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Market Trends

Micron Lifts Capex Above $25 Billion After Record Quarter as AI Memory Shortage Deepens

Long‑term supply deals signal a tight memory market lasting well beyond 2026.

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Dell Shares Soar on Earnings Beat and $50 Billion AI Server Outlook

Ondas Extends Rally on Europe Counter-Drone Push as Sentrycs Previews Scout

Pelican Bay Capital Exits CME Group and On Semiconductor After Rally, Cites Portfolio Limits

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

Paramount Extends WBD Tender to Feb. 20 and Mounts Proxy Fight as Netflix’s Cash Bid Holds Board Support

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

Oracle’s AI Cloud Push Meets Financing Scrutiny as Analysts Split on 2026 Outlook

Rivian Rallies as Analysts Back 2026 R2 Launch

Sandisk’s 2025 Rally Draws Fresh Buy Calls and a TV Endorsement

Q3 Fund Letters Expose Wide Performance Gap as AI Leaders Drive Standouts

Cramer Touts Rockwell on Reshoring Boom, Cites 2026 Growth Outlook and New Wisconsin Plant

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

Nvidia Becomes First Public Company Valued at $5 Trillion

Palantir Seals Poland Defense LOI as Shares Touch Record High Ahead of Q3 Report

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Cramer Touts GE Vernova as Only Nuclear Builder After Strong Orders, Data-Center Focus