Options data reveals how MSFT stock may react to earnings on July 29

Microsoft (MSFT) shares are inching higher heading into the giant’s fiscal Q4 earnings scheduled to be released after market close on Wednesday, July 29th. Wall Street has set a high bar for MSFT, with consensus estimates set at $87.42 billion for revenue, representing a 14.4% year-on-year increase – and $4.21 per share for earnings, reflecting… Continue reading Options data reveals how MSFT stock may react to earnings on July 29

Evening digest: CXMT debuts with 465% surge, Nvidia eyes OpenAI deal

China’s memory-chip maker CXMT made a blockbuster stock market debut with shares surging 465%, while Nvidia remained in focus amid reports of a potential financing role in OpenAI’s data center expansion. US President Donald Trump said the United States and Iran were engaged in talks to end the conflict despite continued regional tensions, and gold… Continue reading Evening digest: CXMT debuts with 465% surge, Nvidia eyes OpenAI deal

Tesla stock falls as post-earnings selloff continues

Tesla TSLA shares extended their decline on Monday despite broader market optimism following easing tensions between the United States and Iran. The electric vehicle maker’s stock traded as high as $317 before falling to around $307.58 in trading, down about 1.74%. The decline came even as Wall Street showed signs of recovery, with the Dow… Continue reading Tesla stock falls as post-earnings selloff continues

General Motors stock rises 3%: why the stock is a top pick for this analyst

General Motors GM shares rose about 3% on Monday after Jefferies upgraded the automaker to Buy from Hold and raised its price target to $99 from $90, citing growing confidence in the company’s long-term earnings and cash flow prospects. The brokerage increased its earnings estimates for 2026 through 2028 by about 6% after GM’s second-quarter… Continue reading General Motors stock rises 3%: why the stock is a top pick for this analyst

Why are Micron, Sandisk, and SK Hynix stocks falling today?

Memory and storage stocks came under heavy selling pressure on Monday after Chinese memory chipmaker ChangXin Technology Group (CXMT) made a blockbuster stock market debut, and reports emerged that China has begun manufacturing domestically developed deep ultraviolet (DUV) lithography machines. The twin developments heightened investor concerns that China’s semiconductor industry is rapidly closing the technology… Continue reading Why are Micron, Sandisk, and SK Hynix stocks falling today?

Strategy stock jumps as Bitcoin buying pause enters fifth straight week

Strategy MSTR (formerly known as Microstrategy) shares climbed on Monday after the company disclosed it had not purchased any Bitcoin for the fifth consecutive week, instead continuing to build its cash reserves and repurchase preferred shares under its revised capital allocation strategy. The company said in a filing that it neither bought nor sold Bitcoin… Continue reading Strategy stock jumps as Bitcoin buying pause enters fifth straight week

What Intel earnings tell us to expect from AMD next week

Intel (INTC) just handed the semiconductor sector a preview of what’s driving the AI trade in mid-2026 – and it wasn’t subtle. A blowout quarter, a stock that fell anyway, and a supply chain that can’t keep pace with demand. All of it matters for Advanced Micro Devices (AMD), which reports its own second-quarter results… Continue reading What Intel earnings tell us to expect from AMD next week

D-Wave stock is soaring and it’s not entirely about AT&T partnership

D-Wave Quantum (QBTS) stock is ripping higher on Monday morning after the company revealed an expanded agreement with telecom giant AT&T (T). The quantum computing firm now looks headed to challenge its 20-day moving average (MA) – with a decisive break above $19.66 expected to boost upward momentum in the near-term. Despite today’s rally, however,… Continue reading D-Wave stock is soaring and it’s not entirely about AT&T partnership

ASML stock sinks as China reportedly starts producing homegrown DUV chip machines

Shares of Dutch semiconductor equipment giant ASML fell sharply on Monday after a report said China has begun manufacturing domestically developed immersion deep ultraviolet (DUV) lithography machines, a milestone that could reduce the country’s dependence on Western chipmaking equipment as export restrictions tighten. According to The Information, the state-backed machines are expected to be delivered… Continue reading ASML stock sinks as China reportedly starts producing homegrown DUV chip machines