News
Market news, earnings recaps, and daily moves in AI and semiconductor stocks.
Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop
AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.
AeroVironment (AVAV) reports earnings tonight, and drone stocks Red Cat (RCAT) and Ondas (ONDS) rally with it
AeroVironment (AVAV) reports earnings after Monday's close, and the small-cap drone group is rallying with it, led by Red Cat (RCAT) up about 8%, with Ondas (ONDS) and Draganfly (DPRO) higher.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
Samsung, SK Hynix and Micron (MU): where the DRAM price-fixing lawsuit stands, updated September 28, 2026
A class action accuses Samsung, SK Hynix and Micron (MU) of choking DRAM supply and inflating RAM prices roughly 700%. The defendants call the suit a rerun of a case they already beat; the plaintiffs say this one is different.
The market's closed, but the weekend stock tape is flashing green
The US market is closed, but stocks trade 24/7 on Hyperliquid. As of Sunday night the weekend tape is green, led by the chip names that fell hardest Friday. Our read before Monday's open.
Can you trade stocks on the weekend? Inside Hyperliquid and the IBM run
A years-old Trump clip went viral on a Saturday and IBM gapped up 15% by Monday. You could watch the whole thing on Hyperliquid, where stocks, oil and indexes trade all weekend in stablecoins. Here is how it works, and why 8 PM Sunday matters.
Iran attacked again this weekend. Here's what to expect at Monday's open.
It is Sunday night and Iran is back in the headlines after the US and Iran traded strikes over the weekend. Here is where the market stands, the base case for Monday's open, and the one thing that would turn a routine dip into a real drop.
SpaceX is taking on the cell carriers, and analysts are floating a T-Mobile (TMUS) takeover
SpaceX just told IPO investors it will challenge the big wireless carriers with its own Starlink Mobile service, armed with $17 billion of new spectrum and satellites that work like cell towers in orbit. Here is what is real, plus the speculative T-Mobile (TMUS) takeover idea Wall Street is floating, and why Deutsche Telekom makes it hard.
Which robot stocks can you actually buy? Tesla (TSLA) and Nvidia (NVDA) are on the list. Figure, Apptronik and Unitree are not.
Physical AI is the next leg of the AI trade, but the famous humanoid makers are mostly still private. Here is what is actually listed, what each company builds, and where the risk sits, updated with Goldman's revised 2035 forecast and prices as of September 1, 2026.
SpaceX (SPCX) is joining the Nasdaq-100 just two weeks after its IPO, at less than 1% weight
SpaceX is joining the Nasdaq-100 barely a month after the largest IPO in history, under a brand-new fast-entry rule. Here is why a $2 trillion company comes in at under 1% weight, how it compares with the other recent additions, and whether the forced buying is actually bullish.
The Roundhill Memory ETF (DRAM) just added its first Chinese stock, and it is the priciest name in the fund
The Roundhill Memory ETF (DRAM) added GigaDevice as its first Chinese holding, and it is the priciest name in the fund. Updated August 1: CXMT is now in the fund too, at a 2.52% weight worth $627.5 million, held through a total return swap.
What history says about tech stocks in July of a midterm year
July is normally one of tech's best months, but 2026 is a midterm election year, and those play by different rules. Here is what history shows about the Nasdaq, the late-summer swoon, and the rally after the vote.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.
Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half
Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.
BlackBerry (BB) surged on its AI pivot while Nokia (NOK) and Qualcomm (QCOM) sold off
BlackBerry (BB) jumped on a QNX-led earnings beat while Nokia (NOK), Qualcomm (QCOM) and the chip suppliers fell. The old phone names are no longer one trade.
Are SaaS stocks AI roadkill or AI winners? A look at ServiceNow (NOW), Adobe (ADBE) and the SaaSpocalypse
Software has shed about $2 trillion as AI agents threaten the per-seat model. What ServiceNow (NOW) and Adobe (ADBE) actually do, why NOW round-tripped from its lows, and whether SaaS is still needed in the AI era.
Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.
The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Korea's market halted for the third time this week. Micron (MU) fell overnight, then bounced at the open.
South Korea halted trading a third time this week as SK Hynix and Samsung fell about 9 percent. Micron (MU) dropped overnight, then bounced at the open. Why this memory selloff is about leverage and positioning, not demand.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.
Sandisk (SNDK) ripped more than 20% on Micron's (MU) blowout: the memory stocks to watch
Sandisk (SNDK) jumped more than 20% today, the loudest name in a memory-stock rally lit by Micron's (MU) record quarter. Why SNDK ripped, and the other memory names riding the same wave.
Heads up for the July 4th week: the market is closed Friday, and options move to Thursday
July 4 lands on a Saturday in 2026, so the stock market is closed Friday, July 3. Thursday July 2 is a full session (not a half day), weekly options shift to Thursday, bonds close early, and crypto stays open. Here is the clean rundown.
Your old phone brands are AI stocks now: Nokia (NOK), BlackBerry (BB), Qualcomm (QCOM)
The brands that ruled the 2000s, Nokia, BlackBerry, Qualcomm and Ericsson, mostly got crushed by the iPhone. The survivors reinvented themselves around AI, from data-center networking to the software in your car to chips taking on Nvidia. What each does now, and the catch.