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Supermicro's $60B AI Backlog Gives Investors a Margin Test
Supermicro says fiscal fourth-quarter margins should land far above its prior guidance and backlog topped $60 billion, setting up an August earnings test for AI-server demand.
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Record deliveries give Tesla a strong headline, but the July 22 report will be judged on pricing, profitability and whether heavy AI investment is producing measurable business progress.
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Supermicro says fiscal fourth-quarter margins should land far above its prior guidance and backlog topped $60 billion, setting up an August earnings test for AI-server demand.
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Sen. Mark Warner is asking major financial groups to reject Trump Media's Truth API, a paid low-latency feed for influential Truth Social posts.
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James Patten was sentenced to 21 months in prison in the $100 million New Jersey deli fraud case. Here is how the stock manipulation worked.
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Semiconductor and storage stocks led the largest U.S. gainers on July 21, 2026, while Hasbro and 3M jumped after stronger results and higher guidance.
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Danaher, MSCI, Halliburton, Equifax, Tyler Technologies, Gartner and CrowdStrike were among Tuesday’s largest S&P 500 losers. Here is what the filings show — and what remains uncertain.
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The latest Strait of Hormuz tanker attack matters beyond the war zone because the route remains a critical oil and LNG chokepoint with limited alternatives.
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The S&P 500, Dow, Nasdaq and Russell 2000 closed lower on July 20, 2026. Here is where sector prices rose, where they fell and what oil and Treasury yields signal for the next session.
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Elon Musk is no longer a trillionaire on paper. Here is how SpaceX’s retreat cut his estimated fortune, what he is worth now and what could change it next.
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Kraft Heinz and WM appeared in a golden-cross screen on July 20. Here is how the 50-day and 200-day moving-average signal works, why WM's reading was especially fragile, and what investors should check next.
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A practical explainer on what the Fed blackout period is, why officials go quiet, and what investors, borrowers and savers can still watch before the July 2026 FOMC meeting.
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Iraq's new U.S.-backed pipeline agreements could eventually reduce pressure on the Strait of Hormuz, but the market impact depends on years of construction, cross-border coordination and security risk.
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HRL and ZBRA triggered golden crosses on July 17, 2026. Here are the moving-average numbers, the business trends behind each stock and the risks investors should watch.
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A transparent Meta stock valuation using current market data, SEC filings and a 10-year cash-flow model, with bear, base and bull scenarios.
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A transparent Alphabet stock valuation using current market data, SEC filings, reported free cash flow and normalized owner earnings, with bear, base and bull scenarios.
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Amazon stock looks priced for strong execution at $247.23. A three-scenario valuation estimates about $137 to $330 per share, with a $232 base case.
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Microsoft stock traded at $393.82 on July 17, 2026. Here is a three-scenario MSFT valuation using current cash flow, AI spending, growth and discount-rate assumptions.
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A current Apple stock valuation using trailing free cash flow, net cash and bear, base and bull DCF scenarios to test what AAPL's price assumes.
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The stock market fell July 17 as investors fled crowded AI trades and rising oil prices revived inflation and interest-rate fears.
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Why the stock market fell on July 16, 2026: AI and chip stocks slid despite strong TSMC earnings, while elevated bond yields and mixed U.S. data added pressure.