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NASDAQ
804 posts
Could Micron’s Anthropic deal prove memory is no longer the boring part of AI?
Find out how Micron’s Anthropic AI infrastructure agreement could affect MU stock, HBM demand, Claude growth and semiconductor competition today!
Globalstar (NASDAQ: GSAT) $10.9bn Amazon deal hinges on Apple veto resolution
Globalstar (NASDAQ: GSAT) signed a USD 10.9B Amazon merger at USD 90 per share. The real question is whether Apple's 20 percent stake blocks the deal.
National Energy Services Reunited (NASDAQ: NESR) Saudi Jafurah deal anchors path to $2bn revenue run rate
NESR (NASDAQ: NESR) just printed record Q1 with 33 percent growth and a USD 2B run rate target. The Strait of Hormuz risk is the part the bulls discount.
AST SpaceMobile (NASDAQ: ASTS) BlueBird launch success resets path to 45 by year-end
AST SpaceMobile (NASDAQ: ASTS) just nailed BlueBird 8-10 on Falcon 9 after the April failure. The real test is hitting 45 satellites by year-end.
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
Opendoor (NASDAQ: OPEN) Russell 3000 entry meets the Opendoor 2.0 cohort test
Opendoor (NASDAQ: OPEN) beat ISS at its 11 June vote and joins Russell 3000 on 26 June. The real test is whether Opendoor 2.0 cohorts hold the margin.
Intel stock hits record as Apple chip claim tests INTC (NASDAQ)
Intel hit a record on an unconfirmed Apple chip claim. The real test is whether foundry volume, margins and 18A execution justify INTC’s rally.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the $50bn AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Abivax (NASDAQ: ABVX) obefazimod NDA path meets a safety debate the market is still pricing
Abivax (NASDAQ: ABVX) put up Rinvoq-like ulcerative colitis remission data and dropped 40 percent. The question is whether the malignancy debate sticks.
TeraWulf (NASDAQ: WULF) HPC pivot meets execution test as Lake Mariner ramps
TeraWulf (NASDAQ: WULF) signed USD 13B of AI hosting backlog with Google in the deal. The real test is whether Lake Mariner delivers on time.