Latest us articles, breaking news, in-depth analysis and updates from Stocktwits
SpaceX Reportedly In Talks To Supply Pentagon With AI Computing Power Worth Billions
The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.
Tesla said in a post on X on Friday that it has opened a new public Megacharger station in Bloomington, California, marking what the company’s team described as “the beginning of the Megacharger network.”
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META Stock Slips, Then Bounces After Report Of Potential $10B Anthropic Computing Deal
Anthropic proposed the arrangement in June, according to a report in The New York Times, citing people familiar with the discussions.
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Elon Musk’s SpaceX Sets New Starship Launch Date – SPCX Stock Drops To New Record Low While ASTS, RKLB Rally
SpaceX rescheduled Starship's 13th test flight for Monday after Thursday's launch attempt was aborted because several Raptor engines failed to start.
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NBIS Stock Rallies After The Nvidia-Backed Company Lands $775M Debt Deal To Fund AI Buildout
Nebius said the $775 million loan was backed by GPU hardware already deployed in its data centers and cash flows from an existing customer contract.
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TSM Stock Falls To Two-Month Low Amid Semiconductor Sell-Off Despite Wave Of Price Target Hikes
TSMC’s stock traded below $400 for the first time since May, marking the seventh straight day of losses for the shares.
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Chip Stocks Are Sliding Despite 'Absolutely Rock Solid' Earnings Power — JPMorgan Strategist Warns AI Rally Now Hinges On Hyperscalers
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
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ISRG Stock Gets A Barrage Of Price Target Cuts From Wall Street — Citi Removes It From ‘Upside 90-Day Catalyst Watch’
According to TheFly, Citi lowered its price target to $500 from $590 and keeps a ‘Buy’ rating.
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Apple Unseats Nvidia As The World’s Most Valuable Company As Market Cap Soars To $4.88 Trillion
Apple reportedly sent legal letters to around 40 former employees now working at OpenAI, asking them to preserve documents and meet with the company's lawyers.
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What Is Kimi K3? The Chinese AI Model That Has Wall Street Talking
Moonshot claims Kimi K3 narrowed the performance gap with leading U.S. models and outperforms several competing systems on coding and agentic AI benchmarks.
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NFLX Stock Headed For Worst Single-Day Fall In 9 Months On Weak Q3 Guidance — Analyst Warns Netflix Is 'Losing Narrative Control'
Netflix forecast revenue of $12.86 billion in Q3, with earnings per share at $0.82, while Wall Street expected revenue of $13 billion on EPS of $0.84, according to Fiscal.ai data.
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Ethereum Leads Losses Among Crypto Majors After Report Raises Fresh Doubts Over CLARITY Act
A Politico report suggested the CLARITY Act may struggle to win enough Democratic support in the Senate.
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UAL Vs DAL: United And Delta Delivered Strong Quarters – But One Earnings Detail Could Matter More
United Airlines outperformed Delta amid rising fuel costs, boosting its earnings outlook.
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Nasdaq, S&P 500 Futures Slide As Chip Stocks Tumble, Iran Tensions Fuel Risk-Off Mood: Why NFLX, NBIS, SPCX, TSLA, DJT, SLS Are In Focus
Stocktwits data showed retail sentiment remained ‘bullish’ on QQQ but moderated to ‘neutral’ on SPY.
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GE Stock Heads For Second Weekly Loss Despite Strong Q2 And Outlook: Retail Cries 'Buying Opportunity'
GE Aerospace CEO Larry Culp highlighted strong demand in commercial aviation and defense.
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KO Stock In Focus: Coca-Cola’s Fairlife Halts US Production After Ransomware Attack
The disruption comes ahead of Q2 earnings, as investors assess recovery efforts, cyber risks and potential financial impact.
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TSLA Stock Slips Overnight: Gary Black Says SpaceX Can’t Afford Tesla – ‘The Math Won’t Pass Muster’
Black rejected speculation that SpaceX could acquire Tesla, saying Musk’s voting control does not remove SpaceX’s fiduciary duties.
