August 20, 2026
“Applied Digital (NASDAQ: APLD) is the tale of two tapes. The stock is up about 150% over the past year, but its shares have also been nearly cut in half from their spring highs… Applied Digital has been seeing rapid revenue… Continue Reading…
August 20, 2026
“The rally builds on $2.8 billion in AI cloud contracts IREN signed earlier in July with Microsoft, NVIDIA, Perplexity, and Figure AI. Several of the newer multi-year deals include customer prepayments. These payments cover roughly 45% of the related GPU… Continue Reading…
August 19, 2026
“Jones Lang LaSalle’s recent second-quarter 2026 results showed higher sales of US$6,927.9 million and net income of US$215.6 million, alongside completion of a US$1.82 billion share repurchase program launched in 2019. The company also reaffirmed its mid- to high single-digit… Continue Reading…
August 18, 2026
“Rocket Lab (NASDAQ: RKLB) closed Friday at $63.91, down 8.7% in a single session and about 58% below its 52-week high of $151. Wall Street, on paper, remains far more bullish. The average price target across the 17 analysts covering the… Continue Reading…
August 18, 2026
“It’s been less than two months since Elon Musk’s Space Exploration Technologies (NASDAQ: SPCX) completed the largest IPO in history. In this short time frame, SpaceX stock opened at $150, rocketed to a peak of around $226 just days later, and has… Continue Reading…
August 18, 2026
“If you had the foresight to buy Sandisk (NASDAQ: SNDK) stock at the start of 2026, you’re probably a happy investor. It’s up a jaw-dropping 580% at the time of this writing, easily outperforming nearly every other stock in the market. However,… Continue Reading…
August 17, 2026
“OKLO has shed 28% over the past month and 42% year to date, while fellow pre-revenue SMR developer NuScale has dropped 23% alongside it. Profitable nuclear utilities CEG and VST have largely avoided the carnage, with Constellation down just 2%… Continue Reading…
August 17, 2026
“JOBY and ACHR have fallen 45% and 40% in 2026 as risk appetite for pre-revenue eVTOL stocks dries up and dilution risk mounts. Archer’s net loss ballooned to $218M on just $2M in revenue, while EHang’s Q1 deliveries collapsed from… Continue Reading…
August 17, 2026
“Palantir (NASDAQ: PLTR) shareholders have had a rough past year. Since setting a new all-time high last October, the stock has marched straight down and is off around 35% from that high. This weakness comes despite reporting incredible results, including an… Continue Reading…
August 13, 2026
“…The big semiconductor ETFs peaked on June 22. Since that date, the Roundhill Memory ETF (DRAM) has fallen from 80.72 to an intraday low of 48.64 on Friday, a drop of nearly 40%. The iShares Semiconductor ETF (SOXX) lost 24% over the same stretch… Continue Reading…
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