Equity News

Seagate crushed Q4 estimates with record profits and issued strong guidance fueled by surging AI and hyperscale cloud storage demand.

Visa Inc. posted strong fiscal third-quarter results that surpassed Wall Street expectations, strengthened by resilient payment volumes and cross-border travel growth.

Nasdaq dropped for the fifth straight session on Tuesday, its longest losing streak since January this year.

Wall Street now views the path to clearance for RP1 as increasingly uncertain following two prior rejections.

The veteran tech investor says Microsoft’s long-term valuation will depend less on quarterly results and more on how it adapts to AI-driven software and pricing changes.

Administration officials told the Wall Street Journal that the subsidy program that has helped suppress Medicare Part D prescription drug plan premiums will not be renewed for 2027.

Bloom Energy hikes 2026 revenue outlook to $3.9 - $4.2 billion from $3.4 - $3.8 billion forecast in the previous quarter.

Ford topped Wall Street's Q2 revenue and adjusted EPS estimates, while adjusted EBIT rose year over year.

Analysts remain focused on PayPal’s turnaround strategy, while Stocktwits retail traders debate whether the company could command a much higher takeover price.

The U.S. Transportation Department and the Federal Aviation Administration (FAA) have proposed sweeping rules to grant environmental review waivers for commercial rocket launches and spaceport operations, bypassing long-standing regulatory hurdles.

According to a filing with the U.S. Securities and Exchange Commission on Tuesday, the Saudi billionaire Prince Alwaleed bin Talal now beneficially owns 19.5 million shares of Lucid’s Class A common stock.

Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.

Earlier on Tuesday, Altimmune said the mid-stage RECLAIM trial met its main goal and key secondary goals.

B. Riley stated near-term challenges, including weakness in communications, program delays, and pressure from AI sentiment, could create volatility for the stock.

According to an Axios report, Huang is also meeting Senator Mark Warner and other bipartisan lawmakers during his Washington visit.

Recent pullbacks in technology and semiconductor stocks reflect market normalization and profit-taking rather than a fundamental shift in the artificial intelligence thesis, according to JPMorgan.

Piper Sandler said its bullish thesis on the company has not played out as expected after Commvault posted first-quarter results.

While most economists still expect the Fed to hold rates steady, several have described the July decision as a closer call than previously anticipated.

The brokerage says China’s progress in DUV lithography poses only a limited financial risk and sees the recent selloff as a buying opportunity.

CEO Kelly Ortberg stated the company is “on track” to be free cash flow positive for the year.

Craig-Hallum on Tuesday lifted its price target on ETON to $62 from $40 and kept a Buy rating.

he filing came on the same comment deadline as Multicoin Capital and the Hyperliquid Policy Center's framework support letter, which prompted Kyle Samani's public attack on his former firm this week.

Alliance Global said that the upcoming FDA advisory committee meeting now appears to be an ‘uphill battle’ for Capricor.

According to a report by The Information, Moonshot is planning a significantly larger successor to its recently launched Kimi K3 model.

SNDK stock dropped to an intra-day low of around $1,050 before recovering part of its losses.

Replimune’s melanoma treatment application, which was accepted by the FDA after a third submission, has come under renewed scrutiny after agency reviewers raised concerns about the trial design and the reliability of the reported response rates.

Wilson said during an interview with CNBC that the choppiness in the S&P 500 index may continue for another month.

CEO Enrique Lores said PayPal would "carefully consider" buyout opportunities if they create more shareholder value than its standalone strategy.

Galaxy CEO Mike Novogratz said the deal reflects its view that AI compute demand is a structural shift.

Apple’s market cap reached $5.04 trillion in Tuesday’s opening trade before the stock pared some of its initial gains.

Tesla is set to buy electricity from Project Sterling, a KKR-backed large solar and battery storage project in Arizona.

According to a Bloomberg report, CEO Ryan McInerney said the restructuring is intended to improve efficiency, with AI playing a central role in the transformation.

AST SpaceMobile will launch BlueBird satellites 11, 12, and 13 aboard a SpaceX Falcon 9 rocket on August 5 from Cape Canaveral.

Corning’s third-quarter guidance fell short of Wall Street expectations, with the company’s softer near-term outlook weighing on the stock ahead of the opening bell on Tuesday.

Altimmune’s Phase 2 trial showed Pemvidutide reduced heavy drinking by 4.20 days per week compared with the placebo’s 2.75 days.

The agreement gives AMD access to more than 500 megawatts of U.S. data center capacity starting in 2027, with room to expand to 2.5 gigawatts.

Siegel expects the Fed to leave interest rates unchanged, but added that investors will closely watch what Warsh thinks about the impact of higher oil prices on inflation.

Amazon is shifting resources away from most of its flagship Nova AI models and prioritizing a new foundation model under development, according to a Business Insider report.

Citizens said supplier checks at the Farnborough Airshow last week showed stronger-than-expected demand and launch volumes across the space launch market, a positive sign for Rocket Lab’s government and commercial launch business.

The venture will fund the construction and operation of the campus, which Meta says will provide the compute capacity needed to train and deploy next-generation AI models.

The overall cryptocurrency market fell 2.5% to around $2.45 trillion, wiping out more than $530 million in long bets.

Bloomberg reported Nvidia has committed $5 billion to Ilya Sutskever's Safe Superintelligence.

Chairman Tom Lee said the company increased buybacks because the rising ETH/BTC ratio signals strengthening cryptocurrency prices despite delays surrounding the CLARITY Act.

Nvidia is on track to fall for a third straight day.

While Anthropic has agreed to settle the lawsuit, the company has faced backlash on X over its practice of destroying rare books.

Amkor stock falls premarket after weaker Q3 revenue guidance offsets earnings beat.

Retail sentiment remains ‘bearish’ on SPY and deteriorated to ‘extremely bearish’ on QQQ, amid growing anxiety around technology stocks.

Investors are watching Tanbreez progress, dilution concerns, China’s rare earth dominance and challenges facing U.S. supply-chain efforts.

Tesla’s 14-day RSI fell to 27.34, its lowest since March 2025 and below the typical 30 oversold threshold.

Wall Street is expecting Bloom Energy to post a 106% growth in revenue, while earnings per share are expected to grow more than 4x.