NEWS
Kioxia Weighs $10B U.S. ADR Listing as AI Memory Rivals Face Investor Caution
Kioxia eyes a $10B+ U.S. ADR listing following SK Hynix's record Nasdaq debut, even as AI memory stocks face a cautious investor mood.
·5 min read
R
Rachel Goldstein
Financial Writer at InvestorStack
107 articles
Articles by Rachel Goldstein
NEWS
Anthropic's AI Slowdown Call Sends Chipmakers Sliding Across Global Markets
Anthropic's call to slow frontier AI development triggered a broad chipmaker selloff, exposing how deeply semiconductor valuations depend on uninterrupted AI spending.
·4 min read
NEWS
AI Data Center Spending Could Hit $31.6 Trillion by 2050 — Four Companies Positioned Across the Supply Chain
PwC projects $31.6T in global data center spending through 2050, driving growth across Nvidia, Micron, SanDisk, and Lam Research's supply chain positions.
·5 min read
NEWS
Bitcoin Retreats to $77K as US-Iran Tensions Flare and Oil Surges Past 2%
Bitcoin dropped to $77K as Iran retaliated against U.S. strikes on Larak Island, oil prices surged over 2%, and derivatives markets showed mixed signals.
·4 min read
NEWS
Iran Strikes, Oil Surge, and Leadership Changes: What's Driving Markets on the Last Day of August
U.S. futures dipped as Iran strikes pushed crude above $89/bbl on the final day of August, while Nvidia, Apple, and CrowdStrike remained key tech stocks to watch.
·4 min read
NEWS
Energy Markets at a Crossroads: How Six Months of Iran Conflict Are Reshaping Global Oil and Gas
Six months into the Iran conflict, energy markets face structural disruption. Hormuz traffic hits a 3-month low, VLCC rates soar to $650K/day, and capital flows toward North American assets.
·5 min read
NEWS
Nvidia's Blowout Earnings Carry Tech and Wall Street Higher as Investors Brace for Fed Chair Warsh at Jackson Hole
Nvidia's record-breaking earnings sent tech stocks soaring on Thursday, even as all other S&P 500 sectors fell ahead of Fed Chair Warsh's Jackson Hole address.
·4 min read
NEWS
Fed Chair Warsh Challenges Decades of Inflation Orthodoxy — Here's What It Means for Markets
Fed Chair Kevin Warsh challenged wage-driven inflation theory at Jackson Hole, with implications for NVDA, CAT, and JPM ahead of the September 16 rate decision.
·5 min read
NEWS
Global Markets Rally as Nvidia Earnings Anticipation Lifts Tech, Bond Yields Retreat
Global equities rose on August 25, 2026, as Nvidia earnings anticipation lifted tech stocks, Treasury yields fell for a second day, and oil dropped on Iran sanctions news.
·4 min read
NEWS
SEC Issues Subpoenas to Major Banks in Probe of Hedge Fund Situational Awareness
The SEC has subpoenaed major Wall Street banks seeking information on hedge fund Situational Awareness's trading activity following a forced liquidation during last month's AI stock selloff.
·4 min read
NEWS
Asian Markets Slide as Nvidia Selloff, Iran Sanctions, and Jackson Hole Create Perfect Storm for Investors
Asian markets faced selling pressure Tuesday as a Nvidia-led tech selloff, Iran sanctions threats, and an upcoming Jackson Hole Fed speech combined to unsettle investors.
·4 min read
NEWS
Walmart Shares Drop After Comparable Sales Miss Wall Street Targets in Q2
Walmart's Q2 comparable sales grew just 2.6%, missing Wall Street's 3.5% estimate and marking the slowest comp growth since the early pandemic era.
·3 min read
NEWS
Curaleaf's Hostile Bid for Aurora Cannabis: What Investors Need to Know About This High-Stakes Cannabis Merger
Curaleaf formally launched a hostile takeover bid for Aurora Cannabis on Aug. 18, offering $4 per share in a deal that could reshape the global cannabis industry.
·4 min read
NEWS
VTI vs. VOO: Why the Total Stock Market ETF Remains a Compelling Core Portfolio Position
VTI holds 3,531 U.S. stocks at a 0.03% expense ratio. Here's how it compares to S&P 500 funds like VOO and why broader diversification has its own logic.
·4 min read
NEWS
S&P 500 Closes at Record High as Wall Street Futures Drift Lower Monday Morning
S&P 500 achieved a record close last week after three straight weeks of gains, while Monday futures dipped slightly as investors eye Fed minutes and retail earnings.
·4 min read
NEWS
Reddit Joins the S&P 500: Five Key Facts About RDDT's Business as Index Inclusion Sends Shares Surging
Reddit joins the S&P 500, replacing AvalonBay Communities on August 18. Shares surged 12%+ as the platform posted 61% revenue growth and $253M in quarterly net income.
·4 min read
NEWS
Wendy's Insider Filing Decoded: What a Tax Withholding Reveals Amid Buyout Rumors and Falling Sales
Wendy's CMO filed a routine tax-related share disposition, but the backdrop tells a bigger story: buyout rumors, falling same-store sales, and a brand in active turnaround mode.
·4 min read
NEWS
Wix Launches Symphony AI Agent Platform, Sending WIX Shares Up Nearly 6%
Wix shares jumped 5.9% after the company unveiled Symphony by Wix, a standalone AI agent platform targeting small businesses and entrepreneurs.
·4 min read