MSFT’s tape into late October is shaped by three near-term catalysts: (1) the Q1 FY26 earnings print expected in late October, (2)...
Read moreDetailsThe quick read Amazon’s narrative into late October is driven by three pillars: (1) peak-season execution in retail and logistics,...
Read moreDetailsJohnson & Johnson reports third-quarter results tomorrow (Tuesday, October 14, 2025) before the U.S. market open. With the company now a tighter...
Read moreDetailsJPMorgan Chase is slated to report third-quarter results tomorrow (Tuesday, October 14, 2025) before the U.S. market open. With the stock rallying...
Read moreDetailsU.S. equities advanced, with the S&P 500 and Nasdaq outpacing the Dow as investors rotated back into large-cap growth and...
Read moreDetailsQuick snapshot (INTC) Last price: ~$37.32 Intraday range: $35.50 – $37.43 Tone: Balanced tape; dip buys near mid-$36s, supply into...
Read moreDetailsIonQ has shifted from future promise to visible execution. The company’s trapped-ion architecture is showing steady gains in useful performance,...
Read moreDetailsASML remains the semiconductor industry’s ultimate choke point. Its extreme ultraviolet (EUV) lithography tools—and the first wave of High-NA EUV...
Read moreDetailsOpenAI’s compute appetite has turned from “lots of GPUs” into a full-stack systems challenge: chips, packaging, networking, software, and power—delivered...
Read moreDetailsKey Takeaways NEVs are the majority: September retail penetration of new energy vehicles is hovering around ~60% of passenger-car sales, reinforcing that electrified...
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