Wall Street
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Stock of the Week – Arista Networks—A Second-Tier Technology with Top-Tier Results
The larger data centers become, the less important a single processor becomes, while the network connecting thousands of computing units…
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Google and Amazon Are “Drowning” in Debt. The AI Race Is Drastically Eroding Free Cash Flow
The global artificial intelligence (AI) ecosystem has entered the most capital-intensive phase in its history. On Thursday, Bloomberg reported that…
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SpaceX Earnings Review
SpaceX share price set to nose dive, even as results exceed expectations SpaceX’s results were released on Tuesday evening after…
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Nasdaq 100 rebounds as earnings and lower yields restore risk appetite – 4 interesting charts
The Nasdaq 100 has staged a strong rebound after entering correction territory at the end of July. The technology-heavy index…
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AMD Did Everything Right… But Only Right
These were not the numbers the market wanted to see. AMD once again delivered very strong growth, beating consensus expectations…
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Nasdaq 100 Up 3.2% – Is the Bull Market Back?
The Nasdaq 100 is rising by over 3% today, recording one of the strongest gains this year. This is supported…
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AMD Preview: The Market Has Already Priced in Success. Now the Company Must Deliver
AMD enters its upcoming earnings release from a very different position than it occupied just a dozen or so months…
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McDonald’s shares slightly up despite mixed Q2 earnings report
McDonald’s (MCD.US) shares are up around 2% after the company released its Q2 2026 earnings. Once again, the fast-food giant…
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SpaceX earnings preview
Double whammy for SpaceX SpaceX will report its first earnings report since its June IPO later this evening, at approx.…
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Nasdaq Gains 0.6% and Reclaims 29,000. Strong Results from ON Semiconductor and Palantir
US100 futures rise 0.6% as AI optimism returns ahead of another busy earnings day. Sentiments before the US market open…
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