Similarweb Ltd. Archives

The $600 Million Cut: Ben Affleck’s AI Company, Netflix’s Bet, and the Data Behind the Drama – ( $NFLX $NVDA $SMWB )

by John F. Heerdink, Jr. July 21, 2026 447Views 0Likes

Hollywood just added a new kind of tentpole: the AI post‑production startup. Investors would be wise to pay attention, because behind the celebrity headlines around Ben Affleck’s InterPositive sale to Netflix sits an emerging stack that runs straight through NVIDIA (NVDA) and…

AI Trade Pauses, Oil Climbs, AMC Surges: What Drove the S&P 500 Lower Today – July 20, 2026 -( $AMC $CNK $DOCS $IMAX $NVDA Rise!)

by John F. Heerdink, Jr. July 20, 2026 1263Views 0Likes

US equities traded somewhat mixed to lower on Monday, July 20, 2026, as investors balanced rising oil prices, an AI-led factor rotation, and mounting anticipation around upcoming Big Tech earnings. The S&P 500 slipped modestly while the Dow underperformed and the Nasdaq…

AI’s New Memory Wall: Why Investors Are Piling Into the Brains Behind the Boom -( $AVGO $META $MU $NVDA $SKHY $SMWB $STX )

by John F. Heerdink, Jr. July 19, 2026 300Views 0Likes

Wall Street has finally found something that can make even the most swaggering AI GPU look nervous: the memory wall. The very chips designed to feed artificial intelligence its endless diet of data are hitting physical, economic, and manufacturing limits—and the result…

AI Highs, Rate Jitters, and Lilly’s Psychedelic Shopping Spree: The Week Wall Street Needed a Therapist – July 17, 2026 -( $AMWL $HPP Rise!)

by John F. Heerdink, Jr. July 17, 2026 1139Views 0Likes

U.S. equities ended the week of July 17, 2026 on a cautious note, with major indexes consolidating recent gains as investors digested mixed earnings, firmer rate‑hike expectations, and evolving macro risks from weather, energy, and policy. Equity markets: tech fatigue, earnings rotation…

Disinflation Wins, Tech Whimpers: A Soft Landing With Hard Questions for Wall Street – July 16, 2026 -( $HPP $INTG $VIX $YSG Rise!)

by John F. Heerdink, Jr. July 16, 2026 1010Views 0Likes

U.S. markets closed broadly lower on Thursday, July 16, 2026, with a decisive risk‑off tone as investors rotated out of high‑beta growth and precious metals while volatility climbed.Market close: indices and risk sentimentThe S&P 500 (^GSPC) finished at 7,533.77, down 38.63 points…

When Inflation Starts to Chill: Wall Street Turns Up the Heat – July 15, 2026 Market Wrap -( $AMWL $EPRX $JPM $LPL $SMWB Rise!)

by John F. Heerdink, Jr. July 16, 2026 928Views 0Likes

U.S. stocks pushed higher again on Wednesday, July 15, 2026, as investors leaned into a “lower‑inflation, still‑resilient growth” narrative that is increasingly defining mid‑summer trading. Cooling CPI data, a more patient Federal Reserve outlook, and better‑than‑expected earnings from big banks and AI‑linked…

From Racks to Clicks: Super Micro, Similarweb, and Nokia Quietly Rewrite the Expanding AI Playbook -( $NOK $SMCI $SMWB $NVDA )

by John F. Heerdink, Jr. June 22, 2026 451Views 0Likes

The AI trade is no longer just about chips; it is about the increasingly ambitious scaffolding needed to keep the chips useful, cool, and connected. Super Micro Computer’s (SMCI) latest Vera Rubin NVL4 blueprint for HPC and AI infrastructure shows that the…

Inside Similarweb’s $300M ARR Machine: Profitable Growth in an AI‑Driven Web -( $SMWB )

by John F. Heerdink, Jr. June 17, 2026 560Views 0Likes

Similarweb’s (NYSE: SMWB) recent stream of press releases sketches a familiar Wall Street archetype: a once‑scrappy digital data outfit that has decided, somewhat inconveniently for short‑sellers, that it would like to grow up into a durable, cash‑generating platform business. For investors willing…

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