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The Quantum Dispatch

Stock Trading — Page 7

172 articles in this category

Cover illustration for Arm Holdings Unveils First In-House AGI CPU, Targets $15B Revenue
AI-Generated|Opinion
Stock Trading

Arm Holdings Unveils First In-House AGI CPU, Targets $15B Revenue

After 35 years of pure IP licensing, Arm unveils its first self-designed 136-core AGI CPU on TSMC 3nm for AI inference, with Meta as launch customer.

Jake Trader
Jake TraderMar 25, 20264 min read
Cover illustration for Microsoft-Backed Startup Lace Raises $40M for Atomic-Scale Chip Lithography
AI-Generated|Opinion
Stock Trading

Microsoft-Backed Startup Lace Raises $40M for Atomic-Scale Chip Lithography

Norwegian startup Lace closes a $40M Series A to develop helium atom beam lithography capable of etching chip features 10x smaller than current EUV technology.

Jake Trader
Jake TraderMar 24, 20265 min read
Cover illustration for Coinbase Launches 24/7 Stock Perpetual Futures Covering All Magnificent 7 Stocks
AI-Generated|Opinion
Stock Trading

Coinbase Launches 24/7 Stock Perpetual Futures Covering All Magnificent 7 Stocks

Coinbase goes live with stock perpetual futures on its international exchange, offering round-the-clock trading of Apple, Nvidia, Tesla, and more with up to 20x leverage.

Jake Trader
Jake TraderMar 23, 20264 min read
Cover illustration for Uber Invests $1.25 Billion in Rivian to Deploy 50,000 Robotaxis Across Three Continents
AI-Generated|Opinion
Stock Trading

Uber Invests $1.25 Billion in Rivian to Deploy 50,000 Robotaxis Across Three Continents

Uber commits up to $1.25B in Rivian to build a fleet of 50,000 autonomous R2 electric SUVs launching in San Francisco and Miami by 2028, expanding to 25 cities by 2031.

Jake Trader
Jake TraderMar 22, 20264 min read
Cover illustration for Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business
AI-Generated|Opinion
Stock Trading

Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business

Micron's Q2 FY2026 revenue surges 196% year-over-year to $23.9B with 75% gross margins, driven by insatiable AI data center demand for HBM and server DRAM.

Jake Trader
Jake TraderMar 20, 20265 min read
Cover illustration for The Fed Holds Rates at 3.5% and Projects Just One Cut in 2026 — Powell Says Inflation Isn't Falling as Fast as Hoped
AI-Generated|Opinion
Stock Trading

The Fed Holds Rates at 3.5% and Projects Just One Cut in 2026 — Powell Says Inflation Isn't Falling as Fast as Hoped

The FOMC keeps rates unchanged at 3.5-3.75% with a lone dissent favoring a cut, while Powell's cautious inflation remarks send markets lower by 0.7% across the board.

Jake Trader
Jake TraderMar 19, 20265 min read
Cover illustration for Markets Edge Higher as the Fed Opens Its March Meeting — NVIDIA Rallies Post-GTC While Micron Surges on Memory Demand
AI-Generated|Opinion
Stock Trading

Markets Edge Higher as the Fed Opens Its March Meeting — NVIDIA Rallies Post-GTC While Micron Surges on Memory Demand

The S&P 500 gains 0.25% and the Nasdaq adds 0.47% as investors digest GTC announcements and position ahead of the Fed's rate decision, with Micron rallying on AI memory chip demand.

Jake Trader
Jake TraderMar 18, 20264 min read
Cover illustration for Meta Signs a $27 Billion AI Infrastructure Deal With Nebius — The Largest External Cloud Commitment in AI History
AI-Generated|Opinion
Stock Trading

Meta Signs a $27 Billion AI Infrastructure Deal With Nebius — The Largest External Cloud Commitment in AI History

Nebius Group surges 14% as Meta commits up to $27B over five years for dedicated GPU capacity, including one of the first large-scale NVIDIA Vera Rubin deployments starting early 2027.

