TLDR Iran says a deal with Oman on temporary Hormuz shipping lanes is “very close” Foreign Minister Araghchi says full reopening requires US compensation, sanctions relief, and troop withdrawal Any deal needs approval from Supreme […]
TLDR Cramer wants investors to follow themes, not chase individual stocks after the S&P 500 hit an all-time high of 7,737 His five themes are: resilient consumer spending, AI infrastructure, cybersecurity, M&A activity, and healthcare […]
TLDR BofA expects Nvidia to report Q2 revenue of $94B-$95B, above its own $91B guidance, with Q3 guided at $107B-$108B Nvidia’s forward P/E of 16x projected 2027 EPS is its lowest in 10 years, per […]
TLDR Apple is testing memory chips from China’s CXMT for use in iPhones and MacBooks Apple is seeking White House approval before any deal with CXMT can move forward Federal rules block tech-sharing with CXMT, […]
Airbnb stock hit a four-year high on Friday, gaining 17% after its CEO made one of the clearest corporate arguments yet for what AI can actually deliver. Brian Chesky did not just claim AI mattered: […]
TLDR UBS forecasts gold will hit $5,000 per ounce in the first half of 2027 Gold jumped 2.3% on Friday after the US economy lost 23,000 jobs in July Gold gained more than 7% for […]
TLDR SMCI rose 6% to $31.13, with the stock trading as high as $31.34 during the session Supermicro booked over $60 billion in new AI server orders in a single quarter, pushing its backlog to […]
TLDR Jim Cramer called LMT “sensational” on CNBC’s Mad Money, citing strong fundamentals Q2 2026 net earnings hit $1.836 billion, up from $342 million in Q2 2025 Record backlog of $230.4 billion, driven by $65 […]
TLDR LRCX rose ~1.42% to $310.10 on Friday, lifted by broad tech sector strength Q4 revenue hit $6.72 billion, beating estimates, with EPS of $1.82 vs. $1.68 expected Q1 2027 revenue guidance of $7.70B–$8.50B came […]
TLDR Rocket Lab reports Monday with focus on its Neutron rocket timeline and a $2.2 billion backlog CoreWeave reports Tuesday as investors watch margins and spending on AI infrastructure Super Micro Computer flagged record orders […]
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