Nvidia AI Spending guidance targets $3-4T in global capex by 2030, reshaping stock valuation for the chip...
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Apple sits about 4% below Nvidia's $4.7T market cap. A strong July 30 earnings print could close...
Microsoft launches Frontier Company, a $2.5B new operating unit with 6,000 embedded AI engineers to deploy and...
Sodexo raised its FY26 organic growth guidance to 1.2 to 1.5% after Q3 revenue hit €6.2B and...
SpaceX joins the Nasdaq-100 on July 7, 15 days after IPO. JPMorgan estimates $4.3B in forced index...
Applied Materials sinks 10% and Sandisk 10.6% on July 2 as Kospi -7.9% drags US chip stocks...
Dow Jones closes at 52,900 record after June jobs printed 57,000 vs 113,000 expected. Fed September hike...
JPMorgan warns MicroStrategy Bitcoin sales plan creates two-way risk after $13.7B YTD buys representing 70% of all...
The SEC opens a 60-day consultation to modernize rules for innovative ETFs including crypto, leveraged and prediction...
S&P 500 caps its best quarter since 2020 at +9.6% year-to-date, with the Nasdaq up 12% and...
