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Faizan Farooque
Software
Microsoft to Cut 4% of Workforce as AI Spending Pressures Margins
Microsoft to lay off nearly 4% of staff amid AI-driven restructuring
Stocks:
MSFT
META
AMZN
GOOGL
4 days ago
Faizan Farooque
Interactive Media
Google (GOOGL) Offers New EU Proposal to Avoid Antitrust Penalty
Google submits revised plan to address EU's self-preferencing concerns
Stocks:
GOOGL
4 days ago
Faizan Farooque
Vehicles & Parts
Rivian (RIVN) Dips as Q2 Production Misses the Mark
Q2 production totaled 5,979 units; far below 11,300+ forecast
Stocks:
RIVN
4 days ago
Faizan Farooque
Semiconductors
Nvidia (NVDA) CEO Sells $35 Million in Stock Amid AI Momentum
CEO Jen-Hsun Huang sold 217,910 shares for $35.2 million
Stocks:
NVDA
4 days ago
Khac Phu Nguyen
Drug Manufacturers
Merck's Drug Slashes PAH Risk by 76%--FDA Fast-Tracks Game-Changer
FDA fast-tracks Merck's WINREVAIR after jaw-dropping results in high-risk pulmonary hypertension patients
Stocks:
MRK
4 days ago
Khac Phu Nguyen
Interactive Media
Google Hit With $314M Verdict Over Android Data Practices
A jury just handed Google a $314M blow over secret Android data use. Another trial is coming.
Stocks:
GOOG
3 days ago
Khac Phu Nguyen
Aerospace & Defense
Lockheed Just Landed a $3B Pentagon Deal--Here's What It Means for Its Investors
The U.S. is betting big on missile defense. Lockheed Martin could be the biggest long-term winner.
Stocks:
LMT
4 days ago
Semiconductors
Intel Faces Uncertainty Amid Potential Changes to Contract Manufacturing Strategy
Stocks:
INTC
TSM
AMZN
MSFT
AAPL
4 days ago
Khac Phu Nguyen
Capital Markets
Ripple Goes for the Fed -- Is This the Beginning of Crypto's Institutional Era?
A national bank license. Direct Fed access. Ripple just made a move Wall Street can't ignore.
Stocks:
CRCL
4 days ago
Khac Phu Nguyen
Retail - Cyclical
Alibaba's $7 Billion Power Play: Can Coupons and Cloud Save Its Future?
The tech giant unleashes massive subsidies and ramps up global AI infrastructure in a high-stakes bid to reclaim dominance.
Stocks:
BABA
4 days ago
Khac Phu Nguyen
Beverages - Alcoholic
Tariffs Hit Hard: Constellation Brands Faces $20M Blow
Aluminum costs are surging, drinking occasions are falling--and Constellation's margins may be caught in the crossfire.
Stocks:
STZ
2 days ago
Khac Phu Nguyen
Software
Africa's Moove Just Raised $1.2B to Take On Tesla in Self-Driving Race
From Lagos to Los Angeles, this ride-hailing upstart is going all-in on autonomous vehicles--with Waymo riding shotgun.
Stocks:
UBER
4 days ago
Khac Phu Nguyen
Vehicles & Parts
Tesla Stock Soars--But the Real Trouble May Just Be Starting
A better-than-feared Q2 sparks a rally, but weak demand, model delays, and leadership shakeups paint a shaky road ahead.
Stocks:
TSLA
4 days ago
Khac Phu Nguyen
Glencore Unleashes $1B Buyback After Viterra Exit--Is a Stock Comeback Brewing?
With Bunge cash in hand and shares down 35%, Glencore bets big on shareholder returns.
4 days ago
★★★★★
Nauman khan
Capital Markets
Robinhood Breakout: Stock Tops $100 as Blockchain Strategy Ignites Hype
Robinhood Skyrockets After Launching 24/5 Crypto Trading, Tokenized Equities
Stocks:
HOOD
4 days ago
Nauman khan
Hardware
RGTI: Cantor Fitzgerald's Bullish Take Sends Rigetti Shares Soaring
Rigetti Surges After Analyst Dubs It an Overweight Quantum Contender
Stocks:
RGTI
4 days ago
Transportation
Greenbrier Companies Surges 19% After Strong Q3 Results
Stocks:
GBX
4 days ago
Khac Phu Nguyen
Asset Management
KKR Strikes Back: $5.6 Billion Bid Could Flip the Script on London's M&A Drought
After multiple deal setbacks, KKR's aggressive play for Spectris may reignite the UK buyout boom.
Stocks:
KKR
4 days ago
Nauman khan
Semiconductors
Nvidia, TSMC, And AMD Surge As Trump's Mega Chip Push Leaves Intel Behind
Trump Bill Fuels $100B Chip Investment Push: Stocks React
Stocks:
NVDA
TXT
AMAT
GFS
INTC
4 days ago
Khac Phu Nguyen
Retail - Cyclical
Trump Strikes Major Trade Deal with Vietnam--Opening Doors and Raising the Stakes
Vietnam drops all U.S. import tariffs as new rules target transshipped goods in evolving Asia trade shift
Stocks:
LULU
NKE
ONON
4 days ago
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