News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- Earnings Volatility Watch: 10 Stocks Are Set to Swing More Than 10% This Week
Ten stocks carry implied earnings moves above 10% next week, led by Moderna and AppLovin. Five are tech names hit in Friday's chip rout.
- Dow Jones Futures Loom After Stock Market Sell-Off; Apple, Palantir, Midterm Elections In Focus
Techs led another stock market sell-off. It's a time to be defensive. Apple, Palantir, jobs and midterm elections loom.
- Lumentum Is Up 11% in a Week. Will Marvell Pay “Close to $100 Billion”?
Key TakeawaysLumentum rose 11% in a week on an optics rebound and a Bloomberg report that Marvell Technology is in advanced talks to buy it. A deal reportedly paid in Marvell stock would tie any premium to Marvell’s share price.
- Why Dell (DELL) shares are getting obliterated today
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 9.5% in the morning session after Intel warned of a prolonged slump in personal computer demand and forecast steep declines in global shipments.
- Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
Key TakeawaysMarvell Technology fell 14% in the past week on reported Lumentum talks, then in a chip selloff after Intel’s weak outlook. Lumentum’s lasers would make Marvell a bigger Broadcom rival and give Coherent a competitor backed by Marvell’s chips.
- What Did It Take To Hold Novanta Stock?
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- Intel Is Down 45% in October, Its Worst Month Ever
Intel just suffered its worst month in over four decades, and the analyst community is split on whether the stock represents a historic buying opportunity or a value trap with more pain ahead.
- 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.
- 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…
- 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.
- 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…
- 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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- Is Arista Networks Stock Really Expensive?
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- Dow Jones Futures: Stock Market Sells Off As Apple, Palantir, Midterm Elections Loom; What To Do
Techs led another stock market sell-off. It's a time to be defensive. Apple, Palantir, jobs and midterm elections loom.
- S&P 500 Top Movers: Gainers and Losers in Today's US Session
S&P 500 top percentage movers in today's US session, led by FDXF gainer and INTC decliner, with gainers and losers ranked by latest prices.
- Arista Networks vs. Figma: Which Technology Stock Is a Better Buy in 2026?
Arista boasts 39% net margins and zero debt, while Figma burns cash despite 41% revenue growth, a stark contrast in profitability profiles.
- S&P 500 Top Movers: Gainers and Losers in Today's Session
S&P 500 top movers for today's session include FDXF up 16.16% and INTC down 30.00%, with double-digit gains and losses across the index.
- Dell Sinks 11% as Intel’s Warning on PC Slump and Memory Shortage Hits Hardware Stocks; HP Tumbles 9%, Hewlett Packard Enterprise and Super Micro Fall 7%
Intel's blunt warning about memory shortages sent shockwaves through four major hardware makers today, but one of those companies is sitting on a $95 billion AI backlog that could either cushion the blow or make the selloff look like a buying opportunity.
- 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…
- Intel, Amazon, Nvidia, ExxonMobil, Sandisk, FedEx Freight, and More Stocks That Explain Today’s Market
Intel stock plummets after the chip maker issues underwhelming earnings guidance.
- S&P 500 Gap Movers for October 30, 2026
S&P 500 gap movers on October 30, 2026 included FDXF, VLTO, GILD and INCY on the upside, while INTC, RDDT and TWLO were among the gap-down decliners.
- Intel’s Earnings Disaster Spreads Across the Sector
Intel stock is on track for its worst day in history, according to Dow Jones Market Data, plummeting 30% after the chip maker issued a brutal fourth-quarter outlook.
- 3 Canadian Growth Stocks With Revenue Growth Up To 57%
When hackers can drain about $6.3b from a major crypto exchange like Binance almost overnight, trust and resilience suddenly matter a lot more to investors. Capital often shifts toward profitable real world businesses that generate growing cash flows and carry manageable debt. Th…
- Trump’s Commerce Department’s Intel Stake Fell By More Than $10 Billion In A Day As Stock Craters
Intel's stock cratered overnight, and the U.S. government woke up holding a stake worth billions less than the day before. Whether that paper loss signals a deeper foundry crisis or a buying opportunity depends on one number Commerce has not yet confirmed.
- Desktop Virtualization - Global Strategic Business Report: Capitalize on the $26.2 Billion Market by 2030 as Microsoft, Citrix, VMware, Cisco, and Dell Accelerate DaaS Disruption
Cloud DaaS, centralized management and AI automation reduce hardware, energy and IT support costs while improving scalability, security and workforce agility.Dublin, Oct. 30, 2026 (GLOBE NEWSWIRE) -- "Desktop Virtualization - Global Strategic Business Report" has been added to Re…
- Intel, Amazon, Sandisk, Google, ExxonMobil, and More Stocks That Explain Today’s Market
Intel stock plummets after the chip maker issued underwhelming earnings guidance.
- Shares of broader software stocks are trading lower amid broader market weakness as Treasury yields rise, weighing on tech stocks.
- What Could Lift Western Digital Stock?
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- Morgan Stanley Maintains Equal-Weight on Coherent, Lowers Price Target to $325
Morgan Stanley analyst Meta Marshall maintains Coherent (NYSE:COHR) with a Equal-Weight and lowers the price target from $375 to $325.