https://edgen.pre.edgen.tech/news/post/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates2026-07-04T17:32:38.657Zdaily1Edgen Stocken2026-07-04T17:32:38.657+00:00Applied Materials surges 370% as AI chip equipment demand accelerateshttps://static.edwealth.ai/news/images/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates-20260704.pngApplied Materials surges 370% as AI chip equipment demand accelerates https://edgen.pre.edgen.tech/news/post/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test2026-07-04T17:03:24.163Zdaily1Edgen Stocken2026-07-04T17:03:24.163+00:00Arm Holdings pulls back 35% from peak as AI CPU thesis faces testhttps://static.edwealth.ai/news/images/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test-20260704.pngArm Holdings pulls back 35% from peak as AI CPU thesis faces test https://edgen.pre.edgen.tech/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.135Zdaily1Edgen Stocken2026-07-04T16:33:44.135+00:00Spacex hits $2.95 trillion market cap as valuation doubts mounthttps://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.pngSpacex hits $2.95 trillion market cap as valuation doubts mount https://edgen.pre.edgen.tech/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:00.936Zdaily1Edgen Stocken2026-07-04T16:33:00.936+00:00Nebius surges 20% in June as AI cloud capacity hits 4 GWhttps://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.pngNebius surges 20% in June as AI cloud capacity hits 4 GW https://edgen.pre.edgen.tech/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.303Zdaily1Edgen Stocken2026-07-04T16:27:55.303+00:00Sandisk surges 857% as AI memory shortage extends to 2028https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.pngSandisk surges 857% as AI memory shortage extends to 2028 https://edgen.pre.edgen.tech/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:34.745Zdaily1Edgen Stocken2026-07-04T15:03:34.745+00:00Berkshire's $400B cash pile earns more as Fed leans toward rate hikeshttps://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.pngBerkshire's $400B cash pile earns more as Fed leans toward rate hikes https://edgen.pre.edgen.tech/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.109Zdaily1Edgen Stocken2026-07-04T14:06:52.109+00:00SpaceX insiders can sell 44% of shares starting Aug. 6https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.pngSpaceX insiders can sell 44% of shares starting Aug. 6 https://edgen.pre.edgen.tech/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.060Zdaily1Edgen Stocken2026-07-04T14:04:16.060+00:00Nomura rebuts 2 bearish narratives on memory chip stockshttps://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.pngNomura rebuts 2 bearish narratives on memory chip stocks https://edgen.pre.edgen.tech/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.363Zdaily1Edgen Stocken2026-07-04T14:02:18.363+00:00Netflix prints $5B cash while Disney burns $2B on capexhttps://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.pngNetflix prints $5B cash while Disney burns $2B on capex https://edgen.pre.edgen.tech/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.122Zdaily1Edgen Stocken2026-07-04T13:35:15.122+00:00Micron locks in $100B in revenue as AI memory demand surgeshttps://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.pngMicron locks in $100B in revenue as AI memory demand surges https://edgen.pre.edgen.tech/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.523Zdaily1Edgen Stocken2026-07-04T13:05:21.523+00:002 travel stocks gain as fragile ceasefire revives travel demandhttps://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png2 travel stocks gain as fragile ceasefire revives travel demand https://edgen.pre.edgen.tech/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:28.943Zdaily1Edgen Stocken2026-07-04T13:03:28.943+00:00S&P 500 top 10 stocks reach 40% weight, fueling concentration riskhttps://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.pngS&P 500 top 10 stocks reach 40% weight, fueling concentration risk https://edgen.pre.edgen.tech/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.092Zdaily1Edgen Stocken2026-07-04T13:03:14.092+00:00Campbell's yields 7%, Pool Corp 2.4% after S&P 500 exithttps://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.pngCampbell's yields 7%, Pool Corp 2.4% after S&P 500 exit https://edgen.pre.edgen.tech/news/post/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push2026-07-04T12:34:35.001Zdaily1Edgen Stocken2026-07-04T12:34:35.001+00:00Broadcom and OpenAI unveil Jalapeño chip in $16B AI pushhttps://static.edwealth.ai/news/images/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push-20260704.pngBroadcom and OpenAI unveil Jalapeño chip in $16B AI push https://edgen.pre.edgen.tech/news/post/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally2026-07-04T11:03:14.096Zdaily1Edgen Stocken2026-07-04T11:03:14.096+00:00Dow targets 55,000 and S&P 500 eyes 8,000 as tariffs test rallyhttps://static.edwealth.ai/news/images/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally-20260704.pngDow targets 55,000 and S&P 500 eyes 8,000 as tariffs test rally https://edgen.pre.edgen.tech/news/post/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal2026-07-04T10:02:34.262Zdaily1Edgen Stocken2026-07-04T10:02:34.262+00:00Continental sells ContiTech to Lone Star for €4 billion in carve-out dealhttps://static.edwealth.ai/news/images/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal-20260704.pngContinental sells ContiTech to Lone Star for €4 billion in carve-out deal https://edgen.pre.edgen.tech/news/post/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens2026-07-04T09:43:26.374Zdaily1Edgen Stocken2026-07-04T09:43:26.374+00:00GPU server costs surge 40% weekly as Nvidia supply chain tightenshttps://static.edwealth.ai/news/images/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens-20260704.pngGPU server costs surge 40% weekly as Nvidia supply chain tightens https://edgen.pre.edgen.tech/news/post/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance2026-07-04T09:43:15.515Zdaily1Edgen Stocken2026-07-04T09:43:15.515+00:00Allianz economist warns $360B AI capex cycle shows exuberancehttps://static.edwealth.ai/news/images/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance-20260704.pngAllianz economist warns $360B AI capex cycle shows exuberance https://edgen.pre.edgen.tech/news/post/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd2026-07-04T08:47:43.650Zdaily1Edgen Stocken2026-07-04T08:47:43.650+00:00UK, France join Oman to secure Strait of Hormuz as oil flows reach 10M bpdhttps://static.edwealth.ai/news/images/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd-20260704.pngUK, France join Oman to secure Strait of Hormuz as oil flows reach 10M bpd https://edgen.pre.edgen.tech/news/post/warsh-joins-3-central-bankers-in-rejecting-forward-guidance2026-07-04T08:43:31.445Zdaily1Edgen Stocken2026-07-04T08:43:31.445+00:00Warsh joins 3 central bankers in rejecting forward guidancehttps://static.edwealth.ai/news/images/warsh-joins-3-central-bankers-in-rejecting-forward-guidance-20260704.pngWarsh joins 3 central bankers in rejecting forward guidance