Bellwether Stocks Movement

News Roundup: Tesla, NVIDIA & Other Bellwether Stocks

Latest News

07-03 19:05
Microsoft Commits $2.5 Billion, Deploys 6,000 Experts; Bets On Enterprise AI Rollout And Optimization
Microsoft Commits $2.5 Billion, Deploys 6,000 Experts; Bets On Enterprise AI Rollout And Optimization
07-03 16:30
Samsung Pushes DRAM Price Hike, Up 20% Max in Q3
Samsung Pushes DRAM Price Hike, Up 20% Max in Q3
07-03 16:23
Why Microsoft Stock Is Rebounding After Its Worst First Half Since 2000
Why Microsoft Stock Is Rebounding After Its Worst First Half Since 2000
07-03 16:17
Trump Calls Micron a ‘Great’ Company but Can’t Stop the Stock From Falling
Trump Calls Micron a ‘Great’ Company but Can’t Stop the Stock From Falling
07-03 14:54
Tesla Sales Blow Away Expectations. Why the Stock Is Dropping
Tesla Sales Blow Away Expectations. Why the Stock Is Dropping
07-03 14:33
How Bezos Learned to Love Trump—and Win More Contracts for Blue Origin
How Bezos Learned to Love Trump—and Win More Contracts for Blue Origin
07-03 14:00
Kioxia May Lift Capex Amid Robust Memory Market Demand
Kioxia May Lift Capex Amid Robust Memory Market Demand
07-03 12:00
Meta Leases Surplus Compute, Zuckerberg Admits AI Agent Progress Falls Short
Meta Leases Surplus Compute, Zuckerberg Admits AI Agent Progress Falls Short
07-03 11:00
Meta Expands Compute, Massive Capex Planned for Next Year
Meta Expands Compute, Massive Capex Planned for Next Year
07-03 09:30
Tesla Launches Six-Seat Long-Wheelbase Model Y in U.S. Half a Year Early to Enrich Its Hot-Selling SUV Portfolio
Tesla Launches Six-Seat Long-Wheelbase Model Y in U.S. Half a Year Early to Enrich Its Hot-Selling SUV Portfolio
07-03 09:00
Nvidia Deploys Trillion-Dollar Physical AI Layout, Delayed Monetization Sparks Component Order Rush
Nvidia Deploys Trillion-Dollar Physical AI Layout, Delayed Monetization Sparks Component Order Rush
07-03
Amazon’s LEO Constellation Nears 400 Satellites, Leo Pilot Service Rolls Out In 2026
Amazon’s LEO Constellation Nears 400 Satellites, Leo Pilot Service Rolls Out In 2026
07-03
AI Storage Demand Surges, Kioxia Advances Next-Gen Flash Mass Production
AI Storage Demand Surges, Kioxia Advances Next-Gen Flash Mass Production
07-03
Source: No Stake Talks Between US Admin & Anthropic
Source: No Stake Talks Between US Admin & Anthropic
07-03
Meta Admits Slower Progress On AI Agent Technology
Meta Admits Slower Progress On AI Agent Technology
07-02
Nasdaq Falls Over 150 Points: Investor Sentiment Improves, Greed Index Remains In ‘Fear’ Zone
Nasdaq Falls Over 150 Points: Investor Sentiment Improves, Greed Index Remains In ‘Fear’ Zone
07-02
Report: Apple Plans New IPad Pro Launch Next Spring; Entry-Level MacBook Pro Set For Major Redesign
Report: Apple Plans New IPad Pro Launch Next Spring; Entry-Level MacBook Pro Set For Major Redesign
07-02
Meta Rents Spare AI Compute Externally
Meta Rents Spare AI Compute Externally
07-02
Amazon and One Other Big Winner as U.S. Lifts Ban on Anthropic’s Powerful AI Model
Amazon and One Other Big Winner as U.S. Lifts Ban on Anthropic’s Powerful AI Model
07-02
Tesla Stock Rides a 12% Weekly Gain Into a High-Stakes Delivery Report
