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33 articles

Nvidia's $700B Revenue Target: Supply Constraints Hide Upside to $580
U.S. Equities12h ago
Nvidia's $700B Revenue Target: Supply Constraints Hide Upside to $580
Nvidia's fiscal 2028 guidance of 70 percent revenue growth masks even stronger underlying demand, with analyst price targets ranging from $350 to $580 by January 2028.
ACV Auctions Rises 44% as Tech Stocks Rally; Dell, HPE Surge
U.S. EquitiesYesterday
ACV Auctions Rises 44% as Tech Stocks Rally; Dell, HPE Surge
The S&P 500 climbed 0.9 percent Sept. 11 as technology shares led a broad market recovery, with ACV Auctions jumping 44 percent on exceptional volume
Buffett Indicator Hits 237%: Market Valuations Exceed Even Dot-Com Peak
U.S. Equities2d ago
Buffett Indicator Hits 237%: Market Valuations Exceed Even Dot-Com Peak
Warren Buffett's preferred valuation metric now stands at a record 237%, far above the 200% threshold he warned signals 'playing with fire' in early 2000s.
SK Hynix Upgraded to Buy With $250 Target as HBM Demand Tightens
U.S. Equities4d ago
SK Hynix Upgraded to Buy With $250 Target as HBM Demand Tightens
Bank of America raises its price target 45 percent on strong high-bandwidth memory supply constraints and expanding long-term contracts
Fidelity 401(k) Balances Jump 10.5% in Q2: Market Rally Lifts Retirement Savings
U.S. Equities6d ago
Fidelity 401(k) Balances Jump 10.5% in Q2: Market Rally Lifts Retirement Savings
Average 401(k) balances grew 10.5 percent in the second quarter, the largest gain since 2020, as stock market strength pushed year-over-year returns to 13.1 percent.
Waller's Disinflation Show Halves September Rate-Hike Odds
Research & Analysis9d ago
Waller's Disinflation Show Halves September Rate-Hike Odds
Federal Reserve Governor Christopher Waller's comments on easing pricing pressures cut bond traders' September rate-hike probability to 50 percent, triggering a broad risk-on rally across equities, Bitcoin and commodities.
Snowflake's AI Tools Drive Third Straight Quarter of Revenue Acceleration
Research & Analysis9d ago
Snowflake's AI Tools Drive Third Straight Quarter of Revenue Acceleration
The cloud data platform reported fiscal Q2 2027 revenue of $1.55 billion, up 35 percent year over year, beating consensus and lifting full-year guidance to $6.07 billion.
ChargePoint Beats Q2 Estimates; CEO Shows Inflection Point
U.S. Equities9d ago
ChargePoint Beats Q2 Estimates; CEO Shows Inflection Point
The EV charging network operator reported $116 million in quarterly revenue, up 18 percent year-over-year, as CEO Rick Wilmer flagged accelerating growth ahead.
Nvidia's Q2 Report Could Push Stock to $250, $6 Trillion Valuation
U.S. Equities20d ago
Nvidia's Q2 Report Could Push Stock to $250, $6 Trillion Valuation
NVDA trades at $214.72 with consensus expecting $93B–$94B revenue on Aug. 26; 14% gain reaches $6T market cap, 46% upside possible if multiple re-rates to 35x forward earnings
Moderna Stock Drops 25% on Cancer Vaccine Success—Wall Street's Skepticism Shows Risk
U.S. Equities22d ago
Moderna Stock Drops 25% on Cancer Vaccine Success—Wall Street's Skepticism Shows Risk
Investors sold despite positive melanoma vaccine trial results, pointing to lingering doubts about Moderna's ability to execute beyond COVID and generate sustainable returns.
