CBRS: Cerebras stock plunges 14% after second earnings report following IPO · Cerebras Systems reported better-than-expected second-quarter revenue and raised its full-year guidance. Despite this, the stock plunged after the second earnings report following its IPO.
NVDA: Michael Burry Issues Stark Warning on Nvidia Stock · Michael Burry has issued a stark take on Nvidia stock, drawing uncomfortable comparisons to a massive financing machine. His comments have drawn attention given his track record of market predictions.
Intel Corp filed a disclosure regarding Regulation FD and other events. The filing mentions underwriters including Morgan Securities, Goldman Sachs, and Morgan Stanley. The description is not complete and is qualified by reference to the full underwriting agreement.
CSCO: Cisco Reports Fourth Quarter Earnings · Cisco announced its fourth quarter earnings. Following the release, a conference call was held, and a replay will be available on the company's investor relations website.
Kessler Topaz Meltzer & Check, LLP is investigating potential securities violations by Hims & Hers Health, Inc. The firm encourages investors to contact them for more information.
AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. and neocloud providers CoreWeave, Inc. and Nebius Group NV. Big Tech companies have already signaled that spending on AI would not slow down.
Alphabet's stock slips as Nvidia's $500 billion financing deal threatens custom chips · Investors are concerned that Alphabet faces a fresh threat from Nvidia's plans to help fund the AI buildout alongside major Wall Street players.
Nvidia (NVDA) Stock Trades Down, Here Is Why · Nvidia shares fell today as investors reacted to recent developments. The decline may reflect concerns about the current market environment.
RKLB: Rocket Lab Stock Sold Off While Operating Margin Kept Climbing · Rocket Lab's stock declined even as its operating margin continued to improve. This suggests market concerns may lie elsewhere, but operational efficiency gains are a positive sign.
Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself. This could lower barriers for customers adopting NVIDIA technology, potentially driving further market growth.
Shareholder-rights law firm Hagens Berman is investigating whether IBM's statements about its IBM Z mainframe business may have violated U.S. securities laws. The release says IBM shares fell about 25% in one day, erasing more than $68 billion in market value; it does not report a regulatory investigation.
PLTR: Prediction: Palantir Stock Will Trade At $300 in 2027. Here's the Math · Palantir stock has jumped impressively in the past month, and it won't be surprising to see that trend continue due to its growing backlog.
National plaintiffs' law firm Berger Montague PC announces an investigation into the Board of Directors of Hims & Hers Health, Inc. for potential breach of fiduciary duty. The investigation could impact shareholder interests.
Trump: US Has Full Control of Strait of Hormuz · Trump claimed the US has full control over the Strait of Hormuz. This statement could affect global oil shipping stability. Markets are watching for further developments in the Middle East.
Trump: Iran Only Talks, US Fully Controls Strait of Hormuz · US President Trump said Iran only talks and will not take action. He claimed the US has full control over the Strait of Hormuz. This highlights the tensions between the US and Iran.
AI infrastructure stocks surged following strong earnings reports from CoreWeave and Supermicro. The rally reflects optimism about demand for AI infrastructure. Investors are watching these results to gauge the health of the AI sector.
NVDA: NVIDIA CEO Tops Glassdoor's 2026 List of Best CEOs · NVIDIA founder and CEO Jensen Huang is ranked No. 2026 in the just-released Glassdoor ranking. The recognition is earned directly from employees, who know their leadership best.
Meta and North America's Building Trades Unions (NABTU) are partnering to invest in skilled trades workers building America's AI infrastructure. This collaboration aims to support workforce development for the AI era.
When a stock reaches the target set by an analyst, the analyst logically has two ways to react: downgrade on valuation or raise the target based on improved fundamentals. This event may prompt a reassessment of the company's future prospects.
US core CPI rose at the smallest pace since 2, Coreweave raised its full-year revenue outlook, Super Micro Computer gained premarket, Oracle plans layoffs and partners with Quantinum.
US Core Inflation Mild in 7, Easing Fed Rate Pressure · US core inflation was mild in 7, indicating easing price pressures. This could reduce the need for further Fed rate hikes, supporting market sentiment.
The latest US CPI annual rate came in line with market expectations, indicating stable inflationary pressures. This data could influence the Federal Reserve's future monetary policy decisions, and investors will closely watch subsequent economic data to assess the rate hike path.
The New York City Council is investigating prediction markets, putting platforms like Polymarket under regulatory scrutiny. This could affect their operations and spark broader industry regulation discussions.
CRWV: CoreWeave Earnings Beat Amid Operating Margin Upside. AI Stock Jumps. · CoreWeave reported earnings that beat expectations, driven by improved operating margins. The positive news led to a significant jump in its stock price.
Sources: No Talks on Extending Ceasefire · According to sources, there are currently no discussions on extending the ceasefire. This could affect regional stability, but the impact remains to be seen.
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