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Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.37% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.67%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.10%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
The Fed just named a specific market risk it had never flagged this openly, and buried inside the July minutes is a precise trigger that would force officials back into hiking mode.
AI infrastructure spending and ballooning federal deficits are colliding in the Treasury market, and the shockwave is now hitting Asian tech stocks hard. The question is whether this is a brief repricing or the start of something that forces a much wider valuation reset across the sector.
Serve Robotics erased its Grubhub rally in a single session after a shocking guidance cut spooked investors, but the company insists robot delivery demand is accelerating even as its biggest delivery partner quietly backs away.
One decision could quickly reshape the market's rate outlook
Cooling demand is rapidly changing the interest-rate debate
Cooling inflation and weaker job data ease Fed hike bets, but Hormuz tensions increase oil risks. See how QQQ, IWM and TLT may respond.
Washington is floating brand-new tax cuts at the exact moment the federal deficit is blowing past levels not seen since the pandemic, and bond markets are already reacting. Here is what the latest Treasury numbers reveal about where fiscal policy could push interest rates next.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
Constellation Software (TSE:CSU) used its second-quarter conference call to outline its approach to artificial intelligence, vertical-market organization and acquisitions, while executives addressed recent organic-growth pressure tied to several acquired businesses and comparison effects. President
The S&P 500 Index ($SPX ) (SPY ) is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.85%. September E-mini S&P futures (ESU26 ) are up +0.38%, and September E-mini Nasdaq futures (NQU26...
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
Archer Aviation is surging for a second straight day while rivals Joby and EHang sit completely frozen, and the reason traces back to a Boeing deal detail that changes how Archer plans to fund its entire future.
Intel’s stock dropped 4%, weighing on the Nasdaq after announcing a $15 billion stock offering.
Nonfarm payrolls fell 23,000 last month, following substantial downward revisions to the prior two months, Bureau of Labor Statistics data showed on Friday.
Downward revisions make July's slowdown harder to dismiss
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
A brutal earnings miss sent one ad-tech giant into freefall while its closest rivals barely flinched, raising urgent questions about whether the company faces a temporary stumble or a much deeper structural breakdown.