Article Archive

Moderna added Michael McDonnell, former Biogen CFO with 35+ years of financial leadership, to its board. Shares fell -10.83% Friday while the S&P 500 gained 0.43%.

UBS lifted its INVH target from $32 to $35, while the company closed a $500M senior notes offering at 4.950% due 2032.

Citi trimmed its EOG target from $147 to $141, keeping a Neutral rating: here is what the revised call signals for oil investors.

MARA just agreed to acquire a Matagorda County, Texas site from HIF USA, adding up to 2 GW of power and potentially doubling its total capacity to 4.8 GW.

Delta's adjusted revenue rose 13.9% to a record $17.7 billion in Q2 2026, but adjusted EPS fell 26.4% to $1.56 as the highest quarterly fuel bill in company history absorbed the entire revenue gain -- here's what it means for DAL investors.

PepsiCo reported Q2 2026 net revenue of $24.2 billion, up 6.4% year over year, with core EPS rising 4% to $2.20 -- but North American margin contraction and domestic pricing pressure sent shares down 3.33% despite affirmed full-year guidance -- here's what it means for PEP investors.

Blue Origin's $130B funding round and Rocket Lab's $8B Iridium acquisition have triggered an institutional re-rating, with Morgan Stanley's RKLB bull case now sitting at $293 per share.

A $60B all-stock Cursor deal and the Grok 4.5 launch mark SpaceX's pivot from aerospace to AI hyperscaler, bringing 3.4% dilution and a new valuation framework for SPCX investors.

IREN's AI cloud revenue rose 94% quarter-over-quarter, and a Russell 1000 inclusion is set to trigger passive fund buying. Shares gained 8.01% on Wednesday.

Akamai secured a strategic AI security partnership with WorldWide Technology, positioning it as the foundational security layer for enterprise AI infrastructure. Shares jumped 10.67% on Wednesday while the S&P 500 gained 0.3%.

Apple just handed Broadcom its largest-ever American Manufacturing commitment — a $30B+ multi-year agreement through 2031 for custom ASICs spanning wireless, networking, and next-gen AI features, backed by a $1.5B factory expansion in Fort Collins, Colorado. Shares rose 3-4% on the news. Here's what it means for AVGO investors.

Fresh off a record $1.977B revenue year and $2.7B in bookings, AeroVironment laid out plans at its 2026 Investor Day to hit $4B+ in sales by FY2030 at a 15-20% annual growth rate — while expanding EBITDA margins from 14% today to 18-20%. Here's what it means for AVAV investors.

A $59.3 billion surge in AI capex nearly wiped out Amazon's free cash flow — now the company is tapping bond markets for at least $25 billion more. Here's what the deal reveals for AMZN investors.

IREN reportedly shortlisted for Anthropic's $15 billion Australian data center project, shares gained 13.11% on July 6 alongside peer TeraWulf.

Scotiabank raised TENB to Sector Outperform with a $50 price target; shares gained 6.97% on July 6, outpacing the broader market by 6.10%.

Rocket Lab CEO Peter Beck is set to trim his stake by $465M at $93.09 per share, representing 0.9% of the company's shares outstanding.

TeraWulf signed a landmark 20-year lease with Anthropic for 401 MW of AI infrastructure, unlocking nearly $19 billion in contracted revenue and marking a decisive pivot from Bitcoin mining to hyperscale HPC.

AeroVironment landed $580M in new U.S. military drone contracts: a $500M indefinite-delivery vehicle and an $80.5M task order for its small unmanned aircraft systems. Here's what it means for AVAV investors.

SK Hynix is preparing to launch one of the largest ADR listings in history on Nasdaq, giving U.S. investors easy access to a leading AI memory powerhouse, and creating both opportunities and risks for rival Micron.

Dell dropped 7.27% on July 2 as AI-linked stocks retreated broadly on fears that chip demand may be cooling, erasing gains from a 300% run.

Lumentum dropped 9.09% on July 2 alongside Coherent and Applied Optoelectronics in a broad photonics sector reset. Here is what happened.

Rivian delivered 12,194 vehicles in Q2 2026, beating Wall Street's ~10,500 estimate by 16%, and raised its full-year outlook to 65,000–70,000 units — RIVN surged 8.44% on July 2.

Jim Chanos called IREN's 18.2 million RSU package a 'corporate payout machine' — shares fell 10.39% on July 2 as governance scrutiny hit the bitcoin miner days after its Russell 1000 inclusion.

Jim Cramer called Intel his favorite stock on Mad Money, crediting CEO Lip-Bu Tan's turnaround and naming three major growth opportunities for INTC.

Lucid named Alexander De Bock as CFO while posting Q2 production of 4,774 vehicles and deliveries of 3,953, as LCID fell 8.30% on July 2.

Coherent secured a master development and supply agreement with AXT-Tongmei, including a $22.29M prepayment to expand Beijing wafer capacity through 2028.

A federal lawsuit filed June 25 accuses Micron, Samsung, and SK Hynix of secretly restricting memory chip supply. MU fell 5.49% on July 2.