ニュース

Think about the last time your phone lost a signal. Maybe it was on a road trip through a rural stretch of land, or mid-hike somewhere off the grid. Now imagine that never happening again, anywhere on the planet, on the phone you currently own. That is precisely what AST SpaceMobile is building. ...

AXT’s recent results showed stronger demand for its indium phosphide substrates used in AI data centers, with revenue improving and net losses narrowing, supported by a US$632.5 million equity raise to expand capacity and fund research and development. The company’s backlog tied to AI infrastructure and management’s guidance for an earnings inflection, combined with easing export constraints, highlight how closely AXT’s fortunes are now linked to the build-out of high-speed data...

Lumentum Holdings Inc. was added to the Nasdaq-100 Index on May 18, 2026, following a year of strong AI-related demand for its optical and photonic technologies supporting cloud, telecom, and data center infrastructure. This inclusion, combined with record revenue growth linked to AI infrastructure and increased exposure through momentum and photonics-focused ETFs, is reshaping how Lumentum is owned and traded by global investors. We’ll now examine how Lumentum’s Nasdaq-100 inclusion and...

I’ve been digging through the SpaceX S-1 filing for hours, and one number deserves its own spotlight in every TSLA model: Tesla’s beneficial ownership of SpaceX Class A common stock. I’m not going to waste your time with a huge article about this. I thought you needed to know right way, so here are the ... Tesla Owns Nearly 19 Million Shares of SpaceX: What TSLA Investors Need to Know Before the IPO

In recent weeks, Apple has reported record quarterly results, previewed extensive Apple Intelligence and Siri upgrades, and reshaped its hardware organization as it prepares for a CEO handover to John Ternus later this year. These developments highlight how Apple is trying to pair a growing, high-margin services and AI ecosystem with leadership change and tighter silicon–device integration to reinforce its competitive position. We’ll now examine how Apple’s accelerated Apple Intelligence...

Coinbase and Circle acquired Hyperliquid's USDH stablecoin to expand the use of USDC on the Hyperliquid exchange. The deal positions USDC as the primary quote asset on Hyperliquid's onchain perpetuals markets. Most trading revenue from this structure is expected to flow back to Hyperliquid, while extending USDC's reach. The move deepens Circle Internet Group's (NYSE:CRCL) presence in global onchain derivatives and challenges Tether in this segment. Circle Internet Group, issuer of USDC,...

Recent performance snapshot for T-Mobile US (TMUS) T-Mobile US (TMUS) has not been tied to a specific news event today, but the stock’s recent performance and fundamentals provide several data points to consider if you already follow the company. See our latest analysis for T-Mobile US. At a share price of US$190.16, T-Mobile US has seen its short term share price momentum soften, with the 30 day share price return down 4.13% and the year to date share price return down 4.72%. However, the...

Wondering whether Kratos Defense & Security Solutions at around US$55.82 is still priced attractively, or if the easy value has already been taken off the table? The stock has risen 6.3% over the past week, after declining 20.1% over the past month and 29.6% year to date, while still showing a 62.6% gain over the past year and a very large 3 year return. Recent attention on Kratos centers on its position in defense and security technologies, with investors watching how contract wins, program...

If you hold a tokenized share of Amazon through Ondo Finance, you can now vote in Amazon's shareholder meetings directly from your crypto wallet. That was not possible six months ago. It is the kind of parity with traditional markets that the tokenized equity space has been promising for years, and ...

Financial technology platform Intuit (NASDAQ:INTU) will be reporting results this Wednesday after market close. Here’s what you need to know.

CDW (NASDAQ:CDW) executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a JPMorgan fireside chat featuring Chair and CEO Christine Leahy and CFO Albert Miralles. Leahy said th

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

SpaceX has finally made the contents of its IPO filing public, weeks ahead of what is expected to be the largest IPO ever and one that will make Musk the CEO, CTO, and Chairman of the board.

Profitable companies tend to be more resilient, giving them the flexibility to invest and return capital to shareholders. Businesses that consistently generate earnings can better navigate downturns and capitalize on new opportunities.

TJX Companies Inc (TJX) reports robust first-quarter results with significant growth in sales, margins, and earnings, while expanding its global presence.

Asking for a Trend host Josh Lipton gets investors ready for the busy trading day ahead on May 21, breaking down the key earnings reports to watch — including Walmart (WMT), Deere & Company (DE), Take-Two (TTWO), Workday (WDAY), and Zoom (ZM) — along with the release of the Initial Jobless report,

It was generally a good day for tech hardware companies.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with the Tech and Energy sectors providing big support.

Google held its annual developer conference last week and unveiled Gemini 3.5 Pro, new AI search integrations, and a product lineup that BofA called evidence of "accelerating velocity of AI innovation." The stock barely moved. That is the strange position Google finds itself in heading into the ...

Wedbush analyst Dan Ives and team put out a research note shortly after the SpaceX prospectus dropped with a prediction: Ives believes that SpaceX and Tesla will merge in 2027. He notes how Tesla already owns a stake in SpaceX and that the joint Terafab facility between SpaceX and Tesla further ties both operations.

Many analysts view company’s financial performance as a broader referendum on AI buildout

Profitable companies tend to be more resilient, giving them the flexibility to invest and return capital to shareholders. Businesses that consistently generate earnings can better navigate downturns and capitalize on new opportunities.

<p>Single-stock leveraged ETFs were supposed to be a retail disaster. Instead, products like NVDL have turned the $170 billion leveraged ETF market into one of the fastest-growing corners of the fund industry — giving everyday investors access to amplified bets that once required margin accounts and six-figure minimums.</p>

The headline numbers for Intuit (INTU) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

SpaceX laid out all of its connected transactions with Tesla, including that it bought $131 million of Cybertrucks from Tesla in 2025 at the “manufacturer’s suggested retail price.” The SpaceX prospectus provided the first glimpse of the dollar figures for payments to Musk’s other companies. In total, Tesla is mentioned 87 times in the SpaceX prospectus, including this outlook: “We plan to explore other areas of strategic collaboration with Tesla in the future.”