Payments and Fintech

78 SOFI Morgan Stanley Issues Pessimistic Forecast for SoFi Technologies ...
  • 📉 Morgan Stanley cut SoFi price target to $15 and kept 'underweight' rating.
  • 📊 SoFi Q2 EPS beat estimates at $0.12 with revenue up 42.5% YoY.
  • 📉 Barclays lowered price target from $28 to $18 with 'equal weight'.
 65 SOFI SoFi Technologies climbs 8%, rebounding from earnings drop
  • 📈 SOFI stock jumped 8% to close at $16.47.
  • 💰 Shares rose $1.22 from previous close of $15.25.
  • 📉 Rally followed an almost 9% drop in prior session.
 82 SOFI SoFi Technologies: Opportunity Knocks On This Huge Correction
  • 📈 SOFi Technologies receives Strong Buy upgrade after Q2 success.
  • 💰 Q2 revenue hit $1.2B, up 41% year-over-year.
  • 📊 Adjusted EBITDA reached $358M with a 30% margin.
 78 SOFI SoFi Technologies Q2 earnings on deck: What to expect
  • 📅 SoFi releases Q2 earnings Wednesday.
  • 💰 EPS expected $0.11, up 37.5% YoY.
  • 📈 Revenue forecast $1.13B, up 31.7%.
 78 SOFI SoFi Technologies: Great Execution At A Discount
  • 📈 Analyst initiates Strong Buy with $22–$26 fair value target.
  • 💰 Trades at 2x book value, below peers like JPMorgan.
  • 📊 Superior credit quality and simpler balance sheet than banking peers.

Enterprise AI

72 PLTR Palantir Technologies (PLTR) Turning AI Demand into Profitable Growth ...
  • 🇮🇳 India invests ₹15.6B in AI over five years.
  • 📈 Palantir revenue grew 50% in Q1 2023.
  • 🤝 Partnerships with TCS and Infosys expand reach.
 72 DDOG Datadog (DDOG) Combines High Growth Momentum with a Breakout Setup
  • 📈 Datadog earns 7/10 High Growth Momentum rating for strong earnings acceleration.
  • 💰 Free cash flow per share surged 43.6% YoY to reach $2.70.
  • 📊 Stock holds a 9/10 Technical Rating reflecting a strong multi-timeframe uptrend.
 82 DDOG Caxton Associates LLP Makes New $1.18 Million Investment in Datadog ...
  • 📈 Caxton Associates bought 10,000 shares worth $1.18 million in Q1.
  • 📉 CEO sold 84,698 shares for $19.68 million under a trading plan.
  • 📉 Director Amit Agarwal sold 20,000 shares for $5.35 million.
 82 DDOG Amova Asset Management Americas Inc. Buys 18,322 Shares of Datadog, Inc ...
  • 📈 Amova Asset Management raised DDOG position by 15.0% to 140,788 shares.
  • 💰 Datadog Q1 revenue hit $1.01 billion, beating estimates with 32.1% growth.
  • 🔭 FY 2026 EPS guidance set between $2.36 and $2.44 per share.
 72 DDOG Freemont Management S.A. Acquires New Position in Datadog, Inc. $DDOG
  • 📈 Freemont Management acquired 29,000 shares worth $3.42 million in Q1.
  • 📉 Directors sold 32,500 shares totaling $8.69 million in July.
  • 💰 Insiders sold 1.46 million shares valued at $325.9 million recently.

EV and Autonomous driving

78 BYDDF Warren Buffett keeps selling BYD. Why some analysts still say it’s a buy
  • 📉 Berkshire sold over half its BYD stake recently.
  • 🚀 BYD hit record quarterly auto net profit of Rmb9.4bn.
  • 📈 UBS raised target to 360 HKD, naming it top EV pick.
 72 GM General Motors sets up $4.5 billion facility to secure critical parts supply
  • 🏭 GM partners with Procura for a $4.5B critical parts facility.
  • 💰 Deal frees GM working capital via third-party supplier purchases.
  • 📅 Three-year program funded by JPMorgan Chase and Santander banks.
 68 TSLA Tesla’s China Numbers Show It Is On The Road To Comeback
  • 🚗 Tesla exported 66k units from Shanghai in July despite China's sales drop.
  • 📉 BYD missed top three EV sellers in China, highlighting Tesla's strength.
  • 🇺🇸 Tesla holds over 50% US EV market share as GM and Ford retreat.
 78 MBLY Mobileye Global Inc. $MBLY Shares Acquired by First Trust Advisors LP
  • 📈 First Trust Advisors increased stake to 1,152,499 shares valued at $7.9 million.
  • 🏦 Harel Insurance holds largest fund stake at 3,585,733 shares worth $24.6 million.
  • 💰 Q1 revenue hit $508 million, beating estimates of $480.51 million.
 78 TSLA Arrowstreet Capital Limited Partnership Sells 38,214 Shares of Tesla ...
  • 📉 Arrowstreet sold 38,214 shares, reducing stake by 50.3%.
  • 💰 Remaining Arrowstreet position valued at $14,047,000.
  • 📈 Davidson Capital increased holdings by 79.4% to 61 shares.

