Wall Street
-

Chart of The Day – Will SpaceX inclusion in the Nasdaq 100 bring a new wave of growth?
SpaceX joins the Nasdaq 100, one of the most closely watched global stock indices, today. What might this mean for…
Read More » -

ISM and semiconductors in the spotlight after the long weekend
The US stock market returns to trading after the end of the long weekend. The session open is not bringing…
Read More » -

Are delay risks starting to weigh on Nvidia’s valuation narrative?
Recent reports of delays in Nvidia’s next-generation AI infrastructure, including systems based on the Vera Rubin platform, are causing a…
Read More » -

Michael Burry is shorting Micron – Is this the end of the semiconductor bubble?
Michael Burry, the investor known for his successful bet against the U.S. housing market ahead of the 2008 crisis, is…
Read More » -

Independence Day: chip stocks and the yen recover
There is a positive tone to markets to end the week. A mixture of relief post the payrolls data, a…
Read More » -

AeroVironment jumps 13% on $500M U.S. Army counter-drone contract
AeroVironment shares (AVAV.US) are gaining around 15% after the company announced a $500 million contract with the U.S. Army to…
Read More » -

AMS OSRAM – Is it the next Micron?
Ams OSRAM may be associated by most investors with selling light bulbs. However, recent events and changes at the company…
Read More » -

Huge SK Hynix sell-off. Has the AI bubble just burst? A bargain or a return to reality?
The rise in stock prices on the exchanges, driven by artificial intelligence, resembled an uncompromising, hands-off ride on the world’s…
Read More » -

Today Markets – NFP Preview
NFP preview: Will there be a World Cup boost? The June payrolls report is released today at 1330 BST, a…
Read More » -

Memory as the Foundation of Modern Cars. Micron and General Motors Sign Strategic Agreement
Micron and General Motors have entered into a long-term agreement for the supply of semiconductor memory used in the American…
Read More »