Tesla Stock Rides a 12% Weekly Gain Into a High-Stakes Delivery Report
07-02
OpenAI Proposes 5% Equity For US Admin
OpenAI Proposes 5% Equity For US Admin
07-02
Report: MediaTek Wins Second-Largest ASIC Customer Beyond Google; Meta Expected To Be Client
Report: MediaTek Wins Second-Largest ASIC Customer Beyond Google; Meta Expected To Be Client
07-02
Nvidia Bets On Trillion Robotics, Hidden Investment Logic
Nvidia Bets On Trillion Robotics, Hidden Investment Logic
07-02
China Economy Alibaba-Affiliate Ant Group Rushes Into Humanoid Robots With A Dozen Deals In 18 Months
China Economy Alibaba-Affiliate Ant Group Rushes Into Humanoid Robots With A Dozen Deals In 18 Months
07-02
Musk Posts Photo, Optimus Line Nears Launch
Musk Posts Photo, Optimus Line Nears Launch
07-02
Musk Advances $55 Billion Terafab Chip Project; Tesla-SpaceX Merger Expectations Reignite
Musk Advances $55 Billion Terafab Chip Project; Tesla-SpaceX Merger Expectations Reignite
07-02
CoreWeave & Nebius Plunge As Meta Launches New Cloud Unit To Rent Surplus AI GPU Capacity
CoreWeave & Nebius Plunge As Meta Launches New Cloud Unit To Rent Surplus AI GPU Capacity
07-02
SoftBank Restarts $10B OpenAI-Stake Margin Loan Talks, Offers New Repayment Concessions To Banks
SoftBank Restarts $10B OpenAI-Stake Margin Loan Talks, Offers New Repayment Concessions To Banks
07-02
Short Sellers Ramp Up SpaceX Bearish Bets, Now Sitting On Big Unrealized Losses
Short Sellers Ramp Up SpaceX Bearish Bets, Now Sitting On Big Unrealized Losses
07-02
Apple 2027 Roadmap: iPad Pro Upgrades, New Entry MacBook
Apple 2027 Roadmap: iPad Pro Upgrades, New Entry MacBook
07-02
Tesla Q2 Deliveries Rise Mildly, Auto Business Core Foundation
Tesla Q2 Deliveries Rise Mildly, Auto Business Core Foundation
07-01
SK Hynix Abandons Price Ceiling in Long-Term Chip Supply Deals, Industry Pricing Tensions Escalate
SK Hynix Abandons Price Ceiling in Long-Term Chip Supply Deals, Industry Pricing Tensions Escalate
07-01
Anthropic Launches Claude Science, AI Automates Full Scientific Research Pipeline
Anthropic Launches Claude Science, AI Automates Full Scientific Research Pipeline
07-01
Burry's Latest Portfolio: Initiates First Short In Caterpillar; Maintains Shorts On Tesla, Nvidia And Applied Materials
Burry's Latest Portfolio: Initiates First Short In Caterpillar; Maintains Shorts On Tesla, Nvidia And Applied Materials
07-01
Amazon Allocates $1B to Adopt Palantir’s Enterprise AI Deployment Model
Amazon Allocates $1B to Adopt Palantir’s Enterprise AI Deployment Model
07-01
Citi: Charter (CHTR.US) Faces Tough Q2 Base, SpaceX Partnership Talks Hit Snags
Citi: Charter (CHTR.US) Faces Tough Q2 Base, SpaceX Partnership Talks Hit Snags
07-01
Tesla Bullish Sentiment Rises On Expected Beat In Q2 Deliveries; Intel Hits Fresh Highs With Call Options Doubling
Tesla Bullish Sentiment Rises On Expected Beat In Q2 Deliveries; Intel Hits Fresh Highs With Call Options Doubling
07-01
Google (GOOGL.US) Unveils Two New AI Models for Low-Cost Image Generation & Seamless Video Editing
Google (GOOGL.US) Unveils Two New AI Models for Low-Cost Image Generation & Seamless Video Editing
07-01
Honeywell Aerospace Debuts on Market, Honeywell Finishes Three-Way Split
