https://stockmacro.com/ Stock Macro Fri, 12 Jun 2026 18:25:23 +0000 https://stockmacro.com/nvidia-backed-optical-stocks-jpmorgan-says-buy-the-dip/ https://stockmacro.com/nvidia-backed-optical-stocks-jpmorgan-says-buy-the-dip/ Fri, 12 Jun 2026 17:44:33 +0000 JPMorgan has reiterated 'overweight' ratings on Coherent and Lumentum after both Nvidia-backed AI stocks fell roughly 20% from record highs. Analysts say concerns are overblown and the dip is a buying opportunity for investors. https://stockmacro.com/xbox-major-layoffs-could-hit-next-month/ https://stockmacro.com/xbox-major-layoffs-could-hit-next-month/ Fri, 12 Jun 2026 07:24:56 +0000 Microsoft's Xbox division is planning a major round of layoffs under new CEO Asha Sharma, who warns the unit is "not in a healthy spot" after revenue fell nearly $500 million despite $20 billion in investments over five years.