479 articles
Supermicro told investors to expect a Q4 gross margin of 8.2%–8.4%, but a preliminary update estimates 15%–17%. The reason for the jump is not yet clear, and the numbers could change before final results.
Stocks rose on July 21, 2026, as chip stocks recovered and investors looked ahead to Tesla and IBM earnings on July 22. Tesla published analyst predictions for its revenue and profit, narrowing the surprise range for investors.
Chip stocks rebounded in late July 2026, driving major U.S. stock indexes higher. But a few big tech companies now carry so much weight that their moves shake the entire market. With Wall Street banks split on what comes next, earnings season could decide the direction.
A stock index tracking chip companies dropped 20% and then rebounded 5% in July 2026. Here's what happened, why, and what the underlying supply and demand picture looks like — in plain language.
A temporary tariff called the Section 122 surcharge expires automatically on July 24, 2026, after 150 days. The expiration doesn't mean tariffs are going away — the administration has been shifting to other legal tools to keep them elevated.
Kalshi has asked the CFTC for approval to offer never-expiring contracts tied to gold, silver, and platinum. The regulator has 45 days to decide, and the outcome could matter for traders and markets.
SpaceX went public at $135 per share on June 12, 2026, soared past a $2 trillion value, then fell back below its starting price within a month as early excitement faded and tech stocks sold off.
A popular tech software investment fund (IGV) lost 12% of its value by mid-2026 as software stocks lagged the broader market by 24 percentage points. Risky loans to software companies quadrupled to a record $40.5 billion in distress. High valuations and near-zero income mean returns depend entirely on stock prices rising.
S&P 500 earnings estimates jumped from 15% to over 26% in five months, driven mainly by AI-related spending. The gains are concentrated in a few large tech companies, raising questions about whether the optimism is already reflected in stock prices.
Norway's oil fund confirmed it owns 1.3% of Prologis and 8.3% of Segro, two of the world's largest warehouse companies, having built both positions from scratch in about 18 months.
479 articles
Supermicro told investors to expect a Q4 gross margin of 8.2%–8.4%, but a preliminary update estimates 15%–17%. The reason for the jump is not yet clear, and the numbers could change before final results.
Stocks rose on July 21, 2026, as chip stocks recovered and investors looked ahead to Tesla and IBM earnings on July 22. Tesla published analyst predictions for its revenue and profit, narrowing the surprise range for investors.
Chip stocks rebounded in late July 2026, driving major U.S. stock indexes higher. But a few big tech companies now carry so much weight that their moves shake the entire market. With Wall Street banks split on what comes next, earnings season could decide the direction.
A stock index tracking chip companies dropped 20% and then rebounded 5% in July 2026. Here's what happened, why, and what the underlying supply and demand picture looks like — in plain language.
A temporary tariff called the Section 122 surcharge expires automatically on July 24, 2026, after 150 days. The expiration doesn't mean tariffs are going away — the administration has been shifting to other legal tools to keep them elevated.
Kalshi has asked the CFTC for approval to offer never-expiring contracts tied to gold, silver, and platinum. The regulator has 45 days to decide, and the outcome could matter for traders and markets.
SpaceX went public at $135 per share on June 12, 2026, soared past a $2 trillion value, then fell back below its starting price within a month as early excitement faded and tech stocks sold off.
A popular tech software investment fund (IGV) lost 12% of its value by mid-2026 as software stocks lagged the broader market by 24 percentage points. Risky loans to software companies quadrupled to a record $40.5 billion in distress. High valuations and near-zero income mean returns depend entirely on stock prices rising.
S&P 500 earnings estimates jumped from 15% to over 26% in five months, driven mainly by AI-related spending. The gains are concentrated in a few large tech companies, raising questions about whether the optimism is already reflected in stock prices.
Norway's oil fund confirmed it owns 1.3% of Prologis and 8.3% of Segro, two of the world's largest warehouse companies, having built both positions from scratch in about 18 months.