Quantum

68 QBTS D-Wave Quantum (NYSE:QBTS) Shares Down 8.3% Following Insider Selling
  • 📉 Shares fell 8.3% after VP sold 3,070 shares for $52k.
  • 📊 Revenue dropped 80.9% to $2.86M, missing analyst estimates.
  • 💰 EPS beat expectations with a loss of -$0.05 per share.
 78 QBTS D-Wave Quantum (NYSE:QBTS) Stock Price Down 9.6% After Insider Selling
  • 📉 Shares fell 9.6% after VP sold 3,070 shares for $52k.
  • 📊 Revenue dropped 80.9% to $2.86M, missing analyst estimates.
  • 💰 AQR Capital increased stakes by 201% in Q1.
 85 IONQ Quantum Computing Stocks (IONQ, RGTI, QBTS, QUBT) Face Deeper Pain ...
  • 📉 IonQ stock dropped 39% amid sector-wide selloff despite massive revenue growth.
  • 💰 IonQ Q1 revenue surged 755% YoY to $64.67 million.
  • 🤝 IonQ secured regulatory approval for SkyWater Technology acquisition.
 78 QBTS AT&T and D-Wave expand quantum computing partnership ...
  • 🤝 AT&T partners with D-Wave to integrate quantum annealing into agentic AI tools.
  • ⚡ Quantum computing cuts network optimization time from one hour to under 15 seconds.
  • 📉 Current AI reduces customer downtime by 12 million hours in 2025.
 65 QBTS D Wave Quantum Inc. Stock Rallies to 19.54 on AT&T News, Then Gives It ...
  • 📉 QBTS closed at $16.21 below critical EMAs ($19.01, $20.83, $21.22).
  • 🚀 AT&T partnership rally pushed price to $19.54 integrating quantum AI tech.
  • 📊 Daily RSI is 32.34 oversold while MACD histogram widens negatively at -0.22.

Semiconductors

78 AMD AMD earnings are a key test for chips and momentum stocks. Here's what the options market is saying
  • 📉 AMD shares drop despite positive earnings amid market divergence.
  • 📊 Technical indicators signal a short bias for the stock.
  • 🏭 Sector rotation favors defensive stocks over IT hardware.
 68 MPWR Monolithic Power Systems, Inc. (MPWR)
  • 🏢 MPS designs power management ICs for computing, automotive, and industrial sectors.
  • 💡 Uses fabless model with proprietary BCD technology for efficiency.
  • 📈 82% of analysts rate the stock as a Buy.
 82 INTC Intel Stock Nearly Tripled on AI Hopes, Now Intel Is Raising $15 Billion
  • 📈 Intel raises $15B via first public sale since 1971 for AI expansion.
  • 🚀 Shares tripled in 2026, enabling debt-free capital raising on favorable terms.
  • 💰 Q2 revenue hit $16.1B with Data Center and AI up 59%.
 82 MU Micron stock: why 85% margins aren’t enough to stop the sell-off
  • 📊 Record Q3 revenue of $41.46B with 84.9% non-GAAP gross margins.
  • 💰 Operating cash flow hit $25.39B and adjusted free cash flow reached $18.3B.
  • 🔮 Q4 margins forecast to rise to ~86% as revenue approaches $50B.
 62 MPWR Monolithic Power Systems (MPWR) Heads To FMS 2026 With AI Storage Focus
  • 📅 MPWR presents at Future of Memory and Storage 2026 on AI power solutions.
  • 💡 Roadmap highlights R&D focus for high-performance computing and storage applications.
  • 📈 Revenue guidance rises, supporting long-term earnings growth from AI adoption.