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Bellwether Stocks Movement

News Roundup: Tesla, NVIDIA & Other Bellwether Stocks

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    • Microsoft Commits $2.5 Billion, Deploys 6,000 Experts; Bets On Enterprise AI Rollout And Optimization

      07-03 19:05
    • Samsung Pushes DRAM Price Hike, Up 20% Max in Q3

      07-03 16:30
    • Why Microsoft Stock Is Rebounding After Its Worst First Half Since 2000

      07-03 16:23
    • Trump Calls Micron a ‘Great’ Company but Can’t Stop the Stock From Falling

      07-03 16:17
    • Tesla Sales Blow Away Expectations. Why the Stock Is Dropping

      07-03 14:54
    • How Bezos Learned to Love Trump—and Win More Contracts for Blue Origin

      07-03 14:33
    • Kioxia May Lift Capex Amid Robust Memory Market Demand

      07-03 14:00
    • Meta Leases Surplus Compute, Zuckerberg Admits AI Agent Progress Falls Short

      07-03 12:00
    • Meta Expands Compute, Massive Capex Planned for Next Year

      07-03 11:00
    • Tesla Launches Six-Seat Long-Wheelbase Model Y in U.S. Half a Year Early to Enrich Its Hot-Selling SUV Portfolio

      07-03 09:30
    • Nvidia Deploys Trillion-Dollar Physical AI Layout, Delayed Monetization Sparks Component Order Rush

      07-03 09:00
    • Amazon’s LEO Constellation Nears 400 Satellites, Leo Pilot Service Rolls Out In 2026

      07-03 06:00
    • AI Storage Demand Surges, Kioxia Advances Next-Gen Flash Mass Production

      07-03 05:30
    • Source: No Stake Talks Between US Admin & Anthropic

      07-03 05:00
    • Meta Admits Slower Progress On AI Agent Technology

      07-03 04:00
    • Nasdaq Falls Over 150 Points: Investor Sentiment Improves, Greed Index Remains In ‘Fear’ Zone

      07-02 16:52
    • Report: Apple Plans New IPad Pro Launch Next Spring; Entry-Level MacBook Pro Set For Major Redesign

      07-02 15:51
    • Meta Rents Spare AI Compute Externally

      07-02 15:40
    • Amazon and One Other Big Winner as U.S. Lifts Ban on Anthropic’s Powerful AI Model

      07-02 15:21
    • Tesla Stock Rides a 12% Weekly Gain Into a High-Stakes Delivery Report

      07-02 15:20
    • OpenAI Proposes 5% Equity For US Admin

      07-02 15:10
    • Report: MediaTek Wins Second-Largest ASIC Customer Beyond Google; Meta Expected To Be Client

      07-02 14:58
    • Nvidia Bets On Trillion Robotics, Hidden Investment Logic

      07-02 14:56
    • China Economy Alibaba-Affiliate Ant Group Rushes Into Humanoid Robots With A Dozen Deals In 18 Months

      07-02 14:00
    • Musk Posts Photo, Optimus Line Nears Launch

      07-02 13:20
    • Musk Advances $55 Billion Terafab Chip Project; Tesla-SpaceX Merger Expectations Reignite

      07-02 13:02
    • CoreWeave & Nebius Plunge As Meta Launches New Cloud Unit To Rent Surplus AI GPU Capacity

      07-02 11:43
    • SoftBank Restarts $10B OpenAI-Stake Margin Loan Talks, Offers New Repayment Concessions To Banks

      07-02 11:02
    • Short Sellers Ramp Up SpaceX Bearish Bets, Now Sitting On Big Unrealized Losses

      07-02 10:53
    • Apple 2027 Roadmap: iPad Pro Upgrades, New Entry MacBook

      07-02 09:30
    • Tesla Q2 Deliveries Rise Mildly, Auto Business Core Foundation

      07-02 09:20
    • SK Hynix Abandons Price Ceiling in Long-Term Chip Supply Deals, Industry Pricing Tensions Escalate

      07-01 16:00
    • Anthropic Launches Claude Science, AI Automates Full Scientific Research Pipeline

      07-01 15:45
    • Burry's Latest Portfolio: Initiates First Short In Caterpillar; Maintains Shorts On Tesla, Nvidia And Applied Materials

      07-01 15:44
    • Amazon Allocates $1B to Adopt Palantir’s Enterprise AI Deployment Model

      07-01 15:30
    • Citi: Charter (CHTR.US) Faces Tough Q2 Base, SpaceX Partnership Talks Hit Snags

