market-updates

14
Aug

Stock Market News — August 14, 2026 — Midday Update — Last 12 Hours (Pacific Time)

Reddit surges 11% on confirmed S&P 500 inclusion (Aug. 18), while Silver Lake's reported ~$50B Workday buyout reignites SaaS M&A speculation. AMD and Micron rally on AI momentum, though Applied Materials slides despite record earnings as investors take profits.
8 min read
12
Aug

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

AI infrastructure stocks CoreWeave (+19%), Nebius (+28%), and Super Micro (+20%) surged on blowout earnings and robust AI capex spending, while Cerebras plummeted 16% on disappointing results. July's in-line CPI report kept rate-cut bets alive, pushing U.S. stocks near record highs and South Korea's
5 min read
12
Aug

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

AI infrastructure stocks dominated Wednesday's session as Super Micro Computer's blowout FY2027 revenue guidance of $65–$72B shattered consensus, triggering a broad rally in CoreWeave (~19%), Dell, HPE, and Micron. In-line July CPI data kept rate-hike fears at bay while M&A activity heated up with N
10 min read
06
Aug

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

Markets closed cautiously Thursday as the Dow fell 0.85% and S&P 500 faced bearish pressure ahead of Friday's jobs report, with earnings showing stark divergence: Atlassian soared 23% and Airbnb jumped 10.8%, but The Trade Desk crashed 23.9% and Asia's KOSPI logged its worst month since 2008 amid an
7 min read
03
Aug

Stock Market News — August 03, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Markets surged to start August as Trump's Iran negotiations sent oil down 5-7% and sparked a broad risk-on rally, with the Nasdaq up 2% and S&P 500 hitting fresh highs. Amazon crossed $3 trillion in market cap on record AWS growth, while major M&A deals—including a potential $400B AstraZeneca/Bristo
8 min read
30
Jul

Stock Market News — July 30, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Microsoft surged 16% on strong Azure growth, while Amazon jumped nearly 7% after-hours on its best cloud sales in four years, fueling AI infrastructure momentum. However, Apple slid 4.5% on supply chain concerns, and gaming and crypto stocks tumbled double digits post-earnings, creating a sharp spli
7 min read
24
Jul

Stock Market News — July 24, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Memory chip stocks cratered across Asia and the U.S.—SK Hynix fell 7.1%, Micron dropped 5.8%, and SanDisk slid 8.6%—as AI spending concerns and U.S. tariffs triggered a brutal semiconductor rout, while SAP's strong earnings lifted European markets and Intel surged 6% on its best quarterly beat in ye
8 min read
20
Jul

Stock Market News — July 20, 2026 — Evening Update — Last 12 Hours (Pacific Time)

Wall Street closed lower Monday as Iran tensions and pre-earnings caution pressured all three major indexes, while a federal judge temporarily blocked Paramount Skydance's $110B Warner Bros. Discovery acquisition, injecting major uncertainty into the year's biggest media deal. Gold reclaimed $4,000/
7 min read
06
Jul

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

Wall Street surged Monday on AI infrastructure deals: Broadcom locked in Apple chip supply through 2031, TeraWulf jumped 20% on a $19B Anthropic data center lease, and SK Hynix launched a record $28B U.S. listing. Chip stocks rebounded sharply while Microsoft's 4,800 job cuts tempered gains.
8 min read
29
Jun

Stock Market News — June 29, 2026 — Morning Update — Last 12 Hours (Pacific Time)

Wall Street surged Monday as Comcast jumped 23% on its blockbuster NBCUniversal spinoff plan, while Alphabet's Dow Jones debut and Rocket Lab's $8B Iridium acquisition fueled broad tech gains—offsetting telecom sector pain as Verizon and AT&T hit multi-year lows amid SpaceX competition.
8 min read