$SPDR S&P 500 ETF Trust(SPY)$ The upcoming earnings could be a positive surprise and potentially push the market up another 10%. If that happens and sentiment shifts, it might fuel a further 10% move. After that, we'll have a clearer picture of the situation.
$CEVA Inc(CEVA)$ CEVA is starting to get attention across the AI space, alongside names like $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , $SPDR S&P 500 ETF Trust(SPY)$ , and QQQ. The market is trying to figure out what this "most strategically significant AI deal" actually means, and more importantly, who the counterparty could be. Is it $Microsoft(MSFT)$ ? Is it AMZN? Or something else entirely? That uncertainty alone is enough to put CEVA on the radar. In the current AI cycle, narrative and optionality often start to price in before full details are disclosed. If this deal is tied to a
$Intel(INTC)$ A look at some of the most bullish analyst price targets for a few popular stocks in the CPU space. AMD: $600 INTC: $160 ARM: $450 AMKR: $95 These are the highest targets currently out there. The CPU and semiconductor compute chain is in an AI-driven re-rating cycle. It's worth noting that these bullish targets reflect long-term capacity and demand expectations more than short-term price direction. From where I stand, AMD is becoming a key complement to the AI GPU ecosystem, though that $600 target seems to price in a very optimistic scenario. INTC is in a turnaround phase, heavily reliant on foundry execution and process improvements. ARM benefits structurally from its AI chip architecture licensing model. AMKR is leveraged to
$SPDR S&P 500 ETF Trust(SPY)$ Asian investors account for roughly 75% to 80% of all overnight U.S. trading volume. Since the U.S. overnight session (8:00 PM to 4:00 AM ET) aligns with daytime business hours in Asia, regional retail investors use this window to trade U.S. equities without staying up all night. Data from Blue Ocean ATS—the primary alternative trading system for the 24/5 U.S. stock market—breaks down the volume by country: - South Korea: Contributes the single largest share, making up about 40% to 65% of the platform's entire overnight volume depending on regional retail momentum. - Other Asia-Pacific Markets: Account for another roughly 30%, driven heavily by active traders in Japan, Hong Kong
$Intel(INTC)$ Nvidia's quarterly revenue was mostly flat for six quarters before it took off. In fact, it dropped for four consecutive quarters from Q1 '23 through Q2 '24. It was in Q3 '24 that they really took off and haven't looked back since. Some posters are so focused on Intel's past revenue and earnings that they might miss the ramp that's just beginning. The AI training boom that drove GPU sales is shifting to the AI agentic boom, which will drive CPU sales.
Sixth green day in a row. Tuesday made it six sessions without a real breakdown. $Groupon(GRPN)$ closed at $24.06, up 1.9% from Monday's $23.60, after touching as high as $24.74 intraday. Volume cooled slightly to 1.82M shares but stayed above average, which suggests this wasn't a low-conviction grind. Taking a step back, the run is hard to ignore: from $16.76 to $24.06 in six trading days, roughly a 43% gain off the recent low. That shows sustained buying pressure, not a one-day spike that fades. Short float remains elevated at over 60%, and the next real catalyst, earnings (around Aug 4–12), is still weeks out. Until then, every green close adds a bit more pressure to the short side. The trend is still up.