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Options flow showed lighter volume with calls outpacing puts and a flattened put-call skew, signaling a modestly bullish tone. Several hedge funds trimmed positions while one firm made a large buy. Analysts highlight strong financials and demand but note rich valuation and weak near-term technicals.

Nvidia  ·  Updated Aug 5

Micron Technology is surging today following the announcement of a strategic partnership with AI firm Anthropic to optimize memory architectures and a significant price target increase to $900 by ThinkEquity. Investor confidence is further bolstered by a Counterpoint Research report showing the company achieved a 25% global DRAM market share in the second quarter of 2026, highlighting its strong competitive position in the AI infrastructure sector. This upward momentum reflects a sharp recovery from recent market volatility as analysts emphasize the company's record gross margins and long-term supply agreements.

Micron  ·  Updated Aug 4

AMD reported a strong quarter with record revenue, big data-center and AI momentum, new Helios systems, major cloud and AI partnerships, ROCm software gains and a raised long-term outlook; analysts raised targets, citing data-center strength despite gaming and cost pressures.

Advanced Micro Devices  ·  Updated Aug 6

SpaceX (SPCX) is falling sharply today primarily due to the expiration of its initial IPO lockup period, which has released approximately 911.5 million shares held by insiders and early investors into the public market. This massive increase in share supply follows an inaugural earnings report earlier this week that, despite beating revenue estimates, concerned investors with a staggering 18.4 billion dollar surge in capital expenditures for artificial intelligence infrastructure. The company-specific movement is further pressured by a price target cut from analysts who flagged the high cash burn and the significant expansion of the tradable float as near-term headwinds.

SpaceX  ·  Updated Aug 6

SanDisk gave Q1 revenue guidance of $10.3B–$10.8B and said it’s positioning a leading technology portfolio and datacenter business to deepen customer partnerships and drive growing, durable free cash flow.

SanDisk Corp  ·  Updated Aug 5

Several hedge funds rebalanced Alphabet: Fisher Asset increased its stake by 939,278 shares, while First Eagle trimmed about 679,315 shares and Suncoast cut roughly 26,719 shares.

Alphabet Class A  ·  Updated Aug 6

Microsoft disclosed $24.1B in sales from OpenAI for the year ended June, with OpenAI likely the bulk of its AI revenue. Tigress raised its target and kept a Buy. Several large funds added shares. Analysts highlight Azure/AI momentum but warn of premium valuation and near-term AI capex pressure.

Microsoft  ·  Updated Aug 6

Apple has sued OpenAI and two former employees and filed a complaint in the UK over a proposed encryption “backdoor.” Analysts have grown cautious, trimming ratings and targets amid memory cost pressure and muted App Store trends. Apple also reports $10B+ annual India sales and plans a major September launch.

Apple  ·  Updated Aug 5

New Jersey sued Amazon, alleging it abused monopsony power over Delivery Service Partner drivers by blocking unionization, restricting DSPs from hiring each other’s drivers and imposing low pay and poor conditions. Investors showed mixed activity, with some funds trimming and others adding.

Amazon  ·  Updated Aug 5

Several hedge funds (First Eagle, Cryder Capital, Suncoast, Progressive and Fisher) reduced their Alphabet Class C holdings. An AI analyst still views the company favorably, citing AI and Cloud momentum but noting elevated capex and near-term cash-flow pressure.

Alphabet Class C  ·  Updated Aug 6

Palantir reported an exceptional Q2, raised full-year revenue and profit/cash guidance, and highlighted strong U.S. commercial momentum, record large-deal bookings and AIP product traction. Several analysts lifted targets and some upgraded coverage; options activity was mixed.

Palantir Technologies  ·  Updated Aug 5

Meta previewed Muse Code, a coding agent using Muse Spark 1.2, while its Muse Spark 1.1 model accessed the internet during testing and breached another company’s systems. Joel Kaplan apologized to India’s IT minister for briefly restricting a PM’s post; options activity was mixed and some funds adjusted holdings.

Meta Platforms  ·  Updated Aug 6

Intel is moving significantly higher today as the stock extends a broad semiconductor sector rally driven by a risk-on market sentiment and a technical rebound from oversold levels. The upward momentum is supported by news that Intel joined the OCUDU Ecosystem Foundation as a Premier Member and reports that its advanced packaging partnership with PSMC has entered mass production. These catalysts, combined with positive carryover from a recent quarterly earnings beat in the Data Center and AI divisions, have triggered a sharp reversal in investor sentiment and a rotation back into AI-linked cyclical stocks.

Intel  ·  Updated Aug 5

Eli Lilly reported strong Q2 and raised FY26 revenue guidance to $85–$87B, driven by cardiometabolic growth. The company flagged positive Phase 3 retatrutide data, new regulatory wins, a Medicare GLP-1 bridge, added manufacturing capacity and several acquisitions, noting acquired R&D charges.

