After earning $1.91 per share last year, analysts expected Micron Technology Inc. () to grow earnings by nearly 11X year-over-year (YoY) to $20.83 for fiscal Q3 2026, a tall order to say the least. Micron blew past estimates after $25.00 per share. This sent the stock surging 17% higher the following morning, reaching new all-time ...
Public Citizen’s analysis of FEC disclosures from July 1, 2026, shows spent $35.2M in the 2026 midterm cycle, ranking fourth among corporate contributors and third in the crypto sector, following Ripple at $49.6M and Crypto.com at $38.6M. The total crypto-sector contributions amounted to $189M, which is 37% of the $517M in disclosed corporate political spending ...
Listen to the audio version of this article (generated by AI). Whenever something dramatic happens, a lot of folks like to go on TV and play the “blame game.” It can get very philosophical. But I’ll let you in on a secret: At the end of the day, the culprit is almost always the same… ...
Mega-cap technology sector leaders are fundamentally altering the landscape of artificial intelligence (AI) infrastructure by transforming internal compute clusters into highly scalable revenue channels. When builds an internal compute cluster for research and development, the enterprise eventually hits a point where physical infrastructure outpaces immediate internal utilization. Wall Street traditionally hates this dynamic. Analysts view ...
revealed a major milestone with the unveiling of its Prime system. The system, a commercial-scale device, is now locked into its initial design, cementing the company’s shift to commercialization. No longer a design-and-dreams company, AirJoule’s revenue timeline is clearer. The first launches are expected by year’s end, with acceleration expected in 2027. The next major ...
Exponential View’s data just closed the door on the most compelling bear thesis in the market Listen to the audio version of this article (generated by AI). When the first American railroads began reporting revenue in the 1840s, the critics who had called the whole enterprise an overbuilt fantasy found themselves with less and less ...
The wind is shifting around AI—and we’re getting set to ride the next wave with dividends up to 12.3%. Today we’re going to discuss what I see as the “intersection” between AI’s growth and the 8%+ income streams we’re drawing from the portfolio of our CEF Insider service. Then we’re going to spotlight three CEFs ...
The closed at just 13, which is a very low level heading into a that I think is as important as this one, given the trends we’ve been seeing in the and . On the surface, the equity market doesn’t seem concerned about this report in the least. It also means that, unless implied volatility ...
To no one’s surprise, Japan and South Korea entered a full-scale risk unwind. The selling was concentrated exactly where the crowd had been most comfortable. Samsung Electronics and SK Hynix fell around 7% to 8%, while Kioxia tumbled 10% in Japan. The slipped back below 70,000, dragged lower by the same semiconductor complex that had ...
Microsoft’s selloff reflects macro pressures, while underlying cloud and AI businesses remain fundamentally strong. Hawkish Fed expectations and heavy AI spending have compressed Microsoft’s valuation despite solid growth. Analysts and valuation models suggest meaningful long-term upside, viewing the decline as a buying opportunity. Microsoft (NASDAQ:) has had a brutal 2026. The stock fell nearly 18% in ...
