Market News

Bloom Energy Shares Soar on Back of AI Power Demand

Bloom Energy BE delivered rock-solid results in its earnings release, easily beating our consensus expectations. The company posted record quarterly revenue of $1.07 billion, surpassing the $1 billion milestone for the first time ever, translating to a massive 166% year-over-year increase. The surge was driven …

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Advanced Micro Devices (AMD) Earnings Expected to Grow: Should You Buy?

Advanced Micro Devices (AMD) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company’s earnings picture, but how the actual results compare …

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Buy Texas Instruments as a Momentum Play After Solid Q2 2026 Earnings

Texas Instruments Inc. TXN — a major original equipment manufacturer of analog, mixed-signal and digital signal processing integrated circuits — reported strong second-quarter 2026 earnings results, easily surpassing the Zacks Consensus Estimate with respect to both the top and bottom lines. TXN continues to deliver …

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Crypto Market Update: Senate Pressed for Action on CLARITY Act

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (July 24) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,148.47 , down …

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Microsoft Plans $190 Billion of Capital Spending This Year. Wednesday Shows Whether Azure Is Keeping Up.

Key Points Microsoft expects about $190 billion of capital expenditures in calendar 2026, up 61% from last year. Management said about $25 billion of the spending reflects higher component prices, not added capacity. Azure and other cloud services revenue grew 39% in constant currency last …

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Notable Friday Option Activity: NFLX, LITE, XOM

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Netflix Inc (Symbol: NFLX), where a total of 325,076 contracts have traded so far, representing approximately 32.5 million underlying shares. That amounts to about 62.9% of NFLX’s average …

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Visa and Mastercard Earnings: How Quarterly Estimates Have Evolved

The 2026 Q2 earnings season is in full swing, with this week’s reporting docket jam-packed with notable companies. Among them are two peers: Mastercard MA and Visa V.  Visa Estimates Estimates for Visa’s release have been decently positive, as shown below, with both EPS and …

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VLUE, GM, F, CVS: ETF Outflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI USA Value Factor ETF (Symbol: VLUE) where we have detected an approximate $400.8 million dollar outflow — that’s a 4.1% decrease week over …

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The Most Obvious AI Company Nobody’s Talking About

Key Points Qwen could become Alibaba’s biggest competitive advantage. Cloud, not commerce, may define Alibaba’s next decade. Management is steadily transforming the company into an AI infrastructure platform. 10 stocks we like better than Alibaba Group › Ask investors to name the biggest artificial intelligence …

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Crypto Market Update: BitMart Announces Exchange Shutdown

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (July 27) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$65,210.56 , up …

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