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D-Wave Lands $100M CHIPS Letter; Quantum Stocks Rip

May 22, 2026May 21, 2026 by Bruno

D-Wave signed a $100M CHIPS Act letter of intent with Commerce. QBTS jumped 28%, RGTI 26%, INFQ 29% as quantum names ripped sector-wide.

Categories Stock Market Tags chips act, d-wave quantum, qbts stock, rigetti computing, stock market Leave a comment

Beta, Alpha, and CAPM: What They Actually Measure

May 22, 2026May 21, 2026 by Bruno

Beta measures how a stock moves with the market. CAPM converts that risk into a required return. Alpha is what’s left over. Here is what each really means, with verified data.

Categories Market Education Tags alpha investing, beta explained, capm formula, investing basics, portfolio risk, stock market Leave a comment

Take-Two Reports Tonight Ahead of GTA VI in November

May 22, 2026May 21, 2026 by Bruno

Take-Two reports Q4 FY26 earnings May 21 with Grand Theft Auto VI six months from launch. What to watch — and why FY27 is the real story.

Categories Stock Market Tags grand theft auto vi, gta vi release date, stock market, take-two interactive, video game stocks Leave a comment

NVIDIA Hits $81.6B, Guides $91B – Stock Slips on the News

May 22, 2026May 21, 2026 by Bruno

NVIDIA posted record $81.6B Q1 revenue, +85% YoY, and guided Q2 to $91B – yet shares slipped 1.3% after hours.

Categories Stock Market Tags AI chips, data center, NVDA stock, nvidia earnings, semiconductor stocks, stock market Leave a comment

Chips Roar Back: Intel +6%, AMD +8%, ARM +16% Ahead of Nvidia

May 22, 2026May 20, 2026 by Bruno

Chips snap back: Intel +6.4%, AMD +8.3%, ARM +15.6%, lifted by BofA’s $125B server-CPU call with Nvidia earnings on deck.

Categories Stock Market Tags amd stock, Arm Holdings, intel stock, nvidia earnings, semiconductor stocks, stock market 1 Comment

ServiceNow Pops 5% as BofA Restarts After $7.8B Armis Buy

May 22, 2026May 18, 2026 by Bruno

ServiceNow stock jumped roughly 5% Monday after Bank of America restarted coverage at Buy, weeks after the $7.8B cash purchase of Armis and a $4B bond sale.

Categories Stock Market Tags armis acquisition, bank of america upgrade, enterprise software, servicenow, stock market Leave a comment

Chip Stocks Tumble as $9T Semi Concentration Hits S&P 500

May 22, 2026May 18, 2026 by Bruno

Nvidia, Broadcom, Micron and AMD all fell 3-7% as $9 trillion in chip market cap tests the S&P 500’s record concentration.

Categories Stock Market Tags AI stocks, chip stocks, nvidia earnings, s&p 500 concentration, semiconductor stocks, stock market Leave a comment

ASML-Tata Sign $11B MoU for India’s First 300mm Chip Fab

May 22, 2026May 17, 2026 by Bruno

ASML and Tata Electronics signed an MoU on May 16, 2026 to equip India’s first commercial 300mm semiconductor fab in Dholera, witnessed by PM Modi.

Categories Geopolitics & Markets Tags asml stock, dholera fab, india semiconductor, semiconductor manufacturing, stock market Leave a comment

Russell 2000 Drops 2.4% as Long Yields Slam Small Caps

May 22, 2026May 17, 2026 by Bruno

Small-cap stocks led Friday’s selloff with the Russell 2000 down 2.4% as rising Treasury yields rekindled fears about leverage, refinancing, and unprofitable balance sheets.

Categories Federal Reserve & Rates, Market Trend, Stock Market Tags interest rates, russell 2000, stock market, stock market selloff, treasury yields Leave a comment

POET Plunges 22% on $400M Raise, Eclipsing Lumilens Deal

May 22, 2026May 16, 2026 by Bruno

POET Technologies tumbled 22% on May 15, 2026 as a $400M dilutive raise overshadowed a fresh AI-optics supply pact worth up to $500M with Lumilens.

Categories Stock Market, Stocks Tags lumilens, poet technologies, silicon photonics, stock dilution, stock market Leave a comment
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