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Nvidia’s reported $250B OpenAI financing plan boosts AI outlook, analysts say

Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of one of the largest artificial intelligence infrastructure projects ever planned, according to a Wall Street Journal report. While analysts see the move as reinforcing confidence that the AI infrastructure boom has years to run, they also say it

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PayPal stock in focus as Wall Street eyes response to Stripe bid

PayPal stock is gearing up for one of its most important earnings releases yet, as investors await the company’s response to the recent buyout offer from Stripe and Advent International. PYPL was trading at $56, well above its year-to-date low of $40. PayPal to respond to Stripe and Advent offer In one of the biggest

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ASML stock sinks as China reportedly starts producing homegrown DUV chip machines

Shares of Dutch semiconductor equipment giant ASML fell sharply on Monday after a report said China has begun manufacturing domestically developed immersion deep ultraviolet (DUV) lithography machines, a milestone that could reduce the country’s dependence on Western chipmaking equipment as export restrictions tighten. According to The Information, the state-backed machines are expected to be delivered

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D-Wave stock is soaring and it’s not entirely about AT&T partnership

D-Wave Quantum (QBTS) stock is ripping higher on Monday morning after the company revealed an expanded agreement with telecom giant AT&T (T). The quantum computing firm now looks headed to challenge its 20-day moving average (MA) – with a decisive break above $19.66 expected to boost upward momentum in the near-term. Despite today’s rally, however,

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What Intel earnings tell us to expect from AMD next week

Intel (INTC) just handed the semiconductor sector a preview of what’s driving the AI trade in mid-2026 – and it wasn’t subtle. A blowout quarter, a stock that fell anyway, and a supply chain that can’t keep pace with demand. All of it matters for Advanced Micro Devices (AMD), which reports its own second-quarter results

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Strategy stock jumps as Bitcoin buying pause enters fifth straight week

Strategy MSTR (formerly known as Microstrategy) shares climbed on Monday after the company disclosed it had not purchased any Bitcoin for the fifth consecutive week, instead continuing to build its cash reserves and repurchase preferred shares under its revised capital allocation strategy. The company said in a filing that it neither bought nor sold Bitcoin

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Bloom Energy stock rises ahead of earnings: will the gains hold?

Bloom Energy stock rose by over 5% in the premarket session as investors bought the dip ahead of the upcoming financial results on July 28. It rose to $194.5, up modestly from Friday’s low of $184. Even so, the stock remains nearly 50% below the highest point this year. So, will it rebound or continue

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Could SpaceX stock fall to $100? Morgan Stanley says it means a zero AI valuation

SpaceX SPCX is set to report its first quarterly earnings as a publicly listed company on August 4, but investors are increasingly focused on another event that could have an even bigger impact on its share price. Two business days after the earnings release, the company’s first lock-up period will expire, allowing pre-IPO investors to

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DRAM ETF braces for key Samsung, SK Hynix, Kioxia, Seagate earnings

The Roundhill Memory ETF (DRAM) is bracing for a pivotal week that could make or break its performance. DRAM has already plunged by over 31% from its highest point this year, and key earnings this week will determine its trajectory. Key DRAM ETF companies will publish their earnings Top companies in the DRAM ETF will

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Dow jumps 600 points as US-Iran pause lifts stocks ahead of Fed decision

US stocks opened higher on Monday as easing tensions between the United States and Iran boosted investor sentiment, while a sharp decline in oil prices lifted travel-related stocks ahead of a crucial week featuring major technology earnings, key inflation data and the Federal Reserve’s interest rate decision. The Dow Jones Industrial Average climbed about 602

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