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 31, 04:00 ET. Back to the newest
- TSMC Just Dropped 11% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysTSMC stock fell 11% in October, and two sessions did most of the damage: the chip selloff after Lam Research’s Oct. 21 report and Intel’s weak outlook on Oct.
- SpaceX Just Dropped 9% in a October. Is It Time to Sell, or Load Up?
Key TakeawaysSpaceX stock is down 9% in the past month and back at its $135 IPO price, falling with AI names like CoreWeave and Meta Platforms despite 161% third-quarter revenue growth. Its AI business brought in 52% of third-quarter revenue and took 84% of the quarter’s capex.
- Coherent Stock Fell 11% as Intel and Amazon Earnings Hit AI Hardware Stocks. Here’s Where the Stock Could Go
Key Stats for Coherent StockCurrent Price: $210. 32Target Price (Mid): ~$794Street Target: ~$394Potential Total Return: ~278%Annualized IRR: ~33% / yearWhat Happened?Coherent (COHR:NYSE) fell 11.
- AMD Stock Fell 11% in a Day Ahead of Its November 3 Report. Here’s Why Intel’s 78% Data Center Jump Matters More to AMD Than Its PC Warning
Key Stats for AMD StockCurrent Price: $504. 80Target Price (Mid): ~$2,340Street Target: ~$640Potential Total Return: ~363%Annualized IRR: ~44% / yearWhat Happened?Advanced Micro Devices (AMD:NASDAQ) fell 10.
- Prediction: 2 Under $1 Trillion Stocks That Will Be Worth More Than Micron 5 Years From Now
SK Hynix and AMD should surpass Micron's valuation in the next few years.
- Arista Networks And 2 More AI Infrastructure Stocks To Watch
When St. Louis Fed chief Alberto Musalem and Dallas Fed’s Lorie Logan both pointed to more rate hikes ahead, the message was simple. Money is not cheap and capital will stay picky. That puts more focus on real infrastructure behind AI, like the switches, routers and server builde…
- CoreWeave And 2 Other Top Growth Stocks With Insider Buying
When central banks signal that interest rates may need to rise further, as recent comments from Federal Reserve officials suggest, investors often reassess where real growth is coming from. Companies that are already expanding quickly and where insiders hold meaningful stakes can…
- Cathie Wood Loads Up On TEM, ILMN And Biotech Stocks — But Pares Stake In This Pharma Giant That Had A Blowout Q3
Ark Invest increased its exposure to several widely followed biotechnology stocks during the session.
- R&D: A Long-Term Investment
Nvidia, Amazon, and Microsoft exemplify how large, sustained R&D and capital investments can drive innovation in transformative areas like AI and cloud computing. Read more here.
- What nVent Electric (NVT) Said on Its Q3 Earnings Call
nVent Electric (NYSE:NVT) reported record third-quarter sales, orders and adjusted earnings, citing broad-based demand across its end markets and geographies, led by data center activity. The electrical connection and protection company raised its full-year sales and adjusted ear…
- QQQ Quarterly Outlook Report
Invesco QQQ's NAV rose during the third quarter, with a total return of 0.53%, underperforming the S&P 500 which returned 2.30%. Read more here.
- Celestica: ODM Commodity To AI Backbone - More Money To Be Made
Celestica is a leader in the ethernet switching market, allowing them to partake in the TAM expansion to $173B by 2030. Learn why CLS stock is a buy.
- GE Vernova: Waiting For The Margin In The Backlog - Hold
GE Vernova is initiated at Hold with a fair value of $766.37, 13.7% below the $887.85 share price as of October 29, 2026. Read more on GEV stock here.
- Oracle Corporation (ORCL) Analyst/Investor Day Transcript
Oracle Corporation (ORCL) Analyst/Investor Day October 28, 2026 11:55 AM EDTCompany ParticipantsKen Bond - Senior Vice President of Investor RelationsMike...
- Intel Drags Down CPU Rivals. Is it a Buying Opportunity for AMD and Arm?
CPUs still have a lot of growth potential even with weakness in PCs.
- What Quanta Services Buyers Were Betting On
If Quanta Services had sat on your watchlist instead of in your portfolio, the result over this stretch may feel like a missed call. For Quanta Services shareholders, the return from the start of the year was 41.3%, including dividends. That kind of move invites a blunt question.…
- What WEC Energy Group (WEC) Said on Its Q3 Earnings Call
WEC Energy Group (NYSE:WEC) reported third-quarter 2026 earnings of $1.18 per diluted share, up from $0.83 per share a year earlier, as warmer-than-normal weather, capital-plan execution and operating efficiency supported results. Chairman, President and Chief Executive Officer S…
- Broadcom Heads These 3 Top Undervalued Stocks To Watch
With the euro zone still managing growth despite costly energy and higher borrowing costs, investors are again paying close attention to cash generation and valuation. Solid cash flows can act like a shock absorber when conditions turn. That creates a window for you to look at bu…
- Elizabeth Warren Slams Trump's Voluntary AI Safety Deal With Tech CEOs, Says Republicans Aren't Doing Enough to Regulate AI: ‘Not Lifting A Finger...’
Warren slammed Trump for trusting AI companies to regulate themselves, warning that voluntary safety commitments are no substitute.
- Meta's $145 Billion AI Spending Plan Raises Credit Concerns as S&P Global Turns Outlook Negative: ‘Less Certain That It Will Curtail Its Spending’
S&P Global cuts Meta’s credit outlook to negative as rising AI spending and cash flow pressures raise concerns over leverage.
- Quanta Services Q3 Earnings Call Highlights
Quanta Services (NYSE:PWR) reported third-quarter 2026 results that exceeded management’s expectations, supported by double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, along with record backlog and cash flow. President and Chief Executive Officer Duk…
- Dell Technologies (DELL) Joins 33 Companies Objecting To Unauthorized Tokenized Shares
Dell Technologies (NYSE:DELL) is among 33 major firms objecting to unauthorized tokenized trading of their shares on the OKX-ICE platform. The group has formally protested the listing of tokenized versions of their stocks that appeared without prior consent or commercial agreemen…
- Dividend Income Report: +15.25% And A Listener's Portfolio Roast
This month I tried something different on the podcast - a listener sent me one of his portfolios and asked me to roast it. Read more here.
- Why Arm Holdings Stock Plummeted by Nearly 10% Today
We can call it "The Intel Effect."
- 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…
- ASML vs. Applied Materials: One Is Growing Twice as Fast, but I’d Buy The Other Instead
Both power the AI chip boom and pay dividends. One trades at a steeper premium. Here’s how ASML and Applied Materials stack up.
- 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.
- Arista Networks vs. Monday.com: Which Technology Stock Is a Better Buy in 2026?
Arista's 39% net margin and zero debt contrast sharply with Monday.com's 9.6% margin and crowded SaaS competition, but valuation tells a different story.
- What Are Dell Investors Betting On?
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