Latest News
Oklo Stock Edges Up 0.8% Despite Insider Sale; Market Cap Steady at $7.5B
Oklo shares gained 0.8% to $40.44 amid a small insider sale, while its $7.5B valuation remains tied to future reactor deployment.
Take-Two Stock Tumbles 7.5% as GTA VI Leaks Cloud $8.1B Bookings Outlook
Take-Two shares dropped 7.5% on Monday as GTA VI leaks shifted investor focus from marketing hype to launch execution, despite reaffirmed $8.1B fiscal 2027 bookings guidance.
CrowdStrike Shares Jump 4% on Record ARR, But Valuation Raises Eyebrows
CrowdStrike shares jumped 4% after reporting record annual recurring revenue of $5.84 billion, up 25% year-over-year. Revenue grew 26% to $1.47 billion, but the stock's rich valuation at 40x sales remains a concern.
Futures Slip as Brent Holds Near $91 on Gulf Tensions
U.S. stock futures pointed to a lower open as oil prices surged nearly 4%, with Brent hovering above $91, on renewed Middle East tensions.
Dell Nears Q2 Earnings: AI Server Push Fuels 10% Options Swing
Dell (DELL) shares advanced 0.96% to $460.64 ahead of fiscal Q2 results, with options pricing a 10% move. The company's $60B AI-server revenue target remains a key focus.
Palantir's P/E Premium to Nvidia Hits 473% as Q2 Revenue Surges 93%
Palantir shares dipped 0.45% to $185.45, trading at 158.5x earnings versus Nvidia's 27.7x, even as Q2 revenue surged 93% to $1.94B.
Nvidia's $3.5B MediaTek Bet: AI Chip Push Reshapes Market
Nvidia's $3.5B convertible bond investment in MediaTek, announced after Taiwan's close, follows a 1.51% dip in MediaTek shares. The funds support MediaTek's custom AI chip push targeting 15-20% of an $80B market.
IREN Rebounds 2.7% as AI Revenue Surge Faces Margin Squeeze
IREN shares climb 2.7% to $36.42 as AI Cloud revenue surges 685% to $128.8M, but the $4B annualized target and margin decline keep investors cautious.
Ford Stock Slips as Q2 Net Loss Masks Stronger Operating Profit
Ford shares dipped 0.5% despite a 17% rise in adjusted EBIT to $2.5B, overshadowed by a $1.33B net loss from special items.
Rivian Stock Slips on $1.19B Cash Burn, R2 Ramp Costs
Rivian's stock dropped 4.4% after reporting $1.19B in H1 operating cash outflow, with R2 ramp costs pressuring automotive gross margins.