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Microsoft (MSFT): Fresh Drivers Moving the Stock Now

Microsoft Q4 Earnings: Azure Tops $100 Billion as AI Growth Accelerates

Meta research brief (today)

Meta Q2 Earnings: Higher AI Spending and Legal Costs Pressure Profit

Health Insurers Slide After Trump Calls for an Obamacare Overhaul: What It Means

Hims & Hers Stock Falls as FTC Lawsuit Raises Privacy and Billing Risks

ASML Stock Falls as China’s DUV Progress Raises New Risks

Meta research brief (today)

Meta Q2 Earnings: Can Advertising Growth Offset Rising AI Costs?

ETF Basics – Your Beginner’s Guide to Passive Investing

SK Hynix Stock Slides Despite Record Q2 Earnings

Tesla Stock: Record Deliveries, Political Turbulence, and the Battle to Regain Momentum

Tesla and SpaceX Deal Speculation: How High Could Tesla Stock Go?

PayPal Stock Surges on Google Partnership and New Business Platform

PayPal Q2 Earnings: Raised 2026 Outlook Signals Turnaround Progress

Micron’s Re-Rating: How Rising DRAM Prices and an HBM Supercycle Could Power MU Through 2026

Micron Stock: Why Michael Burry Is Increasing His Bearish Bet

Palantir Stock: Soaring on AI Momentum – But Risks Loom Large

Palantir Q2 Earnings: Can Explosive US Growth Support PLTR Stock?

Nvidia SK Group Partnership: $500 Billion AI Deal Failed to Lift Chip Stocks

AMD Stock Soars 30% After Mega Deal With OpenAI

AMD Data Center Revenue: Why Wedbush Expects Faster AI Growth

Netflix Q3 2025: Record Revenue, EPS Miss on Brazil Tax Hit, and a Confident Q4 Outlook

Netflix Shares Slide to a 52-Week Low: Opportunity or Warning?

Apple Margins Face Fresh Pressure From iPhone 17 Mix Shift and Tariff Uncertainty

Apple Q3 Earnings: Can iPhone Growth Keep the Rally Going?

Microsoft (MSFT): Fresh Drivers Moving the Stock Now

Microsoft Q4 Earnings: Can Azure Growth Justify Record AI Spending?

amazon

Amazon Q2 Earnings: Can Faster AWS Growth Justify the Capex Surge?

Week Ahead Playbook: Key Macro Events (Oct 13–17, 2025)

Stock Market Week Ahead: Fed Decision, AI Earnings & European Inflation in Focus

AI Memory Stocks Tumble as SK Hynix and Samsung Spark Global Chip Selloff

Bitcoin Miners’ AI Data Center Pivot: Why Morgan Stanley Sees Major Upside

Cybersecurity & Data Infrastructure 2026: Platforms, Identity, and Observability Win the Budget

SanDisk Stock: Why Wells Fargo Raised Its Price Target to $1,620

IREN Stock: Why Analysts Are Raising Price Targets to $90

Nebius Q3 2025 Earnings: Hypergrowth, a New $3B Meta Deal, and a Capacity Sprint

Nebius Stock: What the NVIDIA Vera Rubin Launch Means

Intel Q3 2025: Revenue Beat, Non-GAAP EPS Surprise, and a Cautious Q4 Guide

Intel Q2 Earnings: What Wall Street Expects From the Chipmaker

Alphabet Stock: AI Capex Steps Up, Cloud Momentum Holds, Regulatory Overhang Lingers

Alphabet Q2 Earnings: Cloud Growth Surges as Capex Concerns Intensify

AT&T tops Q4 and lifts the long-term cash outlook

AT&T Share Buyback Rises to $10 Billion After Strong Q2 Results

Super Micro Computer (SMCI) Q1 FY26 Earnings: Revenue Miss, Big FY26 Targets, and What It Means for AI Infrastructure Investors

Super Micro Stock Surges as Preliminary Q4 Margins Beat Expectations

CoreWeave (CRWV) Earnings Preview: What Wall Street Expects From Tomorrow’s Q4 and FY2025 Results

CoreWeave Stock Upgraded: What Truist’s Buy Rating Means

Micron’s Re-Rating: How Rising DRAM Prices and an HBM Supercycle Could Power MU Through 2026

Micron Stock Jumps 12% as AI Memory Demand Fuels Chip Rally

ETF Basics – Your Beginner’s Guide to Passive Investing

Bitcoin and Gold Prices Fall Together in Unusual 2026 Market Shift

ASML Employee Bonus: What the €20,000 Retention Plan Means

Netflix Q3 2025: Record Revenue, EPS Miss on Brazil Tax Hit, and a Confident Q4 Outlook

Netflix Bond Offering: What Its Return to the Debt Market Means

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