$ORCL

$COHR -0.9% — COHERENT NEW TEXAS PLANT REPLACES COPPER WITH LIGHT, POWERING NVIDIA 576-GPU VERA RUBIN DATA CENTERS AND THE SILICON PHOTONICS ERA

$HWM

$SMCI +12.9% — SUPERMICRO DELIVERS NVIDIA VERA RUBIN NVL4 END-TO-END BLUEPRINT FOR HPC AND AI

5 STOCKS TO BUY AS RATE FEARS RETURN $NVDA $INTC $NOK $SNAP $SPCX

$NVDA $LMT $SHAK $SHOP

IRAN-ISRAEL ESCALATION LIFTS OIL PRICES, FUTURES MIXED

$SMCI AH $36.20 (+2.09%) — SUPERMICRO DELIVERS $NVDA VERA RUBIN NVL4 END-TO-END BLUEPRINT WITH NATIVE FP64 FOR CONVERGED HPC AND AI INFRASTRUCTURE

$SPACEX

ORACLE AWARDED US GOVERNMENT CONTRACT TO PROVIDE GOVERNMENT-WIDE HR SOFTWARE - REUTERS — VIA GNEWS

$USB +1.5% — SEEKING ALPHA: HEDGE INFLATION AND INTEREST RATE RISK WITH FLOATING PREFERREDS

$BKR -0.3% — BAKER HUGHES SECURES LONG-TERM SERVICE AGREEMENT FOR NIGERIAN GAS PROJECT

$MU -11.0% — MICRON Q3 EARNINGS DUE — INVESTORS EYE AI DEMAND AND CHIP SECTOR OUTLOOK

$SJM +11.4% — J.M. SMUCKER REPORTS STRONG Q4 WITH HIGH FREE CASH FLOW AND DIVIDEND YIELD

US FUTURES MIXED — ISRAEL-LEBANON CEASEFIRE EXTENSION, IRAN PEACE DEAL UNCERTAINTY

$COHR AH $394.00 (+1.14%) — COHERENT HIGHLIGHTED AS AI OPTICS PLAY WITH NVIDIA DEAL — VT MARKETS CITES RISKS

$SCHW $CBOE

S&P 500 MOVES LOWER — OIL SLIDES, $MU FALLS AHEAD OF EARNINGS

WH SMITH RAISES FRESH CAPITAL, WARNS ON PROFIT AS IRAN WAR HITS TRAVEL SPEND - REUTERS — VIA GNEWS

Friday June 26, 2026 — Iran violated the ceasefire with drone attacks on Strait of Hormuz ships, chip-crunch contagion slams AAPL and MSFT, and Kashka

Friday, June 26, 2026: SoftBank -12% on OpenAI IPO delay fears. Strait of Hormuz ship struck, supertankers halt

Thursday, June 25, 2026. Chip-crunch contagion tanks AAPL and MSFT. Iran peace talks suddenly real—Rubio vows US won’t bend. Bessent cheers a Fed rese

Thursday, June 25, 2026. Iran peace talks: Trump claims big concessions but Rubio scrambles to reassure Gulf allies. NVDA stalls at $200 as it overtak

Thursday, June 25, 2026 — Asia chops on US-Iran war fears, China macro misses, and AI IP war hitting BABA

Wednesday, June 24, 2026 — Iran ceasefire teeters on nuclear inspection row; Nvidia stalls at $200 dragging semis lower; FedEx crushes Q4.

Wednesday, June 24, 2026. Iran ceasefire momentum builds, semis drag tech, FDX beats.

Monday, June 22, 2026 — US-Iran peace talks unlock 60-day Iranian oil sales; Nvidia slides as Google & Amazon assault its AI chip stronghold; Fed mour

WHAT HAPPENED WITH FIRST SOLAR'S Q4 EARNINGS AND 2026 GUIDANCE - KAVOUT — VIA GNEWS

$SPCX

$SPY RIGHT INTO THE 21 EMA FOR THE FIRST TIME SINCE THE CEASEFIRE HTTPS://T.CO/CXCU8BVZG0 — VIA @JBULLTARD1