Latest News
Nvidia's China H200 Shipments Begin Amid Rising Customer Concentration
Nvidia has started limited H200 shipments to China while cutting over half of its approved Asian buyers. Three direct customers generated 54% of Q1 revenue, highlighting concentration risk.
Ondas Trading Volume Unlocks Potential for DZYNE Seller Share Disposal
Surge in Ondas (ONDS) trading volume allows DZYNE sellers to potentially sell their entire 40 million-share block. Analysis of contractual limits and market impact.
Lucid Stock Plunge Tests $4.7B Liquidity Cushion
Lucid's stock dropped 16.2% amid bankruptcy rumors, testing its $4.7B liquidity cushion. With $1.44B Q1 cash burn and $6.08B senior claims, the company's future depends on Q2 results.
IBM shares tumble 25% on mainframe slump, software miss
IBM shares fell 25% after preliminary Q2 results showed a 24% decline in mainframe and support revenue, missing estimates and impacting software sales tied to mainframes.
American Airlines' Fuel Sensitivity Spikes as Oil Prices Surge
American Airlines' fuel exposure is unusually high relative to its equity value. A sustained 10-cent jet fuel hike would add $450M to costs, 4.3% of market cap.
Nu Holdings Secures Mexican Bank License, Deposit Base Under Spotlight
Nu Holdings has been granted a Mexican banking license, shifting focus to its deposit base. Mexico contributed 14% of deposits with only 11% of customers, raising questions about profitability.
Shell's ARC Acquisition to Lift Output 13% as Buyback Resumes
Shell's acquisition of ARC Resources cleared with 99.54% shareholder approval, set to boost output by 13.4% while restarting buybacks at 4.1% dilution.
Glencore's Congo Copper Surge Faces Mining Code Overhaul Risk
Glencore's copper output jump was driven by its Congo operations, but a proposed mining code revision poses operational risks.
OpenAI's Speaker Needs 26M Sales to Match $6.5B io Deal Revenue
OpenAI's first consumer hardware, a screenless portable speaker with cameras and sensors, would require 26 million unit sales at $250 each to match the $6.5 billion io deal revenue, facing stiff competition from established smart speakers.
Domino's Expands Board, Appoints Two Independent Directors Ahead of Q2 Earnings
Domino's Pizza (NASDAQ:DPZ) expands board to 10 members and adds two independent directors to its audit committee ahead of Q2 earnings, as the company faces digital execution issues and slowing sales.
PayPal Stock Surges 15% on $53B Bid, Yet Still Trails Offer Price
PayPal surged 14.7% in premarket trading after reports of a $53B-plus bid from Stripe and Advent International, but shares remain 11.4% below the $60.50 offer price.
ASML Lifts 2026 Outlook, Q4 Revenue Seen at €13-16 Billion
ASML raised its 2026 revenue guidance, implying record Q4 sales of €12.9-15.9 billion. Service and upgrade revenue surged 32%, boosting margins.