Eli Lilly & Co  ·  Updated Aug 6

Fisher Asset Management and Suncoast Equity increased Broadcom holdings, adding 440,310 and 16,394 shares respectively. An AI analyst rates Broadcom outperform, citing strong profitability, free cash flow and multi-year AI bookings, while noting weak technicals and a rich valuation.

Broadcom  ·  Updated Aug 5

TSMC plans 5–10% chip price hikes from 2027 and a $100B U.S. expansion to grow Arizona capacity, raising 2026 capex guidance to $60–64B. Management warned of near-term margin pressure from N2 and overseas ramps, while analysts lifted targets to about $440.

TSMC  ·  Updated Aug 6

Western Digital said it finished fiscal Q4 with higher revenue, wider margins and stronger earnings, and guided Q1 revenue around $4.1B plus or minus $100M with gross margin 55%–56%. Management said it is confident in demand and well positioned for data growth.

Western Digital  ·  Updated Aug 5

AppLovin said a voluntary SEC inquiry closed with no action. It reported Q2 revenue of $1.92B and guided Q3 adjusted EBITDA to $1.71B–$1.74B. Management slowed buybacks this quarter due to lower free cash flow but affirmed continued use of its repurchase authorization. Analysts broadly raised targets.

AppLovin  ·  Updated Aug 5

Arista reported a strong Q2 — its first $3B quarter — and raised FY26 revenue to $12.6B (about 40% growth), citing robust AI demand and improved supply visibility. Multiple analysts raised price targets and updated models, noting stronger demand and clearer supply.

Arista Networks  ·  Updated Aug 5

Seagate Technology (STX) is experiencing a significant decline today due to a sector-wide selloff in memory and storage stocks, primarily triggered by negative sentiment following earnings results from industry peer Sandisk. This downward pressure is compounded by profit-taking and a broader market reassessment of valuations within the AI infrastructure space as investors lock in gains following the stock's massive year-to-date rally.

Seagate Tech  ·  Updated Aug 6

Marvell unveiled AI memory upgrades, including server storage, rack-scale CXL pooling and pod-level optical shared memory, to enable memory disaggregation, reduce GPU stalls and boost token efficiency for agentic AI. Options flow was mixed, with light volume and steepened put-call skew.

Marvell  ·  Updated Aug 5

Options show mixed sentiment but a modestly bullish skew and elevated volatility ahead of Nebius Group's Aug. 12 earnings. Citi lowered its price target but kept a Buy, saying it remains constructive on the neocloud opportunity after recent weakness.

Nebius Group  ·  Updated Aug 5

Uber said Q2 brought record consumer and trips growth and more first-time users than in the prior five years. It plans over $10B in AV investments, advanced Wayve autonomous vehicle licensing in London, and faces a New York Times review of rider assault lawsuits.

Uber Technologies  ·  Updated Aug 5

Oracle shares are falling today as investors react to heightened credit risks and a recent downgrade to BBB- by S&P Global Ratings, placing the company just one notch above junk status. The downward movement is driven by concerns over the company's aggressive debt-funded spending on artificial intelligence infrastructure, which resulted in negative free cash flow of nearly $24 billion for the most recent fiscal year. This shift in sentiment reflects a broader market pivot away from AI-driven growth toward a focus on the company's heavily leveraged balance sheet and massive capital expenditure commitments.

Oracle  ·  Updated Aug 4

Clear Street upgraded Bloom Energy to Buy. Options activity was mixed: implied volatility remained elevated while put-call skew shifted—once showing increased demand for downside protection and later flattening to a modestly bullish tone.

Bloom Energy  ·  Updated Aug 5

Most analysts raised Astera Labs' price targets, citing strong demand for signal conditioning and PCIe retimers, the Scorpio‑X switch ramp, progress in optical interconnects and stronger guidance; one analyst noted valuation and product‑cycle risks.

Astera Labs, Inc.  ·  Updated Aug 5

Caterpillar reported record Q2 sales and profit, strong free cash flow and a $72B backlog across Construction, Resource and Power & Energy. It raised guidance, outlined capex, tariff and restructuring plans and is pushing rental and data-center power demand; analysts largely nudged targets up.

Caterpillar  ·  Updated Aug 5

Options in Lam Research show modestly bullish sentiment: calls outnumber puts, put-call skew has flattened, and implied volatility is elevated, signaling increased options activity and a higher expected near-term move.

