American Bitcoin, tied to Trumps, drops more than 90%
American Bitcoin lost 92% of its value after its merger with Hut 8. BTC fell only 25% over the same period.
29/09/2026 18:435 min read
Earnings
Will Micron earnings sustain the AI memory boom?
Micron reports Q4 earnings Wednesday amid high expectations; key questions include AI's impact on memory cycle and gross margin.
28/09/2026 05:318 min read
Nikkei retreats from morning high as Nasdaq futures soften ahead of Micron results
Japan's Nikkei fell back from an early 1% gain as Nasdaq futures weakened and caution set in before Micron's earnings.
28/09/2026 03:2112 min read
Hyperliquid Strategies' Wallet Adds $45.8M in HYPE After Profitable Year
Hyperliquid Strategies' wallet purchased $45.8M in HYPE, adding to its holdings after a $305.5M profit year.
25/09/2026 13:147 min read
Morgan Stanley Points to Japan, Europe for Equity Opportunities
Morgan Stanley's Andrew Slimmon flags Japan and Europe opportunities as earnings revisions improve; the bank's Vintage Values list beat the S&P 500 by 1,316β¦
23/09/2026 11:4112 min read
Morgan Stanley turns bearish on Ericsson, prefers Nokia
Morgan Stanley downgrades Ericsson, cuts price targets, warns on margins, and prefers Nokia. Shares fall over 3%.
23/09/2026 02:4115 min read
Goldman Sachs and Deutsche Bank See No End to S&P 500 Rally
Goldman Sachs and Deutsche Bank reaffirm bullish outlook on S&P 500, dismissing earnings bubble fears and projecting continued growth.
22/09/2026 22:2610 min read
Costco earnings this week to gauge US consumer strength
Costco reports earnings Thursday, offering a real-time gauge of whether US consumers are weakening or becoming more value-conscious.
22/09/2026 07:118 min read
Goldman's 8,000 call rests on hyperscaler budgets, NVIDIA data shows
Goldman's 8,000 S&P 500 target hinges on AI-driven hyperscaler spending, as NVIDIA's results show high concentration. A pullback in capital budgets could hitβ¦
21/09/2026 23:5220 min read
Jim Cramer Reaffirms $250 Palantir Target; Average Analyst Sees $202
Cramer reaffirms $250 Palantir target; average analyst target is $202, reflecting a more cautious Wall Street consensus.
17/09/2026 18:428 min read
Lennar earnings offer a window into US housing under 5% yield pressure
Lennar's Q3 earnings, due after the close on 16 September, may show how higher rates are hitting US housing and the broader economy.
16/09/2026 03:4414 min read
Earnings Season Stays Defensive as Broadcom Stumbles and Palo Alto Rebounds
Earnings reactions stay defensive; Dell and Palo Alto show strength, while Broadcom and Credo remain weak. Dispersion is key.
15/09/2026 12:5232 min read
AI's margin impact may be greatest in low-margin industries
AI's margin impact may be greatest for low-margin heavy asset industries, using Waste Connections as one example.
11/09/2026 13:449 min read
Dell's earnings gain holds despite pullback, contrasting with Credo's deepening losses
Dell held earnings gains while Credo's losses worsened, highlighting a split in stock reactions after reporting.
11/09/2026 11:2128 min read
Dan Ives: Software Stocks Flash Their Sharpest Buy Signal in Months
Dan Ives says software stocks got their clearest buy signal in months, citing Oracle's earnings as a turning point.
11/09/2026 01:418 min read