Finance News

Supermicro (SMCI) CFO Dumps 43 Percent Of His Stock Holdings

Goldman Sachs Thinks Fortnite’s Off-App Payments Feature Won’t Affect Apple’s App Store-Related Revenues For Now

This Analyst Believes NVIDIA’s Upcoming Earnings Will Disappoint, Act As A “Positive Clearing Event”

Elon Musk Intends To Spend “A Couple Of Days” At The White House Every Few Weeks, Denies Any Immediate Plans To Merge Tesla And xAI, Declares That NVIDIA GPUs Are “Still Better Than What We Make”

AMD Thinks Each ZT Systems Engineer Is Worth $1.33 Million

Tesla’s New Low-Cost Model Will Be Around 32 Percent Cheaper Than The Base Version Of The Model 3

AMD Enters Into An Agreement With Sanmina To Sell A Part Of ZT Systems For $3 Billion, While Retaining ZT’s Server Design And Customer Enablement Expertise

Mizuho: Huawei Will Likely Sell Over 700,000 Units Of Its Ascend 910 Series Chips In 2025, Despite SMIC’s “Fairly Low” Yields Of ~30 Percent

CoreWeave (CRWV) Has Limited Short-Term Downside Owing To Its “Very Small Float And Very High Cost To Borrow”

The $TRUMP Meme Coin Just Received A $140 Million Windfall From President Trump’s Dinner Contest, But 5 Speculators Managed To Game The System

Supermicro (SMCI) Is On A Hiring Binge In Saudi Arabia After Inking A Massive $20 Billion Deal

AMD Increases Its Share Buyback Authorization By $6 Billion After Buying Back $749 Million Worth Of Shares Last Quarter

Supermicro (SMCI) Can Feasibly Earn $4 Billion In Annual Revenue And $200 Million In Annual EBIT From Its “Party In The Desert” Deal With The Saudi Hyperscaler DataVolt

NVIDIA And AMD Partner With A Saudi PIF Subsidiary To Build AI Factories With “Several Hundred Thousand Of NVIDIA’s Most Advanced GPUs,” AMD And HUMAIN To Invest $10 Billion

People Are Betting That Tesla’s Deliveries In The Ongoing Q2 Will Crash By 20 Percent

NVIDIA’s Global Headquarters Will Be In Taiwan, With CEO Huang Set To Announce Site Next Week, Says Report

Coinbase: “First They Ignore You, Then They Laugh At You, Then They Fight You, Then They Add You To The S&P 500”

DA Davidson On Alphabet Antitrust Remedies: “Investors Want A Big-bang Breakup, Not Isolated Spin-offs”

Molecule PP405: A Research Team Backed By Google Ventures Has Discovered One Of The Most Promising Solutions For Hair Loss To Date

Super Micro Computer (SMCI) Contending With ~$1 Billion Worth Of Revenue Pushout As Its Customers Continue To Evaluate The New Blackwell-Based Offerings

AMD Shares Lose Aftermarket Gains Despite The Firm Surpassing Analyst Q1 2025 Estimates

‘Pharma Bro’ Martin Shkreli Says The New Head Of FDA’s CBER, Vinay Prasad, Is “Nuts” And That Pharma Firms Are “Gonna Go Out Of Business”

Lynx Equity On AMD Q1 2025 Earnings: “Just As With Intel, We Expect AMD’s Guidance And 2H Commentary To Surprise To The Downside”

Wall Street Is In Love With Palantir’s Recent Flawless Execution, Yet One Analyst Asserts “Valuation Cannot And Should Not Be Irrelevant,” And Another Thinks The Stock Will Remain “Range-Bound”

Apple Lays Bare How Tariffs Could Harm Its Business & Force It To Raise Prices

Piper Sandler Sees NVIDIA Taking A ~$10 Billion Hit Annually From AI-Related CapEx Slowdown And The Decoupling From China

Apple has posted its Q2 2025 earnings

Morgan Stanley Left Unimpressed By Apple’s Production Shift From China To Vietnam and India

Trump Media And Technology Group (DJT) Wins Shareholder Approval To Abandon Delaware And Reincorporate In Florida

Tesla Board Had Begun Searching For Elon Musk’s Replacement Earlier This Year As Political Fallout Mounted, And Tesla’s Head Of Battery Architecture Just Quit [Updated]

Trump Media And Technology Group (DJT) Plans To Introduce A “Utility Token” Within A Dedicated Truth Digital Wallet

Elon Musk Hails The Tesla Insider Who Bought $1.02 Million Worth Of Shares, Ending A 5-Year Insider Buying Drought

TechInsights: If The Average US Import Tariff Rate Remains Sticky At 40 Percent, The Global Semiconductor Market Will Shrink By A Third In 2026

Citi: Super Micro Computer (SMCI) Has Captured 8 Percent Of The Global AI Server Revenue Share

Intel Q1 2025 Earnings: Lip Bu-Tan Eschews Layoffs For Now, Guidance Is Wholly Disappointing [Update: Layoffs Imminent]

Boeing Hopes To Fly Starliner Spaceship Multiple Times In “Coming Years,” Says CEO

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