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Earnings, M&A, analyst calls, sector rotation. Independent equity research updated continuously — every story tagged with the tickers it moves and the sources it cites.

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Published · Aug 4 · 00:07 ET
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ORCL editorial cover (stocks)
Stocks
Oracle Surges 9.2% on Expanded AI Partnership with Google Cloud and Strong Revenue Backlog

Oracle’s stock jumped over 9% today after announcing a deepened AI collaboration with Alphabet’s Google Cloud, fueling optimism around its role in the generativ

AAPL editorial cover (stocks)
Stocks
Apple’s Stock Plunge Highlights Rising Memory Costs and Weaker Q4 Outlook

Apple’s shares tumbled over 7% after its fiscal Q3 earnings beat expectations but Q4 guidance disappointed, revealing supply constraints and margin pressures fr

SPY editorial cover (stocks)
Stocks
SPY Advances Amid Sector Rotation: Amazon’s Surge and Tech’s Mixed Signals Shape Market Mood

The S&P 500 (SPY) edged up 0.72% on August 2, 2026, driven by Amazon’s 15% rally and a clear rotation into Consumer Discretionary and Energy sectors, while Tech

SPY editorial cover (stocks)
Stocks
SPY Edges Higher Amid Sector Rotation and Divergent Tech Earnings on August 02, 2026

The S&P 500 ETF (SPY) gained 0.72% today as investors balanced strong earnings from Microsoft and Meta with a sharp Apple selloff, while sector rotation favored

AMZN editorial cover (stocks)
Stocks
Amazon’s 15% Surge on Q2 Earnings Boosts Consumer Sector Amid Tech Sector Drag

Amazon’s stock jumped 15.3% on August 1, 2026, driven by record Q2 sales and accelerated AWS growth, lifting the Consumer sector even as broader Tech stocks sli

INTC editorial cover (stocks)
Stocks
Intel Surges 11% on July 30 as AI Cloud Boom Revives Semiconductor Rally

Intel’s stock jumped 11.3% amid a broad tech rally sparked by Microsoft’s explosive Azure AI growth and strong semiconductor earnings, signaling renewed investo

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Showing 1–12 of 127
SPY editorial cover (stocks)
Stocks
Tech Surge Lifts SPY Over 1.6% Amid Microsoft’s AI Cloud Breakthrough and Mixed Sector Signals

SPY climbed 1.68% on July 30, 2026, powered by a tech rally led by Microsoft’s record-breaking Azure revenue and strong AI demand. While semiconductor giants AMD and Intel joined the surge, Meta’s cas

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SPY editorial cover (stocks)
Stocks
SPY Slides as Tech Stocks Falter Amid Sector Rotation to Energy and Defensive Plays

On July 30, 2026, SPY edged lower by 1.54%, dragged down by a broad retreat in technology shares, including major chipmakers AMD, Intel, and Nvidia.

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ADBE editorial cover (stocks)
Stocks
Adobe’s 4.8% Surge Defies Tech Sector Slump: ADBE’s Technical Setup After Strong Earnings and Analyst Upgrade

On July 28, 2026, Adobe (ADBE) shares rallied 4.8%, standing out amid a 1.8% drop in the broader Technology sector (XLK).

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NVDA editorial cover (stocks)
Stocks
Nvidia’s Sharp Decline Highlights Investor Concerns Over AI Financing and Sector Rotation

Nvidia’s stock fell sharply amid reports it may guarantee up to $250 billion in financing for OpenAI’s Ohio data center, raising questions about circular

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AMD editorial cover (stocks)
Stocks
AMD’s Sharp Selloff Reflects AI Event Sell-the-News and Sector Rotation Pressure

Advanced Micro Devices (AMD) dropped 5.17% on July 27, 2026, as investors digested the company’s recent AI event without fresh catalysts for immediate growth.

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