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Lam Research Soars on AI Equipment Boom as Analysts Lift Targets

Fresh optimism faces cautions over margin compression, China revenue shifts, inventory buildups.

Colombia’s AFP Protección Plans Bitcoin Exposure Fund for Qualified Pension Clients

Global Stocks Cool as Tariff Risks Rise, India Extends Slide

Amkor Soars 12% to 25-Year High After Needham's AI-Packaging Thesis

Rivian Extends Slide to Six-Day Losing Streak After CEO Share Sale Disclosure

PayPal Draws Fresh Strong Buy Calls as Shares Trade at a Deep Discount

AI Boom Faces Hard Questions as 2026 Monetization Test Nears

Itaú Asset Management Tells Clients to Allocate 1%–3% to Bitcoin in 2026 Guidance

CoreWeave Slips on Data‑Center Delay as Wall Street Cuts Targets and Bridgewater Buys

JPMorgan Warns Strategy Could Face Billions in Forced Selling as MSCI Weighs Index Ouster

BitMine’s Ether Bet Shows $4 Billion Paper Loss as BMNR Slides to Key Support

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

Adobe Shares Slide Despite AI Push as CEO Calls Stock Undervalued

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Palantir Hits Record Highs as Nov. 3 Earnings Loom and AI Deals Mount

Stride Plunges as Outlook Trails Estimates Despite Earnings Beat

Micron Extends Rally on AI Memory Demand With Barclays Target Hike and New SOCAMM2 Sampling

Cramer Touts Meta’s ‘Terrific’ Quarter, Links It With Microsoft Before Earnings

Ferrari Slumps After Cutting EV Goal and Setting Cautious 2030 Targets

ARK Invest Commits $175M to Bitmine as Ethereum Treasury Surpasses $1B