T. Rowe Price Trades at 47% Discount to Intrinsic Value Model Despite AUM Growth
Research & Analysis22d ago
T. Rowe Price Trades at 47% Discount to Intrinsic Value Model Despite AUM Growth
Quantitative analysis shows T. Rowe Price Group shares trading at $94.63 versus a modeled intrinsic value of $178.46, driven by persistent net outflows and fee compression.
Zoom Trades at 20% Discount to Software Peers Ahead of August Earnings
U.S. Equities23d ago
Zoom Trades at 20% Discount to Software Peers Ahead of August Earnings
Shares up 16.64% in a month as consensus models flat EPS growth; Watch for margin trajectory and guidance on AI-powered Workvivo adoption.
BofA Raises ServiceNow to $150 on AI Tailwind, 26% Upside
U.S. Equities24d ago
BofA Raises ServiceNow to $150 on AI Tailwind, 26% Upside
Analyst Tal Liani lifts price target as market sheds AI disruption fears and software multiples expand; valuation trades 37% below three-year average.
Reddit Joins S&P 500 on Aug. 18, Shares Rise 11% After-Hours
U.S. Equities30d ago
Reddit Joins S&P 500 on Aug. 18, Shares Rise 11% After-Hours
Reddit will replace AvalonBay Communities in the S&P 500 on Aug. 18, sending shares up 11 percent despite investor concerns over AI-driven search traffic.
Reddit's S&P 500 Entry Triggers Forced Buying as AI Search Risk Lingers
Research & Analysis30d ago
Reddit's S&P 500 Entry Triggers Forced Buying as AI Search Risk Lingers
Reddit shares jumped 11 percent after S&P Dow Jones Indices confirmed an Aug. 18 index addition, generating mandatory institutional demand even as Google's AI Overviews threaten its user acquisition pipeline.
Sanrio Shares Fall 18% After Q1 Profit Misses Estimates, Ending Valuation Run
U.S. Equities31d ago
Sanrio Shares Fall 18% After Q1 Profit Misses Estimates, Ending Valuation Run
Hello Kitty owner Sanrio Co. posted its largest single-day stock decline in more than 12 years after first-quarter operating income fell short of market expectations.
Autodesk Slides 1.75% Before Earnings as Valuation, Prior Accounting Issues Linger
U.S. Equities32d ago
Autodesk Slides 1.75% Before Earnings as Valuation, Prior Accounting Issues Linger
ADSK fell to $251.59, underperforming major indices, ahead of its Aug. 27 earnings report where analysts expect 19 percent EPS growth.
Intel's $98B Wipeout: Weak Margins and a Dilutive Offering Deepen the Pain
U.S. Equities33d ago
Intel's $98B Wipeout: Weak Margins and a Dilutive Offering Deepen the Pain
Intel shares have fallen 18 percent over five consecutive sessions, erasing roughly $98 billion in market value as a $15 billion stock offering sharpens doubts about its turnaround.
S&P 500 at 7,710: Burry Warns of 1987-Style Drop, Krumpelman Targets 8,100
U.S. Equities37d ago
S&P 500 at 7,710: Burry Warns of 1987-Style Drop, Krumpelman Targets 8,100
The benchmark index trades near record levels as strong corporate earnings fuel gains, even as technical indicators flash overbought signals.
Chipotle Stock Falls 9.7 Percent After Salmonella Outbreak Tied to Minnesota Locations
Research & Analysis37d ago
Chipotle Stock Falls 9.7 Percent After Salmonella Outbreak Tied to Minnesota Locations
Chipotle Mexican Grill shares closed at $33.83 after reports linked jalapeños at its restaurants to a salmonella outbreak, the stock's worst single-day drop since October 2025.
Alphabet Falls 5 Percent as Gemini Delay and Jeff Dean Exit Spook Investors
U.S. Equities38d ago
Alphabet Falls 5 Percent as Gemini Delay and Jeff Dean Exit Spook Investors
Alphabet closed at $364.39 Wednesday, its worst single-day drop in over a year, after reports of a delayed Gemini 3.5 Pro release and the departure of AI pioneer Jeff Dean.
