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Investment Opportunities

Sandisk Jumps as AI Data-Center Demand Tightens NAND Supply and Lifts Outlook

The company is securing one- to five-year contracts with customers who signal demand through 2028.

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

AppLovin Jumps After CapitalWatch Walkback as Jefferies Reaffirms Bullish Call

Meta Unveils $115–$135 Billion 2026 AI Capex After Strong Quarter

Morgan Stanley Reaffirms NIO Overweight on 40%–50% Two‑Year Delivery Growth Outlook

Vistra Rallies on 20-Year Meta Nuclear Pact as Financing and Gas Deal Advance

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

BofA Starts Atlassian at Neutral, Flagging Questions on Post–Data Center Growth

WSJ Report of Possible Paramount Skydance Deal for WBD Drives 50% Rally, Cramer Flags Unusual Options Bet

CoreWeave Beats Q2 Revenue Estimates, Shares Slide on Widening Losses

Shopify Climbs 20% on Strong Q2 Results and Bullish Q3 Forecast