Honeywell Aerospace Debuts on Market, Honeywell Finishes Three-Way Split
07-01
Rocket Lab Shares Jump On Iridium Deal, Space Sector Rally
Rocket Lab Shares Jump On Iridium Deal, Space Sector Rally
07-01
Tesla Shares Pull Back After Rally Amid Auto Sector Copper Cost Pressures
Tesla Shares Pull Back After Rally Amid Auto Sector Copper Cost Pressures
07-01
Tesla Q2 Deliveries Set to Rebound on European Sales Recovery
Tesla Q2 Deliveries Set to Rebound on European Sales Recovery
07-01
SpaceX & Tesla Stocks Move In Lockstep
SpaceX & Tesla Stocks Move In Lockstep
07-01
Alcoa Strikes Deal Worth Up To $5.6 Billion To Purchase South32’S Global Aluminum Assets
Alcoa Strikes Deal Worth Up To $5.6 Billion To Purchase South32’S Global Aluminum Assets
07-01
Micron & Apple Spar Over Blame For Surging Consumer Device Prices
Micron & Apple Spar Over Blame For Surging Consumer Device Prices
07-01
KKR To Acquire EDF’S US & Canada Renewable Assets For $4.2B
KKR To Acquire EDF’S US & Canada Renewable Assets For $4.2B
07-01
Semiconductor Rally Masks Nvidia Underperformance; Divergence Signals Broader Sector Rotation
Semiconductor Rally Masks Nvidia Underperformance; Divergence Signals Broader Sector Rotation
06-30
PE Giant CVC Takes Over IRCA, Acquiring the Ingredients Business From Advent
PE Giant CVC Takes Over IRCA, Acquiring the Ingredients Business From Advent
06-30
Nvidia Rubin Ultra Quad-Chip Reportedly Canceled Three Months After Launch; SemiAnalysis Flags Share Erosion
Nvidia Rubin Ultra Quad-Chip Reportedly Canceled Three Months After Launch; SemiAnalysis Flags Share Erosion
06-30
Strong Rebound for SpaceX: Bullish Option Positions Surge on Satellite M&A Optimism
Strong Rebound for SpaceX: Bullish Option Positions Surge on Satellite M&A Optimism
06-30
Alphabet Surges Almost 5% in Dow Debut, Yet AI Capacity Shortage & Brain Drain Weigh Long-Term Outlook
Alphabet Surges Almost 5% in Dow Debut, Yet AI Capacity Shortage & Brain Drain Weigh Long-Term Outlook
06-30
Korea Pours Half Trillion Into Memory Capacity; Micron Marches Higher Despite Oversupply Worries
Korea Pours Half Trillion Into Memory Capacity; Micron Marches Higher Despite Oversupply Worries
06-30
Long-Awaited FSD Update Fuels Sharp Surge in Tesla Stock
Long-Awaited FSD Update Fuels Sharp Surge in Tesla Stock
06-30
Synergy Boost! Tesla Stock Climbs As Ties With SpaceX Grow Stronger
Synergy Boost! Tesla Stock Climbs As Ties With SpaceX Grow Stronger
06-30
$500B Memory Competition Looms: Samsung, SK Hynix Pose Big Risks To Micron Stock
$500B Memory Competition Looms: Samsung, SK Hynix Pose Big Risks To Micron Stock
06-30
Comcast to Spin Off Media Assets as Competition Heats Up
Comcast to Spin Off Media Assets as Competition Heats Up
06-30
Big Tech Expansion: Alphabet Officially Joins Dow Jones Industrial Average
Big Tech Expansion: Alphabet Officially Joins Dow Jones Industrial Average
06-30
$8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
$8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
06-30
Spinoff Opens Door: NBCUniversal May Step Into Video Game Industry
Spinoff Opens Door: NBCUniversal May Step Into Video Game Industry
06-30
