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Micron’s AI Boom: Wall Street Breaks Down How High Earnings Can Go
Barrons.com37d agoneutral
Micron’s AI Boom: Wall Street Breaks Down How High Earnings Can Go

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

IBM's worst day since 1968 handed Micron a gift
TheStreet37d agoneutral
IBM's worst day since 1968 handed Micron a gift

International Business Machines (IBM) has spent three years quietly convincing Wall Street it belonged in the artificial intelligence trade. However, on July 14, the market decided otherwise in a single session. IBM shares closed at $217.07, falling 25.21% that day alone. This came ...

Why Microsoft’s $80 Billion Xbox Bet Backfired
The Wall Street Journal37d agoneutral
Why Microsoft’s $80 Billion Xbox Bet Backfired

MEDIA & MARKETING Photo: George Downs/WSJ Struggling to keep up in the console market, Microsoft’s Xbox bet on a subscription service called Game Pass. The company spent more than $80 billion to acquire game studios—and bring major franchises like “Call of Duty” and “Fallout” onto the platform.

SpaceX IPO Trails Largest 2026 Debuts
The Wall Street Journal37d agoneutral
SpaceX IPO Trails Largest 2026 Debuts

SpaceX's post-IPO performance is trailing among this year's top 10 blockbuster debuts. Shares will close below the rocket maker's $135 IPO price for the first time if the current price around $131 holds.

Helios (HLIO): Buy, Sell, or Hold Post Q1 Earnings?
StockStory37d agoneutral
Helios (HLIO): Buy, Sell, or Hold Post Q1 Earnings?

Helios has had an impressive run over the past six months as its shares have beaten the S&P 500 by 16.8%. The stock now trades at $80.44, marking a 25.5% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Bloomberg37d agoneutral
GameStop CEO Ryan Cohen Is ‘Coming for eBay One Way or Another’

(Bloomberg) -- GameStop Corp. Chief Executive Officer Ryan Cohen declined to say if he planned to raise his $56 billion offer for online auctioneer eBay Inc., but said “we’re coming for eBay one way or another.”Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companio

Trex (TREX): Buy, Sell, or Hold Post Q1 Earnings?
StockStory37d agoneutral
Trex (TREX): Buy, Sell, or Hold Post Q1 Earnings?

Trex has been treading water for the past six months, recording a small return of 0.6% while holding steady at $44.00. The stock also fell short of the S&P 500’s 8.7% gain during that period.

Brookfield-backed Csquare valued at $3.24 billion in NYSE debut
Reuters37d agoneutral
Brookfield-backed Csquare valued at $3.24 billion in NYSE debut

Brookfield-backed data center provider Csquare's shares opened marginally lower before trading down about 3% ‌in their New York Stock Exchange debut on Thursday, after ‌the initial public offering was priced below its marketed range. Shares opened at $20.9 after the Dallas-based company ​priced its IPO at $21 per share, below its marketed range of $23 to $27, valuing the firm at $3.24 billion. It was last trading at $20.37.

United Airlines Q2 Earnings Call Highlights
MarketBeat37d agoneutral
United Airlines Q2 Earnings Call Highlights

United Airlines (NASDAQ:UAL) executives said the carrier’s second-quarter 2026 results showed strong demand, improving pricing and continued operational gains, even as a sharp increase in fuel prices pressured earnings and led the company to update its guidance approach. Chief Executive Officer Sco