Broadcom did not fall 6% on 14 August because AMD took its Google business. That is the story the market settled on, and the timeline does not support it. The SemiAnalysis research note everyone cited as the cause was not reported until 17 August — three sessions after the drop — and on the day
The received wisdom about Applied Materials is that its shares fell after August’s earnings because the numbers disappointed. They did not. Applied reported record revenue of $9.12 billion for its fiscal third quarter ended 26 July 2026, up 25 percent year over year, with record operating income, record non-GAAP earnings per share of $3.50, and
Pump.fun Price and Broader Cryptocurrency Market Surge The cryptocurrency market experienced notable momentum on August 18, 2026, as digital assets rallied, driven by strong protocol fundamentals and key technical breakouts. Pump.fun Price Prediction analyses have taken center stage as the native token, PUMP, emerged as a standout performer, demonstrating exceptional strength with significant gains that
The week of August 10–14 was relatively calm after the publication of US CPI for July. No panic or capitulation followed, as the number came in as expected or slightly cooler. Traders have observed a slow drift higher in equities. July CPI rose 0.1% month-on-month and 3.4% year-on-year, both in line with forecasts. Core CPI
EURJPY currency pair can be expected to rise further to the next resistance level 185.30 – former support from the middle of July. EURJPY broke resistance zone Likely to rise to resistance level 185.30 EURJPY currency pair recently broke the resistance zone lying at the intersection of the resistance level 184.00 (former support which has
Fading Fed rate-hike odds, expired Hormuz diplomacy, and joint US-Japan currency interventions have driven down the US Dollar.. Collapse in September Rate-Hike Odds Drives DXY Below 200-Day EMA Expectations for monetary tightening by the United States central bank have cooled rapidly following a sequence of softer domestic economic reports. Disappointing figures—including a monthly contraction in
IonQ did not lose $1.9 billion last quarter. It earned record revenue, raised guidance, closed a $1.8 billion acquisition — and then booked a $1.6 billion non-cash charge because its own share price went up. That single accounting mechanic is the most misunderstood thing about IonQ (NYSE: IONQ) right now, and it explains why the
For twenty years, the single most reliable fact about Alphabet was that it printed cash and handed a large slice of it back. In 2025 it repurchased $45.7 billion of its own stock. In the first half of 2026 it repurchased zero — and instead sold $30.5 billion of common stock, $19.1 billion of mandatory
AST SpaceMobile has spent four years being valued on a single question: can it raise enough money to finish the constellation? As of last month, that question is answered. After a $1.15 billion convertible offering, management reported pro forma cash and liquidity of over $3.7 billion — against a remaining build that, on the company’s
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the next SanDisk” because both charts look the same — a sleepy component supplier that woke up and went vertical. But SanDisk’s move was a margin event and AAOI’s is a volume