Apple to Roll Out Early Updates Over AI Cybersecurity Risks
Apple to Roll Out Early Updates Over AI Cybersecurity Risks
06-29
Strategy Falls Below Value Of Bitcoin Holdings; MNAV Drops Below 1, Shaking Market Confidence
Strategy Falls Below Value Of Bitcoin Holdings; MNAV Drops Below 1, Shaking Market Confidence
06-29
SpaceX To Join Nasdaq 100 On July 7; Inclusion Expected To Trigger $4.3B In Passive Inflows
SpaceX To Join Nasdaq 100 On July 7; Inclusion Expected To Trigger $4.3B In Passive Inflows
06-29
Apple Eyes ChangXin Memory Supply; Kuo Says Move Driven By Widening Memory Shortage Expected Next Year
Apple Eyes ChangXin Memory Supply; Kuo Says Move Driven By Widening Memory Shortage Expected Next Year
06-26
SpaceX Rolls Out Starlink Mobile Service for U.S. Consumers
SpaceX Rolls Out Starlink Mobile Service for U.S. Consumers
06-26
Apple Price Hikes Hit Chip Rally, Asian Markets Pull Back
Apple Price Hikes Hit Chip Rally, Asian Markets Pull Back
06-26
ON Semiconductor Spends $7B for Edge AI Layout, Shares Tumble
ON Semiconductor Spends $7B for Edge AI Layout, Shares Tumble
06-26
FedEx Freight Sees Up To 6% Revenue Growth In H2 2026
FedEx Freight Sees Up To 6% Revenue Growth In H2 2026
06-26
Apple Price Hikes Weigh on Sentiment, Asian Tech Stocks Slide
Apple Price Hikes Weigh on Sentiment, Asian Tech Stocks Slide
06-26
Microsoft Suffers Worst Year Start Since Dot-Com Bubble Burst
Microsoft Suffers Worst Year Start Since Dot-Com Bubble Burst
06-26
Billions in Tariff Refunds: Can Retail Stocks Stage a Rebound?
Billions in Tariff Refunds: Can Retail Stocks Stage a Rebound?
06-26
SK Hynix Rally: U.S. Listing Poses Risks to Micron
SK Hynix Rally: U.S. Listing Poses Risks to Micron
06-26
Tesla vs Waymo: Robotaxi Battle, Top Spender Makes No Vehicles
Tesla vs Waymo: Robotaxi Battle, Top Spender Makes No Vehicles
06-26
SpaceX Hype Fades, Space Stocks Suffer Broad Sell-off
SpaceX Hype Fades, Space Stocks Suffer Broad Sell-off
06-26
AI Boom Lifts Micron, Market Value Surpasses Meta And Tesla
AI Boom Lifts Micron, Market Value Surpasses Meta And Tesla
06-26
Samsung Rolls Out $648B Investment Plan, Focusing on Chip Production Bases
Samsung Rolls Out $648B Investment Plan, Focusing on Chip Production Bases
06-26
Onsemi Acquires Synaptics via $7 Billion Stock-only Merger
Onsemi Acquires Synaptics via $7 Billion Stock-only Merger
06-26
Micron & Peers Use AI Long-Term Contracts to Break Memory Industry Cycles
Micron & Peers Use AI Long-Term Contracts to Break Memory Industry Cycles
06-25
Micron Says AI Customers Are Paying Billions Today For Memory They Won't Get Until Years Later, Sanjay Mehrotra Expects 'Tight' Conditions Beyond 2027
Micron Says AI Customers Are Paying Billions Today For Memory They Won't Get Until Years Later, Sanjay Mehrotra Expects 'Tight' Conditions Beyond 2027
06-25
Gary Black Says Tesla Stock Continues To Underperform Nasdaq 100 Despite 10-Year Treasury Yield Drop And Crude Falling To $73
Gary Black Says Tesla Stock Continues To Underperform Nasdaq 100 Despite 10-Year Treasury Yield Drop And Crude Falling To $73
06-25
Nvidia Tests Key Price Level. Why the Stock Is Still Not Going Up.
Nvidia Tests Key Price Level. Why the Stock Is Still Not Going Up.
