Latest News
Cisco's $9B AI Order Target Faces Q4 Scrutiny as Shares Slide
Cisco shares dropped 4.5% as its $9 billion AI order target requires $3.7 billion in Q4 hyperscaler orders, nearly double the prior quarter's pace, raising investor concerns.
Block's Cash App Borrow Hits $27B, Reshaping Profit Mix
Block's Cash App Borrow originations surpassed $27 billion, with financial solutions driving 72% of gross profit growth. The lending business now accounts for 44% of consumer loan originations.
Ford's $30K EV Pickup Faces China's Export Scale Challenge
Ford's low-cost EV pickup target is challenged by China's massive export scale, as new data shows Chinese automakers exported 1.1 million vehicles in June, exceeding Ford's H1 U.S. sales.
AT&T's 12% FCF Yield Under Scrutiny as Satellite Threat Looms
AT&T's implied free-cash-flow yield nears 12% as analysts cut targets on satellite risk. Earnings due July 22 will test cash generation.
MARA Holdings Slips 3.1% as $2.1B Deals Weigh on Valuation
MARA Holdings shares dropped 3.1% to $11.79, giving up gains from its Texas site announcement, as two major deals totaling up to $2.1 billion weigh on valuation.
Micron Stock Plunges as China's CXMT IPO Looms Large
Micron shares slid 8.4%, erasing $94 billion in market value, amid concerns over China's CXMT IPO. The DRAM maker's valuation per market share point is 4.4 times that of CXMT.
Dell Technologies Loses $37 Billion as AI Hype Fades
Dell Technologies (DELL) lost $37.1 billion in market value as shares dropped 12.4% to $400.98, driven by fading AI optimism and margin pressure, even as major indices rose.
Jet.AI Shares Slide Despite Reverse Takeover Proposal; Valuation Based on Expanded Share Count
Jet.AI shares dropped 12.5% as investors question a $10 per share reverse takeover valuation, which relies on a share count that increased 38% since May.