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Stock markets

Equity market news, earnings, and trading activity

Artem Voloskovets Artem Voloskovets Stock markets
2 days ago

Amazon Isn't Selling More Ads. It's Monetizing Competition

Google owned search and Meta dominated social media advertising. Amazon was expected to remain a retail platform supported by advertising on the side.

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Artem Voloskovets Artem Voloskovets Stock markets
5 days ago

Amazon Isn't Funding Trees. It's Financing a New Asset Class

Amazon's latest climate announcement has been framed as another corporate sustainability initiative. The numbers tell a different story.

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Marina Lubimova Marina Lubimova Stock markets
6 days ago

Why Martin Marietta Just Bought 200 Years of America's Most Valuable Mineral

The $13.5 billion acquisition of Lhoist North America reflects a broader shift in the U.S. economy: long-life mineral reserves are becoming strategic infrastructure assets as AI, reshoring and energy investment drive demand for physical construction at an unprecedented scale.

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Artem Voloskovets Artem Voloskovets Stock markets
1 week ago

Europe's Stock Market Is More Concentrated Than Most Investors Realize

France's CAC 40 fell 0.53% and Spain's IBEX 35 lost 0.34% during the session. The declines were small, yet they highlighted a structural characteristic of European equity markets that receives far less attention than interest rates or economic data.

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Artem Voloskovets Artem Voloskovets Stock markets
1 week ago

AI's Next Bottleneck Isn't Compute Anymore—It's Memory

Record trading in Micron suggests investors are beginning to price a different phase of the AI buildout.

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Artem Voloskovets Artem Voloskovets Stock markets
1 week ago

Robinhood's $2 Billion Raise Isn't About Funding Operations. It's About Buying Optionality

Robinhood Markets plans to offer $2 billion of convertible senior notes.

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Marina Lubimova Marina Lubimova Stock markets
2 weeks ago

South Korea’s Market Is Getting a New Price Tag

Record highs, elevated volatility, and foreign inflows point to a shift in how global investors value Korean equities.

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Marina Lubimova Marina Lubimova Stock markets
3 weeks ago

ASML's 2030 Outlook May Be More Conservative Than Investors Think

Bank of America's latest note on ASML contains a forecast that stands out for one reason: it assumes the company can surpass its own long-term targets.

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Artem Voloskovets Artem Voloskovets Stock markets
3 weeks ago

U.S. 10-Year Yield Climbs Toward Cycle Highs. Why Stocks Should Pay Attention

The U.S. 10-year Treasury yield climbed back to 4.559%, approaching the upper end of its recent range. Rising bond yields are challenging expectations of rapid Federal Reserve rate cuts and increasing pressure on stock valuations. As Treasury yields move closer to cycle highs, investors are once again watching the bond market for signals about inflation, interest rates, and the outlook for equities.

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Artem Voloskovets Artem Voloskovets Stock markets
1 month ago

Meta Shares Tumble as Investors Brace for Potential Multi-Billion-Dollar Stock Offering

Meta Platforms (NASDAQ: META) fell sharply after a Financial Times report said the company is considering a stock offering worth tens of billions of dollars to finance AI infrastructure expansion.

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Marina Lubimova Marina Lubimova Stock markets
1 month ago

AI Stocks Lead Wall Street Lower as Chipmakers Take Heavy Losses

U.S. stocks opened lower on Friday, with the S&P 500 down 0.7% and the Nasdaq losing 1.2%. The weakness was concentrated in semiconductor and AI-related stocks, while several defensive and value-oriented sectors remained in positive territory.

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Artem Voloskovets Artem Voloskovets Stock markets
1 month ago

Google's Biggest Capital Allocation Question Isn't AI Revenue

Alphabet's capital allocation strategy was remarkably simple: generate cash, reinvest in the business, and return the rest to shareholders.

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Marina Lubimova Marina Lubimova Stock markets
1 month ago

Tech Investment Has Reached a New Level in the U.S.

High-tech industries accounted for 55% of U.S. capital spending relative to GDP in Q1 2026, the highest level on record. At the same time, spending on data center construction has surged to unprecedented levels, highlighting how AI infrastructure is reshaping capital allocation across the economy.

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Marina Lubimova Marina Lubimova Stock markets
1 month ago

Marvell’s Earnings Suggest the AI Market Is Moving Beyond Nvidia’s Standard Playbook

Marvell’s latest earnings suggest the AI market is entering a new phase where hyperscalers are increasingly focused on custom silicon, networking efficiency, and proprietary infrastructure rather than relying entirely on standardized GPU ecosystems. As AI systems become more power-intensive and data-heavy, Wall Street is starting to shift deeper into the infrastructure layer underpinning hyperscale computing.

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Alex Dudov Alex Dudov Stock markets
1 month ago

Deckers Outdoor (DECK) Gains 2% as HOKA Drives Revenue Beat

Deckers Outdoor (NYSE: DECK) rose about 2% after reporting fourth-quarter revenue above Wall Street estimates. The company’s flagship HOKA brand remained the main growth driver, helping total sales climb nearly 10% year over year.

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Alex Dudov Alex Dudov Stock markets
1 month ago

Why Is IBM Trading Like a Growth Stock Again?

IBM shares surged from roughly $217 to $255, reaching fresh highs and extending a sharp upward trend. The move suggests investors may be reassessing the company's valuation as its business becomes increasingly focused on software, recurring revenue, and enterprise technology services.

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Peter Smith Peter Smith Stock markets
1 month ago

ASML Just Named the Next AI Bottleneck — and Elon Musk Is Part of It

ASML CEO Christophe Fouquet warned that AI-driven demand will keep the global chip market supply-constrained for years. He specifically pointed to Elon Musk’s TeraFab ambitions across Tesla, xAI, SpaceX, and Starlink as a major future source of pressure on semiconductor manufacturing capacity.

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Alex Dudov Alex Dudov Stock markets
1 month ago

The Stock Market Is Starting to Trade Like a Liquidity Machine

Within minutes, hundreds of billions of dollars appeared and disappeared from the S&P 500.

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Peter Smith Peter Smith Stock markets
1 month ago

Smart Money Is Suddenly Swarming IREN - Before Most Traders Even Notice

While much of the market remains focused on mega-cap AI names and Bitcoin itself, unusual options activity is rapidly building around IREN - and the positioning is starting to look difficult to ignore.

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Alex Dudov Alex Dudov Stock markets
1 month ago

Tesla Shanghai Exports Are Rebounding Again: What Happens Next?

New export charts tracking Tesla Giga Shanghai deliveries are fueling speculation that the company could be heading into another major international shipment cycle after several volatile quarters.

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