ニュース

A confluence of safety concerns and underwhelming clinical data sent Erasca stock into a historic tailspin on Tuesday. Erasca late Monday reported positive Phase 1 trial results for ERAS-0015, a therapeutic drug candidate tailored to patients with lung and pancreatic cancer. Investors quickly drew parallels to daraxonrasib, the high-profile lead asset from Revolution Medicines Daraxonrasib has been on the receiving end of a storm of media coverage following an endorsement from former Nebraska Sen. Ben Sasse.

Despite strong demand for AI-related memory products, the DRAM interface product and IP company plunged after a strong run.

Rambus Inc (NASDAQ:RMBS) shares plunged nearly 23% to around $109.63 on Tuesday after the semiconductor intellectual property company reported first-quarter 2026 results that fell short of revenue expectations, compounded by an analyst downgrade citing mounting risks from tightening DRAM...

Forget Bitcoin, gold, or the occasional WallStreetBets options trade that pays off. One of the biggest winners of the last decade has been the VanEck Semiconductor ETF (NASDAQ: SMH). Over the trailing 10-year period as of March 31, 2026, SMH delivered a 31.34% annualized return at net asset value. That’s exceptional compounding over a sustained ... SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

Micron initiated, Rambus downgraded: Wall Street's top analyst calls

Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 began with optimism about the domestic economy and attractive Small Cap valuations, but was impacted by volatility from Middle East geopolitical unrest and changing interest rate expectations. This unrest drove […]

Shares of POET Technologies Inc are trading sharply lower Monday morning following news that Marvell Semiconductor has canceled all outstanding purchase orders from Celestial AI, a company Marvell recently acquired. The cancellation notice, received on April 23, effectively terminates a partnership that included initial production units first disclosed by POET in April 2023. Here’s what investors need to know. Marvell Alleges Confidentiality Breach In POET Order Cancellation The justification fo

If you are trying to work out whether Klarna Group at US$13.95 is attractively priced or not, the key question is how that share price compares with what the business might be worth. The stock has been volatile recently, with a 6.4% decline over the last 7 days alongside a 13.7% gain over the past 30 days, while the year to date return sits at a 51.2% loss. Recent headlines around Klarna Group have focused on its position within the broader Diversified Financial space and shifting sentiment...

A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical tensions between the US and China increased over artificial intelligence technology.

A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical tensions between the US and China increased over artificial intelligence technology.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 4% in the afternoon session after the company canceled all purchase orders with POET Technologies that were originally placed by Celestial AI, a firm Marvell recently acquired.

Toast (TOST) closed at $28.65 in the latest trading session, marking a -1.34% move from the prior day.

Insiders have sold shares in Photronics, Credo Technology, and CoreWeave in Q2, but the implications vary significantly across all three AI-linked stocks.

The well-known tech bull may be switching up her plans following a stellar rally for chipmaking stocks.

US equity futures were marginally lower pre-bell Monday amid reports of Iran's new proposal to reope

Lightwave Logic, Inc. (NASDAQ:LWLG) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Cramer mentioned that the company has “almost no revenues” and said: We get a lot of calls about stocks that have gone parabolic here. The other day, I got a call about Lightwave […]

Shareholders might have noticed that Iridium Communications Inc. ( NASDAQ:IRDM ) filed its first-quarter result this...

New York's Appellate Division unanimously affirmed the dismissal of a securities class action lawsuit against DLocal. The court confirmed that claims of misleading statements in DLocal's registration documents lack legal merit. The decision removes a significant legal overhang that had been tied to DLocal's disclosures. DLocal, listed on the NasdaqGS under the ticker NasdaqGS:DLO, now faces fewer legal questions around its disclosure practices after the lawsuit dismissal was upheld. With...

Investing.com -- A significant escalation in hostilities occurred overnight as Russian forces launched a massive aerial bombardment against Ukraine, deploying over 660 drones and missiles.

If you are wondering whether Trade Desk's current share price lines up with its underlying value, this breakdown is designed to give you a clear, numbers first view. The stock closed at US$22.62, with returns of 1.3% over 30 days but declines of 40.0% year to date and 57.5% over 1 year, which may have shifted how investors see its risk and reward profile. Over the past year, the sharp 64.8% 3 year and 69.8% 5 year share price declines have kept Trade Desk in focus for investors reassessing...

New report shows U.S. expended supplies for key missiles and munitions in the Iran war. The DOD awarded Lockheed Martin, RTX and Kratos contracts.

From novel pharmaceuticals to telemedicine, most healthcare companies are on a mission to drive better patient outcomes. But financial performance has lagged recently as players offloaded surplus COVID inventories in 2023 and 2024, a headwind for overall demand. The result? Over the past six months, the industry’s return was flat while the S&P 500 climbed by 5%.

Shares of QXO have tumbled nearly 15% this week, following news that the company planned to buy insulation distributor and installer TopBuild for $17 billion.

QXO just announced its third major acquisition as it continues to grow its building supply distribution empire.

DraftKings (NASDAQ:DKNG) got a downgrade from MoffettNathanson to Neutral from Buy on April 24, with a price target cut to $27 from $38. The firm acknowledged prediction market competition as the overhang it can no longer dismiss. For long-term investors, the downgrade reframes the DraftKings stock thesis around regulatory risk rather than valuation. DKNG shares ... MoffettNathanson Downgrades DraftKings: Are Prediction Markets Killing the Sports Betting King?

STM posts 85.7% EPS jump in Q1 but misses estimates as AI-driven demand lifts revenues, cloud, autos and industrial gains offset margin pressures.

Redwire, a provider of advanced space infrastructure and digital engineering solutions, recently reported a notable insider sale.