Today: 21 June 2026

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft will report fiscal Q3 results Wednesday, with focus on Azure growth and AI spending after a $357 billion market value loss last quarter. A new Microsoft-OpenAI deal announced Monday makes Microsoft’s OpenAI license non-exclusive and changes revenue-sharing terms. Analysts expect revenue near $81.4 billion. Microsoft guided for Azure and other cloud services growth of 37% to 38%, down from 39% last quarter.
27 April 2026
···
S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

The S&P 500 slipped 0.17% to 7,153.03 late Monday morning as U.S. stocks retreated from record highs ahead of major tech earnings and a Federal Reserve decision. Brent crude rose 2.1% to $107.49 a barrel amid stalled U.S.-Iran talks and shipping disruptions. Nearly half the S&P 500’s market value is set to report earnings this week, including Microsoft, Meta, Apple, Alphabet, and Amazon.
27 April 2026
··········
VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

Vanguard Total Stock Market ETF edged up 12 cents to $352.17 after an early dip Monday, as investors weighed upcoming mega-cap tech earnings against oil-market risks tied to Iran. The fund remains up 0.59% over the past five days. Oil forecasts rose after Middle East supply concerns, with Goldman Sachs now seeing Brent at $90 a barrel in the fourth quarter. Peer equity ETFs traded mixed in early action.
27 April 2026
·······
Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

The Nasdaq Composite fell 0.4% to 24,738.40 Monday after hitting a record, as investors braced for major Big Tech earnings and tracked new OpenAI-linked AI deals. Brent crude jumped 2.44% to $107.90 following stalled U.S.-Iran talks. Microsoft shares dipped after OpenAI ended its exclusive cloud partnership. Qualcomm rose on reports of OpenAI smartphone chip plans.
27 April 2026
········
Boeing Stock’s Next Big Test: Q1 Beat, Cash Burn And A 737 Ramp Investors Can’t Ignore

Boeing Stock’s Next Big Test: Q1 Beat, Cash Burn And A 737 Ramp Investors Can’t Ignore

Boeing narrowed its first-quarter net loss to $7 million from $31 million a year earlier and reported $22.2 billion in revenue, up 14%. The company delivered 143 commercial jets, outpacing Airbus for the quarter, but used $1.5 billion in free cash flow. Boeing’s backlog hit a record $695 billion. Shares traded near $231.54 early Monday in New York.
27 April 2026
···
Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart shares hovered near $129 Monday, keeping its market value above $1 trillion as investors watched growth in China and new Sam’s Club delivery options. Sam’s Club fulfilled nearly 65,000 one-hour Express orders since April 2 across 600 clubs. Walmart China’s Q4 net sales rose 19.3% to $6.1 billion, with e-commerce accounting for over half. New Sam’s Clubs opened in Jiangsu, with more set for Shandong and Liaoning.
27 April 2026
··
Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet will report first-quarter results after markets close Wednesday, with options pricing suggesting a possible 5% stock move by week’s end. Visible Alpha estimates revenue at $106.97 billion, up 19% from a year ago, and earnings per share at $2.73, down 3 cents. Investors are watching if heavy AI and data-center spending is driving growth in Google Cloud and Search.
27 April 2026
···
Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely sold 709,358 vehicles in Q1 2026, its highest ever for the period, with exports up 126% to 203,024 units. China’s EV exports reached $21 billion in Q1, up from $12 billion a year earlier, after the Iran war disrupted oil flows. Geely aims to sell over 6.5 million vehicles annually by 2030, with three-quarters as new energy vehicles. BYD’s domestic sales have fallen for seven months as rivals gain ground.
27 April 2026
···
Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Corp. signed a $7.5 billion, 15-year lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 campus, pushing total contracted lease revenue above $23 billion. The campus is set to begin operations in mid-2027. Shares rose over 12% after the announcement. The company ended its fiscal third quarter with $2.1 billion in cash and $2.7 billion in debt.
27 April 2026
·
SpaceX IPO Nears: Starship, Starlink and Musk’s $75 Billion Bet Face Wall Street’s First Real Test

SpaceX IPO Nears: Starship, Starlink and Musk’s $75 Billion Bet Face Wall Street’s First Real Test

HawkEye 360 said Monday it is seeking a U.S. IPO valuation of up to $2.42 billion, following SpaceX’s confidential filing earlier this month. SpaceX is targeting a $1.75 trillion valuation with less than 5% of shares to float publicly. The company hosted a three-day analyst event last week as details began to emerge. Starlink and Starship are expected to drive investor interest.
27 April 2026
··
SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI shares fell 1.4% to $8.08 in early Nasdaq trading Monday after announcing an all-stock deal to buy LivePerson for about $43 million in equity value. The acquisition, expected to close in the second half of 2026, would combine SoundHound’s voice AI with LivePerson’s messaging platform, pending regulatory approval.
27 April 2026
····
Verizon Stock Jumps After Subscriber Surprise: Why Q1 Earnings Changed the 2026 Story

Verizon Stock Jumps After Subscriber Surprise: Why Q1 Earnings Changed the 2026 Story

