Big Tech Rises in After-Hours Trading, Apple Up 0.47%, Amazon Gains 0.41%
Alphabet drops 4%, but analyst believes there is massive upside
Alphabet Will Report Q2 Earnings on July 22. Here's Who Owns GOOGL Stock
Texas Rep. Dan Crenshaw Sold Up to $90K Worth of Alphabet Stock
Despite AI Disappointments, Alphabet (GOOG) Stock Options Could Be Favorably Mispriced
Tech Stocks Fall in Regular Trading, TSM Down 5%, Meta Down 4%
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
After $Meta Platforms(META.US) began weighing compute leasing, it stoked worries that the compute supply chain may be peaking. While the market debated whether this was a stopgap or a long-term strategy, Meta answered with three concrete moves: it is serious about the compute biz.
Expanding data centers is the most straightforward prep. Mass-producing in-house ASICs aims to cut cost and lift ROI.
The newly launched LLM, Muse Spark 1.1, is the true upside surprise in Dolphin Research's view. These three changes will likely push near-term Capex higher...
+80708 | Dolphin Research Focus: Macro/Sector.
U.S. OFAC revoked the 60-day general license for Iranian oil transactions rolled out in Jun, allowing only wind-down deliveries through Jul 17; Iranian crude exports are fully banned thereafter.Washington cited Iranian attacks on merchant vessels in the Strait of Hormuz and failure to honor a ceasefire as the drivers of the policy reversal. It concurrently launched military strikes against Iran.Post-announcement, Brent and WTI jumped over 5% intraday, reinforcing expectations of tighter global crude supply. Near term, this is a positive for E&P and tanker names, while Mideast geopolitical risk is heating up again...
