FLEXA fast-growing AI infrastructure business is being cut loose from a thin-margin manufacturer, a unit already doing $6.6 billion in sales and growing 38%.
Adam Feuerstein ✡️·x·Jul 12
·+0.0%
BIIBBiogen's tau drug just proved it can slow cognitive decline, the first tau-targeting therapy ever to do so in a randomized trial. Full Phase 2 CELIA data drops Tuesday at AAIC, and Biogen is already planning registrational studies.
Cassandra Unchained·x·Jul 12
·+0.0%
FNMAFannie Mae triples if Treasury cancels the government's preferred stock claim, and the FHFA report that decides that is due this weekend. Burry owns it in size and sees 3–4x initially, 6–7x over time.
SemiAnalysis·x·Jul 11
▼-1.0%
TSMUS imports from Taiwan just flipped above China for the first time, hitting $24.6B vs China's $23.5B in May 2026, driven entirely by AI chip demand, and TSMC manufactures the vast majority of those chips.
high cagr·x·Jul 10
·-0.0%
INTCIntel's narrative flips on July 23 as yield fears get rebutted with real data and packaging commitments get named, extending a 6-quarter revenue beat streak to 7.
Steve Eisman·yt·Jul 10
·+0.0%
LQDYour bonds won't save you, half of all newly issued corporate debt in 2026 is AI-related, so a 60/40 portfolio is still one AI bet.
Lumentum·x·Jul 10
▲+1.2%
LITELumentum presents its VCSEL CPO platform to the industry on July 15, putting its AI interconnect edge on full display, days after NVIDIA's $2B investment and orders booked through 2028 cemented its pole position in optical AI infrastructure.
tradfi news·x·Jul 10
HAPPENED
·—
SKHXSK Hynix's US IPO opened 14% above its offer price, an immediate signal of overwhelming investor demand for the dominant maker of HBM chips powering AI data centers.
Techmeme·x·Jul 10
·—
NFLXNetflix subscribers and engagement are quietly falling as executives scramble to add live TV and bundle deals, and Q2 earnings on July 16 could expose just how bad it's gotten.
Negligible Capital·x·Jul 10
·—
SKHYThe largest-ever US foreign company share sale, $26.5 billion raised and 7x oversubscribed, lands today as SK Hynix, the dominant supplier of high-bandwidth memory for AI chips, rings the Nasdaq bell after 15 years of wanting US access.
Theapplehub·x·Jul 10
·+0.3%
AAPLApple's first foldable iPhone is coming, and it resets a stagnant upgrade cycle that grew revenue only ~1% per year for two years. A new form factor forces premium buyers off the fence.
Rittenhouse Research·x·Jul 10
▲+1.7%
METAMETA stock gets hit on dilution: a $50B equity filing by July 16 creates immediate shareholder dilution pressure on a stock already 11% off its highs, following the same playbook that knocked it 6-7% when offering rumors first broke in June.
Blondesnmoney·x·Jul 9
HAPPENED
·—
SKHXSK Hynix hits Nasdaq tomorrow, and the world's #1 HBM chip stock — up 247% YTD — finally opens to the full U.S. investor base with a $29B ADR listing.
RJC·x·Jul 9
▼-1.3%
FLNCThe entire NVDA partnership pop has been erased, but the deals that drove it are still live. Two signed hyperscaler supply agreements and an expected Q3 order sit unconfirmed under NDA, with August earnings as the moment the market finds out.
tradfi news·x·Jul 9
·—
SKHYSK Hynix hits Nasdaq as the biggest US listing ever by a foreign company, priced at $149 but already trading above that on massive institutional demand — Baillie Gifford, Coatue, and others lined up for $7B of the deal, and HSBC sees a 20% valuation re-rating as it catches up to rival Micron.
MP·x·Jul 9
·+0.0%
HOODRobinhood just launched its own Layer 2 blockchain and now calls it the company's top priority this quarter, a pivot from retail brokerage to full onchain financial infrastructure serving 27 million users.
