Netflix (NASDAQ:NFLX) reports its second-quarter results on Thursday, and the setup is unusual. The stock has slumped roughly 19% this year, yet analysts still see it climbing about 50% from here. So is this a rare chance to buy a great company cheaply or a warning sign investors should heed? Here is how we read…
Palantir (NASDAQ:PLTR) slipped again on Friday, down about 1.5%, on a day when Nvidia (NASDAQ:NVDA) rose more than 3%. It is a split that has played out repeatedly in recent weeks: the AI chipmaker powers ahead while the AI software star struggles. The obvious question is whether investors are quietly rotating out of AI software…
Circle Internet Group (NYSE:CRCL) jumped sharply on Friday, rising as much as 15% before cooling off , after US regulators gave it the green light to build its own bank. The Office of the Comptroller of the Currency (OCC) approved Circle to set up a national trust bank, a big regulatory milestone for the company behind…
Delta Air Lines (NYSE:DAL), the first big US carrier to report, delivered a second quarter that beat expectations, sent a reassuring signal about travel demand, and included a dividend increase. What makes it striking is that Delta pulled this off while absorbing the biggest fuel bill in its history. So is the stock a buy…
WD-40 Company (NASDAQ:WDFC), the maker of the famous blue-and-yellow lubricant can, delivered a blockbuster earnings report that sent its shares sharply higher. The stock spiked as much as 23% early on, though it later gave back more than half of that gain. That fade is telling, and it sets up the real question for investors:…
Meta Platforms (NASDAQ:META) has been climbing as investors cheer a wave of moves in its artificial-intelligence push. The company opened developer access to its Muse Spark AI models through a new paid API, and CEO Mark Zuckerberg has confirmed Meta is exploring renting out AI computing power, saying it "makes sense", a venture that would…
SK Hynix made its debut on the Nasdaq today, one of the biggest stock-market listings in history. (A quick note on the ticker: the shares trade under the temporary symbol SKHYV during conditional trading on Friday, switching to the permanent SKHY when regular trading begins on Monday, 13 July.) SK Hynix's shares opened at US$170…
AstraZeneca (NYSE:AZN) fell about 5% on Thursday, having plunged as much as 9% earlier in the day, after its closely watched Phase III CARDIO-TTRansform trial failed. At its worst, the setback wiped roughly £19 billion (about US$24 billion) off the company's value, though the shares clawed back some of that loss through the session. For…
Micron (NASDAQ:MU) jumped about 6% to above US$1,000 a share on Thursday and led a broad rebound in chip stocks, alongside gainers like SanDisk and other AI-memory names, after the memory-chip maker unveiled a giant US spending plan. Micron said it will invest more than US$250 billion in American factories and technology through 2035, a…
AMD (NASDAQ:AMD) is having a strong day, jumping about 7% on Thursday as money flooded back into chip stocks. It is a sharp turnaround: just days ago, AMD was sliding as investors dumped semiconductors on fears that AI optimism had gone too far. Now it is one of the market's biggest gainers, alongside Micron and…