Verizon shares rose 3% after the company reported a surprise gain of 55,000 postpaid phone customers in Q1, beating analyst expectations of a loss. Adjusted EPS climbed 7.6% to $1.28, and revenue rose 2.9% to $34.4 billion. Verizon raised its 2026 profit outlook but missed Wall Street revenue estimates. Customer credits from a January outage reduced wireless service revenue growth.
27 April 2026
··
Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta shares rose to $675.03 ahead of first-quarter earnings due April 29, valuing the company at $1.74 trillion. Meta has guided for Q1 revenue of $53.5–$56.5 billion and 2026 capital expenditures of up to $135 billion. Analysts project share prices could top $1,000 in coming years, but warn of regulatory and spending risks. Meta recently announced expanded use of Amazon Web Services for AI infrastructure.
27 April 2026
··
Bitcoin Supply Shock? Saylor’s Latest Buy Puts Strategy Ahead Of BlackRock

Bitcoin Supply Shock? Saylor’s Latest Buy Puts Strategy Ahead Of BlackRock

Strategy Inc. bought 3,273 bitcoin for $255 million last week, raising its total holdings to 818,334 BTC and keeping it ahead of BlackRock’s iShares Bitcoin Trust. Galaxy Digital CEO Mike Novogratz warned that Strategy’s pace could strain supply. Bitcoin traded near $77,660 after nine days of U.S. spot ETF inflows. Strategy funded the purchase by selling 1.45 million shares through an at-the-market program.
27 April 2026
···
Samsara Stock Gets a 531,310-Share Signal From Nippon Life

Samsara Stock Gets a 531,310-Share Signal From Nippon Life

Nippon Life Global Investors Americas disclosed a new 531,310-share stake in Samsara Inc, valued at about $18.8 million, according to MarketBeat. Samsara shares traded at $29.96 premarket, with institutional ownership at 96.02%. Teachers Retirement System of Kentucky also raised its stake by 22.9%. Samsara reported Q4 revenue of $444.3 million, up 28% year-over-year.
27 April 2026
·
Marvell Stock Rally Faces a $170 Wall as AI Chip Bets Run Hot

Marvell Stock Rally Faces a $170 Wall as AI Chip Bets Run Hot

Marvell Technology shares closed at $164.31 on April 24, above B. Riley’s new $156 price target and well above the analyst average of $120.28. The stock surged over 125% in eight weeks, fueled by AI chip and optical networking deals with Nvidia and others. Some analysts raised targets to $170, while others warned the rally may be overextended. Marvell traded at $160.88 premarket Monday.
27 April 2026
·
China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of AI startup Manus, citing foreign investment security rules. Meta had completed the deal in December, with Manus staff and assets already moved to Singapore. The order comes days before a planned Trump-Xi meeting in Beijing. Meta said it complied with all laws and expects a resolution.
27 April 2026
·
Fed Week Ahead: Powell’s Possible Exit Turns a No-Change Meeting Into a Rate-Cut Cliffhanger

Fed Week Ahead: Powell’s Possible Exit Turns a No-Change Meeting Into a Rate-Cut Cliffhanger

The Federal Reserve is expected to keep its benchmark rate at 3.50%-3.75% on Wednesday, as inflation risks rise from higher oil prices and disruptions in the Strait of Hormuz. Chair Jerome Powell may lead his final policy meeting, with markets watching for signals on future hikes. Key GDP and PCE inflation data are due Thursday morning. Investors currently see little chance of a rate cut this year.
27 April 2026
··
1 … 216 217 218 219 220 … 2,090

Stock Market Today

  • Hyperscalers Face AI Hardware Bottlenecks Amid Soaring Memory Chip Prices
    June 21, 2026, 3:43 PM EDT. Hyperscalers Amazon, Alphabet, Microsoft, and Meta face critical hardware bottlenecks limiting their AI ambitions, as shortages in high-bandwidth memory (HBM) chips from dominant suppliers SK Hynix, Samsung, and Micron surge prices and restrict capacity. While memory chip stocks rallied 41% over one month, hyperscaler stocks lagged, with Meta down 12.55% year-to-date due to its consumer ad revenue model and lack of cloud services business. Capital expenditure costs have ballooned, impacting earnings and stock performance. The shortage persists as new chip fabrication plants and capital equipment from Applied Materials, Lam Research, and KLA Corp cannot scale quickly enough. This hardware scarcity may reshape competitive dynamics in AI cloud services.

Latest articles

Rocket Lab readies for Nasdaq-100 start as shares recover after the holiday

Rocket Lab readies for Nasdaq-100 start as shares recover after the holiday

21 June 2026
Rocket Lab joins the Nasdaq-100 before Monday’s open, giving the stock a bigger role in growth portfolios after a 4.7% weekly gain to $107.24, but it remains nearly 29% below its late-May high; analysts highlight sector volatility from SpaceX and warn that index inclusion may be a short-term boost rather than a fundamental shift.
BofA trades close to record ahead of Fed stress test week

BofA trades close to record ahead of Fed stress test week

21 June 2026
Bank of America closed at $56.20 after a holiday-shortened week, just below its yearly highs, as investors brace for Wednesday’s Fed bank stress-test results, with rate risk, credit costs, and capital returns in focus; the Fed’s decision to keep current capital buffers until 2027 may limit immediate rule changes, but test outcomes could still sway sentiment on future dividends and buybacks.
Go toTop