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margin in BULLISH overnight 
The OpenAI partnership could really boost user engagement if integrated smoothly into ChatGPT. Curious to see how sustainable this spike is once regular trading opens — could be some profit-taking later today.”
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US Stock MarketDetailed Quotes
Qorvo (QRVO)
- 87.570
- -3.310-3.64%
Close Jul 2 16:00 ET
- 87.570
- 0.0000.00%
Post 17:39 ET
7.73BMarket Cap24.19P/E (TTM)
92.740High86.970Low1.36MVolume90.610Open90.880Prev Close120.18MTurnover1.67%Turnover Ratio24.19P/E (Static)88.22MShares109.49052wk High2.31P/B7.15BFloat Cap74.92052wk Low--Dividend TTM81.71MShs Float201.680Historical High--Div Yield TTM6.35%Range %33.300Historical Low88.057Avg Price1Lot Size
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Apple's WWDC 2026 runs from June 8 to June 12, with the keynote expected on June 8 Eastern Time. For U.S. stock investors, the key question is simple: Can Apple's AI announcements turn WWDC from a software event into a tradable hardware-and-services catalyst?
What Is the Core Focus?
The market's attention is on a more agentic Siri and broader Apple Intelligence upgrades.
Investors are watching for three things:
1. A smarter Siri
Apple is expected to intr...
What Is the Core Focus?
The market's attention is on a more agentic Siri and broader Apple Intelligence upgrades.
Investors are watching for three things:
1. A smarter Siri
Apple is expected to intr...
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It’s no surprise the market’s attention is fixed on SpaceX. Bloomberg, citing people familiar with the matter, reports that SpaceX has confidentially filed for an IPO, targeting a valuation above $2 trillion, with a potential listing window in June. Meanwhile, $Amazon (AMZN.US)$ has agreed to acquire Globalstar for $11.57 billion, reinforcing its satellite ambitions and taking a more direct run at Starlink. Toge...
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Advanced materials are the cornerstone of space technology development. The space technology field has extremely high requirements for material properties such as strength, hardness, high-temperature resistance, and corrosion resistance. Materials in space technology and aerospace can be categorized into specialty metals, specialty polymers, ceramics, special coatings, power semiconductor materials, energy materials, and other...
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1. $Microsoft (MSFT.US)$ : Azure "Miss" ≠ Sell-Off Justification?
Market Expected: Azure growth ~40% (buyside consensus).
Actual: +38% (decelerating from 39%, supply-constrained).
Price Reaction: -6%+ (forward P/E drops to mid-20s).
Gap Analysis: A 1-2% "miss" feels exaggerated—unless markets are pricing in future GPU allocation risks to OpenAI vs. internal needs.![]()
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2. Windows OEM Warning: The Memory Pain Trade
Market Expected: Stable PC demand (post-pand...
Market Expected: Azure growth ~40% (buyside consensus).
Actual: +38% (decelerating from 39%, supply-constrained).
Price Reaction: -6%+ (forward P/E drops to mid-20s).
Gap Analysis: A 1-2% "miss" feels exaggerated—unless markets are pricing in future GPU allocation risks to OpenAI vs. internal needs.
2. Windows OEM Warning: The Memory Pain Trade
Market Expected: Stable PC demand (post-pand...
3
$Morgan Stanley (MS.US)$ just fired a warning shot at the hardware world. Its latest report argues that the DRAM and NAND upcycle has gone from "nice tailwind" to "profit problem" for OEMs and ODMs, even as it mints money for memory makers.
On the screen, you can already see the split. US listed memory names like $Micron Technology (MU.US)$ , $Western Digital (WDC.US)$ , $Seagate Technology (STX.US)$ and $SanDisk (SNDK.US)$ have surg...
On the screen, you can already see the split. US listed memory names like $Micron Technology (MU.US)$ , $Western Digital (WDC.US)$ , $Seagate Technology (STX.US)$ and $SanDisk (SNDK.US)$ have surg...
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Morning Movers
Gapping Up
$PayPal (PYPL.US)$ gained 16.54% in premarket trading after announcing a partnership with OpenAI to become the first payments wallet for ChatGPT and reporting Q3 earnings and revenue above expectations while raising 2025 EPS guidance and initiating a quarterly dividend.
$Cameco (CCJ.US)$ gained 15.05% in premarket trading after announcing a strategic partnership with the US government and Brookfield to...
Gapping Up
$PayPal (PYPL.US)$ gained 16.54% in premarket trading after announcing a partnership with OpenAI to become the first payments wallet for ChatGPT and reporting Q3 earnings and revenue above expectations while raising 2025 EPS guidance and initiating a quarterly dividend.
$Cameco (CCJ.US)$ gained 15.05% in premarket trading after announcing a strategic partnership with the US government and Brookfield to...
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Before the Bell
On Tuesday, stock futures remained relatively stable following a significant rally at the beginning of the week.
Futures tied to the $E-mini S&P 500 Futures (SEP6) (ESmain.US)$ rose 0.56%. $E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ went up by 0.49%, and $E-mini Dow Futures (SEP6) (YMmain.US)$ went up 330 points, or 0.76%.
Top News
OpenAI Predicts $1 Trillion AI Infrastructure Inv...
On Tuesday, stock futures remained relatively stable following a significant rally at the beginning of the week.
Futures tied to the $E-mini S&P 500 Futures (SEP6) (ESmain.US)$ rose 0.56%. $E-mini NASDAQ 100 Futures (SEP6) (NQmain.US)$ went up by 0.49%, and $E-mini Dow Futures (SEP6) (YMmain.US)$ went up 330 points, or 0.76%.
Top News
OpenAI Predicts $1 Trillion AI Infrastructure Inv...
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What Happened?
In a swift retaliatory move, China's Ministry of Commerce (MOFCOM) has launched an anti-dumping investigation into specific analog semiconductor imports from the United States. This action follows the latest decision by the U.S. Department of Commerce's Bureau of Industry and Security (BIS) to add another 32 Chinese entities to its export control list. According to the Jiangsu Semiconductor Industry Associ...
In a swift retaliatory move, China's Ministry of Commerce (MOFCOM) has launched an anti-dumping investigation into specific analog semiconductor imports from the United States. This action follows the latest decision by the U.S. Department of Commerce's Bureau of Industry and Security (BIS) to add another 32 Chinese entities to its export control list. According to the Jiangsu Semiconductor Industry Associ...
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