Sarah Chen
The Data Hawk
Marvell Stock Slides 8% Despite Earnings Beat as Investors Question Google AI Revenue Timing
Marvell fell more than 8% after beating estimates, as investors focused on when its Google AI-chip a…
Nvidia Rally Sends S&P 500 and Nasdaq to Best Session Since August Ahead of Warsh Speech
Nvidia’s nearly 9% rally lifted major US indexes, while Kevin Warsh’s Jackson Hole speech sets up a …
Nvidia, Salesforce and CrowdStrike Earnings Sweep Keeps AI Trade in Focus
Three winning AI-linked calls put earnings momentum, semiconductor leadership and the September grow…
Okta Stock Jumps 15% After Earnings Beat as AI Security Demand Accelerates
Okta shares rose 15% after topping analyst estimates, with new products driving 30% of bookings and …
S&P 500 Holds Near 7,676 as Sticky PCE Inflation Sets Up Nvidia Earnings Test
The S&P 500 is near 7,676 as sticky PCE inflation raises policy uncertainty ahead of Nvidia’s earnin…
CrowdStrike and Salesforce Earnings Will Test Whether the Software Rally Has Legs
CrowdStrike and Salesforce earnings will test whether the software rally can clear key technical res…
Canada Signals Tariff Retaliation as US Trade Talks Break Down
Canada’s failed trade talks with the US raise fresh volatility risks for the TSX Composite, exporter…
OpenAI Account Bans Put AI Governance and Microsoft Exposure in Focus
OpenAI’s account bans may sharpen scrutiny of AI governance, platform liability and sentiment toward…
Martin Marietta Closes Lhoist North America Deal, Expanding Its Construction Materials Footprint
Martin Marietta’s completed Lhoist North America combination expands its lime and aggregates platfor…
nVent's $1.75 Billion Maverick Power Deal Expands Its Electrification Bet
nVent's $1.75 billion Maverick Power acquisition expands its power-infrastructure footprint as data-…
50% Canadian Export Tariffs Raise Fresh Risks for TSX and U.S.-Canada Trade
New 50% U.S. tariffs on some Canadian exports could pressure TSX-listed exporters and increase volat…
Ray Dalio’s Debt Warning Puts Gold, Bitcoin and Monday’s Treasury Briefing in Focus
Ray Dalio sees Bessent’s debt-buyback move as a warning sign, while gold, yields, the dollar and equ…
Bunker Hill, Silver47 Set $163 Million All-Stock Merger to Build U.S. Silver Platform
Bunker Hill and Silver47 announced a $163 million all-stock merger, creating a proposed U.S. silver …
Micron CEO Challenges the Memory Bear Case as MU Sentiment Turns More Bullish
Micron CEO Sanjay Mehrotra challenged the memory-chip bear case, giving MU sentiment a potential cat…
Anthropic’s Consultancy Push Tests the Limits of the AI Business Model
Anthropic’s reported consultancy acquisition could bring AI vendors deeper into enterprise implement…
Fortitude Mining Calls Q2 Strong as Zcash-Focused Digital Asset Platform Expands
Fortitude Mining describes Q2 as strong, but the available update omits revenue, hash-rate, EPS and …
Target’s Turnaround Wins Wall Street Support as Investors Watch for a Buy-the-Dip Entry
Target’s improving earnings metrics and positive analyst response strengthen its turnaround case, wh…
Virtu Financial Rises on Takeover Speculation as Volatility Boosts Market-Maker Appeal
Virtu Financial gained amid takeover speculation, but no acquirer or deal terms were disclosed. Elev…
30-Year Treasury Yields Hit 2007 High as Hormuz Crisis Pressures Tech Stocks
Long-term Treasury yields have reached a 2007 high as Hormuz tensions and higher oil prices weigh on…
Google’s $10 Million Spirit Airlines Data Deal Signals a New AI Asset Class
Google’s reported $10 million bid for Spirit Airlines’ business data may signal a growing market for…