MP·x·Jul 9
·+0.0%
HOODRobinhood Chain's explosive debut — 17M transactions, $250M TVL, $1B+ DEX volume in one week — turns onchain into the company's top revenue priority this quarter, validating a business line the market hasn't fully priced in.
Matthew Herper·x·Jul 9
▼-1.1%
PRMEArbitration win hands Prime Medicine a clear runway into its first human trials, removing the lawsuit risk that was weighing on the stock and opening the door to two potential blockbuster drugs.
Matthew Herper·x·Jul 9
DIDN'T HAPPEN
▼-3.4%
AZNAstraZeneca's heart drug Wainua flopped in a Phase 3 trial, failing to reduce cardiovascular deaths, crashing shares nearly 10% as a $15 billion-plus market opportunity evaporates overnight.
Wall St Engine·x·Jul 9
▲+4.1%
SNDKSanDisk is now a named, contracted supplier for Meta's massive AI infrastructure buildout. With Meta committing up to $145B to AI infrastructure this year and planning to double compute capacity to 14 gigawatts, SanDisk's long-term flash storage deal locks in real volume from the world's largest social media company right at the inflection of AI-driven storage demand.
Wall St Engine·x·Jul 9
·+0.3%
TSMTSMC wins the manufacturing contract for Meta's Iris AI chip, which starts production in September, piling more demand onto a foundry already running at 110-120% of advanced-node capacity with Goldman estimating demand stays severely constrained through 2027.
Wall St Engine·x·Jul 9
·-0.1%
AVGOBroadcom gets a direct revenue lift as Meta's custom Iris AI chip, co-designed by Broadcom to replace Nvidia GPUs at hyperscale, moves into manufacturing this September, adding another multi-billion-dollar program to its already full custom silicon order book.
Negligible Capital·x·Jul 9
HAPPENED
▲+1.0%
METAMeta just cracked open a brand-new revenue stream, charging developers for its most advanced AI model for the first time, at roughly a quarter of what OpenAI and Anthropic charge. That combination of monetization milestone and aggressive pricing puts Meta ahead in the developer land-grab.
Andrewcurran·x·Jul 9
·-0.2%
MSFTGPT-6 drops within four weeks and Azure is the engine that runs it, making Microsoft the most direct public bet on OpenAI's biggest-ever model release.
Matthew Herper·x·Jul 8
MIXED
·-0.1%
BEAMBeam Therapeutics walked away from arbitration with nothing, as a tribunal ruled its rival's AATD drug does not infringe its field rights, ending Beam's chance to collect damages or block the competing program from advancing to the clinic.
Matthew Herper·x·Jul 8
▲+0.8%
PRMEPM647 is cleared for full development after an arbitration tribunal ruled Prime Medicine owes Beam Therapeutics nothing, removing the biggest legal cloud over its lead AATD drug and its planned IND filing this quarter.
SemiAnalysis·x·Jul 8
▲+1.3%
GOOGLGoogle's $135B Anthropic stake is about to get a public price tag: Anthropic just turned profitable and is heading for an October Nasdaq listing at a $1T+ valuation, forcing the market to finally count what Google already owns.
THE SHORT BEAR·x·Jul 7
▼-0.6%
SPCXSpaceX's S&P 500 inclusion wave is still entirely ahead, with $50B+ in forced passive buying locked in for 2027 once GAAP profitability is met, dwarfing the $4.3B Nasdaq-100 event happening today.
Adam Feuerstein ✡️·x·Jul 7
▲+3.1%
VERAFDA just approved VERA's kidney disease drug Trutakna today, clearing the single biggest risk hanging over the stock and opening the door to a mid-2026 commercial launch.
AU🧲·x·Jul 7
·-0.5%
SMHSemis are down hard, SOX off nearly 14% from its record, and the plan is to buy the dip midweek then sell into the excitement around the SK Hynix ADR debut on Friday.