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What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
The company doubled its 2026 buyback target to at least $5 billion after already repurchasing $4 billion of shares.
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This Semiconductor Stock Is Up 4X This Year – And Analysts Think The Rally Has More Room
Aehr Test Systems gains analyst support as AI demand boosts growth outlook.
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RKLB, SPCX, ASTS Head For Over 30% July Losses — Goldman Says Space Stocks Are 5x More Volatile Than S&P 500
Goldman sees major opportunities in space infrastructure, semiconductors, software and advanced materials.
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NOK Stock Faces Worst Week In 5 Years – But Retail Traders Are Not Giving Up On Nokia’s 'AI RAN Technology' Push
Retail investors remain optimistic on Nokia’s AI-RAN platform, Nvidia partnership, and cloud growth.
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SLS Stock Hits July Low As AML Readout Nears — Retail Bulls See ‘Stellar’ Hint In CEO’s Fox Appearance Next Week
CEO Angelos Stergiou said he will discuss “novel clinical developments” involving GPS and SLS009 on Fox & Friends.
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NFLX Stock Tumbles Overnight After Guidance Dismay – CFO Says Global Growth Story Is Far From Over
Netflix highlights long-term growth through subscriptions, pricing and ads despite short-term investor concerns over slower quarterly momentum.
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ASTS Stock Hits 2026 Low After Surprise $1B Raise — But Jon Najarian Calls It A ‘Strong Bet To The Upside’
Proceeds could fund launch partnerships or acquisitions, fueling speculation that ASTS may buy or invest in a rocket company.
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Why Did IBM, ORCL, SMR Stocks Drop To 52-Week Lows Today?
Investors debate whether heavy spending on AI infrastructure will deliver profits fast enough to justify the rising costs.
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SPCX Stock Extends Post-IPO Rout: Starship Launch Scrub Deepens Slide As Short Sellers Build $25B Bear Bet
KeyBanc expects major stock unlocks beginning around Q2 earnings, potentially expanding tradable supply sharply.
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Why Is PSNL Stock Up 5% After-Hours?
Personalis has hired investment banks Centerview and TD Securities, along with law firm Cooley, to review its strategic options, according to a report in Street Insider.
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RGNX Stock Slumps 15% After-Hours — What’s Driving The Selloff?
REGENXBIO plans to sell $100 million worth of its common stock in an underwritten public offering.
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S&P 500, Nasdaq, Dow End Lower As Chip Stocks Slide On TSMC Capex Concerns — TSM, MU, NVDA, UNH, GOOGL In Focus
TSMC’s higher spending outlook raised concerns about near-term margins and returns in the ongoing AI infrastructure buildout.
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ABUS Stock On Track For Best Day In About Two Months — What’s The Moderna Connection?
On July 8, Arbutus received around $178 million from Moderna as part of a patent litigation settlement, the company said.
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INTC Stock Falls To 2-Month Low – Susquehanna Sees 20% Upside, Google Cloud Deepens Its AI Bet
Susquehanna raised its price target on Intel to $115 from $80 while maintaining a 'Neutral' rating, implying nearly 20% upside from current levels.
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LCID Stock On Track For Best Week In A Year After Lucid Fires Back At Bankruptcy Speculation
The rally this week followed a steep 50% intraday drop on Tuesday over rumors of the company contemplating a take-private transaction or filing for bankruptcy protection.
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CRCL, COIN Stocks Drop After Visa Backs USDC Rival Stablecoin Open USD
Visa said its new stablecoin platform will allow banks, fintechs, and crypto firms to issue, store, transfer, and redeem stablecoins through a managed infrastructure.
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SHAZ Stock Tumbles Today, But This Analyst Says Buy The Dip After Major Announcement — What’s The $1.32B Deal About?
