MU has outpaced NVDA as AI-driven HBM demand boosts growth, with Micron offering strong margins, revenue momentum and a lower valuation.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The implications of Musk’s staggering wealth are being felt in Nashville and across Tennessee, as Musk-tied projects reshape the environment, above and below ground.
SpaceX play EchoStar is down sharply Friday even as SpaceX stock surges in its initial day of trading. The surprising disparity creates an opportunity for investors willing to buy a SpaceX proxy at what appears to be a sizable discount to its net asset value. EchoStar stock (ticker SATS ) is down 11.4% at $113.52 Friday after trading in a wide range between $106 and $131.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at semiconductor manufacturing stocks, starting with Lam Research (NASDAQ:LRCX).
The official trading debut of SpaceX stock has triggered a dramatic unwinding of proxy trades that investors had been using to gain indirect exposure to the space giant.
90% of USDC yield on Hyperliquid will fund HYPE buybacks starting Oct. 3, creating a revenue stream that scales with the platform's USDC TVL.
This eVTOL maker still has a bright future.
What comes next for this soaring memory giant?
Is ELF a good stock to buy? We came across a bullish thesis on e.l.f. Beauty, Inc. on TheValueNerd’s Substack. In this article, we will summarize the bulls’ thesis on ELF. e.l.f. Beauty, Inc.’s share was trading at $52.28 as of June 8th. ELF’s trailing and forward P/E were 116.91 and 15.58 respectively according to Yahoo Finance. […]
Is CELH a good stock to buy? We came across a bullish thesis on Celsius Holdings, Inc. on TheValueNerd’s Substack. In this article, we will summarize the bulls’ thesis on CELH. Celsius Holdings, Inc.’s share was trading at $28.00 as of June 8th. CELH’s trailing and forward P/E were 65.12 and 18.80 respectively according to Yahoo Finance. […]
Is VNOM a good stock to buy? We came across a bullish thesis on Viper Energy, Inc. on NickFox’s Substack. In this article, we will summarize the bulls’ thesis on VNOM. Viper Energy, Inc.’s share was trading at $46.06 as of June 8th. VNOM’s trailing and forward P/E were 19.12 and 22.78 respectively according to Yahoo Finance. […]
WaterBridge stock surged Friday, reclaiming its latest buy point and hitting new highs. That makes it the IPO Stock Of The Week.
Investors may be wondering if Valero Energy at around US$255.60 is still offering value after a strong run, or if most of the opportunity is already priced in. The stock has eased about 1.3% over the past week, but is up 3.4% over 30 days, 54.6% year to date and 96.4% over the last year, with returns over three and five years of 144.4% and 283.7% respectively. This naturally raises questions about risk and valuation today. Recent coverage has focused on how large integrated refiners are...
The prominent analyst expects Ether to replicate Bitcoin's historic run.
Shares of Intel (NASDAQ:INTC) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today. Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed ... Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
Thursday’s unusual options activity had plenty to choose from. However, it was the LEAPS that were really worth considering for bullish investors. Of the 28 calls over 365 days, these three quality stocks stood out.
(Updates with recent stock movement in first and second paragraph.) Space Exploration Technologie
ASML (NASDAQ:ASML) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny. Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a ... Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Molina Healthcare secures an Illinois Medicaid managed care contract starting in 2027, reinforcing its position in a key market and supporting long-term growth.
Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
With the massive SpaceX debut hogging the headlines, some retail investors may have allowed more prosaic names to slip from their minds. Pharma stock Eli Lilly is trading in a buy zone as institutional investors load up. Eli Lilly is committed to innovation and reinvests 20%-25% of its sales back into developing new treatments.
The company hauled in $49.9 billion in core net new assets for the month of May, a 42% increase from a year earlier.
Here’s a 30,000-foot view on practical ways to protect your investing capital and gain a real edge over the house in a stock market designed to keep you glued to the slots instead of growing your wealth.
NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Shares of SpaceX (NASDAQ:SPCX) are up 30% in midday trading Friday after the company completed the largest IPO in history. SPCX stock traded near $175, well above the $150 open and the $135 IPO price set Thursday night. This ranks among the most closely watched NASDAQ debuts in years. The SpaceX session has been volatile ... SpaceX Soars 30% in Record $75 Billion Debut as Elon Musk Becomes the World’s First Trillionaire
Tesla (NASDAQ: TSLA) and BYD (OTC: BYDDF) sit on opposite sides of the global EV map. Tesla’s Q1 2026 report delivered a margin rebound and another lift in AI subscriptions. BYD, the Shenzhen volume leader, is being repositioned by Beijing’s anti-involution campaign aimed at consolidating EV winners. Both names have slid this year, making the ... Tesla vs BYD: The Better EV Stock To Buy In June
Is RDW a good stock to buy? We came across a bullish thesis on Redwire Corporation on TheValueNerd’s Substack. In this article, we will summarize the bulls’ thesis on RDW. Redwire Corporation’s share was trading at $18.57 as of June 8th. Redwire Corporation (NYSE: RDW) is a small-cap space infrastructure company designing and manufacturing mission-critical spacecraft components […]
eBay has had an impressive run over the past six months as its shares have beaten the S&P 500 by 21.5%. The stock now trades at $109.19, marking a 27.9% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.