Why is Microsoft stock rallying 4% today?
Microsoft (MSFT) stock rallied about 4% on Friday after the software giant unveiled a major expansion of its Copilot AI assistant, adding coding capabilities, autonomous AI agents, and direct access…
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Nike stock still hasn’t bottomed, analyst warns
Nike (NKE) shares have come under pressure on Friday after a Bank of America analyst, Lorraine Hutchinson, downgraded the athletic footwear company to underperform.In her research note, Hutchinson lowered her…
Why the biggest earnings beats are becoming the worst trades on Wall Street
US companies have been delivering one of the strongest earnings seasons in years, but the market response has exposed a problem for anyone still treating a quarterly beat as the…
Why the biggest earnings beats are becoming the worst trades on Wall Street
US companies have been delivering one of the strongest earnings seasons in years, but the market response has exposed a problem for anyone still treating a quarterly beat as the…
Is $2 trillion for Anthropic believable? Three analysts pull apart the number
Anthropic is reportedly targeting a November Nasdaq listing at a valuation investors are discussing near $2 trillion.That figure would more than double the $965 billion post-money valuation set in the…
Bloom Energy stock forms island reversal amid Project Jupiter risks
Bloom Energy stock is in the spotlight this week because of its role in the beleaguered data center project in New Mexico. BE dropped to $254 on Thursday, before recovering…
The higher-for-longer trade is creating a tech divide
The 10-year Treasury yield reached a high of about 5.2% on September 24, a multi-decade high that should, by conventional logic, compress valuations across richly priced technology stocks.Instead, the Magnificent…
Why is Oracle stock slumping 5% today
Oracle shares ORCL fell about 5% on Thursday after the company sent a force majeure notice related to Project Jupiter, a large artificial intelligence data center campus being built in…
Realty Stock has crashed for 19 straight days: is it a buy as it gets oversold?
Realty Income stock is in a freefall this month. It has slumped in the last 19 consecutive days, its longest losing streak in years. It has now plunged to a…
Palantir stock is surging: will it retest its all-time high or reverse?
Palantir stock is in a strong bull run and is slowly nearing its all-time high as the momentum that started in July gains steam. PLTR jumped to $191, its highest…