My thesis rests mainly on IREN's AI Cloud ramp: a $9.7B Microsoft deal targeting $1.9B ARR, and total AI Cloud ARR guided to $3.4B by year-end 2026. The moat of IREN is its power contracts. 140K GPUs by 2026 will use only 16% of 2.91GW secured power, including 2.75GW of West Texas grid connections. The AI cloud segment is still in its early stage. Q1 FY26 revenue of this segment was only 3% of the consolidated revenue of the company.

U.S. indices show early Tuesday weakness as major trend lines come under pressure. Despite rising volume and short-term fear, the broader uptrends remain intact, with key EMAs and psychological levels guiding potential rebounds across the Nasdaq 100, Dow Jones 30, and S&P 500.

Microsoft remains a top pick for AI exposure, with strong enterprise positioning and a diverse business model supporting long-term growth. MSFT's latest earnings showed impressive revenue and EPS beats, driven by cloud growth, operational efficiency, and successful AI initiatives like GitHub Copilot. Azure's robust 39% growth and strategic partnerships (OpenAI, Nebius) reinforce MSFT's leadership in AI infrastructure, despite rising capex and competitive risks.

Walmart readies for Q3 results as strong store and digital momentum meet cost pressures, leaving investors weighing their next move.

In the past week or so, beneficial owners Carl Icahn made a big bet on Centuri Holdings Inc.

Duolingo (NASDAQ: DUOL) shares are down 45% in the last month, coinciding with an implosion of retail investor sentiment.

Tesla is currently experiencing significant challenges. Sales have declined this year, with deliveries dropping by 6% during the first nine months of 2025.

Kevin Green expects volatility to remain elevated as the S&P 500 (SPX) breaks below its 50-day moving average. He believes the market is experiencing a "liquidation moment" driven by a combination of factors, including aggressive selling in equities and cryptocurrency.

High-performance, low-latency AI processing will be installed directly on Microspot, Micropolis' proprietary real-time surveillance, behavior-analysis, and mission-management platform

MEMPHIS, Tenn.--(BUSINESS WIRE)--Frontdoor, Inc. (NASDAQ: FTDR), the nation's leading provider of home warranties, proudly announces that Kathy Collins, Senior Vice President and Chief Revenue Officer, was recognized by the Stevie® Awards for Women in Business. During an awards ceremony held on November 10 in New York City, Collins received a Silver Stevie Award in the “Female Executive of the Year – Consumer Services – 11 to 2,500 Employees” category. Established in 2002, the Stevie Awards cel.

Apple (AAPL) posted record Q4 2025 earnings, with $102.5B in revenue and $1.85 EPS, but faces concerns over future growth. AAPL's heavy focus on buybacks over innovation and underinvestment in AI and cloud puts it at risk versus peers like MSFT and GOOGL. Despite a massive install base and strong Services growth, AAPL trades at a premium valuation with slower revenue and cash flow growth than competitors.

Itron is collaborating with Northumbrian Water Limited, a leading water provider in northeast England, to modernize the utility's water distribution system

ATHENS, Greece, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Euroseas Ltd. (NASDAQ: ESEA, the “Company” or “Euroseas”), an owner and operator of container carrier vessels and provider of seaborne transportation for containerized cargoes, announced today its results for the three and nine-month periods ended September 30, 2025.

Despite a decade-long decline, Kraft Heinz isn't as cheap as the headline numbers suggest. Years of cost-cutting gutted innovation and left the company structurally unprepared for shifting consumer trends. The company's competitive moat has eroded as private labels blur the line with national brands.

AMD (AMD) is a strong buy, with a clear path to double-digit data center AI market share and tens of billions in revenue by 2027. Key drivers include the MI450 on TSMC 2nm, open-source ROCm software improvements, and major partnerships with OpenAI, Oracle, and Meta. AMD forecasts 80%+ AI revenue CAGR for 3-5 years, targeting $20 EPS and a $500 fair value, supported by accelerating datacenter and CPU demand.

MIAMI, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs proudly announces the launch of the Defiance Daily Target 2X Short RKLB ETF (Ticker: RKLZ), expanding its family of single-stock leveraged ETFs designed for sophisticated traders seeking tactical exposure to high-growth innovation companies. RKLZ seeks to deliver -200% of the daily percentage change in the share price of Rocket Lab Corporation (Nasdaq: RKLB), offering investors an instrument to express short-term bearish views on a leading player in the space launch and aerospace manufacturing industry.

The owner of the bargain-shopping app warned of volatility ahead as it navigates a challenging business environment.

Microchip stocks show early Tuesday softness as Nvidia, Intel, and AMD all point lower in premarket trade. Key support levels, upcoming Nvidia earnings, and recent volatility shape trader sentiment, with dip-buying strategies highlighted across the sector.

Cloudflare was hit by an outage that knocked several major websites and services offline for global users. OpenAI's ChatGPT and Elon Musk's social media platform X appear to have been affected by the Cloudflare issues.

Klarna logged a jump in sales during its first quarterly report as a public entity, but the buy-now, pay-later company swung to a loss as expenses increased.