Intel surges 13% premarket after Google orders 3 million AI chips for 2028 production, signaling a major inflection in its foundry business.
Keel Infrastructure Corp. fell 3.1% on heavy volume Tuesday, extending a sector-wide selloff. The crypto infrastructure play closed a $458M convertible note deal just days earlier, but underlying margins are deeply negative and revenue continues to shrink.
SoFi shares dropped 3.6% in heavy trading Thursday as the broader fintech sector sold off ahead of a key Fed rate decision. But fundamentals tell a different story — revenue up 42.5% YoY, net cash position, and forward P/E near 20x.
IREN's stock dropped 4.6% on heavy volume after a Q3 revenue miss and a $3.65B GPU financing deal added to investor concerns. With Bitcoin retreating, the miner's transition to AI cloud is under the microscope.
Opendoor Technologies climbed on heavy volume Wednesday, defying a down market. The 3.2% gain comes amid Russell 3000 inclusion hype and a housing market that's showing flickers of life. But the fundamentals? Still ugly.
T1 Energy's shares tanked on heavy volume despite a stunning 232% revenue surge, as investors worry about its debt load and paper-thin margins. The stock has now corrected 37% from its recent high.
Shares fell 6% after a dilutive shareholder vote, but the company's 22% revenue growth and strong liquidity keep the story alive for patient bulls.
Lloyds fell 3.37% with volume surging to 2.4 times normal, but the stock's forward P/E of 9.7x and $323B cash hoard suggest value hunters may step in.
Shares fell 4.76% on double normal volume amid demand jitters. But the technicals are flashing a clear buy signal, and the forward P/E of 6x is hard to ignore.
Micron dropped 4.7% amid a broad semiconductor selloff, but with revenue up 196% and a forward P/E of just 8x, the pullback may be overdone. High debt and cyclical risk remain.
