Trefis
Coverage by Trefis as tracked by Newsylist.
Starlink mobile threat has been exaggerated, says T-Mobile CEO
Inside Intel: how America’s chip champion came back from the brink
What's Going on With Palantir Stock on Wednesday?
Marvell's Next Move Is To $100 (NASDAQ:MRVL)
Microsoft’s stock is on a run not seen in 26 years — erasing its year-to-date losses
Micron: The Math Makes No Sense (Rating Upgrade) (NASDAQ:MU)
Micron Stock Rises Despite Rising Competition From Chinese Memory Chip
US FAA certifies Boeing 737 MAX 7 in win for planemaker
Boeing Stock Lifts Dow After Double Upgrade, FAA Certification
The Post Earnings Dip For Meta, Amazon and Apple: Buy, Sell or Hold?
Netflix Is Down 46% -- Here's Why I'm Buying More
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Alphabet Jumps 6%, Reddit Craters 23% in Social Media Stock Divergence
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Palantir Aims For 12th Straight Revenue Acceleration, But U.S. Growth Is Key
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Zuckerberg’s Net Worth Falls $18 Billion Amid Meta Stock Plunge—Wall Street Sours On AI Spending
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Rivian (RIVN) Q2 2026 earnings: revenue up 27%, gross margins soaring
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Still Down 26% in 2026, Is Palantir’s Rebound Just Getting Started?
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Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off
A Google AI spending report fuels investor skepticism across Amazon, Meta and Microsoft, sparking a market sell‑off.
Why another shocking Meta capex number may keep the stock underwater
Meta stock has fallen for seven consecutive days as investors weigh concerns over high capital expenditures ahead of the upcoming Q2 earnings report.
Intel More Than Quadrupled In A Year, So Why Has It Cooled?
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AT&T CEO explains why AT&T can withstand satellite competition
AT&T CEO addresses satellite competition concerns
How Long IBM Stock Could Stay Underwater
Micron Stock Offers A Different Kind Of Return
Micron Technology stock is experiencing volatility as AI demand signals from China clash with a Friday sell-off.
Short sellers notch $15.5 billion profit as SpaceX shares slide
Elon Musk's ventures face a massive valuation crisis as Tesla shares crash and SpaceX stock slides, fueling multibillion-dollar short-seller profits.
Why Alphabet, Tesla, and IBM Earnings Will Decide Micron’s Fate
Market analysts are divided on the future of Micron stock as upcoming earnings from Alphabet, Tesla, and IBM signal potential volatility.
Nvidia Hits Buy Trigger With Alphabet Earnings Due
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Oracle is Falling Fast. Here's Why This Wall Street Firm Believes The Stock Will Triple in 12 Months
Oracle faces a sharp stock decline and credit downgrade amid concerns over its relationship with OpenAI, despite some analysts predicting a massive recovery.
Is Oracle Stock’s Large AI Backlog Worth the Execution Risk?
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Netflix Q2 preview: Engagement growth and advertisement revenue in focus
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Micron Drops 8% on China Competition Fears, Dragging Intel, AMD, and Marvell
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Why Intuitive Surgical And Its Peers Just Took A Tumble
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Ellison Falls Behind Nvidia’s Huang As Eighth Richest
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Jim Cramer Was Left Perplexed By NVIDIA Corp. (NVDA)’s Shares
Nvidia faces a $1-trillion wipeout and a rare 7-year stock event, leaving analysts and Jim Cramer grappling with its current valuation.
Pentagon picks Lockheed, nLIGHT for laser defense project
Micron Stock Tumbles Deeper Into Bear Market. Is It Time to Worry Yet?
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Palantir doubles down on national security with Nvidia AI alliance
Palantir is strengthening its national security focus through a strategic AI alliance with Nvidia.
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Speculation is mounting over whether Micron Technology stock could reach $2,000 following a nearly 700% increase over the past year.
SpaceX Threatens Telecom Stocks: Verizon, AT&T, and T-Mobile Shed Billions
Micron Stock Falls Even After Analyst Forecasts Strong Demand and $1,600 Target
Micron shares are declining despite some analysts projecting strong demand and a price target of $1,600.
Nike Earnings Top Estimates but Stock Falls
Nike shares declined despite Q4 profits, as a tariff refund boost masked deeper challenges in the Chinese market.
Bloom Energy Stock Rallies After The Bell
Bloom Energy stock is rallying following the expansion of a multi-billion dollar AI infrastructure power partnership.
Micron Stock Set for Best Ever Quarter. Why 1 Analyst Sees Even More Gains.
How Nvidia Became a Chip Stock Loser—and Why It Might Stay That Way
Nvidia's stock is facing a 'summer swoon,' sparking a debate among analysts over whether the dip is a buying opportunity or a sign of long-term decline.
Drone Company AeroVironment Skyrockets 30% After Revenue, Backlog Double
AeroVironment stock experienced significant volatility following record revenue and backlog growth in its fiscal 2026 fourth quarter results.
Ellison Falls Below Zuckerberg As Seventh Richest
Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000
Microsoft faces its worst monthly stock performance since 2000 following a $570 billion rout tied to surging AI spending.
Everything tied to the data center is suddenly suspect. Can Big Tech fix it?
Questions are mounting over the stability of data center-linked assets and whether Big Tech can address the underlying issues.
Micron is about to be more profitable than any U.S. company except Nvidia and Google
Strategy loses its bitcoin premium as enterprise mNAV dips below 1
Strategy's stock price drops as its bitcoin premium vanishes
Palantir Stock Could Snap 7-Day Losing Streak, Cathie Wood’s ARK Bought the Dip
Two Major Indexes Prepare To Add SpaceX As Shares Sink After IPO Surge
SpaceX is set to join major index funds, including the Russell 1000, as the company's shares decline following an initial IPO surge.
Qualcomm Just Revealed Its Mystery Big Tech Customer—and Its Stock Is Soaring
Qualcomm stock surged following the reveal of a major AI data center platform and a high-profile CPU deal with Meta.
Tech stocks tumble on concerns over AI spending
Micron Stock Dives After Memory Chip Rivals SK Hynix, Samsung Tumble in KOSPI Selloff
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