earnings

18
Jul

Earnings Reports — July 18, 2026 — Notable Beats & Misses

Excerpt: Travelers delivered one of the largest EPS beats this season (+$4.92), while Netflix slid 9% on weak Q3
4 min read
17
Jul

Stock Market News — July 17, 2026 — Friday Evening — Last 12 Hours (Pacific Time)

Wall Street's two-week winning streak ended Friday as a semiconductor rout—sparked by Chinese AI startup Moonshot AI designing a chip in 48 hours without proprietary tools—sent the SOX into bear market territory. Cadence and Synopsys plummeted over 9% each on existential EDA software concerns, while
7 min read
16
Jul

Stock Market News — July 16, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Tech and semiconductor stocks plummeted Thursday as AI spending concerns intensified, with Alphabet losing $200B in market cap over Google's Gemini delays and Netflix disappointing with weak Q3 guidance. The selloff spread globally—Nikkei fell 5%+ to June lows—while SpaceX's failed Starship test and
7 min read
15
Jul

Stock Market News — July 15, 2026 — Evening Update — Last 9 Hours (Pacific Time)

Wall Street closed higher Wednesday on cooling inflation and Magnificent 7 strength, but South Korea's KOSPI plunged 7.2% as SK Hynix crashed 11.3%, signaling semiconductor contagion risk. PayPal surged 17% on a $53B Stripe-Advent bid, while TSMC's record profit expectations and Hyundai's full Bosto
6 min read
15
Jul

Stock Market News — July 15, 2026 — After Hours — Last 12 Hours (Pacific Time)

Wall Street closed higher Wednesday on cooler inflation data and strong earnings, but a $53 billion Stripe-Advent bid for PayPal (sending PYPL up 15%) and a brutal AI hardware selloff led by Dell's 14% plunge dominated trading. Anthropic's formal IPO push and DeepSeek's $74B fundraising round unders
8 min read
13
Jul

Stock Market News — July 13, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Markets tumbled over 1.5% as Trump's Iran blockade spiked oil prices and reignited inflation fears, while Nvidia's halved Asia buyer list and SK Hynix's 5.4% plunge deepened semiconductor sector pain ahead of Tuesday's CPI report and Q2 earnings season.
7 min read
09
Jul

Stock Market News — July 09, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Chip stocks led a broad market rebound Thursday as SK Hynix priced a blockbuster $26.5B U.S. offering and OpenAI launched GPT-5.6 with a new enterprise "super app," intensifying AI competition. Geopolitical tensions eased after Trump signaled Iran wants a deal, while Meta's aggressive AI infrastruct
6 min read
06
Jul

Stock Market News — July 06, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Wall Street's record Dow and 1% Nasdaq gain Monday were fueled by chip stocks rebounding on the Broadcom-Apple deal extension and SK Hynix's $28B US listing, but optimism fizzled after-hours as Samsung's stunning 19-fold profit jump paradoxically spooked investors worried AI valuations have peaked.
8 min read
02
Jul

Stock Market News — July 02, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Soft June jobs report sparked a global rally as rate-hike bets faded, lifting European indices up to 2.6% and Wall Street higher. Tesla's record Q2 deliveries paradoxically triggered a 6.6% stock drop in a classic "sell the news" reaction, while chip stocks tumbled on valuation concerns and Meta's A
8 min read
25
Jun

Stock Market News — June 25, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Micron Technology's record Q3 results sparked a semiconductor rally, briefly pushing its market cap past Meta and Tesla, while Qualcomm unveiled Meta as its first data center CPU customer and Applied Materials surged 7.1% on new AI chip launches. Apple's forced price hikes on Macs and iPads due to s
10 min read