B. Riley also reiterated its "above-consensus" $124 price target and a 'Buy' rating on SharonAI shares.
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ASTS, RKLB Stocks Sink To Multi-Month Lows While SPCX Holds Steady – Piper Sandler Says Elon Musk’s Company Is Yet To Prove Itself
AST SpaceMobile shares tanked after the company priced a $1 billion convertible senior notes offering, overshadowing Piper Sandler’s bullish initiation.
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VOYA Stock Hits Record High, Tops $100 For The First Time Ever – Report Says Voya Financial Has Been ‘Fielding’ Takeover Interest
The report said Principal Financial had expressed interest earlier this year, but nothing came of the approach.
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Harmony Biosciences Announces Preliminary Q2 Revenue, CFO Transition — Says Executive’s Departure Not Due To Any Disagreement
Harmony Biosciences announced the appointment of Stephen Mollichella, SVP and Controller, as Interim Principal Financial Officer to ensure continuity in financial leadership while it searches for a permanent CFO.
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Tom Lee Compares Ethereum To AMZN Before AWS, NVDA Before AI Boom – Says ETH Could Solve 'Uncanny Valley Of Wealth'
According to Bitmine chairman Tom Lee, the "Uncanny Valley of Wealth" is a future in which AI creates an increasingly large share of global wealth.
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GOOGL, UBER, RDDT, XMTR Stocks Top Wedbush's Internet Picks – AI Called 'Single Most Impactful Swing Factor'
The Wall Street firm stated that companies with the strongest technology, products, and distribution are best positioned to benefit.
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GE Stock In Spotlight After Improved 2026 Outlook — GE Aerospace Expects Impact Of Supply Chain Constraints, Inflation To Continue
GE Aerospace now expects 2026 operating profit in the range of $10.55 billion to $10.75 billion compared to the previous guidance of $9.85 billion to $10.25 billion.
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ATAI Stock Soars On Eli Lilly’s $2.8B Buyout – Why Are CMPS Shares Rising Too?
Both ATAI and CMPS stocks were among the top trending on Stocktwits in pre-market trade.
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NVDA Stock Eyes Third Weekly Gains: Why Japan Wants Nvidia’s Rubin Chips To Power Its Next Robotics Boom
Nvidia partners with Japan’s Noetra to build an AI factory, powering robotics, automation, and industrial AI.
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PYPL Slips Premarket After Its Best Day Ever: Why This Analyst Says A Buyout Is Far From A Done Deal
Morningstar says a Stripe-led takeover makes strategic sense but questions whether the reported $60.50-a-share offer will ultimately materialize.
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Nasdaq, S&P 500 Futures Slip As Iran Tensions, Chip Weakness Keep Investors On Edge: Why TSM, NVDA, NFLX, ATAI, ASTS Are In Focus
Stocktwits data showed retail sentiment remained ‘bullish’ on SPY and QQQ.
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TSLA Stock Eyes Weekly Loss: Retail Investors Grill Musk On Missed Robotaxi Targets Ahead Of Q2 Earnings
Optimus is the second-biggest concern, with investors seeking production and deployment updates.
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GRRR Stock Tracks Worst Rout In Over A Year — Here’s What Investors Are Watching Now
CEO Jay Chandan and four directors received 166,371 shares through scheduled RSU vesting.
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Why Is TSM Stock Dipping Premarket Despite Strong Q2 Beat And Outlook?
Taiwan Semiconductor raised 2026 capital spending to between $60 billion and $64 billion.
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SLS, IBRX Rise Overnight: Retail Bets On Big Pharma Buyouts As J&J Chases No. 1 Oncology Spot
J&J’s fast-growing Inlexzo bladder-cancer franchise could make IBRX either strategically attractive or a direct rival.
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MU, SNDK, SKHY, WDC Stocks Drop Overnight: AI Memory Giants Suffer Reversal As IBM-Driven Rally Fades
AI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.
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Michael Burry Mocks Data Center 'Fantasy’ In ORCL, NVDA, AMZN — But Trump Sees ‘Big, Strong, Bold’ Money Machines
Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.