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Nebius Group (NASDAQ: NBIS) Reinforces Buildout With $775 Million Debt Facility and $1 Billion AI Contract

Nebius Group (NASDAQ: NBIS) disclosed a $775 million senior secured debt facility backed by GPU infrastructure and contracted cash flows from investment-grade customers, alongside a reported $1 billion AI contract.

Nitish Kishor | 20 July 2026

Nebius Group (NASDAQ: NBIS) Surges 6% After Freedom Capital Upgrade to Buy

Nebius Group (NASDAQ: NBIS) shares surged 6% after Freedom Capital upgraded the stock to "Buy," arguing that the AI cloud company's 40%-plus pullback from its all-time high of $299.86 has created an attractive entry point.

Nitish Kishor | 20 July 2026

Tech Valuation Gap Widens as SpaceX Targets 45% Margin, AMD Shares Surge 150%

Space Exploration Technologies’ public debut has set a valuation benchmark that eclipses traditional metrics, with the implied price standing at approximately 92 times the company’s projected 2025 revenue of $18.7 billion. The steep multiple, derived from the IPO presentation, places the firm in a …

Vinay Lochav | 20 July 2026

Leveraged Bets on Samsung, SK Hynix Collapse After Tech Selloff

South Korean retail investors are grappling with steep losses after a sudden reversal in semiconductor stocks wiped out leveraged bets on industry leaders Samsung and SK Hynix. The selloff, which accelerated in recent sessions, has forced margin calls and liquidations, sending ripples through the …

Vinay Lochav | 20 July 2026

Micron Technology (NASDAQ: MU) Beats EPS Forecast, Eyes 22% HBM Share

Micron Technology (NASDAQ: MU) reported earnings that exceeded consensus expectations for its most recent quarter. In tandem with the earnings release, the company announced that its next‑generation high‑bandwidth memory product, HBM4, has moved into full‑scale production. This development aligns with Micron’s strategic effort to …

Vinay Lochav | 20 July 2026

Morgan Stanley Warns of Tough 2026 for Semiconductors Despite Bullish Calls

Wall Street’s top banks are delivering sharply opposing views on the semiconductor sector, leaving investors to navigate a environment of mixed signals as 2026 unfolds. JPMorgan has identified a potential summer entry point for chip stocks, suggesting a rebound could be on the horizon, …

Vinay Lochav | 20 July 2026

Netflix Stock Delivers Strong Long-Term Returns as Growth Moderates

Netflix’s stock has been one of the market’s most impressive long-term performers, turning a $10,000 investment nearly a decade ago into a stake now worth roughly $68,500. However, as the streaming giant matures, its revenue growth is slowing, and investors are assessing whether the …

Vinay Lochav | 20 July 2026

Netlist Insider Buying Surges as Memory Sector Shows Signs of Recovery

Insider buying at Netlist has drawn attention to the memory chip sector, contributing to upward momentum in related stocks. The recent transactions come as semiconductor equities demonstrate renewed strength, with investors interpreting the insider activity as a positive signal for the company’s positioning in …

Vinay Lochav | 20 July 2026

SpaceX (NASDAQ: SPCX) Shares Slip Below $135 IPO as Lock‑up Looms

SpaceX (NASDAQ: SPCX) opened the session near $126.19, lifting the price by roughly 1.8%. The implied market value of around $1.64 trillion translates to a decline of about 45% from that peak. With a lock‑up scheduled to release a sizable tranche of shares in …

Vinay Lochav | 20 July 2026

Spire Global (NYSE: SPIR) Shares Rally on Leadership Hire Amid Year-to-Date Gain

Spire Global has added Eric Mellinger to its executive team as Chief Commercial Officer, aiming to accelerate growth across both government and commercial segments. The appointment, effective August 3, 2026, aligns with the company’s strategy to capitalize on rising demand for satellite‑derived data and …

Vinay Lochav | 20 July 2026
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