Micron Just Crushed Earnings — And the AI Memory Boom Is Only Getting Started

Micron Technology (MU) delivered one of the most stunning earnings reports of the year, obliterating Wall Street's already-high expectations for its fiscal third quarter of 2026. Revenue surged 73.8% year-over-year to $41.46 billion — beating the consensus estimate of $35.82 billion by 15.7%. Earnings per share came in at $25.11, a jaw-dropping 1,223% increase from the prior-year period and a 21.2% beat over the $20.71 consensus. The stock, already up over 300% year-to-date and 853% over the past year, crossed ...
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Trump Bought Axon Stock Weeks Before ICE Sought a $220 Million Taser Deal

President Donald Trump purchased between $1 million and $5 million in Axon Enterprise (AXON) stock on February 10, 2026 — just 14 days before U.S. Immigration and Customs Enforcement posted a notice seeking a five-year, $220 million contract for roughly 17,800 Tasers, unlimited cartridges, and full officer training. The disclosure surfaced in Trump's Office of Government Ethics filing made public in May, which contained over 3,700 individual transactions. The timing has drawn sharp scrutiny from ethics experts and renewed investor ...
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Why SpaceX’s IPO Crash Is Actually a Gift for Smart Investors

SpaceX went public at $150, rocketed to $200 in two days, then crashed right back down. If you watched that happen and thought "wow, what a mess," you're not wrong. But here's the thing: that mess is actually telling us something important about how the market works—and where the real money is hiding. Let's start with the obvious: SpaceX is an incredible company. Starlink changed the world. Elon Musk is a genius. But here's what nobody talks about at IPO parties: ...
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Summer’s Coming for Your Portfolio—And It Might Not Be Pretty

Bank of America just dropped a technical analysis that basically says: buckle up, because the S&P 500 is about to get weird this summer. Here's the deal: BofA's technical strategists are seeing a cluster of warning signs that suggest we're heading into what they're calling an "abc correction"—fancy Wall Street speak for a three-wave decline that could drag on through Q3. Paul Ciana, the bank's global head of technical strategy, put it bluntly: "Summer roadmap is a three-wave correction. Potential for ...
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Wall Street’s Biggest Calls Today: AppLovin Gets Strong Buy, Marvell Raised to $340, Progressive Downgraded

Monday brought a wave of high-profile analyst moves across sectors, with Raymond James, UBS, Wells Fargo, and Goldman Sachs all making notable ratings changes that retail investors need to know about. The calls span mobile advertising, semiconductor chips, energy infrastructure, and auto insurance — and several come with large price target revisions that signal where institutional money is positioning heading into the second half of 2026.Raymond James launched coverage of AppLovin (APP) with a Strong Buy rating and a $640 ...
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TeraWulf Is Up 500% in One Year — Citi Says There’s Still 39% More Upside Ahead

Wall Street's bullish chorus on TeraWulf (WULF) got significantly louder on Monday as Citi initiated coverage with a Buy rating and a $36 price target — implying another 39.4% upside from Friday's close. The call comes after an already extraordinary 12-month run in which TeraWulf shares have surged more than 500%. Once written off as a pure-play cryptocurrency miner, the company has reinvented itself as an energy infrastructure provider for high-performance computing (HPC) systems — the same infrastructure that powers ...
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Comcast Soars 20% as It Spins Off NBCUniversal and Sky Into a Separate Public Company

Comcast made one of the biggest corporate restructuring announcements in media history on Monday, revealing plans to spin off NBCUniversal and its European media business Sky into a separate publicly traded company. Comcast shares surged more than 20% on the news, with the stock briefly hitting 26% higher in premarket trading — a dramatic reversal for a stock that had fallen 30% over the past 12 months. The spin-off is expected to complete in approximately one year and will be ...
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Applied Digital’s $7 Billion Jackpot: Why This Data Center Stock Just Exploded 54%

Applied Digital just pulled off the kind of deal that makes investors sit up and pay attention. The company's stock rocketed 54% in a single day—and honestly, there's a pretty solid reason why. Here's the deal: Applied Digital, which builds and operates data centers for AI companies, just signed a massive contract with CoreWeave, the AI infrastructure heavyweight. We're talking two 15-year leases that are expected to generate $7 billion in revenue. That's not chump change. Think of it this way—CoreWeave is ...
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