Reuters·42m agoNVDAMSFT
Chipmakers extend rally as data-center orders beat expectations
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
Dexstock portfolio overview
Dashboard
Portfolio value
$50,216
+$544.53 today·+13.50% all time
$46,654$45,347$44,040$42,734$41,427
Jul 11Jul 19Jul 26Aug 3Aug 10
Sector performance
1D- Technology3+1.76%
- Healthcare2+0.56%
- Finance2+0.25%
- Communication2+0.14%
- Energy2+0.06%
- Consumer3−0.40%
- Industrials2−0.67%
Market news
Bloomberg·2h agoAAPL
Apple services revenue hits fresh quarterly record
Installed-base monetisation continues to offset flat hardware units, with gross margin at the top of guidance.
Financial Times·4h agoLLY
Obesity drug supply constraints ease as new capacity comes online
Two additional fill-finish sites received clearance, shortening lead times in the US and EU markets.
WSJ·6h agoTSLA
EV price competition pressures margins into the second half
Incentive spend per unit rose again in July, while average selling prices continued a gradual decline.
CNBC·9h agoJPMV
Banks signal steady credit quality heading into rate cuts
Net interest income guidance held, with charge-offs normalising rather than deteriorating, executives said.
Quick search
Cash balance$18,421USDGside column