
Top neocloud stocks are in a freefall, erasing billions of dollars in value as concerns about AI spending emerge. IREN stock dropped to $33.61, its lowest level since April 7, and 52% below its highest point this year. Its valuation has fallen from $24 billion to $12.4 billion. CoreWeave, the biggest player in the industry, […]
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Why Did SBI Acquire Coinhako? Japan’s SBI Holdings has completed its acquisition of a majority stake in Singapore-based crypto platform Coinhako, tightening its control over a regulated digital asset business in one of Asia’s most important financial hubs. The deal was completed after approval from the Monetary Authority of Singapore and was carried out through […]
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Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real disagreement is about something else entirely. At $188.68 as of July 17, 2026, MRVL carries a consensus target of $252.56 across 43 analysts — but the range behind that average runs from a low of […]
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As the second-quarter earnings season of 2026 approaches its most critical stretch, the global equity market finds itself at a pivotal crossroads. For over two years, a relentless, AI-driven bull run has propelled mega-cap technology valuations to historically elevated levels. However, the narrative on trading desks has undergone a fundamental shift. The era of rewarding […]
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