Jake Trader
Jake TraderMar 17, 20264 min read
Cover illustration for Nasdaq Partners With Kraken to Build a Tokenized Equities Gateway — Bridging Wall Street and Blockchain Markets
AI-Generated|Opinion
Stock Trading

Nasdaq Partners With Kraken to Build a Tokenized Equities Gateway — Bridging Wall Street and Blockchain Markets

The world's second-largest exchange teams with Kraken's xStocks platform to create interoperability between traditional financial markets and on-chain tokenized stock trading.

Jake Trader
Jake TraderMar 16, 20264 min read
Cover illustration for Energy and Materials Stocks Surge as Oil Crosses $100 — CF Industries, Dow Inc, and Mosaic Lead the Rally
AI-Generated|Opinion
Stock Trading

Energy and Materials Stocks Surge as Oil Crosses $100 — CF Industries, Dow Inc, and Mosaic Lead the Rally

While the broader S&P 500 posts its third consecutive weekly loss, energy and materials sectors buck the trend with CF Industries up 7.25% and Dow Inc gaining 5.09%.

Jake Trader
Jake TraderMar 14, 20264 min read
Cover illustration for February CPI Holds at 2.4% as Rent Posts Its Smallest Gain Since 2021 — But Oil Prices Cloud the Outlook
AI-Generated|Opinion
Stock Trading

February CPI Holds at 2.4% as Rent Posts Its Smallest Gain Since 2021 — But Oil Prices Cloud the Outlook

The Bureau of Labor Statistics reports February inflation at 2.4% annually with core CPI at 2.5%, while rent's 0.1% monthly gain signals shelter disinflation is finally arriving.

Jake Trader
Jake TraderMar 12, 20264 min read
Cover illustration for Oracle Crushes Q3 Estimates as Cloud Revenue Surges 84% — And the $553 Billion Backlog Signals What's Coming
AI-Generated|Opinion
Stock Trading

Oracle Crushes Q3 Estimates as Cloud Revenue Surges 84% — And the $553 Billion Backlog Signals What's Coming

Oracle reports $17.19B in Q3 revenue with cloud infrastructure up 84% to $4.9B, raises FY2027 guidance to $90B, and reveals a $553B remaining performance obligation.

Jake Trader
Jake TraderMar 12, 20264 min read
Cover illustration for AMD Lands a $60-100 Billion AI Chip Deal With Meta — The Biggest GPU Contract in History
AI-Generated|Opinion
Stock Trading

AMD Lands a $60-100 Billion AI Chip Deal With Meta — The Biggest GPU Contract in History

Meta commits to 6 gigawatts of AMD Instinct MI450 GPUs built on TSMC's 2nm node, with first shipments in H2 2026 and AMD issuing 160 million performance-based share warrants.

Jake Trader
Jake TraderMar 10, 20264 min read
Cover illustration for Biotech Stocks Surge Double Digits as Regulatory Clarity Returns to the FDA
AI-Generated|Opinion
Stock Trading

Biotech Stocks Surge Double Digits as Regulatory Clarity Returns to the FDA

Gene therapy and rare disease stocks rally sharply as an FDA leadership transition signals a more predictable approval environment — uniQure jumps 36%, Biohaven gains 23%.

Jake Trader
Jake TraderMar 9, 20264 min read
Cover illustration for Boeing Surges on Reports of a $100 Billion China Deal for 500 Jets — Defying the Broader Market Selloff
AI-Generated|Opinion
Stock Trading

Boeing Surges on Reports of a $100 Billion China Deal for 500 Jets — Defying the Broader Market Selloff

Boeing jumped 3.7% to become the Dow's top gainer after Bloomberg reported a landmark 500-jet 737 MAX order from China, expected to be unveiled at the Trump-Xi summit.

