Riyadh Air Expands Fleet with Airbus and Boeing Orders
Markets Daniel Marsh

Riyadh Air Expands Fleet with Airbus and Boeing Orders

Riyadh Air's 34-jet expansion lifts Airbus' near-term backlog, while Boeing's 28 orders, mostly pending, hold larger long-term revenue potential.

BA
SpaceX in Talks with Pentagon for Multibillion-Dollar AI Data Center Deal
Technology Sarah Chen

SpaceX in Talks with Pentagon for Multibillion-Dollar AI Data Center Deal

SpaceX (SPCX) is in talks with the Pentagon for a multibillion-dollar data center deal to support military AI, as Q1 figures show AI consumes 76.4% of capex but contributes just 17.4% of revenue.

GOOGL NVDA AMZN CRWV
Faraday Future Soars as Data Order Value Approaches $400K
Earnings James Calloway

Faraday Future Soars as Data Order Value Approaches $400K

Faraday Future shares surged 9.9% premarket after a data customer increased an order by more than tenfold, with an estimated value exceeding $400,000.

FFAI
SK hynix ADR Premium Widens to 29% Amid Seoul Selloff
Markets Daniel Marsh

SK hynix ADR Premium Widens to 29% Amid Seoul Selloff

SK hynix shares fell 4.23% in Seoul, widening the ADR premium to 29% as U.S. demand diverges from domestic price discovery.

MU SSNLF
Intel Foundry Losses Eclipse Revenue Gains as Q2 Earnings Loom
Earnings James Calloway

Intel Foundry Losses Eclipse Revenue Gains as Q2 Earnings Loom

Intel's Q2 earnings focus shifts to foundry losses, which at $2.44B are 14 times external revenue, as shares slide 13.5%.

INTC
Netflix Shares Slide as Market Questions Ad Revenue Growth
Earnings James Calloway

Netflix Shares Slide as Market Questions Ad Revenue Growth

Netflix shares dropped 7.26% after earnings, with investors focused on advertising revenue to offset subscriber slowdown. Ad sales could reach $3 billion in 2026, but Q3 guidance fell short of forecasts.

NFLX DIS CMCSA GOOGL
Apple Narrows Nvidia's Market Cap Lead by Nearly $470 Billion in a Week
Markets Daniel Marsh

Apple Narrows Nvidia's Market Cap Lead by Nearly $470 Billion in a Week

Apple has slashed Nvidia's market-cap lead by roughly $470 billion in five trading sessions, driven by Apple's 5.84% gain and Nvidia's 3.86% decline.

AAPL NVDA
Nvidia Holds Ground as Chip Sector Slides, Signaling Rotation
Technology Sarah Chen

Nvidia Holds Ground as Chip Sector Slides, Signaling Rotation

Nvidia stock edged up 0.5% in premarket trading Monday after a 3.9% weekly drop, outperforming the PHLX chip index's 10% fall.

NVDA AMD AVGO TSM GOOGL INTC
Sadot Group Soars 78% on Filing Hinting at 61 Million Share Reserve
Markets Daniel Marsh

Sadot Group Soars 78% on Filing Hinting at 61 Million Share Reserve

Sadot Group shares jumped 77.5% on Friday after a regulatory filing indicated a reserve of 61.3 million shares for potential note conversion, far exceeding outstanding shares.

SDOT
American Airlines Faces Margin Scrutiny After 12% Weekly Stock Decline
Earnings James Calloway

American Airlines Faces Margin Scrutiny After 12% Weekly Stock Decline

American Airlines shares are under pressure after an 11.6% weekly drop. With Q2 earnings due Thursday, investors will scrutinize margins and debt.

AAL UAL DAL
Ondas Shares Drop 10% as DZYNE Stock Delivery Looms
Markets Daniel Marsh

Ondas Shares Drop 10% as DZYNE Stock Delivery Looms

Ondas shares slid 10.1% last week to $6.53, as the market eyes a 45 million-share DZYNE delivery in January that will expand the share count by 7.9%.

ONDS AVAV KTOS
Alibaba Shares Jump 3.7% on Qwen3.8 Model, AI Uplift Still Contained
Markets Daniel Marsh

Alibaba Shares Jump 3.7% on Qwen3.8 Model, AI Uplift Still Contained

Alibaba (HKG:9988) shares gained 3.73% on Monday following the unveiling of its Qwen3.8 AI model, though the stock's AI premium remained subdued amid broader tech gains.

BABA