News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 30, 19:44 ET. Back to the newest
- Cathie Wood Shifts From AI Chips to Robinhood and Air Taxis in Latest ARK Trades
Cathie Wood just pulled millions out of two of this year's hottest AI chip winners and poured it into a battered broker and a pair of air taxi startups burning through cash. The trades raise a pointed question: does ARK see something the market is punishing, or is this a costly b…
- Big Homes, Big Loans
Private bankers have seen elevated demand for multimillion-dollar loans since last year, as stocks offer a much better return than tying up cash in a mansion.
- Strong Growth Momentum and Rising Revisions Fuel Bright Earnings Outlook
The Q3 results we have already seen from 60% of S&P 500 members through Friday, October 30th, reconfirm the broad-based growth momentum we have become used to in the last few reporting cycles. Upcoming notable reports include Tech bellwethers like Apple, Advanced Micro Devices, a…
- Stock Market Today, Oct. 30: Intel Plunges Nearly 29% as Weak Outlook Rattles Wall Street
Intel's steepest sell-off in decades rattled the semiconductor industry, but its latest earnings reveal a surprising divide between strong demand and mounting challenges.
- Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
- Former SEC Chair: Broadcom’s $63 Billion Package Feels Like “That 08 Off-Balance Sheet Craze”
Key TakeawaysBanks plan to sell as much as about $21 billion of bonds for the $63 billion package Broadcom put together to finance Anthropic’s chips, Bloomberg reported. Former SEC Chair Gary Gensler compared the package to the off-balance-sheet deals of 2008 and raised concerns …
- 8 Months Ago, A Major Wall Street Bank Said Buy Marvell. It’s Up More Than 150%. Here’s Where We See the Stock Going
BofA upgraded Marvell into a brutal slide and the stock went on a wild ride that has left investors wondering whether the latest pullback is another gift or the beginning of something worse.
- Tech Selloff Wipes Out $1 Trillion In Value
AI worries sting major indices. Intel clocks it worst day since 1974. Nvidia loses $5 trillion market cap
- Jim Cramer looks ahead to next week's market game plan
'Mad Money' host Jim Cramer looks ahead to next week's market moving moments.
- Top 3 Founder Led Stocks With Revenue Growth Over 17% To Watch
When the world’s largest crypto exchange can be hit by a multi billion dollar hack and still promise to plug the hole, one thing jumps out: investors are relying heavily on leadership they trust. That is the opening for backing founders who built their businesses and still steer …
- S&P 500 Most-Active Stocks: Oct. 30, 2026
S&P 500 most-active stocks on Oct. 30, 2026 included Reddit and Marvell double-digit declines, while AT&T, Pfizer and Keurig Dr Pepper rose.
- Cramer: Broadcom’s $63 Billion Anthropic Financing Works Because “There Is Only One Hock”
Key TakeawaysBank of America, Citigroup, Morgan Stanley and Blackstone committed $63 billion to a vehicle that will buy Broadcom’s AI chips and networking gear and lease them to Anthropic. Some banks reportedly considered pulling out until Broadcom CEO Hock Tan agreed to higher i…
- Broadcom Stock Outlook Hinges On AI Chip Growth And Anthropic Partnership
Broadcom Inc. recently reported sharp growth in AI semiconductor revenue, expanded custom accelerator work with Anthropic and Meta, and shipped 89 security fixes in TrueSource Spring Enterprise while rolling out new application security and patch automation capabilities. In the s…
- History Says Now Is the Perfect Time to Buy Broadcom Stock
The shares have sold off heavily in recent months, yet revenue continues to boom.
- Marvell may buy its own laser supplier as investors pull back
Analysts say Marvell’s reported talks make sense on paper. One number is giving its shareholders cold feet.
- 2 semiconductor stocks to keep an eye on and 1 we question
Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months,…
- Anthropic Could Join Public Markets With a Junk Rating Despite $112B Cash Pile, Blackstone Warns
Blackstone is warning investors that Anthropic may struggle to secure an investment-grade credit rating following its IPO.
- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
Google's cash burn just torched half a trillion dollars in market value, and the shockwave is now tearing through the optical suppliers that keep AI data centers running. Whether their sold-out order books can absorb the fallout is the question every trader is scrambling to answe…
- Alphabet Posts Worst Week Since 2011, Intel Suffers Record Crash as Warsh Sees 'Cracks': This Week on Wall Street
Alphabet logs its worst week since 2011 and Intel its worst day ever as the AI trade cracks, while health care posts a record month against the market.
- These 3 ETFs Doubled Investors' Money in October as AI Stocks Crashed
Three inverse ETFs surge up to 134% in October as AI infrastructure and quantum computing stocks tumbled. Here's what fueled their spectacular gains.
- Should You Buy, Sell, or Hold ALAB Stock Before Q3 Earnings Release?
Astera Labs' Q3 earnings outlook looks promising on strong AI demand and Scorpio growth, but high valuation and margin pressures warrant caution.
- Why Cerebras Stock Dropped Today
Is Intel's guidance miss really bad news for Cerebras?
- Broadcom Falls 5% Despite DA Davidson Upgrade on Anthropic and OpenAI IPO Hopes; Arm and Qualcomm Sink 10%, Marvell Drops 8%
A bullish upgrade tied to Anthropic's upcoming IPO failed to protect Broadcom as a sector-wide chip selloff dragged AI semiconductor names sharply lower, raising fresh doubts about whether the AI spending boom can sustain its momentum.
- Can Marvell Stock Hit $310?
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- The Other Elon Musk ETF Responds as Tesla Tops $100
- Black Friday Came Early for Chipmakers: Intel and 10 Other Stocks Are More Than 20% Off This Month
Intel and 10 other chip stocks, from Cerebras to Marvell, have lost more than 20% in October, yet 10 of the 11 remain up for 2026. SOXX is down 16.5%.
- Cerebras Fell After Culper Research Issued a Short Call. What This Means for CBRS Stock.
Cerebras stock fell following a report from Culper Research on Oct. 28, questioning the durability of its wafer-scale chips and alleging higher replacement costs.
- Arm Is Up 99% in 2026: Take Profits, or Buy More?
Key TakeawaysArm Holdings (ARM:NASDAQ) stock is up 99% in 2026 on its push into data center chips, though it sits about half below its June high and slid another 8% after hours on Thursday. Arm’s own AGI CPU has more than $2 billion of customer demand, but supply secured for only…
- Nasdaq Futures Plummet as Disappointing Amazon and Intel Earnings Deepen Tech Rout
December Nasdaq 100 E-Mini futures (NQZ26) are down -2.43% this morning as disappointing earnings from Amazon and Intel deepened the selloff in the technology sector.
- Pinterest Posts Downbeat Q3 Results, Joins Intel, Roblox, Twilio And Other Big Stocks Moving Lower In Friday’s Pre-Market Session
U.S. futures fell as Pinterest missed Q3 estimates and cut guidance; Intel, ATEC, Reddit, Roblox and others slid sharply premarket.