News

Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape

Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.

AI's water problem: real towns, real complaints, and the stocks built to fix it

Residents near data centers in Georgia and Oregon have raised real water complaints, one reaching Congress, but Meta and Amazon both dispute that their data centers are the cause. Here is each side, the numbers, and the stocks positioned to profit from fixing the bottleneck.

Bullish Watch, week of July 6: four oversold names, and one that already bounced

This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.

Nokia and BlackBerry got AI multiples. Ericsson (ERIC) still hasn't, and earnings are July 14

Nokia and BlackBerry made real AI bets and the market paid up for them. Ericsson chose custom silicon over Nvidia and has barely budged in 2026. Here is the gap in the numbers and what to expect from Ericsson's July 14 earnings.

Samsung and SK hynix lead a 5.8% Kospi rebound after Thursday's chip rout (July 3, 2026)

Kospi crashed toward 7,300 early Friday before ripping to a 5.76% gain as Samsung and SK hynix reversed a brutal chip rout, a strong finish to a week that was still down about 3.65% overall.

Did Ondas (ONDS) just win a NASA contract? What the new filing actually says

A NASA filing on July 2 named Ondas's (ONDS) World View unit alongside SpaceX and Blue Origin. Here is what it actually is, and why it is not the NASA contract win some are calling it.

Microsoft (MSFT) is finally moving: the news behind it and what could push it higher

Microsoft has bounced about 12% off its June low even as chip stocks keep falling. Here is the news moving MSFT, from the software rotation and the Haleon AI deal to the catalysts that could push it higher into July 28 earnings.

Meta selling spare compute doesn't mean the AI crunch is over (META, CRWV, NBIS)

Chip stocks sold off on Meta's plan to rent out spare compute. But Meta itself just got rationed by Google and is locked into take-or-pay deals with CoreWeave and Nebius. Why the overcapacity story is shaky, plus what to watch next week.

Micron cracks $1,000 as the chip scare returns from Korea (MU, AVAV)

Stocks opened firm, then chips rolled over after 10 a.m. Micron (MU) cracked $1,000 as the Korea selloff spread. The Dow held, and healthcare and AVAV rallied.

Ondas (ONDS) CEO reportedly touts a $20 billion market cap goal. The stock says $4 billion

An investor who was on a group Zoom call with Ondas CEO Eric Brock says Brock told participants the company will reach a $20 billion market cap and not stop there. Ondas is worth about $4.15 billion today. Here is the math, what is real behind the ambition, and the dilution catch.

Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)

The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.

Intel's turnaround, AMD's run, and why the CPU still matters in AI

Intel (INTC) was the comeback story of 2026, up about 278% in the first half on a foundry turnaround. AMD (AMD) rose about 171% on the same theme. A deep dive into what changed at Intel, how AMD keeps taking share, and why the CPU still matters in an AI world obsessed with GPUs.

The AI stocks that led and lagged the first half of 2026

The first half of 2026 split the AI trade in two. Memory and chip-supply names like Micron (MU, +304%) and Intel (INTC, +278%) soared, while marquee names lagged and AI software fell, with Palantir (PLTR) down about 34%. Here is the full scoreboard and what it means.

Meta's cloud news is hammering the neoclouds: CoreWeave and Nebius drop about 13% (July 1, 2026)

The same Meta cloud announcement that sent META up about 10% on July 1, 2026 is hammering the neoclouds. CoreWeave (CRWV) and Nebius (NBIS) each fell about 13% as investors saw a giant new rival for renting out AI computing power.

Where the money moved July 1: out of chips, into software, as Meta jumps on cloud news

A flat tape hid a sharp rotation on July 1, 2026: money moved out of semiconductors (SMH -4.2%) and into software (IGV +3.8%), led by Meta's (META) roughly 10% jump on news it will sell its spare AI cloud computing power.

T1 Energy (TE) leads a solar stock rally on a looming Chinese inverter ban

T1 Energy (TE) jumped alongside Nextracker, Shoals Technologies and JinkoSolar this week as solar stocks rallied on a Reuters report that Washington is moving to ban Chinese-made power inverters. Leopold Aschenbrenner's fund has a small stake in T1, too.

Agility Robotics (CCXI) trades 66% above the price its own insiders are paying. Nobody outside the deal has seen the financials.

CCXI closed at $16.62 against the $10 price Foxconn and Agility's existing backers are paying to take the humanoid robot maker public as AGLT. What the filings show about the deal, Digit's unit economics, and the six funds that bought at $10.

Smart money is piling into AI neoclouds: Nebius NBIS, SharonAI SHAZ and Cerebras CBRS

Several top funds disclosed 5%+ stakes in AI compute names this spring: Leopold's Situational Awareness in Nebius (NBIS) and SharonAI (SHAZ), Tiger Global in Cerebras (CBRS), and Lone Pine in miners turned AI data centers TeraWulf (WULF) and Hut 8 (HUT).

Bitcoin is sliding, and the AI data center miners are sliding with it (IREN, CORZ, CLSK)

A dozen former bitcoin miners now call themselves AI data center companies. With bitcoin down near $58,300 and sliding a second day, most fell with it, while the names furthest from crypto held up best.

Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally

Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.

AI's quiet winners: ASML, AMD and Vertiv VRT lead at the June 30, 2026 open

On the last trading day of the first half, the AI suppliers led again. ASML, Arm (ARM) and Vertiv (VRT) each rose about 4%, while Micron (MU) is up roughly 300% in 2026.

Dennis Singleton · Jun 29, 2026

Space stocks had their day Monday, June 29: Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Iridium (IRDM) soar

A Rocket Lab takeover of Iridium, an analyst upgrade, and the SpaceX index story all hit at once. Here is what actually moved space stocks on June 29.