Q2 Earnings Season in Full Swing

12:31pm, Wednesday, 29'th Jul 2026
Pre-market futures are flat-to-down ahead of today's open, with overseas turbulence in the memory chip market reverberating on domestic shores. We also see something of a hesitation in trading ahead o
Mark Cuban and Michael Burry warned the AI boom is worryingly reliant on Nvidia after so many deals. Cuban said it was "truly scary" that it "all could crumble" if Nvidia makes a misstep.

Investors Await Fed Decision Today

11:45am, Wednesday, 29'th Jul 2026
A quarter-points rate hike has been bandied about as a possibility today.

Why Nvidia stock is down around 2% today

11:20am, Wednesday, 29'th Jul 2026
Nvidia (NVDA) shares fell around 2% on Wednesday, extending a recent selloff in semiconductor stocks as investors weighed rising geopolitical tensions, higher oil prices, and growing questions over th
Nvidia's stock is cheap, and the AI infrastructure boom looks like it is here to stay. Palantir has a frothy valuation but its business is growing rapidly.
Corning Inc. (NYSE:GLW) is no longer pitching itself as just the company behind Gorilla Glass. During its second-quarter earnings call, management tied together a series of major customer announcement
Investors allocating capital to the artificial intelligence sector are facing a complex transition in market mechanics. The early phase of the AI infrastructure boom relied heavily on organic hardware
SK Hynix (SKHY), the South Korean memory chipmaker that supplies HBM and AI server DRAM to customers including Nvidia (NVDA), fell 9.6% in Seoul after reporting

Nvidia's Latest Rebound Comes With Fresh Support

08:47am, Wednesday, 29'th Jul 2026
Semiconductor maker Nvidia (NVDA, Financials) ticked higher in premarket trade after three straight sessions of losses as investors balanced increased buying ac
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread...
Financiere des Professionnels Fonds d investissement inc. grew its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 110.1% during the undefined quarter, according to its most recent Form 13F filing wi
Cornerstone Planning Group LLC raised its stake in NVIDIA Corporation (NASDAQ: NVDA) by 10.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities
Forty three Eighteen Advisors LLC lowered its position in NVIDIA Corporation (NASDAQ: NVDA) by 62.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange
Bessemer Group Inc. grew its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 4.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fir
Gerald Baker Financial Group LLC bought a new stake in NVIDIA Corporation (NASDAQ: NVDA) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchan
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