Monday’s rally was driven by domestic institutions; Tuesday’s drop shows that support is withdrawing, but the index is now ...

SK Hynix has stronger downside protection from long-term supply agreements covering more than half of 2027–28 capacity, plus ...

The quarter shows corporate AI spending is translating into real revenue, and commercial revenue is now the biggest slice.

The Nasdaq fell 5.3% during the month, its worst monthly performance since March 2025, as investors questioned whether major ...

Buy downside protection via an XRP put spread targeting a daily close failure at $1.20. Structure: long a put around the $1.20 strike and short a lower strike near $1.10 to monetize the likely path if ...

The Lumentum all-stock deal is a direct bet that AI data centers are shifting from copper-heavy links to optical connectivity ...

Earnings beat plus iPhone and Mac outperformance, with Services at $31.6B and gross margin holding at 47.9%, signals resilient demand and pricing power despite component shortages. Market share rising ...

The Boost Mobile/EchoStar path is a credible shortcut to a US wireless launch (MVNO or carrier buildout) that can turn Starlink’s huge user base into a mobile distribution engine. Upside is asymmetric ...

Buy SanDisk (SNDK). The selloff is driven by AI chip/memory rotation and profit-taking after an 858% run, not a broken fundamental story. Street upgrades cite fixed/range-bound NAND supply agreements ...

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Your investments can go up and down, including cryptoassets which are highly volatile, unregulated, and not protected by the Financial Claims Scheme. You may get back less than you invest. Past ...

Buy CXMT. The 613% revenue jump plus profit rebound signals real pricing power from tight supply, and CXMT is positioned to benefit from AI-driven DRAM demand while rivals chase higher-value HBM. The ...