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US stocks

Comcast Spins Off NBCUniversal and Sky: Stock Opens Up 17%, Closes Up Just 5%

Comcast (NASDAQ:CMCSA) is breaking itself in two. On Monday it said it will spin off NBCUniversal and Sky into a new public company, separating its entertainment arm from its broadband and wireless business. Investors liked the idea, at least at first. The stock opened about 17% higher near US$27, then gave back most of the…

ByUjjwal MaheshwariJune 30, 2026

What Apple’s 20% Price Hikes Are Really Saying About the AI Boom

Tim Cook Just Sent You the Invoice for the AI Boom For roughly 40 years, gadgets followed one comforting rule: wait a year, get more for less. That rule just died, and Apple held the funeral on 25 June. Overnight, Apple's online store went dark, and when it flickered back to life, prices had jumped…

ByMarc KennisJune 29, 2026

Micron’s Record US$41.5bn Quarter Reignites the AI Memory Boom: 3 ASX Stocks to Watch

KEY POINTS Micron just posted a record quarter: US$41.5 billion in sales, US$25.11 in earnings per share, and gross margins near 85%, smashing Wall Street's forecasts. It then guided to an even bigger quarter ahead, tipping up to US$51 billion in sales, strong proof that the AI memory boom is real and not…

ByUjjwal MaheshwariJune 25, 2026

The Debt Tsunami That Could Signal the End of the AI Boom

The Most Expensive Group Project in History Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all meaning: roughly US$700 billion. That's the combined capital expenditure the four biggest US hyperscalers, Amazon, Alphabet, Microsoft and Meta, are guiding toward for 2026 alone.…

ByMarc KennisJune 24, 2026

Apple Is Raising Prices Over a Chip Shortage: These Stocks Could Benefit

KEY POINTS Apple says it will raise prices on some products because memory and storage chips have become too expensive. The cause is the AI boom: data centres are buying so much memory that there isn't enough left for phones and laptops. That shortage gives memory makers like Micron (NASDAQ: MU) and…

ByUjjwal MaheshwariJune 19, 2026

Why Intel Stock Is Surging: The Trump-Apple Chip Deal Explained

KEY POINTS Intel (NASDAQ: INTC) stock surged after President Trump said Apple has agreed to design and build chips with Intel inside the United States. Intel is now up more than 250% in 2026, helped by a government-backed turnaround and big-name partners like Nvidia. Neither Apple nor Intel has confirmed the deal…

ByUjjwal MaheshwariJune 19, 2026

Has the SpaceX share price already peaked at $225?

On 16 June, just two trading days after the biggest float in the history of capitalism, SpaceX (NASDAQ: SPCX) printed an intraday high of $225.64. Mark it on your calendar, because there's a decent chance you'll be telling your grandkids about it one day, either as the moment you got in early on the company…

ByMarc KennisJune 18, 2026

Why Micron Stock Is Surging: Sold-Out AI Memory and a $1,750 Price Target War

Micron (NASDAQ:MU) jumped about 11% on Monday to close near US$1,089, a record high. The stock is now up more than 700% over the past year and is worth more than a trillion dollars. Here is the strange part. It keeps climbing even as some experts warn it has gone too far, too fast. That…

ByUjjwal MaheshwariJune 16, 2026

US Markets Overnight: Payroll Panic Crashes Nasdaq 4%, Prepare for Rate Hike

US Markets Overnight saw the semiconductor reckoning we knew might come Friday's session on 5 June was, to put it gently, a bloodbath for anyone long technology. The semiconductor selloff that began with Broadcom's guidance disappointment earlier this week escalated into a full-blown rout, erasing more than a trillion dollars in market value from chip…

ByMarc KennisJune 6, 2026

US Markets Overnight: Broadcom breaks the party, but the Dow doesn’t care

US Markets Overnight: What a weird session Thursday's session in the US on 4 June was one of those magnificent split-screen days where the top half of the market threw a tantrum and the bottom half threw a block party. Broadcom cratered nearly 13% after its AI chip guidance failed to impress the crowd, dragging…

ByMarc KennisJune 5, 2026