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Super Micro’s stock surges as Wall Street cheers its margin recovery2:39 Shares of the AI server maker jumped 18% as investors shrugged off a revenue miss and celebrated a rebound in gross margins. Upstart’s stock is getting punished after earnings. Here’s the big gripe.2:39 The AI lending company came up short on a key profit metric, but its CEO says that analysts may have mismodeled seasonal trends. Oil futures fall after Trump pauses U.S. effort to partially reopen Strait of Hormuz2:07 Crude-oil futures fell late Tuesday after President Donald Trump said his latest effort to partially reopen the Strait of Hormuz would be paused, to buy more time to reach an agreement to end hostilities with Iran. The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst1:36 The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 —the day before the dot-com bubble peaked. This narrow shipping lane is how Trump now wants oil tankers to navigate the Strait of Hormuz1:36 If the U.S. succeeds in shepherding more vesses out of the strait safely, hundreds of ships still stuck on either side of the strait, including massive oil tankers, would find their way to markets, taking off some of the pressure that has led global crude prices rise more than 50%. Betting on long Treasury bonds when yields near 5% has been a slam-dunk trade over the past few years. Is this time different?1:04 “There is not a ‘break-the-glass’ solution,” says former Treasury Secretary Steven Mnuchin of backup plans if the U.S. can’t finance its debt. Cheaper protein shakes are crushing this industry stalwart1:04 Shares of BellRing Brands, the maker of Premier Protein drinks and PowerBar snacks, tumble nearly 40%. Amazon’s stock has come alive, setting the company up to join an exclusive club0:31 Amazon’s stock needs to rise less than 2% for the company’s market cap to top $3 trillion — something only four other companies have ever achieved. |