Articles
Daily market commentary and analysis.
China's CXMT Overtakes Tencent as Its Most Valuable Firm
A 35-year-old memory-chip maker just did something no semiconductor company has done in mainland China’s stock market history: ChangXin Memory Technologies (CXMT) overtook Tencent on Thursday to…
Aug 14, 2026
Cisco Beats on Earnings But Stock Falls on AI Bar
Cisco Systems delivered a fiscal fourth-quarter beat on both the top and bottom lines Wednesday, yet its stock dropped in extended trading anyway — a reminder that in this market, “good” earnings…
Aug 14, 2026
JD.com Posts First-Ever Revenue Decline Despite Profit Beat
JD.com shares slipped roughly 2% on Thursday even after the Chinese e-commerce giant beat earnings estimates, a reaction that tells you everything about how nervous investors remain on Chinese…
Aug 13, 2026
EnerSys Stock Jumps 15% as Data Center Demand Fuels Earnings Beat
EnerSys shares surged more than 15% on Thursday after the industrial battery maker posted adjusted quarterly earnings of $3.66 per share, blowing past the $2.83 consensus estimate by nearly 30%.…
Aug 13, 2026
SanDisk's Investor Day Vision: 80% Margins by 2030
SanDisk laid out an aggressive multi-year growth plan at its Investor Day on Thursday, targeting mid-to-high teens revenue growth and gross margins approaching 80% through fiscal 2030. Shares jumped…
Aug 13, 2026
Liberty Energy's Pivot From Fracking to AI Power Pays Off Big
Liberty Energy just delivered a case study in how legacy energy companies can reinvent themselves for the AI era — and investors who spotted it early were rewarded. The oilfield services company,…
Aug 13, 2026
Aluminum Smelters Are Restarting as AI's Metal Bottleneck Deepens
While copper has dominated the AI infrastructure trade — the Global X Copper Miners ETF is up nearly 100% over the past year — a quieter but equally critical metals story is unfolding in aluminum.…
Aug 13, 2026
Gold's Comeback: Why Smart Money Is Buying the Dip Again
Gold is staging a comeback that has retail and professional investors paying attention again. After tumbling as much as 18% from its 10-year high above $5,300 an ounce earlier this year, the precious…
Aug 13, 2026
H&R Block Stock Soars 15% on Bullish 2027 Profit Forecast
H&R Block shares surged 15% on Wednesday after the tax-preparation giant issued an upbeat forecast for its 2027 fiscal year that easily cleared Wall Street’s bar. The company projected adjusted…
Aug 12, 2026
Quantinuum Shares Surge 21% After Blowout First Earnings Report
Quantinuum shares rallied more than 21% on Wednesday after the quantum computing company delivered a stronger-than-expected debut earnings report as a newly public company. Second-quarter revenue…
Aug 12, 2026
Wendy's Stock Jumps 16% on Report of Nelson Peltz Take-Private Bid
Wendy’s shares spiked as much as 16% on Wednesday after the Financial Times reported that activist investor Nelson Peltz’s Trian Fund Management is preparing a bid to take the fast-food chain…
Aug 12, 2026
Michael Burry Bets on Beaten-Down Lululemon and MercadoLibre
Michael Burry, the investor famous for calling the 2008 housing crash, has made two new bets that are turning heads: Lululemon (NASDAQ: LULU) and MercadoLibre (NASDAQ: MELI). Both stocks have taken a…
Aug 12, 2026
CoreWeave Shares Pop 20% as AI Compute Revenue Doubles
CoreWeave investors got a jolt Wednesday morning as shares surged nearly 20% in premarket trading after the AI cloud provider reported that second-quarter revenue doubled year-over-year. The company…
Aug 12, 2026
Cool CPI Report Eases Rate Hike Fears, Lifts Futures
Wall Street got the inflation news it wanted on Wednesday. The Consumer Price Index rose just 0.1% in July, matching Wall Street’s forecast and putting the annual inflation rate at 3.4%. Core CPI,…
Aug 12, 2026
Lockheed Martin Lands $58.62 Billion Pentagon Missile Contract
Lockheed Martin just landed one of the largest single contract awards in company history. On July 29, the Department of War handed the defense giant a seven-year, up to $53.86 billion undefinitized…
Aug 11, 2026
Riot Platforms Signs $9 Billion Anthropic Deal, Pivots From Bitcoin
Bitcoin miner Riot Platforms just struck a 20-year compute deal with AI firm Anthropic worth $9.1 billion in guaranteed revenue — a figure that could climb to $16.1 billion if the agreement gets…
Aug 11, 2026
MP Materials Cements Lead in America's Rare Earth Magnet Race
China controls roughly 90% of the world’s rare-earth magnet production, and it just showed investors exactly how far it’s willing to go to keep that grip. After Washington pushed to build a rare…
Aug 11, 2026
Eli Lilly's Weight-Loss Pill Wins UK Nod, Challenging Novo's Wegovy
The weight-loss drug wars just went international. Eli Lilly won UK approval for its oral GLP-1 pill Foundayo (orforglipron) on Monday, its first green light outside the United States, setting up a…
Aug 11, 2026
JPMorgan Lifts S&P 500 Target to 8,000 on Blowout Earnings Season
Wall Street’s bulls just got more ammunition. JPMorgan raised its year-end S&P 500 target to 8,000 on Monday, up from 7,800, arguing that this earnings season has finally proven the AI spending…
Aug 11, 2026
Intel Boosts Stock Sale to $20 Billion as AI Chip Demand Surges
Intel just made its boldest capital move of the year. The chipmaker upsized its stock offering to $20 billion at $95 per share on Tuesday, a sharp jump from the $15 billion raise it announced just…
Aug 11, 2026