Big Tech's $720B AI spend fuels TSMC's growth. Its P/E of 23.6 is a discount, but risks remain.
Ag machinery stocks down 10.7% post-earnings despite revenue beats. LNN misses, DE up 13% but stock dips.
NFE surged 33.9% on debt deal, but dilution risk looms. Creditors get 65% of new NFE.
UNP up 4.9% despite flat revenue; XPO beats estimates, up 3.1%. CAR down 20.5% on revenue miss.
COIN surges 45% despite revenue miss; TREE up 6.4% on strong guidance. HOOD down 11.7%.
NVDA eyes $1T+ data center revenue by 2027, driven by new chips. Strong demand from hyperscalers & China.
MU surges 4.5% on AI memory supercycle buzz & sold-out HBM. Q2 earnings eyed for guidance.
Must Read