SpaceX priced its IPO at $135 on June 12, raised $85.7 billion, and watched the stock run to $225 in its first week of trading before it pulled back to $160. Twenty-five days later, the mandatory quiet period for IPO underwriters expired. The analyst notes started landing at dawn on July 7. By the time
Micron Technology (MU) just issued a different kind of artificial intelligence caution to investors. The dismal earnings picture isn’t the problem. It is not because demand is collapsing. It does not even arise from an obvious shift in the memory-chip cycle. Instead, the warning comes from the stock. Micron’s stock has tanked since the company
Walmart (WMT) looked unstoppable this spring. But by early July, its performance had significantly declined. The retail giant’s shares have fallen from a 52-week highnear $135toabout $112. The stock is now down for the year, even as the broader market keeps climbing. A drop like that usually leaves Wall Street silent. However, Jim Cramer did the
The five largest technology companies on earth spent more than $400 billion on capital expenditure in 2025, most of it toward AI. Chips, data centers, servers, and software pipelines absorbed capital at a pace the technology industry had never seen. The constraint holding the whole machine back has almost nothing to do with any of
Frequent travelers will know that most airlines in the U.S. will only start accepting checked bags four hours before a domestic flight and six hours before an international one. The exact timeframes differ slightly in different parts of the world while some airports also have an early, or “twilight”, bag dropoff that lets travelers with
Goldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank’s short roster of ideas its analysts strongly back.
A new federal savings account for children launches July 4. Goldman Sachs and Morgan Stanley each committed to matching the government’s $1,000 opening deposit for their employees’ children before the program even opened. Both banks confirmed the match on July 2, Reuters reported. More than 87 companies and organizations had made similar commitments by the
Intel spent most of 2023 and 2024 as one of the most beaten-down chip stocks on Wall Street. Frank Lee, an HSBC semiconductor analyst, was among the skeptics. In late 2025 he had the company on reduce with a $24 price target and a straightforward message: time to bail out. On July 2, Lee published
Gold prices seemed to be mounting a comeback, but JPMorgan just made the rally harder to trust. Investors expected the shiny yellow metal to continue pushing higher into year’s end, buoyed by rate-cut hopes, central-bank buying, and safe-haven demand. Reuters reported that spot gold was up over 2% for the week, even as JPMorgan recently
OpenAI is now worth $852 billion. The people who built that valuation are a small group of venture capitalists, early employees, and institutional investors. A much larger group of workers had their jobs, wages, and industries reshaped to help get it there. Most of them have no financial stake in the outcome. On July 2,