Jake Trader
Jake TraderMar 8, 20264 min read
Cover illustration for Wall Street Suffers Its Worst Day in Three Months as Weak Jobs Data and Surging Oil Collide
AI-Generated|Opinion
Stock Trading

Wall Street Suffers Its Worst Day in Three Months as Weak Jobs Data and Surging Oil Collide

The S&P 500 drops 2.4% and the Nasdaq tumbles 3.1% after February's jobs report misses badly and crude oil spikes above $88 a barrel.

Jake Trader
Jake TraderMar 7, 20265 min read
Cover illustration for The Trade Desk Surges 21% After Reports of OpenAI Ad Partnership Talks — And the CEO Just Bought $148 Million in Stock
AI-Generated|Opinion
Stock Trading

The Trade Desk Surges 21% After Reports of OpenAI Ad Partnership Talks — And the CEO Just Bought $148 Million in Stock

Shares of The Trade Desk soared after reports that OpenAI explored selling ads through its platform, while CEO Jeff Green made the largest insider buy in company history.

Jake Trader
Jake TraderMar 6, 20264 min read
Cover illustration for Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback
AI-Generated|Opinion
Stock Trading

Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback

Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.

Jake Trader
Jake TraderMar 5, 20265 min read
Cover illustration for CrowdStrike Smashes Q4 Records as Annual Recurring Revenue Surpasses $5.25 Billion
AI-Generated|Opinion
Stock Trading

CrowdStrike Smashes Q4 Records as Annual Recurring Revenue Surpasses $5.25 Billion

CrowdStrike's Q4 FY2026 delivers record net new ARR of $331M, total ARR of $5.25B, and 45% operating income growth — crossing $1B in net new ARR for the full year.

Jake Trader
Jake TraderMar 4, 20265 min read
Cover illustration for Target Beats Q4 Estimates as Comparable Sales Turn Positive — Signaling a Broader Consumer Recovery
AI-Generated|Opinion
Stock Trading

Target Beats Q4 Estimates as Comparable Sales Turn Positive — Signaling a Broader Consumer Recovery

Target's Q4 earnings surprise with positive comparable store sales for the first time in five quarters, led by strength in discretionary categories and digital growth.

Jake Trader
Jake TraderMar 3, 20264 min read
Cover illustration for U.S. Manufacturing Expands for a Second Straight Month as the ISM PMI Hits 52.4
AI-Generated|Opinion
Stock Trading

U.S. Manufacturing Expands for a Second Straight Month as the ISM PMI Hits 52.4

The ISM Manufacturing PMI registers 52.4 in February — only the third expansion in 40 months — with strong new orders signaling renewed industrial momentum.

Jake Trader
Jake TraderMar 3, 20264 min read
Cover illustration for Dell Posts a Record Quarter as AI Server Revenue Surges 342 Percent to $9 Billion
AI-Generated|Opinion
Stock Trading

Dell Posts a Record Quarter as AI Server Revenue Surges 342 Percent to $9 Billion

Dell's Q4 revenue hits $33.4B with AI server orders reaching $64B for the year, validating that enterprise AI spending is translating into real hardware demand.

Jake Trader
Jake TraderMar 2, 20265 min read
Cover illustration for Salesforce Posts Record Q4 as Agentforce AI Hits $800M ARR and a Massive $50 Billion Buyback Drops
AI-Generated|Opinion
Stock Trading

Salesforce Posts Record Q4 as Agentforce AI Hits $800M ARR and a Massive $50 Billion Buyback Drops

Salesforce crushes Q4 with $11.2B revenue and $3.81 EPS, announces a $50B buyback while Agentforce AI surges 169% to $800M in annual recurring revenue.

Jake Trader
Jake TraderFeb 27, 20265 min read
Cover illustration for Snowflake Crushes Q4 Estimates as AI Data Cloud Demand Hits an Inflection Point
AI-Generated|Opinion
Stock Trading

Snowflake Crushes Q4 Estimates as AI Data Cloud Demand Hits an Inflection Point

Snowflake’s Q4 product revenue surged 30% to $1.23B with EPS of $0.34, smashing estimates as over 9,100 accounts now use its AI offerings.

Jake Trader
Jake TraderFeb 26, 20265 min read