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First Solar (FSLR) Is Down 7.9% After Section 45X Windfall Meets Policy And Insider Uncertainty – Has The Bull Case Changed?
Simply Wall St.74d agobearish
First Solar (FSLR) Is Down 7.9% After Section 45X Windfall Meets Policy And Insider Uncertainty – Has The Bull Case Changed?

In recent days, First Solar reported guidance incorporating an estimated US$2.10 billion to US$2.19 billion in Section 45X manufacturing tax credits, reflecting the benefits of its U.S.-based production footprint amid rising data-center-driven electricity demand. At the same time, investors have become more cautious as they assess policy and trade uncertainties, including an ongoing U.S. International Trade Commission investigation into certain solar products and a pattern of net insider...

Cramer drops rare message on 2 surging AI stocks and SpaceX
TheStreet74d agobearish
Cramer drops rare message on 2 surging AI stocks and SpaceX

You know that feeling when a friend aces every exam, lands a dream job offer, and somehow still can't catch a break? That's the market handing CrowdStrike Holdings (CRWD) and Broadcom Inc. (AVGO) their report cards right now. Both companies just delivered earnings that would make most CEOs weep ...

Germany Drops Jet Project With France in Setback for European Defense Sovereignty
The Wall Street Journal74d agobearish
Germany Drops Jet Project With France in Setback for European Defense Sovereignty

Germany has pulled out of a stalled stealth-fighter project with France and Spain whose lack of progress has become a symbol for the hurdles Europe faces in rebuilding its militaries as the U.S. reduces its presence on the continent. Berlin will no longer pursue building and ordering the aircraft after failing to resolve a spat between Airbus and Dassault over which should take the lead on its development, a senior German government official said. Paris had long taken the view that governments behind the project needed to apply more pressure on the defense firms to cooperate and advance the project.

Is the SpaceX IPO Crashing the Crypto Market?
24/7 Wall St.74d agobearish
Is the SpaceX IPO Crashing the Crypto Market?

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

Chip Stocks Head for Best Day in a Year After Friday's Selloff
Barrons.com74d agobearish
Chip Stocks Head for Best Day in a Year After Friday's Selloff

The PHLX Semiconductor Index, or SOX, was up 6.5%, which would be its best one-day performance since May 12, 2025, according to Dow Jones Market Data. The move underscores how successful traders have been chasing momentum in the red-hot chip sector.

Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
24/7 Wall St.74d agobearish
Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

The Silver Miners ETF (SLVR) That Gained 434% Just Dropped 12% in a Day — Leverage Cuts Both Ways
24/7 Wall St.75d agobearish
The Silver Miners ETF (SLVR) That Gained 434% Just Dropped 12% in a Day — Leverage Cuts Both Ways

If you owned Sprott Silver Miners & Physical Silver ETF (NASDAQ:SLVR) into the close on Friday, you watched a $10,000 position turn into roughly $8,815 in a single session. The fund opened the day at $59.48 and closed at $52.43, a -12% day that the headlines rounded up to 12%. Stretch the lens out a ... The Silver Miners ETF (SLVR) That Gained 434% Just Dropped 12% in a Day — Leverage Cuts Both Ways

Are semiconductor stocks, AI trade in recovery mode after selloff?
Yahoo Finance Video75d agobearishVIDEO
Are semiconductor stocks, AI trade in recovery mode after selloff?

US stock futures (ES=F, NQ=F, YM=F) attempt to recover from last Friday's sell-off, which saw the Nasdaq Composite (^IXIC) sink by over 4%, Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine how last week's sell-off impacted key components of the AI trade, such as semiconductor stocks.

Novo Nordisk Explores Wegovy Combination And Wider Semaglutide Benefits As Shares Fall
Simply Wall St.75d agobearish
Novo Nordisk Explores Wegovy Combination And Wider Semaglutide Benefits As Shares Fall

Novo Nordisk (NYSE:NVO) has entered a clinical supply agreement with Veru to test a combination of Wegovy and enobosarm in an obesity trial focused on older adults. The company also presented new semaglutide data at the American Diabetes Association Scientific Sessions on health effects beyond weight loss. The stock most recently closed at $42.96, with the share price down 18.0% year to date and down 41.2% over the past year. Novo Nordisk, trading under NYSE:NVO, is drawing attention as it...

Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center
24/7 Wall St.75d agobearish
Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center

The Roundhill Memory ETF (CBOE:DRAM) closed Friday, June 5, 2026 at $55.79, down 15% on the day from a prior close of $65.70. Over the two-day window from June 3 through June 5, the fund dropped 20%, going from $69.71 to that Friday close. If you had $10,000 in DRAM at Wednesday’s open, you had ... Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center

TQQQ Turned $10,000 Into $353,789, but Friday’s 14% Crash Shows Leverage Cuts Both Ways
24/7 Wall St.75d agobearish
TQQQ Turned $10,000 Into $353,789, but Friday’s 14% Crash Shows Leverage Cuts Both Ways

If you owned ProShares UltraPro QQQ (NASDAQ:TQQQ) into the close on Friday, you watched a position open near $85.22 and finish at $73.05, a 14.28% single-day drawdown that turned a $10,000 position into something like $8,570 before the weekend started. The underlying, Invesco QQQ Trust (NASDAQ:QQQ), fell 4.8% on the same session, its worst day ... TQQQ Turned $10,000 Into $353,789, but Friday’s 14% Crash Shows Leverage Cuts Both Ways

Benchmark Sees Snowflake (SNOW) as Mission-Critical AI Control Plane
Insider Monkey75d agobearish
Benchmark Sees Snowflake (SNOW) as Mission-Critical AI Control Plane

Snowflake Inc. (NYSE:SNOW) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Viewed more than just a cloud data platform, Benchmark sees Snowflake Inc. (NYSE:SNOW) as a mission-critical control plane for artificial intelligence. On June 2, analyst Yi Fu Lee reiterated a Buy rating and $270.00 price target […]

These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish
24/7 Wall St.75d agobearish
These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish

Three of the Dow’s worst performers this year share more than just a red ticker. American Express (NYSE: AXP) trades at $310.66 versus a Wall Street target of $361.57. Nike (NYSE: NKE) trades at $42.98 against a consensus target of $60.49. Walt Disney (NYSE: DIS) changes hands at $99.71 with analysts modeling $129.67. The implied upside ... These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish

Why ROM Holders Watched $10,000 Evaporate to $8,655 When NVIDIA and Broadcom Stumbled on Friday
24/7 Wall St.75d agobearish
Why ROM Holders Watched $10,000 Evaporate to $8,655 When NVIDIA and Broadcom Stumbled on Friday

A holder who started Friday, June 5, 2026 with $10,000 in ProShares Ultra Technology (NYSEARCA:ROM) ended the day with about $8,655. The fund opened at $161.98 and closed at $140.20, a single-session loss of 13.45%. Over the same five trading days, ROM gave back 11.8%, with the week starting at $158.95. Those numbers are what ... Why ROM Holders Watched $10,000 Evaporate to $8,655 When NVIDIA and Broadcom Stumbled on Friday