3+ day, 15+ min ago   (371+ words) TradingKey - Following the U.S. Bureau of Labor Statistics' release of the August CPI, market expectations for Fed rate hikes heated up significantly. However, U.S. stocks unexpectedly snapped a four-day losing streak, with the Dow Jones Industrial Average rising over 600 points early in…...

4+ day, 1+ hour ago   (938+ words) IBM in Q2 came in at $17.2 billion in revenue, a 1% increase year over year. The quarter was somewhat of a mixed bag, with software growing revenue 5%, while consulting was flat and infrastructure declined by 7%, respectively. The more critical detail regarding Red…...

5+ day, 9+ hour ago   (733+ words) One of the biggest changes to the September set-up is SanDisk’s new contract structure. The company has signed New Business Model agreements with eight customers representing 50% of FY27 bits and 2/3 of FY28 bits. The contracts provide improvements to cash flow predictability and…...

5+ day, 1+ hour ago   (838+ words) The biggest most recent concern is the self-certification of Cybercabs (around 1000 total) by Tesla to NHTSA. NHTSA has opened an investigation into Tesla’s self-certification of up to roughly 1,000 Cybercabs. The self-certification of vehicles without steering wheels, pedals, and mirrors raises…...

5+ day, 2+ hour ago   (618+ words) For fiscal Q4 revenue was $3.629 billion, a 48% positive change from the same period last year. For GAAP gross margin, this number was 52.3%, making a large positive change from 37.4% last year. Non-GAAP gross margin was 52.7%. GAAP net income was $1.294 billion and non-GAAP…...

5+ day, 3+ hour ago   (556+ words) This is important because Intel’s roadmap for continued process leadership has taken much of the focus to support the company’s turnaround plan. High-NA deployment in production brings a segment of that plan to manufacturing, at a minimum. Reuters noted that…...

5+ day, 4+ hour ago   (727+ words) ODDITY (NASDAQ: ODD) reported Q2 2026 net revenue of $180.5 million, down 25% from $241.1 million a year earlier, while GAAP diluted EPS fell to $0.24 from $0.79. The advertising-algorithm dislocation affecting IL MAKIAGE weighed on results, offsetting double-digit growth at SpoiledChild and early contributions from METHODIQ....

5+ day, 12+ hour ago   (550+ words) On September 8 Eastern Time, Micron Technology experienced high volatility, closing down 1.61% at $1,000.26 after failing to sustain an intraday high above $1,041. Despite persistent short-term profit-taking and resistance near key psychological levels, fundamental demand for AI memory remains robust due to high-performance…...

6+ day, 1+ hour ago   (621+ words) When we look at fiscal Q4, Oracle reported $19.2 billion in revenue, a 21% year over year increase. Cloud revenue totaled $9.9 billion, up 47%, and OCI revenue surged a staggering 93%. Full-year operating cash flow totaled $32.0 billion. Where once the market valued Oracle primarily as…...

5+ day, 22+ hour ago   (304+ words) TradingKey — On September 8, Eastern Time, Bloom Energy (BE) reclaimed the $280 mark after two months. The S&P 500 is not a simple automated list based on "the top 500 by market capitalization." Beyond criteria such as market cap, liquidity, and U.S. listing…...