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Brand Visibility ‘Highly Concentrated’ Within AI Apps: How to Stand Out
Baruch Toledano breaks down SimilarWeb’s Generative AI Brand Visibility Report. “We measure real user prompts and responses,” and by understanding tr…
1 month, 2 weeks ago
Ca$htag$: Dick’s Sporting Goods (DKS) Solid But Lagging Competitors
Landon Swan from LikeFolio says Dick’s Sporting Goods (DKS) have a lot of tailwinds and fairly strong sentiment data, but competitors are still beati…
1 month, 2 weeks ago
Why a U.S. Energy Export Ban is a Last Resort
Michelle Brouhard explains how the U.S. energy sector is entwined with the global oil trade, and how a U.S. export ban would affect the system. She n…
1 month, 2 weeks ago
Oracle (ORCL) Up After Earnings, But Does Report Hide Pitfalls?
Robert Cantwell and Luke Yang break down Oracle (ORCL) earnings, with the stock up around 10% after the report. Robert estimates LLM revenue is aroun…
1 month, 2 weeks ago
The Big 3: BIDU, JETS, MSFT
"It's going to get downright crazy" when it comes to market moves, says TheoTrade's Don Kaufman, urging investors to keep your heads on a swivel for …
1 month, 2 weeks ago
Smothers: Oil Above $80 Will Add Long-Term Consumer & FOMC Pressures
"We can survive" with crude oil hovering around $80, but anything above that will hurt consumers, says Dale Smothers. If the commodity reaches $100 o…
1 month, 2 weeks ago
‘Narrative is Way More Important’ Than Numbers in Adobe (ADBE) Earnings
“The narrative is way more important than the numbers” for Adobe’s (ADBE) earnings Thursday afternoon, says Daniel Kern. “There’s the fear that they’…
1 month, 2 weeks ago
ORCL Not Slowing AI Endeavors: Earnings Highlight Massive RPO & Guidance
Oracle (ORCL) managed to keep mostly bullish optimism among analysts following earnings even though some cut price targets. Marley Kayden notes the g…
1 month, 2 weeks ago
Why Oil Volatility Will Continue & How Short-Term Traders Are Shaping Market Moves
Liz Ann Sonders says the IEA’s oil reserves release will take “a couple hundred days” to actually move to the places it’s needed. She thinks the only…
1 month, 2 weeks ago
"Significant Risk" Remains in Crude Oil & Natural Gas Volatility
Reports hit the tape as soon as Kevin Green kicked off his coverage, with President Trump saying that the war in Iran will end soon. KG believes the …
1 month, 2 weeks ago