Total 555 articles
AMD (NASDAQ: AMD) After Advancing AI 2026: Helios Live, Anthropic Deal, August 4 Next
AMD held Advancing AI 2026 this week. Helios is in full production at $5-5.5M per rack. A new Anthropic deal adds 2 gigawatts and a $5B equity investment. Intel's earnings gave a positive read-through. Q2 earnings are August 4. At $547, here is what the event delivered and what comes next.
Sun, Jul 26

SpaceX (SPCX) Week in Review: Down 47% From High, Starship 13 Pending, Earnings Aug 4
SpaceX ended the week at $116, down 47% from its June IPO-era high of $225.64. Starship 13 was delayed again Thursday. Earnings August 4 could also trigger the first lock-up. Short interest 32%. Here is the week in review and what next week holds.
Sun, Jul 26

Microsoft (MSFT) Week in Review: Down 18% YTD, July 29 Earnings, Azure 40% Growth
Microsoft ended the week at $381 — down 18% YTD and at its cheapest forward multiple since 2023. Azure grew 40% last quarter. Consensus expects $87.7B revenue and $4.24 EPS on July 29. Securities lawsuits, $190B capex, and a double bottom setup. Here is what matters next week.
Sat, Jul 25

Why Is Intel (INTC) Stock Volatile After Earnings? Revenue Beat Overshadowed by $11 Billion Loss
Intel beat Q2 revenue expectations and improved margins, but an $11 billion net loss erased early gains. Here's what drove Intel's volatile earnings reaction and what investors should watch next.
Sat, Jul 25

Lockheed Martin (LMT) Q2 2026: $230B Record Backlog, EPS Beat 10%, Guidance Raised
Lockheed Martin beat Q2 2026 EPS by 10% at $7.94, raised full-year guidance to $80.75B, and hit a $230B record backlog including a $35B THAAD contract. The stock surged 5%+ to $568. At RSI 77.7, here is what comes next.
Fri, Jul 24

Volkswagen (VOWG) Q2 2026 Earnings: 5x P/E, 7% Yield, Triangle Breakdown
Volkswagen reports Q2 2026 earnings today. The stock trades at 5.97x P/E with a 7.21% dividend yield and is down 21% over the past year. The prior quarter missed EPS by 26%. At EUR 72.30 breaking a triangle, here is the setup and what matters today.
Fri, Jul 24

Tesla (TSLA) Fell 14% After Q2 - Margins Dropped, FCF Negative, Cybercab Under $30K
Tesla plunged 14.41% on July 23 after Q2 EPS missed by 39%, auto margins fell to 16% from 19%, and free cash flow turned negative. RSI hit 19.9. But Cybercab is confirmed under $30K before 2027 and the auto backlog is the largest since 2023. Here is the setup at $324.
Fri, Jul 24

Why Is Alphabet (GOOGL) Still Falling After a Record Q2 Beat?
Alphabet beat Q2 estimates with 82% Cloud growth and 24% revenue gains but the stock has fallen from $374 to $320 in two days. AI capex fears, a new EU fine, and $500B in new spending commitments are the reasons. RSI at 25.6. Here is where $315 matters.
Fri, Jul 24

NovoCure (NVCR) Breaks Out on Q2 2026 Earnings - Optune Pax Driving Recovery
TradingKey - NovoCure surged to $19.91 after Q2 2026 earnings released this morning. Revenue consensus was $172M growing 8.6% YoY. The story is Optune Pax's FDA approval and multi-indication expansion after June's TRIDENT trial disappointment. Here is the setup.
Fri, Jul 24

Micron (MU) Hits $1,000 on Three Catalysts - Google Capex, Vera Rubin, NAND Shortage
TradingKey - Micron rose 4% to $1,000 on Thursday driven by Google and Tesla's massive AI capex confirming memory demand, Nvidia's Vera Rubin boosting HBM requirements, and TrendForce flagging a NAND shortage. At $996, $992 resistance has been cleared.
Fri, Jul 24

Super Micro Computer (SMCI) Surges 24% - $60B Backlog and Margins Double
Super Micro Computer surged 24% after revealing a $60 billion record backlog and nearly doubling its gross margin guidance to 15-17% from 8.2-8.4%. Revenue came in near the low end. Here is what moved the stock and where it goes next.
Thu, Jul 23

Intel (INTC) Q2 2026 Earnings: What the Results Mean for the Stock
Intel reported Q2 2026 earnings after the close on July 23. Revenue, EPS, Data Center growth, and the first 18A external foundry revenue update. Here is what the numbers say and where INTC goes next.
Thu, Jul 23

Why Is Reddit (RDDT) Stock Down Today? Google AI Deal at Risk
Reddit fell 9.18% today after the Wall Street Journal reported it is considering ending its Google AI content licensing deal. Earnings July 30: consensus $0.97 EPS, $732M revenue. At $170, $166.10 is the critical support.
Thu, Jul 23

Tesla Q2 2026: Revenue Beat $28.2B, EPS Missed 39% - Why TSLA Is Falling
Tesla beat revenue by 5.7% at $28.24B but missed EPS by 39% - $0.33 vs $0.54 expected. Operating income fell 57%. Free cash flow went negative. Regulatory credits collapsed. TSLA is at $358. Here is the full breakdown.
Thu, Jul 23

Palantir (PLTR) Falls 6% - NHS Scrutiny, Open-Source Rival, Earnings Aug 3
TradingKey - Palantir fell 6% today on two catalysts: UK regulators scrutinised the NHS FDP contract and a free open-source alternative called World Monitor appeared on GitHub. Q2 earnings August 3. At $125, the $122 support is the key level.
Thu, Jul 23

Why Is Alphabet (GOOGL) Selling Off After a Record $9.11 EPS Beat?
TradingKey - Alphabet reported EPS of $9.11, Cloud growth of 82%, and revenue of $119.8B in Q2 2026 - all records. So why is GOOGL selling off? Capex doubled to $44.9B and the EPS beat was mostly unrealised gains. Here is what actually happened.
Thu, Jul 23

Western Digital (WDC) Surges 12.5% to $548 - Kioxia Merger Talks, $900 Analyst Target
TradingKey - Western Digital surged 12.5% to $548 today as memory stocks rebounded and Kioxia merger talks resumed. HDD production is sold out through 2026. Cantor Fitzgerald targets $900, Citi $800. Earnings August 5. Here is the setup.
Wed, Jul 22

Micron (MU) Bounces to $969 - Morgan Stanley and BofA Both Say Buy the Dip
TradingKey - Micron bounced from $848 to $969 after Morgan Stanley called the selloff a buying opportunity and BofA said open-source AI actually helps memory demand. 16 non-cancelable contracts worth $22B. At $938, here is where resistance sits.
Wed, Jul 22

Dell Stock Forecast: Record AI Orders Put $439 in Focus; What's Next?
TradingKey - Dell reported record Q1 FY2027 revenue of $43.8 billion, booked $24.4 billion in AI server orders and raised its annual outlook. DELL’s breakout now puts $439 in focus.
Wed, Jul 22

Rocket Lab (RKLB) Down 55% From Peak - $266M Air Force Win, Aug 6 Earnings
TradingKey - Rocket Lab is down 55% from its $151 peak but just won a $266M Air Force contract and was named in a $17B Space Force ceiling. An $8B Iridium acquisition is pending. At $82, here is the setup ahead of August 6 earnings.
Wed, Jul 22