Upstart Reaffirms 2026 Guidance: $1.4B Revenue Target, 91% Automated Loans
U.S. Equities39d ago
Upstart Reaffirms 2026 Guidance: $1.4B Revenue Target, 91% Automated Loans
Upstart reiterated its 2026 guidance projecting $1.4 billion in revenue and $294 million in adjusted EBITDA, driven by AI underwriting now handling 91 percent of loans without human review.
Jersey Mike's IPO Stumbles: Shares Close 2 Percent Below Offering Price
U.S. Equities44d ago
Jersey Mike's IPO Stumbles: Shares Close 2 Percent Below Offering Price
Shares of the sandwich chain closed at $22.54 on their first trading day, below the $23 IPO price set at the top of the expected range
Oil Rises After U.S. Intercepts Iranian Attack on American Troops
Research & Analysis46d ago
Oil Rises After U.S. Intercepts Iranian Attack on American Troops
Crude prices gained in overnight trading while U.S. equity futures declined, as markets repriced geopolitical risk following a confirmed military interception.
Buffett Indicator Flags Overvaluation: U.S. Stocks Face Return Headwinds
U.S. Equities48d ago
Buffett Indicator Flags Overvaluation: U.S. Stocks Face Return Headwinds
Warren Buffett's preferred valuation tool—total market cap to GDP—sits at elevated levels that have historically preceded years of weak stock returns.
AMD Tops $200 Price Target as Wall Street Backs MI300X AI Chip Demand
U.S. Equities112d ago
AMD Tops $200 Price Target as Wall Street Backs MI300X AI Chip Demand
Institutional volume exceeds 100 million shares daily as cloud providers deploy accelerators to challenge Nvidia's data center dominance
Nike Stock Nears $39.88: Decade-Low Shows Persistent Headwinds
U.S. Equities118d ago
Nike Stock Nears $39.88: Decade-Low Shows Persistent Headwinds
Nike shares trade near their Sept. 2014 low of $39.88, last hit as LeBron James rejoined Cleveland, highlighting current market pressures
Apple, Microsoft Buybacks and Index Flows Push S&P 500 to Record Highs
U.S. Equities118d ago
Apple, Microsoft Buybacks and Index Flows Push S&P 500 to Record Highs
Corporate share repurchases hit $250 billion in Q1 while passive investment vehicles concentrate capital in mega-cap technology stocks
Nvidia Target Raised to $320, Implying 42 Percent Upside on AI Demand
U.S. Equities119d ago
Nvidia Target Raised to $320, Implying 42 Percent Upside on AI Demand
Wall Street analyst cites enterprise and sovereign AI infrastructure spending as key drivers for the chipmaker's continued dominance
Microsoft Rises 3.1% on AI Cloud Demand as Tech Names Diverge
U.S. Equities120d ago
Microsoft Rises 3.1% on AI Cloud Demand as Tech Names Diverge
Microsoft stock climbed to $422.27 as AI infrastructure spending fueled its cloud computing segment, drawing renewed analyst confidence
Tesla Rises 3.3% to $411.79 as High Gas Prices Drive EV Demand
U.S. Equities128d ago
Tesla Rises 3.3% to $411.79 as High Gas Prices Drive EV Demand
Tesla stock climbed as sustained high fuel costs push consumers toward electric vehicles, solidifying the company's market position
Nokia Shares Drop 6% as 5G Infrastructure Spending Slows
U.S. Equities128d ago
Nokia Shares Drop 6% as 5G Infrastructure Spending Slows
Finnish telecom equipment maker falls most in May as carriers cut capital expenditure budgets across key markets
Dow Falls 900 Points as Oil Hits $100
U.S. Equities169d ago
Dow Falls 900 Points as Oil Hits $100
Middle East tensions push oil above $100, triggering broad market sell-off and concerns about Tesla's Q1 outlook.