Quick Read - NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197. - AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out of semiconductors across the board. - Michael Burry is short NVDA, but $48...
Quick Read - Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income. - Early partners SharonAI and Firmus Technologies plan to deploy up to 210,000 GPUs targeting... <
Americans are still spending, but they are getting more cautious and looking for deals. A recent University of Michigan survey showed that Americans expect inflation to be 4.6% over the next year, down slightly from an expectation of 4.8% in May On the first day of
Quick Read - PLTR earns a BUY with a $153 target, implying 22% upside after a brutal 29% year-to-date decline despite 85% revenue growth. - A stretched P/E of 131 leaves zero margin for a guidance miss, and CEO Alex Karp sold nearly 400,000 shares in May. - 24/7 Wall St.... <
Quick Read - SPCX carries 196 million shares sold short, representing 31% of the float, with every $1 move costing bears roughly $200 million. - Shorts briefly pocketed $2.5 billion on paper when SPCX fell 23% post-IPO, but the rebound flipped that to a $760 million loss. - Act...</strong
Semiconductor stocks have been the most crowded corner of the AI trade in 2026. Memory company margins are at records, and chip ETFs have rallied sharply The consensus view on Wall Street has been straightforward: As long as the biggest cloud platforms keep spending
Quick Read - Oracle stock crashed 43% from its year-to-date peak, yet a swelling backlog of signed AI compute contracts signals real demand, not speculation. - OpenAI's delayed IPO triggered a 9% single-week drop in Oracle shares, but strong AI demand makes the selloff look like...</stron
Brown Advisory invests in Axon Enterprise amid market selloff Brown Advisory Large-Cap Growth Strategy initiated a position in Axon Enterprise, a public-safety technology company. The company's market capitalization is $47.87 billion. Axon Enterprise closed at $5
There were only 1,000 more truck transportation workers being counted by the Bureau of Labor Statistics in June compared to the number the agency counted in April. In four of the last five months, the number of truck transportation jobs reported by the BLS fell, including
Apple leads tech higher while semiconductor equipment stocks slide amid supply chain concerns and forecast downgrades. Apple Inc. (AAPL) rose 3.69% in today’s trading, outpacing broader tech sector gains amid strong investor confidence. The rally contrasts with declines in
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