Total 555 articles
New CEO Ternus Launches iPhone 18 Pro on September 9 — Can Apple Reverse Q3 China Miss Before Jackson Hole?
AAPL Q3 missed China estimates ($18.8B vs. $19.5B), services softened. New CEO Ternus takes over Sept 1, iPhone 18 Pro launches Sept 9. Can the new flagship reverse momentum before Jackson Hole, or will macro uncertainty cap the stock?
Sat, Aug 15

Cerebras Cloud Revenue Nearly Quadrupled — But Why Did the Stock Crash 17% on "Confusing" GAAP Results?
CBRS Q2: Cloud revenue +287% to $127.7M, core revenue beat $209.9M, but GAAP missed $194M target. Stock crashed 17%. Next week's Jackson Hole speech will test if Fed policy rescues AI infrastructure confidence.
Sat, Aug 15

SpaceX Q2 Beat 92% Revenue Growth — But SPCX Faces Major $146.86 Resistance Before August 20 Lockup
SPCX at $141.20 rallying from $105.75 but facing $146.86-$154.36 major resistance zone. 92% Q2 growth, Starlink 12M, AI $2.56B. August 20 lockup expiration risk.
Fri, Aug 14

NVIDIA Crushed Data Center at +92% — So Why Is the Stock Still Climbing Toward $229?
NVDA at $225.34 breaking above $221 with $229.51 target. Q1 revenue $81.6B (+85%), Data Center +92%. Rubin production ramping, SpaceX exclusive NVIDIA builder.
Fri, Aug 14

Applied Materials Guides 30% Equipment Boom — But AMAT Rejected at $554.94 Before Earnings
AMAT at $547.25 rejected at $554.94 heading into Q3 earnings (Aug 13 US close). Guides 30%+ equipment growth, 50%+ packaging. Critical breakout at $555.
Fri, Aug 14

Cisco Beat Revenue at 18% Growth and $9.3B AI Orders — So Why Did the Stock Plunge 9% to $112?
CSCO beat Q4 earnings with $17.25B revenue (+18%), $9.3B AI orders, but stock plunged 9% to $112.81 on gross margin decline to 66.3% from 68.4%.
Fri, Aug 14

Intel Stock Forecast: $20 Billion Offering, AI Growth and Foundry Risks
TradingKey - Intel stock is gaining after its $20 billion offering, but AI growth, foundry losses and possible memory expansion will shape the INTC outlook.
Fri, Aug 14

Micron Stock Forecast: Can AI Memory Demand Push MU Above $1,000?
TradingKey - Micron stock remains supported by AI-driven memory demand and tight supply, but China competition and legal risks could shape MU’s next move.
Fri, Aug 14

SpaceX Beat Revenue at +92% and Reclaimed $135 IPO Price — Can SPCX Hold $154.36 Breakout?
SPCX at $146.24 reclaimed $135 IPO price after 92% Q2 revenue growth. Starlink 12M subs, AI $2.56B, $14.1B contracts. Testing $154.36 breakout on bullish technicals.
Thu, Aug 13

Palantir Beat Revenue at 93% Growth — But the Stock Just Pulled Back to $171 to Test Support
Palantir crushed Q2 with 93% revenue growth, Rule of 40 at 155%. Stock pulled back to $171.10 after hitting $179.45. $166.32 support critical, $179.45 resistance next.
Thu, Aug 13

Applied Materials Recovered to $548 and Is Testing $554.94 Breakout — Earnings Tonight Will Confirm
AMAT recovered from $436 low to $548.34, testing $554.94 breakout. Q3 earnings tonight (Aug 13 AC): $9B revenue expected. Breakout could expose $582-650 on beat.
Thu, Aug 13

Cisco Raised AI Orders to $9B — And Now the Stock Is Attacking $124.62 Trendline Breakout
Cisco rallied to $123.88 testing $124.62 descending trendline. Q4 earnings tonight: $9B revenue expected. Stock poised for breakout toward $129.75 on AI networking demand.
Thu, Aug 13

Oracle Stock Forecast: ORCL Faces Layoffs, $70B Capex and Rising Debt
TradingKey - Oracle stock rebounds after a sharp decline as investors weigh new layoffs, rising AI spending, debt, backlog growth and upcoming earnings.
Thu, Aug 13

Alphabet Stock Forecast: GOOGL Faces AI Spending, Debt and Regulatory Pressure
TradingKey - Alphabet stock fell to $342 as investors weigh rising AI spending, new debt, Google Cloud growth and regulatory risks. Here’s what GOOGL investors should watch next.
Thu, Aug 13

AMD Beat Revenue at $11.5B and Data Center +107% — But the Stock Just Broke $476 Support
AMD posted strong Q2 ($11.5B revenue, +50% YoY) but stock broke $476 support. Now at $474.21 testing $455.38. Triangle breakdown, RSI 44 bearish.
Wed, Aug 12

Applied Materials Guides 30% Semiconductor Equipment Growth — So Why Is AMAT Down 27% From Peak?
Applied Materials Q3 earnings tomorrow (Aug 13): $9B revenue expected, $3.36 EPS. Stock at $525.58 down 27% from peak. Company guides 30%+ equipment growth for 2026.
Wed, Aug 12

SpaceX Beat Revenue at +92% and Starlink Hit 12M Subs — So Why Is the Stock Consolidating at $133.37?
SpaceX crushed Q2 with 92% revenue growth and Starlink at 12M subs. Stock consolidating at $133.37 after channel breakout. $143.37 target next as RSI sits at 59.
Wed, Aug 12

Cisco Raised AI Orders to $9B — So Why Is the Stock Stuck Below $124.62 Resistance?
Cisco Q4 FY2026 earnings tonight (Aug 12): $16.7-16.9B revenue, AI orders $9B+. Stock at $120.44 testing $119.65 support. Descending trendline caps upside at $124.62.
Wed, Aug 12

Cerebras IPO Surged to $350, Now Testing $244 — Will Q2 Earnings Confirm Wafer-Scale Speed Story?
TradingKey - Cerebras IPO soared from $125 to $350, now consolidating at $234.85 testing $244 breakout. Q2 earnings Aug 12: $194M revenue, margins 36-38%. OpenAI $20B+ deal validates speed positioning.
Wed, Aug 12

Super Micro Posted $60B Backlog and 15-17% Margin Guidance — So Why Is the Stock Testing $33.35?
TradingKey - Super Micro shocked market with $60B Q4 backlog and 15-17% margin guidance on July 21. Stock consolidating at $31.68, testing $33.35 breakout. Q2 earnings tonight after market close.
Wed, Aug 12