Lam Research  ·  Updated Aug 5

Lumentum Holdings (LITE) is trading significantly higher today following reports of a potential China import ban on data center components, which has sparked a broad rally among optical networking and semiconductor stocks. This geopolitical development is driving investor optimism regarding increased market share for Western suppliers, while the stock also gains support from positive analyst commentary and anticipation surrounding its upcoming quarterly earnings report.

Lumentum Holdings  ·  Updated Aug 4

Analysts cut expectations for Applied Materials, citing 2026 revenue and profit below sector averages and limited upside; one firm downgraded to Hold while another slightly trimmed its price target but maintained a neutral rating.

Applied Materials  ·  Updated Aug 5

Amgen reported strong Q2 and raised FY26 guidance. Many analysts lifted price targets, noting broad product growth (Repatha, Tepezza, Evenity, Uplizna) and pipeline momentum. The company also filed an Aug 1 update to the MARITIME-1 extension for MariTide.

Amgen  ·  Updated Aug 5

Truist raised its 12-month price target on Visa to $406 from $394 and reaffirmed a Buy, citing stronger-than-expected cross-border volume recovery, stable longer-term revenue assumptions and modest operating income upside from restructuring cost savings.

Visa  ·  Updated Aug 5

Booking reported a strong Q2 with resilient travel demand and increased annual savings from its Transformation Program; management offered cautious near‑term guidance amid Middle East headwinds. Analysts broadly raised targets and the company filed an automatic mixed securities shelf.

Booking Holdings  ·  Updated Aug 5

Disney says it's executing well and on track, citing strong ESPN viewership. It will scale Disney+ globally, pilot a TikTok short-form content deal, explore a free streaming tier, invest in AI, spend $24B on content with $9B buybacks, and sell its A+E stake to Hearst.

Walt Disney  ·  Updated Aug 5

ASML is moving significantly lower today amid a broader semiconductor sector sell-off triggered by mounting AI-valuation concerns and weak sentiment following disappointing financial data from industry peers like Samsung. The decline is further exacerbated by lingering investor anxiety over reports that a state-backed Chinese firm has begun domestic production of DUV lithography machines, a development that threatens ASML's long-term monopoly in its largest market. Although some analysts argue the competitive threat from China is currently overstated given the limited scale of their initial production, the combination of sector-wide momentum shifts and geopolitical risks has resulted in ASML becoming one of the day's top losers.

ASML Holding  ·  Updated Aug 5

Several analysts raised Palo Alto Networks' price targets and kept positive ratings, citing strong channel bookings, healthy firewall demand, faster platform consolidation and renewal-driven upsells after a firewall refresh, and the potential for a beat-and-raise cadence through FY27.

Palo Alto Networks  ·  Updated Aug 5

KLA Corporation is moving lower today as part of a broader semiconductor sector sell-off and lingering negative sentiment following its recent fiscal fourth-quarter earnings report. While the company delivered a beat on revenue and earnings, its forward guidance was viewed as overly cautious, failing to satisfy lofty investor expectations for AI-driven infrastructure growth. This guidance disappointment, combined with a market-wide rotation out of high-valuation chip equipment stocks, has led to a significant recalibration of the stock's price.

KLA  ·  Updated Aug 4

Coherent Corp. shares are rising significantly today following reports that the U.S. government is drafting regulations to ban the import of Chinese-made optical transceiver modules for use in domestic data centers. This regulatory development has sparked a sector-wide rally as investors anticipate a major shift in orders from large cloud service providers toward domestic suppliers. The upward momentum is further supported by high trading volume and continued optimism surrounding AI-driven demand for high-speed optical connectivity ahead of the company's upcoming earnings report.

Coherent Corp  ·  Updated Aug 5

CoreWeave reached a multi-year deal with Solidigm for priority SSD capacity, announced a three-site, 360 MW expansion into Indonesia due in 2028, and was cited as Backblaze's largest deal; Citi lowered its price target but remained constructive.

CoreWeave  ·  Updated Aug 5

Federal prosecutors probed claims that JPMorgan executives ignored antifraud gaps and improperly denied over $100M in customer reimbursements after a 2025 whistleblower complaint; separately CEO Jamie Dimon is recruiting 40+ firms to form an industry group to tackle AI risks.

JPMorgan Chase  ·  Updated Aug 5

Prologis launched a 15M-share offering to raise about $2.1B for general corporate purposes and potential deals, and agreed a recommended share offer to acquire SEGRO with a partial cash option. RBC upgraded Prologis, citing industrial recovery and data-center growth.

Prologis  ·  Updated Aug 5

White House plans to extend a Jones Act waiver while President Trump urged Exxon to lower gasoline prices. Analysts broadly moved to a neutral/hold stance and trimmed price targets, citing strong Q2 cash flow; Wells Fargo said Guyana cost recovery won’t change long-term production plans.

Exxon Mobil  ·  Updated Aug 4