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Wells Fargo Downgrades Netflix After Measured Drop in Viewer Engagement

Analysts warn that falling measured view hours could signal weaker revenue and margins with Netflix’s October 20 earnings now the decisive test.

Salesforce Recasts Growth Around AIforce and Sets More Than $63 Billion 2030 Revenue Goal

Intel Rally Tests Valuation as Foundry Deals and Yields Become the Next Proof Point

Micron Posts Record Revenue and Guides Higher Ahead of September 30 Earnings

Wall Street Raises Robinhood Targets as New Products Start to Drive Earnings

Nvidia Posts Record Quarter and Guides 70% Year‑Ahead Growth as AI Demand Outstrips Supply

Snowflake Repriced by AI Hype as Q2 Earnings Test Cortex Code-Led Growth

Affirm Recasts Business After Tax‑Boosted Profit and Strong GMV Growth

CrowdStrike Pushes Falcon Into AI Security After Blowout Quarter

Google Warrant Elevates Marvell as Hyperscaler XPU and Optics Supplier

Wall Street Raises Micron Price Targets as AI Memory Rally Reignites Stock

Nvidia Signs MoUs With Six Financial Giants to Mobilize $500 Billion for AI Compute

Supermicro’s $60 Billion AI Backlog Tests Markets as Q4 Audit Looms

Apple Rally Pushes Market Value Past $4.9 Trillion After Earnings Beat

Lockheed Martin Raises 2026 Forecast After Strong Q2 and $230 Billion Backlog

Marvell Is Being Repriced as an AI Data‑Center Supplier After a Record Quarter

Marvell Re‑rated by Analysts as KeyBanc Target and AI Bookings Fuel Rally

Robinhood Cuts 10% of Workforce to Flatten Management

Micron's Stock Swings Into Trillion-Dollar Territory as AI Memory Demand Drives Volatility

AI Data‑Center Spending Sends Nvidia and Memory Names Higher as HBM Shortages and Broadcom Guidance Roil Markets