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Wall Street moves, Big Tech earnings, and macro forces shaping US equities.

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Yale Law M&A Attorney Sold 30 Deals' Worth of Inside Information Over 10 Years

The DOJ and SEC charged 30 people in a global insider-trading conspiracy staged across six BigLaw firms. An attorney accessed firm systems while on leave and sold information on 30 deals, including the Amazon-iRobot acquisition.

AMZN

May 11, 2026, 00:27

퀄컴 CEO "거의 모든 AI 기업과 비밀 디바이스 개발 중"… OpenAI 하드웨어의 칩도 퀄컴

US Stocks

Qualcomm CEO: "We're Building Secret Devices With Almost Every AI Company." OpenAI's First Hardware May Run on Qualcomm Silicon.

May 10, 2026, 05:26

S&P 500에 이어 나스닥 100까지… 루멘텀(LITE), AI 광학 수퍼사이클의 증거

US Stocks

After the S&P 500, Now the Nasdaq 100: Lumentum (LITE) Confirms the AI Optics Supercycle

May 10, 2026, 03:11

버핏이 평생 피하던 기술에 손댔다… 버크셔 맥레인, 자율주행 트럭 본격 상용화

US Stocks

Buffett's Lifelong Tech Aversion Ends: Berkshire's McLane Goes Live with Autonomous Trucks

May 10, 2026, 00:36

분기 매출 첫 2억 달러 돌파… 로켓랩(RKLB), 역대 최고 실적에 주가 25% 폭등

US Stocks

Rocket Lab (RKLB) Surges 25% After First-Ever $200M Quarter and Record Backlog

May 9, 2026, 22:12

US Stocks

AUM $1B in 5 Months: What Makes Dan Ives' AI ETF IVES Different?

The Dan Ives Wedbush AI Revolution ETF (IVES) crossed $1B in AUM just five months after launch. We break down its concentrated 32-stock portfolio spanning AMD, Broadcom, and NVDA, and its 0.75% expense ratio structure.

Trump's Golden Phone T1: $100 Deposits Taken, One Year of Silence

Trump Mobile's T1 remains undelivered after five consecutive delays spanning over a year. While FCC and PTCRB certifications are in place, T-Mobile network approval is still pending — and the removal of 'Made in America' language has sparked false advertising allegations.

Eli Lilly's Next-Gen Obesity Drug Retatrutide Already Circulating in Gray Market Before FDA Approval

Eli Lilly's retatrutide is circulating through compounding pharmacies in a gray market ahead of FDA approval. Clinical weight loss of 28.7% has fueled demand, but the discontinuation rate is triple that of Zepbound.

'Shorting the Business Model, and the CEO' — Burry and Jefferies Both Flash Sell Signals on Palantir

Michael Burry has declared he is shorting Palantir's business model, its core premise, and its CEO — while Jefferies issued an Underweight rating with a $70 price target. The central risk: 'Anthropic just passed them doing 100 mph in the left lane.'

Jensen Huang Handed Corning Billions Upfront — Equity Stake Plus Factory Construction Funding

Beyond a $3.2B equity investment in Corning, NVIDIA quietly paid a separate multi-billion dollar upfront payment to fund new factory construction — a direct move to 10x U.S. fiber optic output and unclog the AI data center infrastructure bottleneck.

NVIDIA Invests $1.44B in Bitcoin Miner-Turned-AI Firm IREN, Partners on 2GW Texas Data Center

NVIDIA is investing up to $2.1B in IREN and co-developing a 2GW AI data center in Texas. IREN targets $3.7B in annual AI cloud revenue, backed by a $9.7B Microsoft contract and a 150,000-GPU buildout.

Shell Beats Q1 Earnings by 10% on $6.9B Adjusted Profit; Iran War Lifts Energy Prices

Shell reported Q1 adjusted profit of $6.92 billion, exceeding analyst consensus by 10%. Strong trading performance and surging crude prices driven by Iran tensions offset damage to Qatar gas facilities. Buybacks reduced, dividend raised 5%.