06-25
Microsoft's Quantum Computing Technology Called Into Question, Again
Microsoft's Quantum Computing Technology Called Into Question, Again
06-25
Alphabet’s Dow Debut Shows Index Headache in Tech-Driven Economy
Alphabet’s Dow Debut Shows Index Headache in Tech-Driven Economy
06-25
Toyota Threatens GM’s Sales Crown as US Hybrid Demand Surges
Toyota Threatens GM’s Sales Crown as US Hybrid Demand Surges
06-25
Micron Call: Memory Emerges As A Strategic Asset In The AI Era; Timeline For Supply To Catch Up With Demand Remains Unclear
Micron Call: Memory Emerges As A Strategic Asset In The AI Era; Timeline For Supply To Catch Up With Demand Remains Unclear
06-25
Markets SpaceX Seeing Some Interest From Short Sellers, But Many Still Afraid To Bet Against Musk
Markets SpaceX Seeing Some Interest From Short Sellers, But Many Still Afraid To Bet Against Musk
06-25
Google Faces Mounting AI Talent Drain; Two More Key Researchers Depart For Anthropic
Google Faces Mounting AI Talent Drain; Two More Key Researchers Depart For Anthropic
06-25
JPMorgan Trims Tesla Second-Quarter Delivery Forecast
JPMorgan Trims Tesla Second-Quarter Delivery Forecast
06-25
Micron Earnings Blow Past Expectations; Bears Silenced
Micron Earnings Blow Past Expectations; Bears Silenced
06-25
Qualcomm Expands Into AI Data Centers; Meta Signs Multi-Generation CPU Deal; Microsoft Deploys HBC Chips
Qualcomm Expands Into AI Data Centers; Meta Signs Multi-Generation CPU Deal; Microsoft Deploys HBC Chips
06-24
Elon Musk Loses Trillionaire Status As SpaceX Stock Falls
Elon Musk Loses Trillionaire Status As SpaceX Stock Falls
06-24
Meta, Microsoft Lead $850 Billion Boom in Data Center Leases
Meta, Microsoft Lead $850 Billion Boom in Data Center Leases
06-24
South Korea's Government Discussing Major New Chip Investments With Samsung, SK Hynix
South Korea's Government Discussing Major New Chip Investments With Samsung, SK Hynix
06-24
Micron Earnings Due Tonight; AI Memory Leader Faces Key Test After Hours. Results To Dictate Tech Rally Sustainability; Bulls Seek Reassurance
Micron Earnings Due Tonight; AI Memory Leader Faces Key Test After Hours. Results To Dictate Tech Rally Sustainability; Bulls Seek Reassurance
06-24
SK Hynix Plans US Fundraising Of About 29.4 Billion Dollars; ADR Set For July 10 Listing
SK Hynix Plans US Fundraising Of About 29.4 Billion Dollars; ADR Set For July 10 Listing
06-24
What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
06-24
Samsung Redirects Half HBM Capacity to HBM4 and Suspends 8-stack HBM3E Production
Samsung Redirects Half HBM Capacity to HBM4 and Suspends 8-stack HBM3E Production
06-24
SK Hynix Accelerates U.S. Listing Plan, Set to File ADR Documents with Korean Financial Regulators
SK Hynix Accelerates U.S. Listing Plan, Set to File ADR Documents with Korean Financial Regulators
06-24
Walmart, in Biggest Deal in Two Years, Buys Advertising Tech Firm
Walmart, in Biggest Deal in Two Years, Buys Advertising Tech Firm
06-24
Apple Foldable IPhone Nears Mass Production, Hinge Issues Reportedly Resolved; September Launch Said To Proceed On Schedule
Apple Foldable IPhone Nears Mass Production, Hinge Issues Reportedly Resolved; September Launch Said To Proceed On Schedule
06-24
Musk’s SpaceX Adds Billions in Debt While Cutting Interest Costs
Musk’s SpaceX Adds Billions in Debt While Cutting Interest Costs

User Discussion

avatarLynW
07-03 15:05
I find it amusing when SpaceX is lauded as the only rocket launcher to propose re-use of rockets.  RocketLab has been revolutionary - retrieving rocket boosters for re-use and have re-launched Rutherford engines, ensuring economical launches for their customers.  The acquisition of Iridium will put it on equal playing field with SpaceX Starlink.  RocketLab is a more secure bet than SpaceX given Peter Becks strategic management strategies! 
$8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption.  The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained. 
What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
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Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
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Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?