      07-01 15:30
    • Tesla Bullish Sentiment Rises On Expected Beat In Q2 Deliveries; Intel Hits Fresh Highs With Call Options Doubling

      07-01 15:15
    • Google (GOOGL.US) Unveils Two New AI Models for Low-Cost Image Generation & Seamless Video Editing

      07-01 15:00
    • Honeywell Aerospace Debuts on Market, Honeywell Finishes Three-Way Split

      07-01 11:39
    • Rocket Lab Shares Jump On Iridium Deal, Space Sector Rally

      07-01 11:30
    • Tesla Shares Pull Back After Rally Amid Auto Sector Copper Cost Pressures

      07-01 11:15
    • Tesla Q2 Deliveries Set to Rebound on European Sales Recovery

      07-01 11:05
    • SpaceX & Tesla Stocks Move In Lockstep

      07-01 11:03
    • Alcoa Strikes Deal Worth Up To $5.6 Billion To Purchase South32’S Global Aluminum Assets

      07-01 11:01
    • Micron & Apple Spar Over Blame For Surging Consumer Device Prices

      07-01 11:00
    • KKR To Acquire EDF’S US & Canada Renewable Assets For $4.2B

      07-01 10:51
    • Semiconductor Rally Masks Nvidia Underperformance; Divergence Signals Broader Sector Rotation

      07-01 09:01
    • PE Giant CVC Takes Over IRCA, Acquiring the Ingredients Business From Advent

      06-30
    • Nvidia Rubin Ultra Quad-Chip Reportedly Canceled Three Months After Launch; SemiAnalysis Flags Share Erosion

      06-30
    • Strong Rebound for SpaceX: Bullish Option Positions Surge on Satellite M&A Optimism

      06-30
    • Alphabet Surges Almost 5% in Dow Debut, Yet AI Capacity Shortage & Brain Drain Weigh Long-Term Outlook

      06-30
    • Korea Pours Half Trillion Into Memory Capacity; Micron Marches Higher Despite Oversupply Worries

      06-30
    • Long-Awaited FSD Update Fuels Sharp Surge in Tesla Stock

      06-30
    • Synergy Boost! Tesla Stock Climbs As Ties With SpaceX Grow Stronger

      06-30
    • $500B Memory Competition Looms: Samsung, SK Hynix Pose Big Risks To Micron Stock

      06-30
    • Comcast to Spin Off Media Assets as Competition Heats Up

      06-30
    • Big Tech Expansion: Alphabet Officially Joins Dow Jones Industrial Average

      06-30
    • $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX

      06-30
    • Spinoff Opens Door: NBCUniversal May Step Into Video Game Industry

      06-30
    • Apple to Roll Out Early Updates Over AI Cybersecurity Risks

      06-30
    • Strategy Falls Below Value Of Bitcoin Holdings; MNAV Drops Below 1, Shaking Market Confidence

      06-29
    • SpaceX To Join Nasdaq 100 On July 7; Inclusion Expected To Trigger $4.3B In Passive Inflows

      06-29
    • Apple Eyes ChangXin Memory Supply; Kuo Says Move Driven By Widening Memory Shortage Expected Next Year

      06-29
    • SpaceX Rolls Out Starlink Mobile Service for U.S. Consumers

      06-26
    • Apple Price Hikes Hit Chip Rally, Asian Markets Pull Back

      06-26
    • ON Semiconductor Spends $7B for Edge AI Layout, Shares Tumble

      06-26
    • FedEx Freight Sees Up To 6% Revenue Growth In H2 2026

      06-26
    • Apple Price Hikes Weigh on Sentiment, Asian Tech Stocks Slide

      06-26
    • Microsoft Suffers Worst Year Start Since Dot-Com Bubble Burst

      06-26
    • Billions in Tariff Refunds: Can Retail Stocks Stage a Rebound?

      06-26
    • SK Hynix Rally: U.S. Listing Poses Risks to Micron

      06-26
    • Tesla vs Waymo: Robotaxi Battle, Top Spender Makes No Vehicles

      06-26
    • SpaceX Hype Fades, Space Stocks Suffer Broad Sell-off

      06-26
    • AI Boom Lifts Micron, Market Value Surpasses Meta And Tesla

      06-26
    • Samsung Rolls Out $648B Investment Plan, Focusing on Chip Production Bases

      06-26
    • Onsemi Acquires Synaptics via $7 Billion Stock-only Merger

      06-26
    • Micron & Peers Use AI Long-Term Contracts to Break Memory Industry Cycles

      06-26
    • Micron Says AI Customers Are Paying Billions Today For Memory They Won't Get Until Years Later, Sanjay Mehrotra Expects 'Tight' Conditions Beyond 2027

      06-25
    • Gary Black Says Tesla Stock Continues To Underperform Nasdaq 100 Despite 10-Year Treasury Yield Drop And Crude Falling To $73

      06-25
    • Nvidia Tests Key Price Level. Why the Stock Is Still Not Going Up.

