Markets and Equities

AEHR stock surged after record bookings and a $100.6 million effective backlog. The next test is converting demand into current-year revenue and margin.

Eos Energy expects record Q2 revenue and an $807 million backlog, but its preliminary margin math suggests dollar gross losses may still be widening.

CleanSpark’s signed 175 MW AI data-center lease is real. The harder question is how it funds up to $2.1 billion of construction before rent begins.

SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.

A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.

TSMC’s June sales support an ASML demand read-through, but ASML’s H2 delivery bridge, mix and margins still determine the setup.

Strategy sold 4.82 million MSTR shares for $466.7 million, bought no bitcoin and lifted its USD reserve to $3 billion. What common holders should watch.

SPCX hit an all-time low of $145.20 a day after joining the Nasdaq-100, down a third from its peak. Inside the lockup wall and float math driving the fall.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Apple will spend over $30 billion with Broadcom through 2031 on US-made RF chips — a year after replacing Broadcom's Wi-Fi chip with its own N1. Here's why.

SK Hynix ADRs start trading July 10 under ticker SKHY after a 7x-oversubscribed record listing — priced days after memory stocks entered a bear market.

Micron posted the biggest quarter any standalone memory maker has reported — and days later the stock closed below its pre-earnings price. What the disconnect means.

SanDisk gained 858% in H1 2026, the best in the S&P 500, then fell 23% in two sessions. The backlog, the bears, and what to watch into the August report.

Memory and chip-equipment stocks crashed on AI glut fears while the Dow hit a record. The new supply lands in the 2030s — here is the math the selloff skipped.

The platform you trade on shapes your returns more than most beginners realize. Here's what separates a serious crypto trading venue from a glorified casino.

AMD stock dropped 6.9% on July 1, erasing $65 billion, after Meta's cloud plan raised questions about the 6GW MI450 deal that powered AMD's 2026 breakout.

AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.

Tesla's Q2 2026 delivery report lands July 2 against a 406,024 consensus. The production gap and the energy-storage line will decide how Tesla stock reads it.

Nvidia stock slipped 1.3% while Meta's cloud plan crushed AI renters and Palantir soared on NVIDIA's sovereign-AI pact. What the two signals mean for NVDA.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Nebius lost about $12 billion in market value on July 1 after Bloomberg reported Meta plans to sell AI compute. Inside the $27B contract that repriced.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.