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Micron Stock Falls as Taiwan Unions Demand Bigger Bonuses and Profit Share

Disposition executed under pre-established Rule 10b5-1 trading plan, reducing his indirect stake by 0.42% while maintaining a position valued near $140 million.

Database platform company MongoDB (NASDAQ:MDB) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 30.5% year on year to $771.8 million. Guidance for next quarter’s revenue was better than expected at $758.5 million at the midpoint, 1.8% above analysts’ estimates. Its non-GAAP profit of $1.90 per share was 18.1% above analysts’ consensus estimates.

The energy shock is not going away, and it's only making things worse for the bond market, as well as the stock market, over the long term.

Dell Stock Under Pressure Before Earnings as $500 Calls Signal Upside Bets

TD Cowen lowered its target to $240 but retained its Buy rating as Oracle's AI expansion pushed free cash flow deeply negative.

The settlement resolves allegations that a Honeywell business unit failed to meet cybersecurity requirements tied to a U.S. Department of Defense contract.

Today, we open with Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for…

A new infrastructure win strengthens an already aggressive bull case

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Google can purchase another 600 megawatts, potentially bringing the agreement's total capacity to 996 megawatts.

The FTC and 22 states say Amazon manipulated sponsored-product auctions involving more than one million brands and sellers.

Bond investors may be watching the wrong risk

Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

Insider disposed of 126,707 shares following a 138% annual return, retaining over 1 million shares worth $30 million.

Inflation is the traditional enemy of bonds, because it makes future returns worth less. But there’s another factor in play now.

A dose of uncertainty from Wall Street weighed on the shares.

AI data center owners are looking to cut operating costs. One way is to drop a century-old electricity convention and replace it with something surprising.

Tesla Inc. (NASDAQ:TSLA) said Tuesday that its Full Self-Driving Supervised software was 4.1 times less likely to be involved in a collision than manually driven Teslas in Europe, as the EV maker pushes for wider approval across the continent.Tesla Europe...

Hims & Hers Health (NYSE:HIMS) shares fell 3.2% after the FDA warned telehealth companies and compounding pharmacies over unapproved weight-loss drugs, including versions of semaglutide, tirzepatide and retatrutide. The agency said retatrutide and cagrilintide cannot legally be used in...

The ride-hailing company reported a notable insider sale after delivering second-quarter financial results that beat revenue estimates.

Nio just posted its most profitable quarter in years, yet investors are dumping the stock. The culprit is a cost pressure that has nothing to do with cars and everything to do with the AI infrastructure boom eating into Nio's margins from the outside.

Dutch Bros beat Q2 estimates with 32.5% revenue growth and raised guidance, yet shares fell 19% on softer Q3 same-shop sales guidance despite analysts' bullish price targets.

Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Shares fell to $502.59 as rising bond yields raised the return bar for Microsoft's massive AI infrastructure investments.

Nvidia CEO Jensen Huang says AI infrastructure spending remains in the early stages as demand from hyperscalers, enterprises and governments continues to expand.

GE Vernova's diversified approach is paying off for shareholders.

The Information reported on Tuesday that SpaceX has replaced several leaders of its data-center team with executives from its rocket and Starlink operations.

They could be attractive buys on the dip.

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were lower. Actively tr