak US jobs data cools Fed hike fears

Samsung Electronics and SK Hynix stocks rebounded on Friday, as bargain hunters returned to South Korea’s biggest chipmakers after Thursday’s bruising sell-off. The recovery looked less like a fresh fundamental reset and more like a correction in sentiment after investors appeared to overreact to Meta’s cloud-computing plans. The bigger question now is whether this bounce… Continue reading Why are Samsung and SK Hynix stocks rebounding sharply today?

The Dow Jones Industrial Average climbed to a record high on Thursday after a weaker-than-expected US jobs report reduced expectations of near-term Federal Reserve interest rate hikes, while technology stocks and semiconductor shares extended their recent decline. The 30-stock Dow rose 560 points, or 1.10%, to close at 52,865.24 after touching an all-time intraday high… Continue reading Dow hits record high as weak jobs data eases Fed rate hike concerns

Moderna Inc. (MRNA) shares rose 9.2% on Thursday, making the biotechnology company one of the top performers in the S&P 500. Investors responded positively to new pipeline updates, encouraging influenza vaccine data, and favorable analyst commentary. The stock extended its recent rally after climbing to a new annual high on Wednesday. At one point, shares… Continue reading Moderna stock jumps as pipeline progress and flu shot data lift sentiment

SanDisk Corporation (SNDK) shares plunged 14% in afternoon trading on Thursday, hitting a session low of $1707.58 as investors rotated out of artificial intelligence chip and memory hardware stocks and shifted capital into AI software companies. The decline followed an extraordinary first half of 2026, during which SanDisk shares surged roughly 858%, leaving the stock… Continue reading SanDisk stock slides 14% as AI chip selloff overshadows bullish calls