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Market News
Latest financial news and analysis from global markets
BTCUSDT
Strategy Posts $12.54 Billion Loss Due To Bitcoin’s Decline
Crypto treasury firm Strategy (NASDAQ: $MSTR) has reported a net loss of $12.54 billion U.S. for this year’s ...
AAPL
Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus
Apple is in early talks with Intel about using Intel's U.S. facilities to manufacture chips. The discussions focus on Apple potentially adding Intel as a supplementary or alternative supplier to TSMC. The talks are described as preliminary, with no formal agreement announced. For investors watching NasdaqGS:INTC, these discussions come at a time when the stock is trading at $108.18, following very large 1 year returns and a 174.7% return year to date. The share price move has been...
INTC
Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus
Apple is in early talks with Intel about using Intel's U.S. facilities to manufacture chips. The discussions focus on Apple potentially adding Intel as a supplementary or alternative supplier to TSMC. The talks are described as preliminary, with no formal agreement announced. For investors watching NasdaqGS:INTC, these discussions come at a time when the stock is trading at $108.18, following very large 1 year returns and a 174.7% return year to date. The share price move has been...
AMZN
How The Investment Story For Amazon (AMZN) Is Shifting Around AI Growth And Capital Risks
Amazon.com now sits against an updated fair value estimate of US$307.81, compared with the prior US$281.18, putting the recent price target debate front and center for investors. That shift reflects a tug of war in analyst commentary, with higher targets of US$5 to US$95 linked to stronger growth assumptions and lower targets of US$6 to US$65 tied to concerns over execution, capital intensity and competition. Read on to see how these cross currents are shaping the evolving narrative around...
RTX
RTX Backlog And Missile Defense Role Raise Longer Term Investor Questions
RTX reported a record $271b backlog, described as up 25% year over year, alongside higher production across Pratt & Whitney, Raytheon and munitions lines. Raytheon-built interceptors were reportedly used in live U.S. Navy operations in the Strait of Hormuz, highlighting RTX’s role in active missile defense. RTX leadership engaged with Ursa Major to support solid rocket motor supply as the U.S. focuses on replenishing munitions stockpiles. NYSE:RTX trades around $172.87, with the stock up...
GOOGL
Alphabet Stock Is Up About 130% In Just 12 Months. What Should Investors Do Now?
The search giant just delivered an extraordinary quarter. But has the stock's run-up gone too far?
INTC
Alphabet Stock Is Up About 130% In Just 12 Months. What Should Investors Do Now?
The search giant just delivered an extraordinary quarter. But has the stock's run-up gone too far?
NVDA
Alphabet Stock Is Up About 130% In Just 12 Months. What Should Investors Do Now?
The search giant just delivered an extraordinary quarter. But has the stock's run-up gone too far?
AMD
AMD Stock Investors Just Got Fantastic News From CEO Lisa Su -- and There Could Be More to Come
The company is seeing robust demand for its AI processors and data center GPUs.
INTC
AMD Stock Investors Just Got Fantastic News From CEO Lisa Su -- and There Could Be More to Come
The company is seeing robust demand for its AI processors and data center GPUs.
NVDA
AMD Stock Investors Just Got Fantastic News From CEO Lisa Su -- and There Could Be More to Come
The company is seeing robust demand for its AI processors and data center GPUs.
MS
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from