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Daily market commentary and analysis.
CoreWeave Shares Pop 20% as AI Compute Revenue Doubles
CoreWeave investors got a jolt Wednesday morning as shares surged nearly 20% in premarket trading after the AI cloud provider reported that second-quarter revenue doubled year-over-year. The company…
Aug 12, 2026
Cool CPI Report Eases Rate Hike Fears, Lifts Futures
Wall Street got the inflation news it wanted on Wednesday. The Consumer Price Index rose just 0.1% in July, matching Wall Street’s forecast and putting the annual inflation rate at 3.4%. Core CPI,…
Aug 12, 2026
Lockheed Martin Lands $58.62 Billion Pentagon Missile Contract
Lockheed Martin just landed one of the largest single contract awards in company history. On July 29, the Department of War handed the defense giant a seven-year, up to $53.86 billion undefinitized…
Aug 11, 2026
Riot Platforms Signs $9 Billion Anthropic Deal, Pivots From Bitcoin
Bitcoin miner Riot Platforms just struck a 20-year compute deal with AI firm Anthropic worth $9.1 billion in guaranteed revenue — a figure that could climb to $16.1 billion if the agreement gets…
Aug 11, 2026
MP Materials Cements Lead in America's Rare Earth Magnet Race
China controls roughly 90% of the world’s rare-earth magnet production, and it just showed investors exactly how far it’s willing to go to keep that grip. After Washington pushed to build a rare…
Aug 11, 2026
Eli Lilly's Weight-Loss Pill Wins UK Nod, Challenging Novo's Wegovy
The weight-loss drug wars just went international. Eli Lilly won UK approval for its oral GLP-1 pill Foundayo (orforglipron) on Monday, its first green light outside the United States, setting up a…
Aug 11, 2026
JPMorgan Lifts S&P 500 Target to 8,000 on Blowout Earnings Season
Wall Street’s bulls just got more ammunition. JPMorgan raised its year-end S&P 500 target to 8,000 on Monday, up from 7,800, arguing that this earnings season has finally proven the AI spending…
Aug 11, 2026
Intel Boosts Stock Sale to $20 Billion as AI Chip Demand Surges
Intel just made its boldest capital move of the year. The chipmaker upsized its stock offering to $20 billion at $95 per share on Tuesday, a sharp jump from the $15 billion raise it announced just…
Aug 11, 2026
Oil and Energy Stocks Jump as Iran Keeps Strait of Hormuz Shut
Energy stocks caught a fresh bid Monday as hopes for reopening the Strait of Hormuz faded, pushing crude oil prices sharply higher and reversing last week’s brief relief rally. Brent crude futures…
Aug 10, 2026
TSMC's July Sales Jump 45% — AI Chip Demand Shows No Signs of Slowing
Taiwan Semiconductor Manufacturing just delivered the clearest proof yet that AI chip demand isn’t cooling off, even as investors have grown nervous about the sustainability of the artificial…
Aug 10, 2026
Berkshire's New Boss Turns On the Buying Machine After 14 Quarters
Berkshire Hathaway just gave investors the clearest signal yet that the Warren Buffett era of pure cash hoarding is over. New CEO Greg Abel ended a 14-quarter streak of net stock selling in the…
Aug 10, 2026
Rocket Lab, AST SpaceMobile Surge Into Earnings on SpaceX's Blowout Quarter
The space sector is having a moment, and two smaller players are riding the wave straight into their own earnings reports today. Rocket Lab (NASDAQ: RKLB) shares jumped 27.5% over the past week,…
Aug 10, 2026
Micron Stock Trades at Half the Tech Sector's P/E Despite AI Memory Boom
Micron Technology just delivered a reminder that even the hottest AI trades can get volatile — and that volatility may be creating an opening. Shares plunged 28.7% in July before staging a rebound in…
Aug 10, 2026
Gold Miners Rip 20% Higher as Barrick and Newmont Settle Nevada Feud
Gold mining stocks just had one of their best weeks in years, and Monday brought a fresh catalyst that could keep the rally going. The VanEck Gold Miners ETF (GDX) surged 21% over five trading days…
Aug 10, 2026
AppLovin Stock Crashes 20% on Tiny Revenue Miss — Is the AI Ad Boom Losing Steam?
AppLovin, the AI-powered advertising platform that became one of Wall Street’s most-loved growth stories, hit a speed bump Thursday as shares plunged roughly 20% after the company reported…
Aug 7, 2026
Disney Streaming Profit Doubles and Parks Boom — New CEO D'Amaro Off to a Strong Start
Walt Disney’s fiscal third-quarter results, reported August 5, gave investors a powerful vote of confidence in new CEO Josh D’Amaro’s early stewardship of the entertainment giant. The company posted…
Aug 7, 2026
US Economy Sheds 23,000 Jobs in July — Stocks Surge as Fed Rate Hike Odds Collapse
The US labor market delivered a shock on Friday as the Bureau of Labor Statistics reported that nonfarm payrolls fell by 23,000 in July — the first monthly job loss in months and a dramatic miss…
Aug 7, 2026
Honeywell Aerospace Plunges 20% After Slashing Guidance in Debut Earnings Report
Honeywell Aerospace (Nasdaq: HONA) made a rough introduction to life as a standalone public company. Reporting its first independent quarterly results on August 5 — just five weeks after completing…
Aug 7, 2026
Uber Posts Record $58B in Bookings — But Soft Q3 Guidance Sends Shares Down 5%
Uber Technologies posted its strongest quarter on record in Q2 2026, with gross bookings topping $58 billion — a 22% jump year-over-year — and trailing twelve-month free cash flow surpassing $10…
Aug 7, 2026
AMD Smashes Q2 Records — Data Center Revenue Doubles to $6.7 Billion
Advanced Micro Devices delivered a blockbuster second quarter, reporting record revenue of $11.54 billion on August 4 — a 50% jump year-over-year and a 13% sequential increase. The results beat…
Aug 7, 2026