Galaxy Digital ( GLXY ) is making waves in both Wall Street and the crypto world after unveiling GalaxyOne , a new all-in-one platform that combines stock trading, high-yield cash accounts, and cryptocurrency investing. The launch marks a major milestone in the company’s expansion from institutional clients to individual investors — a bold move that positions Galaxy alongside fintech heavyweights like Robinhood ( HOOD ), SoFi ( SOFI ), and Coinbase ( COIN ). Key Points Galaxy Digital stock jumped over 7% after unveiling its retail-focused GalaxyOne platform. GalaxyOne combines traditional finance and crypto , offering stock trading, yield products, and digital assets in one app. The move positions Galaxy to compete across fintech and crypto markets while expanding into AI-driven infrastructure. What is GalaxyOne and why does it matter? GalaxyOne is Galaxy Digital’s newest digital finance platform, built to bridge traditional investing with the crypto economy. The platf...

Advanced Micro Devices ( AMD ) is making headlines after announcing a landmark multi-year partnership with OpenAI that could reshape the AI chip industry. The agreement, reportedly worth tens of billions in potential revenue, positions AMD as a direct challenger to Nvidia’s ( NVDA ) dominance in artificial intelligence hardware — and investors are taking notice as AMD stock surges to record highs. Key Points: AMD shares surged over 30% after announcing a multi-year AI partnership with OpenAI, its biggest deal ever in artificial intelligence hardware. OpenAI will deploy 6 gigawatts of AMD Instinct GPUs starting in 2026, potentially generating tens of billions in revenue for AMD. The agreement gives OpenAI warrants for up to 160 million AMD shares , potentially a 10% ownership stake if all milestones are met. What Is Behind AMD’s Massive Rally? AMD’s stock soared more than 30% Monday to around $209 , adding nearly $100 billion in market value —its biggest one-day gain on...

The quantum computing industry is moving from theory to real-world deployment, sending stocks like Rigetti Computing ( RGTI ), IonQ ( IONQ ), and D-Wave Quantum ( QBTS ) sharply higher. Recent deals and pilot projects show that companies are beginning to monetize cutting-edge technology once confined to labs. Key Points Rigetti secured $5.7 million in purchase orders for two quantum systems, sparking a record stock rally. D-Wave gained momentum after demonstrating faster emergency response times with U.K. police. IonQ advanced performance benchmarks and expanded telecom compatibility, strengthening its long-term case. Why did Rigetti Computing stock hit record highs? Rigetti Computing announced purchase orders worth $5.7 million for two of its Novera quantum computing systems, marking a significant milestone. One buyer is a major Asian technology manufacturer, while the other is a California-based applied physics and AI start-up. Deliveries are scheduled for the first ...

USA Rare Earth ( USAR ) has become one of the most closely watched names on Wall Street after a week of sharp gains driven by speculation about a potential U.S. government partnership. Shares have surged more than 60% in just three sessions as the company’s new CEO confirmed ongoing talks with the White House about America’s critical minerals supply chain. Key Points USA Rare Earth is building a rare earth magnet mine and processing facility in Texas and Oklahoma. The company is in active discussions with the White House on potential partnerships. Shares have rallied over 60% in three days, fueled by speculation of government support. Why is USA Rare Earth stock surging? Shares of USAR jumped after CEO Barbara Humpton revealed the company is in “close communication” with the Trump administration. Investors see this as a strong signal that the government could take an equity stake in the company, similar to recent investments in Lithium Americas and MP Materials. Govern...

The U.S. government shutdown has entered its third day, sparking concerns for federal workers but leaving Wall Street largely unshaken. While political gridlock deepens in Washington, stocks continue to hover near record highs, supported by optimism over rate cuts and solid corporate earnings forecasts. Key Points Thousands of layoffs possible: The White House warned “thousands” of federal jobs could be cut. Markets stay calm: Stocks remain near record highs, with volatility muted despite the shutdown. Data delays complicate Fed policy: The shutdown halts key reports like jobs and inflation data, leaving the Federal Reserve flying blind. Why are investors calm about the shutdown? Investors have seen shutdowns before. More than 20 have occurred in the past 50 years, and most were short-lived. History shows markets usually recover quickly, so traders are focusing instead on other drivers: Federal Reserve policy and upcoming corporate earnings. The Cboe Volatility Inde...

Applied Materials ( AMAT ) is facing fresh headwinds after U.S. regulators expanded restrictions on exports to China. The company warned that the new rules could cut $710 million from its revenue over the next two years, adding another layer of uncertainty to a market already shaped by U.S.-China trade tensions. Key Points New U.S. export rules are expected to reduce AMAT’s revenue by $110 million this quarter and $600 million in fiscal 2026. China accounts for nearly 30% of Applied Materials’ sales, making the company especially vulnerable. Despite regulatory setbacks, long-term demand for AI-related chip equipment remains a key growth driver. What are the new export restrictions? The U.S. Commerce Department’s Bureau of Industry and Security issued a new “Affiliates Rule” that expands existing export restrictions. Now, U.S. companies like Applied Materials need licenses not just to sell to blacklisted Chinese firms, but also to their majority-owned subsidiaries. This...

Tesla ( TSLA ) delivered a blowout third quarter, posting nearly half a million vehicles delivered worldwide—a record for the company. The results crushed Wall Street estimates but may set the stage for softer sales in the coming months as a key U.S. tax credit disappears. Key Points Tesla delivered 497,099 vehicles in Q3, far above consensus estimates of about 443,000. Sales surged as buyers rushed to claim a $7,500 federal EV tax credit before its September expiration. Record energy storage deployments and momentum in AI-driven initiatives, including robotaxis, highlight Tesla’s diversification beyond cars. How did Tesla beat expectations so decisively? Tesla’s Q3 deliveries rose 29% from the prior quarter and 7% year over year, marking the strongest performance in company history. Analysts had expected fewer than 450,000 cars, but Tesla exceeded even the most bullish forecasts, helped by a last-minute buying frenzy. The expiration of the $7,500 U.S. EV tax credit on...