Meta Joins OpenAI, Anthropic With High-Profile Hack: 8 Key Items Shaping the Stock Market Thursday
SpaceX IPO lockup expiration begins, Fed blowback and other headlines moving stocks this morning.
U.S. and Iran, Deal or No Deal? 8 Key Items Shaping the Stock Market Wednesday
ISM’s Inflation data, SpaceX spending and Foxconn’s July revenue among the headlines shaping the market today/
Surge of FOMO Takes Hold as AI Trade Comes Back to Life
Poor positioning and FOMO are driving this more than lower oil and rates.
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
Sticking With Our Palantir Price Target as Heads Turn on Wall Street
Palantir confirms our focus on AI adoption and usage, which look to accelerate.
Palantir Price Target After ‘Otherworldly’ Surge
The AI darling has one of the strongest balance sheets seen in four decades.
Wall Street Looks a Bit Too Much Like Las Vegas for My Taste
The wild AI trade and crazy moves in the semiconductors — along with the action in the credit markets — make me ask, is this investing or gambling?
With Situational Awareness the Key to This Market, Here Are 5 Trends to Watch
From staggering market cap changes to the AI trade, here is the latest for investors to know.
Sticking With This Amazon Price Target After ‘Compelling’ AI Capex Return
CEO Andy Jassy told investors that the big tech company expects revenue to outpace the capex growth.
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.