Breakfast News: Meta Testing New All-Seeing AI

07:30am, Wednesday, 08'th Jul 2026
Meta reportedly testing super specs, AI chips face Chinese competition, and more
Five of Tepper's six largest holdings can be considered critical to the long-term success of the artificial intelligence (AI) revolution.
Micron stock is in a technical bear market, meaning it is more than 20% down from its recent closing high.
There are several exciting AI stocks to buy right now.
Earnings season is right around the corner, and technology investors will undoubtedly be looking for signals that the AI trade is alive and well.
Micron and Sandisk are two of the best-performing S&P 500 stocks this year.
Samsung estimated a record second-quarter operating profit of about 89.4 trillion won -- a more than 19-fold increase from a year ago. Micron shares fell sharply on Tuesday, following the announcement
MU, STX and SNX screened as top momentum stocks, combining strong price trends, earnings surprises and growth expectations for July.
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As
The chip trade is having one of those days where every bull's favorite narrative and every bear's favorite chart are both correct at the same time.
SK Hynix's Nasdaq listing can not only reset the AI memory trade but also accelerate it. The company is weaponizing Wall Street to ensure it retains its leadership position in the hottest market since
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade.
Samsung crushed earnings, but investors wanted more. Now it -- and other semi stocks -- are being punished.
A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

The Big 3: HD, EBAY, MU

01:00pm, Tuesday, 07'th Jul 2026
For today's Big 3, @Theotrade's Don Kaufman explains why Home Depot (HD) is going through a “necessary rotation,” sees a possibility for eBay (EBAY) shares to spike, and tilts bearish on Micron (M
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