Moonshot AI pauses Kimi K3 subscriptions as demand strains compute capacity
Chinese artificial intelligence startup Moonshot AI has temporarily paused new consumer subscriptions after overwhelming demand for its recently launched Kimi K3 model…
Micron stock up 3%, SanDisk gains 2.5%: what woke the memory trade?
Micron and SanDisk shares rebounded in the early premarket trading on Monday after a bruising semiconductor sell-off forced investors to reassess one…
Dow futures jump 130 points: 5 things to know before Wall Street opens
US stock futures edged higher on Monday as investors attempted to stabilise markets after last week’s semiconductor-led retreat, with a packed technology…
D-Wave QBTS Stock: $37 Bull Case vs $13 Bear Case
D-Wave Quantum is not expensive because quantum computing is hyped. It is expensive because the market is valuing the wrong number. At…
Gold Rebounds from Key Support: Target Set at 4200.00, 20…
Gold can be expected to rise to the next resistance level 4200.00 (which stopped the previous impulse wave i). Gold reversed from…
TSMC TSM Stock: $520 Bull Case vs $224 Bear Case
TSMC did not sell off because the quarter was bad. It sold off because the quarter was too good in the wrong…
Global FX Market Summary: Middle East Conflict, UK…
Middle East tensions spike oil prices, the UK transitions to Prime Minister Andy Burnham, and central banks navigate shifting inflation. Escalating US-Iran…
Big tech earnings outlook: Wall Street demands receipts on $700B AI spree
As the second-quarter earnings season of 2026 approaches its most critical stretch, the global equity market finds itself at a pivotal crossroads.…
Micron MU Stock: $1,486 Bull Case vs $740 Bear Case
The consensus view is that Micron (MU) has become expensive after its run. The tape says the opposite. At $984.75, against full-year…
Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real disagreement is…
Bitmine BMNR Stock: $25 Bull Case vs $11 Bear Case
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description is incomplete in…
Nvidia NVDA Stock: $302 Bull Case vs $152 Bear Case
The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The reported numbers say deceleration has not started.…