InvestLog

Market News

82 curated market news and AI supply-chain briefs

13:05·GOOGLAI Supply Chain·GOOGL Alphabet AI supply-chain watch: AI cloud infrastructure
07-09 19:16·AMDAI Supply Chain·AMD AMD AI supply-chain watch: AI accelerators
07-09 14:32·METAAI Supply Chain·META Meta AI supply-chain watch: AI capex demand
07-09 06:56·NVDAAI Supply Chain·NVDA NVIDIA AI supply-chain watch: AI accelerators
07-09 00:05·MUAI Supply Chain·MU Micron AI supply-chain watch: HBM memory
07-08 18:16·AVGOAI Supply Chain·AVGO Broadcom AI supply-chain watch: networking ASICs
07-08 08:32·ARMAI Supply Chain·ARM Arm AI supply-chain watch: CPU IP
07-08 06:06·000660.KSAI Supply Chain·000660.KS SK hynix AI supply-chain watch: HBM memory
07-07 20:03·METAAI Supply Chain·META Meta AI supply-chain watch: AI capex demand
07-07 18:03·AMZNAI Supply Chain·AMZN Amazon AI supply-chain watch: AI cloud infrastructure
07-07 07:32·MUAI Supply Chain·MU Micron AI supply-chain watch: HBM memory
07-07 05:32·AMDAI Supply Chain·AMD AMD AI supply-chain watch: AI accelerators
07-06 14:04·NVDAAI Supply Chain·NVDA NVIDIA AI supply-chain watch: AI accelerators
07-06 05:35·TSMAI Supply Chain·TSM TSMC AI supply-chain watch: advanced foundry
07-05 21:02·MUAI Supply Chain·MU Micron AI supply-chain watch: HBM memory
07-05 17:21·METAAI Supply Chain·META Meta AI supply-chain watch: AI capex demand
07-05 06:32·AMDAI Supply Chain·AMD AMD AI supply-chain watch: AI accelerators
07-05 04:32·CRWVAI Supply Chain·CRWV CoreWeave AI supply-chain watch: AI cloud infrastructure
07-04 07:02·ORCLAI Supply Chain·ORCL Oracle AI supply-chain watch: AI cloud infrastructure
07-03 14:33·MUAI Supply Chain·MU Micron AI supply-chain watch: HBM memory
07-03 11:03·METAAI Supply Chain·META Meta AI supply-chain watch: AI capex demand
06-30 17:50·PGY·Pagaya: Why The Expanded Upgrade Partnership Opens The Door To More Growth
06-30 17:49·IMOS·ChipMOS Technologies: A Hidden Memory Supercycle Play
06-30 17:46·SGBAF·SES S.A.: A Mispriced European Space Infrastructure Champion
06-30 17:39·DOLE·Dole: Pricing Tailwinds And Discounted Valuation Create A Buying Opportunity
06-30 17:37·TFC·Truist Financial Preferreds Update: Hold Ratings Stay Even With Better Yields
06-30 17:35·LNG·Golar LNG: Contracted FLNG Growth Drives The Bull Case
06-30 17:34·CEG·Constellation Energy: Even The Short-Term Looks Fine Now
06-30 17:29·SDY·SDY: A $21.5 Billion Dividend Aristocrats ETF That's Not Very Compelling
06-30 17:27·QXO·Stock Market Today, June 30: QXO Falls After TopBuild Merger-Election Results Show Most Shareholders Opt for Cash
06-30 17:26·DOW·Stock Market Today, June 30: Verizon Falls as Investors Weigh Dow Removal and BT Venture Costs
06-30 17:18·SCHD·Building A $100,000 Dividend Portfolio With SCHD And July's Top High-Yield Picks
06-30 17:16·MU·Micron: This Cycle Is Different
06-19 17:47·TPG·TPG Mortgage Investment Trust: A High-Yield REIT Reflecting Neutral Market Signals
06-19 17:34·TD·Canadian lender TD tells some employees it will use software to monitor their work
06-19 17:26·FCLD·FCLD: Stuck In The Middle As The SaaS Reckoning Drags On
06-19 17:13·ASTS·AST SpaceMobile: SpaceX Drawdown Triggers Dip Buying Opportunity - FY2027 Monetization Inflection (Rating Upgrade)
06-19 17:08·ESE·ESCO Technologies: Multiple Growth Drivers Make The Premium Worth Paying
06-19 16:51·SCHD·If You're 50+ and Tired of Watching Tech Boom Without You, Read This
06-19 16:38·MTX·Dorchester Minerals: Overselling Pressures Increased, Buying Opportunities Widened
06-17 17:56·PBDC·PBDC: The Portfolio Approach Needs Some Shifts (Rating Downgrade)
06-17 17:53·AAVVF·Advantage Energy: Possible Reasons That The CEO Left
06-17 17:51·PYPL·PayPal Weighs Shutdown of Venture Capital Arm in Corporate Overhaul
06-17 17:50·WMS·Advanced Drainage Systems: More Than A Pipe Story, Initiating With A Buy
06-17 17:48·DT·Dynatrace: AI Agents Need More Monitoring
06-17 17:38·DFEN·Defense contractors would be barred from buying back their stock in bill approved by Senate panel
06-17 17:01·FISN·Deep Fission: Built Faster, Priced Cheaper, Ready Sooner
06-16 17:31·ABBV·AbbVie: Maintaining My Strong Buy Rating After Label Expansion
06-16 17:24·UBER·Uber Vs. Lyft: Who Stands Strongest Entering The Autonomous Era
06-16 17:21·MDST·MDST: A Good Midstream Fund If Oil Prices Start Declining
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