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Today’s Top Stories: Micron Results, Qualcomm’s AI Outlook, and Oil Prices Drive Thursday’s Session
TLDR Micron beat earnings expectations and gave a strong outlook, sending semiconductor stocks higher Qualcomm…
TLDR GF Securities analyst Jeff Pu downgraded Dell from Buy to Hold,…
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TLDR Major hedge funds including Appaloosa, Baupost, and Pershing Square have been adding to their Amazon positions, with some making it their largest holding. Amazon stock is up just 3.4% year-to-date and about 1.5% in 2026 so far, lagging well behind AI-related peers. AWS grew…
TLDR QCOM stock rose 5.3% in early trading after a premarket surge of over 10% Qualcomm raised its fiscal 2029…
TLDR Adobe slips to $195.96 as Topaz Labs deal expands its AI creative toolkit. Topaz Labs adds AI video upscaling…
TLDR Macy’s stock hit a 52-week high of $25.67, up around 1.84% on the day TD Cowen raised its price…
TLDR TTD hit a 52-week low of $17.21 on June 25, 2026, and is down nearly 75% over the past…
TLDR Seagate stock fell 7.1% after a broad selloff hit memory and…
Guides
TLDR NVDA rose ~1.3% in premarket to $201.64, lifted by Micron’s blowout…
Finance News
TLDR Micron beat earnings expectations and gave a strong outlook, sending semiconductor stocks higher Qualcomm raised its AI data center revenue forecast to $15…
TLDR GF Securities analyst Jeff Pu downgraded Dell from Buy to Hold,…
TLDR Google Finance has officially exited beta, rolling out globally after testing…
TLDR Palantir stock fell 5.2% Thursday to $107.53, hitting a new 12-month…
Analysis
TLDR SBI’s $289M Bitbank deal reshapes Japan’s regulated crypto exchange market. Bitbank will become part of SBI Group after a phased share transfer deal.…
TLDR MIM stablecoin dropped to $0.49, more than 50% below its $1…
TLDR Standard Chartered analyst Geoff Kendrick initiated coverage of AAVE with a…
TLDR Japan’s Financial Services Agency approved Ripple’s RLUSD stablecoin as an electronic…
AI
TLDR House Democrats ask the SEC to explain oversight of AI trading…
Stocks
TLDR Micron beat earnings expectations and gave a strong outlook, sending semiconductor…
Regulation
TLDR Kanga secured a Class 3 MiCA license in Latvia through SIA…
Bitcoin
TLDR Prominent Chinese Bitcoin miner Jiang Zhuoer predicts BTC’s bear-market bottom between…
