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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Nvidia Faces H2 2026 Test: Can Vera Rubin, Software Edge Offset Competition?
Nvidia enters H2 2026 with a 3% YTD gain, trailing rivals. Vera Rubin volume shipments, CUDA's inference role, and consu
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Michael Burry Shorts Micron, Warns AI Chip Rally Is Overdone
Michael Burry shorted Micron Technology, warning the AI-driven rally has gone too far. He also added to five long positi
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Cathie Wood's ARKK Adds $5.5M SoFi Stake: Why She's Betting on the Fintech's AI Pivot
Cathie Wood's ARKK bought $5.5M in SoFi shares after earlier sales, signaling renewed confidence. SoFi's AI investing pl
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Nvidia Revenue-Share Program Offers GPU Access to AI Startups, Stock Slips
Nvidia's new program offers AI startups GPU access in exchange for future revenue, with Australian partners providing in
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Hang Seng Index Drops 10% in H1 as Nikkei, Kospi Surge on AI Demand
The Hang Seng Index slumped over 10% in the first half of 2025, contrasting sharply with the Nikkei 225 and Kospi, which
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Moderna Surges 9% on FDA Panel Nod for Flu Shot, Pipeline Expansion into Oncology
Moderna stock surged 9.2% on positive flu vaccine data and pipeline updates. An FDA panel unanimously supported its mRNA
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SanDisk Plunges 14% as AI Hardware Rotation Hits Memory Stocks Despite Analyst Upgrades
SanDisk stock dropped 14% on Thursday as investors rotated from AI hardware to software, despite recent analyst upgrades
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Blue Owl Shares Jump 5% as Redemption Requests at Flagship Funds Decline in Q2
Blue Owl Capital shares rose nearly 5% after Q2 redemption requests at its flagship private-credit funds fell to $4.7B,
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Strategy Stock Surges 7% as Analysts Endorse New Capital Allocation Plan
Strategy shares climbed 7% as analysts backed its new capital management framework involving stock buybacks and strategi
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IREN Plunges 45% from Highs: $800M CEO Stock Grant and Meta Compute Threat Weigh
IREN shares are down 45% from May highs, pressured by an $800M restricted stock grant to co-CEOs, a $50M Golden State Wa
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Rivian Stock Surges 12% on Q2 Delivery Beat, 2026 Guidance Raised to 65,000 Units
Rivian's Q2 deliveries of 12,194 vehicles exceeded expectations, prompting a guidance raise to 65,000 for 2026. The R2 l
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Nvidia Slips Below $200 as AI Enthusiasm Shifts to Memory and CPU Plays
Nvidia shares slipped below $200 as profit-taking and rotation into memory and CPU stocks weighed on the AI leader. The