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Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.

Nvidia's $500B AI funding talks, Intel's $15B share sale, gold near high, bitcoin slips
Stocks
Nvidia's $500B AI funding talks, Intel's $15B share sale, gold near high, bitcoin slips
Nvidia is in talks for a $500B AI infrastructure fund with top investors, while Intel announced a $15B share sale. Gold
Monday.com shares slide 6% as Q3 forecast misses, AI gains fail to offset
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Monday.com shares slide 6% as Q3 forecast misses, AI gains fail to offset
Monday.com shares dropped more than 6% after its Q3 revenue forecast fell short of Wall Street expectations, overshadowi
Microsoft Stock Rises on Maia 300 AI Chip Plans and Price Target Hike
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Microsoft Stock Rises on Maia 300 AI Chip Plans and Price Target Hike
Microsoft stock rose 1.7% after reports of its upcoming Maia 300 AI chip and a Bernstein price target hike to $660, unde
HPE shares climb 4% as Morgan Stanley turns bullish on AI hardware demand
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HPE shares climb 4% as Morgan Stanley turns bullish on AI hardware demand
HPE stock rose over 4% after Morgan Stanley upgraded it to Overweight, citing strong AI infrastructure demand and pricin
Nvidia drops 3% as $2B Lancium stake adds to AI financing scrutiny
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Nvidia drops 3% as $2B Lancium stake adds to AI financing scrutiny
Nvidia shares slipped over 3% Monday after reports of a $2B investment in Lancium, intensifying investor focus on its gr
eBay shares drop 4% as GameStop reportedly weighs partnership over takeover
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eBay shares drop 4% as GameStop reportedly weighs partnership over takeover
eBay shares slid 4% after Bloomberg reported GameStop may drop its $56B takeover bid in favor of a partnership, focusing
SMCI earnings: margin recovery key after 35% slide from June peak
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SMCI earnings: margin recovery key after 35% slide from June peak
Supermicro's Q4 earnings could top revenue estimates, but margin recovery and supply chain execution are the real cataly
Intel's $15B share sale: dilution fear vs. long-term AI upside
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Intel's $15B share sale: dilution fear vs. long-term AI upside
Intel's $15B share sale spooks investors with dilution fears, but the capital raise could fund AI growth and derisk its
Apple shares slide 2% as Jefferies cuts rating on scrapped all-glass iPhone
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Apple shares slide 2% as Jefferies cuts rating on scrapped all-glass iPhone
Apple shares dropped ~2% after Jefferies downgraded the stock, citing the scrapped all-glass iPhone project and rising c
SpaceX reclaims $135 IPO price as lockup selling fails to materialize
Stocks
SpaceX reclaims $135 IPO price as lockup selling fails to materialize
SpaceX shares briefly reclaimed their $135 IPO price on Monday, rebounding sharply after a lockup expiry failed to trigg
Lumentum's valuation at 147x earnings: Is the rally ahead of Q4 results?
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Lumentum's valuation at 147x earnings: Is the rally ahead of Q4 results?
Lumentum shares have surged 135% this year, but the stock trades at 147x trailing earnings. Q4 results due soon may test
Archer Aviation jumps 15% on Boeing subsidiary acquisition deal
Stocks
Archer Aviation jumps 15% on Boeing subsidiary acquisition deal
Archer Aviation shares jumped 15% after announcing the acquisition of Boeing's Wisk Aero, Insitu, and SkyGrid, broadenin