After one of the most powerful rallies ever seen, the PHLX Semiconductor Index SOX is now in bear-market territory, dropping more than 20% from its highs. Yet the S&P 500 SPX has withstood the heat and is up almost 10% this year so far Investor Michael Burry and oth
AMD launches integrated AI data center hardware, securing a $5 billion investment and 2GW GPU deployment deal with Anthropic. Advanced Micro Devices Inc. introduced its Helios rack-scale AI system and Instinct MI455X GPUs, targeting Nvidia’s dominance in data center chips.
Intuit’s stock fell 63.6% over the past year amid fears of AI-driven competition in financial software, Bristol Gate Capital noted. Intuit Inc. (NASDAQ:INTU) closed at $284.47 on July 22, 2026, reflecting an 11.53% one-month decline and a 63.59% drop over the past 52 weeks
ServiceNow Inc (NYSE:NOW, XETRA:4S0) forecast third-quarter results above Wall Street expectations and posted second-quarter earnings that beat analyst estimates. The company reported second-quarter subscription revenue of $3.88 billion, up 24.5% from a year earlier, while
Alphabet’s Q2 results show AI-driven Cloud gains, lifting backlog by $52B despite near-term free cash flow pressures. Alphabet’s second-quarter earnings highlighted a surge in Cloud revenue, driven by aggressive AI investments. The company’s cloud backlog rose by $52B year
Deep Sail Capital Partners reports Celestica’s market cap reached $38.57 billion as shares outperformed benchmarks in Q2 2026. Celestica Inc. (NYSE:CLS) closed at $335.50 per share on July 22, 2026, reflecting a $38.57 billion market capitalization. The stock posted a 104.
The deal includes upfront payment and potential earnout of up to $100m based on 2028 financial performance. Vita Coco has purchased Copra, a producer of super-premium Thai Nam Hom coconut water and coconut food products, for an initial $175m. The transaction closed on July
Quick Read - Microsoft deploying AMD's Helios in Azure and 42 analyst Buy ratings back our $577 BUY target, implying 6% upside despite a 154% YTD run. - Bank of America's $1,550 Micron Buy target validates AMD's hyperscaler tailwind, while NVIDIA's 23 forward P/E and 63% margins...</stron
Subscription revenue surged 25% to $3.88 billion, while bookings climbed 21% to $13.2 billion, exceeding expectations. ServiceNow (NOW) shares climbed 3% in early trading after reporting quarterly subscription revenue of $3.88 billion, a 25% year-over-year increase. The co
Quick Read - Meta spent $19B on capex in Q1 2026 while delivering 33% revenue growth and holding 41% operating margins, killing the AI spending bear thesis. - META's 30-day post-earnings return of 17% nearly doubled QQQ's 9%, rewarding concentrated exposure over the index...
ادخل بحساب جوجل لمشاركة رأيك والتفاعل مع الأخبار — بلا كلمة مرور.
إيميلك يبقى موثّقاً وخصوصيتك محفوظة.