      06-25
    • Microsoft's Quantum Computing Technology Called Into Question, Again

      06-25
    • Alphabet’s Dow Debut Shows Index Headache in Tech-Driven Economy

      06-25
    • Toyota Threatens GM’s Sales Crown as US Hybrid Demand Surges

      06-25
    • Micron Call: Memory Emerges As A Strategic Asset In The AI Era; Timeline For Supply To Catch Up With Demand Remains Unclear

      06-25
    • Markets SpaceX Seeing Some Interest From Short Sellers, But Many Still Afraid To Bet Against Musk

      06-25
    • Google Faces Mounting AI Talent Drain; Two More Key Researchers Depart For Anthropic

      06-25
    • JPMorgan Trims Tesla Second-Quarter Delivery Forecast

      06-25
    • Micron Earnings Blow Past Expectations; Bears Silenced

      06-25
    • Qualcomm Expands Into AI Data Centers; Meta Signs Multi-Generation CPU Deal; Microsoft Deploys HBC Chips

      06-25
    • Elon Musk Loses Trillionaire Status As SpaceX Stock Falls

      06-24
    • Meta, Microsoft Lead $850 Billion Boom in Data Center Leases

      06-24
    • South Korea's Government Discussing Major New Chip Investments With Samsung, SK Hynix

      06-24
    • Micron Earnings Due Tonight; AI Memory Leader Faces Key Test After Hours. Results To Dictate Tech Rally Sustainability; Bulls Seek Reassurance

      06-24
    • SK Hynix Plans US Fundraising Of About 29.4 Billion Dollars; ADR Set For July 10 Listing

      06-24
    • What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2

      06-24
    • Samsung Redirects Half HBM Capacity to HBM4 and Suspends 8-stack HBM3E Production

      06-24
    • SK Hynix Accelerates U.S. Listing Plan, Set to File ADR Documents with Korean Financial Regulators

      06-24
    • Walmart, in Biggest Deal in Two Years, Buys Advertising Tech Firm

      06-24
    • Apple Foldable IPhone Nears Mass Production, Hinge Issues Reportedly Resolved; September Launch Said To Proceed On Schedule

      06-24
    • Musk’s SpaceX Adds Billions in Debt While Cutting Interest Costs

      06-24
    • LynWLynW
      ·07-03 15:05
      I find it amusing when SpaceX is lauded as the only rocket launcher to propose re-use of rockets.  RocketLab has been revolutionary - retrieving rocket boosters for re-use and have re-launched Rutherford engines, ensuring economical launches for their customers.  The acquisition of Iridium will put it on equal playing field with SpaceX Starlink.  RocketLab is a more secure bet than SpaceX given Peter Becks strategic management strategies! 

      $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX

      $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
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    • PrimeBluePrimeBlue
      ·06-24
      Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption.  The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained. 

      What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2

      What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
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    • 53000ford53000ford
      ·06-23
      Share your opinion about this news…

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
      看394回复1
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    • 53000ford53000ford
      ·06-23
      AMG

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
      看270回复Comment
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    • LynWLynW
      ·07-03 15:05
      I find it amusing when SpaceX is lauded as the only rocket launcher to propose re-use of rockets.  RocketLab has been revolutionary - retrieving rocket boosters for re-use and have re-launched Rutherford engines, ensuring economical launches for their customers.  The acquisition of Iridium will put it on equal playing field with SpaceX Starlink.  RocketLab is a more secure bet than SpaceX given Peter Becks strategic management strategies! 

      $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX

      $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
      看81回复Comment
      点赞1
      编组 21备份 2Share
      Report
    • PrimeBluePrimeBlue
      ·06-24
      Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption.  The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained. 

      What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2

      What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
      看1.20K回复Comment
      点赞4
      编组 21备份 2Share
      Report
    • 53000ford53000ford
      ·06-23
      Share your opinion about this news…

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
      看394回复1
      点赞4
      编组 21备份 2Share
      Report
    • 53000ford53000ford
      ·06-23
      AMG

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

      Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
      看270回复Comment
      点赞2
      编组 21备份 2Share
      Report
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