📰 Market News

Original market analysis written from real reporting. Each article links its sources at the bottom.

1. 2026-08-17 SanDisk Jumps 8%, Western Digital 6%, Micron 5% After Elon Musk Calls Memory 'The Biggest AI Bottleneck' - Micron Back Above $1,000
2. 2026-08-17 Applied Materials (AMAT) Posts a Record Quarter and Falls 5% - Nebius (NBIS) Jumps 28% on Its Earnings - Same AI Boom, Opposite Verdicts
3. 2026-08-17 Oil Jumps Above $88 as Israel-Lebanon Ceasefire Collapses, Exxon Profit Doubles and Chevron Nearly Quadruples - Why S&P 500 Futures Barely Budged
4. 2026-08-16 Intel (INTC) Raises $20 Billion in Its First Stock Sale Since 1971 - $100 Billion in Orders Poured In, Shares Closed 7.9% Above the $95 Offer Price
5. 2026-08-16 Week Ahead: Home Depot, Target, Lowe's, Walmart Earnings Line Up With FOMC Minutes Revealing 3 Dissents for a Rate Hike
6. 2026-08-16 Coinbase Stock Falls 3.5%, Bitcoin Retests $62K - CLARITY Act Odds Collapse From 82% to Under 20%, Trump Calls Crypto CEOs to the White House
7. 2026-08-15 July Retail Sales Drop 0.6%, Michigan Sentiment Crashes to 51.0 - September Hike Odds Fall to 31%, So Why Did the S&P 500 Slip Instead of Rally?
8. 2026-08-15 Workday (WDAY) Stock Jumps 18% in a Day on Silver Lake Buyout Talks, Trading Halted - Then Gives Back 4.3% the Next Day
9. 2026-08-15 SanDisk (SNDK) Stock Jumps 21% in Two Days as Investor Day Reveals an 80% Gross Margin Target and JPMorgan Lifts Its Price Target to $2,250
10. 2026-08-14 Reddit (RDDT) Stock Jumps 11% on S&P 500 Inclusion - Two Weeks After a 21% Crash Over Google AI Traffic Fears
11. 2026-08-14 Coherent (COHR) Tops $2 Billion in Quarterly Revenue for the First Time, Beats EPS by 10% — Stock Falls 5% Anyway as Rosenblatt Hikes Target to $500
12. 2026-08-14 Cerebras (CBRS) Stock Sinks 14% on Earnings - So Why Did Wall Street Raise Its Price Targets? Inside the Headline Miss vs. 103% Core Revenue Growth
13. 2026-08-13 S&P 500 Hits Record 7,808, Tops 7,800 for the First Time as Flat July PPI Cuts September Hike Odds to 32%
14. 2026-08-13 Cava (CAVA) Jumps 12%, Chipotle (CMG) Jumps 13% — Same Size Rally, Two Completely Different Stories
15. 2026-08-13 Cisco (CSCO) Sinks 4.5% After Hours While Supermicro (SMCI) Jumps 17.6% - Two AI-Linked Earnings Beats, Two Opposite Verdicts
16. 2026-08-12 CoreWeave (CRWV) Stock Jumps 18% as Q2 Revenue Soars 112% to $2.58B and Backlog Hits $104 Billion - A Total Reversal From May's Guidance Shock
17. 2026-08-12 On Holding (ONON) Stock Crashes 20% in Its Worst Day Ever - Why Rival Hoka Owner Deckers Only Fell 3% on the Same Tariff Story
18. 2026-08-12 July CPI: Core Inflation Jumps to 3.1%, Highest Since February, as Headline Holds at 2.7% - Why Treasury Yields Fell Anyway
19. 2026-08-11 Plug Power (PLUG) Stock Jumps 10% - Q2 Revenue of $178.3M Beats Estimates as Gross Margin Swings From -30% to Near Breakeven, 2026 Guidance Raised
20. 2026-08-11 Riot Platforms (RIOT) Stock Jumps 19% - A $9.1 Billion AI Data Center Deal Marks a Bitcoin Miner's Big Pivot
21. 2026-08-11 Coherent Falls 12%, Lumentum Drops 7-9% as AI Optics Rally Stalls Ahead of Earnings and 'Optics vs. Memory' Debate Spreads
22. 2026-08-11 Datadog (DDOG) Stock Jumps 11% - Rebounding From a 19% Plunge Over an OpenAI Usage Cut, As Wall Street Lifts Targets to $327
23. 2026-08-10 Korea Zinc Shares Jump 11% After US Commerce Secretary Names Its Tennessee Smelter a Critical Minerals 'Model'
24. 2026-08-10 Kosdaq Triggers Buy-Side Sidecar for 18th Time This Year as Kospi Reclaims 6,300 on Chip Rebound