The Market Never Sleeps (And Nasdaq Wants to Prove It)

Remember when the stock market closed at 4 p.m. and you had to wait until tomorrow to trade? Yeah, those days might be numbered. Nasdaq just announced it's gunning for 24-hour trading, five days a week, and honestly, it's kind of a big deal—even if it sounds like something that would make your sleep schedule cry. Here's the deal: Nasdaq is filing papers with the SEC to let people trade around the clock, Monday through Friday. Currently, the market opens at ...
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SpaceX Just Raised $75B—And It’s Not About Rockets Anymore

Here's the thing about big market moves: they rarely happen where everyone's looking. When SpaceX went public and raised $75 billion, Wall Street was obsessed with the obvious questions. Is the valuation crazy? Will the stock pop? Who's getting rich? Meanwhile, the real story was quietly unfolding in a completely different corner of the market. The IPO wasn't the news. What SpaceX plans to do with that money is. For years, Starlink—SpaceX's satellite internet business—was treated like a fun side ...
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SK Hynix Just Crashed America’s AI Party—And It’s Kind of a Big Deal

So SK Hynix, a South Korean chipmaker you've probably never heard of, just pulled off the largest foreign company listing in US history. And if you're not paying attention, you're missing one of the most important stories in the AI boom. Here's the deal: SK Hynix is one of three companies on Earth that actually makes the memory chips that power everything from your phone to the servers running ChatGPT. They're basically the unsung heroes of the AI revolution—the folks making ...
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JPMorgan Just Blew Up the ‘Cloud-Only AI’ Playbook

Here's the thing about the AI infrastructure story everyone's been telling for the past two years: it's been way too simple. The narrative goes like this—every company eventually moves to the cloud, pays per token, and lets Amazon, Microsoft, or Google handle the headaches. Clean. Tidy. Profitable for hyperscalers. Then JPMorgan Chase walked in and said, "Actually, no." This week, SambaNova Systems—an AI chip startup that Intel apparently tried to buy for $1.6 billion less than a year ago—just raised $1 billion ...
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Home Prices Hit a Record High in June Even as Sales Fall — What It Means for Real Estate Investors

The U.S. housing market delivered a contradictory signal in June: home prices hit an all-time high while sales fell. Sales of previously owned homes dropped 2.4% from May to a seasonally adjusted annual rate of 4.09 million units, according to the National Association of Realtors — missing analyst expectations of a modest monthly gain. Yet simultaneously, the median price of an existing home rose to $440,600, up 1.8% year over year and the highest figure ever recorded. The culprit is ...
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The Russell 2000 Is Quietly Outpacing the Nasdaq — Here Is What Smart Money Is Betting On

While Wall Street's attention has been glued to Nvidia, Apple, and the mega-cap tech trade, something significant has been building under the surface. The Russell 2000 — the benchmark index for U.S. small-cap stocks — has climbed 20% year-to-date, edging out the Nasdaq-100's 18% gain. That spread may look small in percentage terms, but it represents a meaningful shift in market leadership that every retail investor should be watching. And on Thursday, one savvy institutional trader made a nearly $20 ...
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Micron Commits $250 Billion to U.S. Chipmaking and Shares Surge 7%

Micron Technology just made one of the boldest bets in American manufacturing history. The memory chipmaker announced Thursday it is raising its planned U.S. investment to $250 billion through 2035 — a roughly $50 billion increase from its previous target. Investors reacted immediately: Micron shares jumped 7% on the news, dragging the broader semiconductor sector along for the ride, with Applied Materials, KLA Corp, and Lam Research each gaining 7% and ARM Holdings surging 11%.The centerpiece of Thursday's announcement is ...
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Deutsche Bank Upgrades First Solar and Bernstein Names the Best Nuclear Plays for 2026

The energy sector is generating some of the most compelling investment cases on Wall Street right now, with contrarian calls on beaten-down solar and a nuanced rethink on nuclear power. Two major research firms issued fresh notes this week that investors in the energy space should pay close attention to. Deutsche Bank upgraded First Solar (NASDAQ: FSLR) — the largest solar company in the United States — while Bernstein laid out which nuclear stocks are best positioned for the years ...
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