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Why ON Semiconductor (NASDAQ: ON) Is Declining Amid a Chip Sector Pullback

The broader chip sector has faced sustained pressure this week following Samsung's record second-quarter earnings, which — despite reflecting genuinely strong operational performance — still failed to meet the market's increasingly elevated expectations tied to AI-driven demand. That gap between strong results and disappointed …

Nitish Kishor | 10 July 2026

Why ACM Research (NASDAQ: ACMR) Is Declining Amid a Broader Chip Sector Pullback

Among the sector-wide catalysts weighing on sentiment is Samsung's record second-quarter results, which still disappointed relative to elevated AI-driven expectations, alongside a report that DeepSeek is developing its own AI chip — a development that has raised competitive concerns across the semiconductor supply chain. …

Nitish Kishor | 10 July 2026

Why Zeta Global (NYSE: ZETA) Is Declining After Last Week's Palantir-Driven Rally

The recent momentum that drove last week's rally had been anchored by Zeta's July 6 investor event, which highlighted the company's Athena AI strategy — its approach to embedding artificial intelligence more deeply into its marketing technology platform. The event also detailed a strategic …

Nitish Kishor | 10 July 2026

Why Lam Research (NASDAQ: LRCX) Is Edging Lower Despite Higher Price Targets

The pullback comes despite constructive analyst action on the stock today. Stifel raised its price target on Lam Research to $425, while Needham lifted its own target to $390 while maintaining a Buy rating. Both moves reflect continued sell-side confidence in the company's longer-term …

Nitish Kishor | 10 July 2026

Why Circle Internet Group (NYSE: CRCL) Surged on Its National Trust Bank Approval

The new charter places Circle's digital asset infrastructure under direct federal oversight, a shift that carries significant implications for how the company manages its reserves and serves institutional clients. Critically, the trust structure enables Circle to offer institutional custody services directly, laying the groundwork …

Nitish Kishor | 10 July 2026

Why American Bitcoin Corp (NASDAQ: ABTC) Plunged After Its Reverse Stock Split

The mechanics of a reverse split do not change the underlying value of a company, but they often coincide with, or amplify, existing negative sentiment, particularly when investors interpret the need for such a maneuver as a signal of underlying weakness rather than a …

Nitish Kishor | 10 July 2026

Why Marathon Digital (NASDAQ: MARA) Is Tumbling Despite a 4.8GW Texas Power Deal

That optimism proved short-lived. Morgan Stanley reiterated its Underweight rating on the stock and slashed its price target to $5.50 from $7, a figure that represents a striking 56% discount to where shares currently trade. The bank's revised target casts explicit doubt on the …

Nitish Kishor | 10 July 2026

Why Hut 8 (NASDAQ: HUT) Is Declining After Its 150% Year-to-Date Rally

The immediate trigger for today's selloff is a broader risk-off environment driven by renewed US-Iran military exchanges, which have rattled equity markets globally and pushed investors toward safer assets. Crypto-linked and AI infrastructure names, having rallied sharply in recent months, have proven particularly susceptible …

Nitish Kishor | 10 July 2026

Why IREN Limited (NASDAQ: IREN) Is Declining Despite a Bullish Anthropic Deal Speculation

The Anthropic speculation, while unconfirmed, has been a significant driver of recent sentiment toward IREN, as investors weigh the potential for the company to secure a major new hyperscale customer relationship in its home market of Australia. Such speculation-driven rallies often prove volatile, as …

Nitish Kishor | 10 July 2026

Why Bitmine Immersion (NYSE American: BMNR) Is Gaining on Its Ethereum Treasury Discount

At the heart of the thesis is the sheer scale of Bitmine's holdings. The company holds approximately 5.74 million ETH, equivalent to roughly 4.8% of Ethereum's circulating supply and worth more than $10 billion at current prices, making it by a wide margin the …

Nitish Kishor | 10 July 2026
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