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Chart of the day: CRWV
CoreWeave (CRWV) is moving higher in the premarket after Macquarie upgraded the stock to outperform and raised its price target to $125 from $90. Rac…
2 weeks, 6 days ago
Tech Corner: MRVL Becoming Critical to A.I. Buildout
Marvell is emerging as a critical player in the A.I. infrastructure buildout, with roughly 75% of its business now tied to data centers, cloud, and c…
3 weeks, 1 day ago
Friday's Final Takeaways: AI Doubts, Global Inflation, and Geopolitical Risk Set the Stage for Earnings Season
Pressure continues to build in software as ServiceNow (NOW) leads a broader pullback tied to fading confidence in A.I. positioning. Attention is shif…
3 weeks, 2 days ago
From $50K Cars to Used EVs: What It Means for Tesla and the Auto Market
Kevin Roberts of CarGurus (CARG) explains how rising vehicle prices are widening an affordability gap in the U.S. auto market. He discusses shifting …
3 weeks, 2 days ago
Edward Best on SpaceX, Retail‑Driven IPOs, and the Limits of Valuation
Edward Best examines SpaceX’s potential IPO and why it could redefine how mega‑cap tech offerings come to market. He breaks down the challenges of va…
3 weeks, 2 days ago
Nick Raich on Bank Profits, Credit Quality, AI Gains, and Global Risk
Nick Raich, CEO of the Earnings Scout, previews bank earnings as JPMorgan (JPM) kicks off the season, arguing that profitability will hinge on net in…
3 weeks, 2 days ago
Johnson: AI Spending "Absolutely Happening," Opportunities in LITE, COHR, GLW
The massive amounts of money being spent on AI CapEx is going to continue, says Cory Johnson. He says the data center buildout "is absolutely happeni…
3 weeks, 2 days ago
Stability in Focus as AI, Labor Resilience, and Diversification Offset Macro Risk
Andrew Almeida and James Kaufman discuss why market stability remains the base case despite geopolitical tension and shifting Federal Reserve expecta…
3 weeks, 2 days ago
Tim Pagliara on Long-Term Strait of Hormuz Disruptions & Unsung Tech Stocks
Tim Pagliara talks about the disruptions he sees happening over a long period of time around the Strait of Hormuz. Those disruptions are one he says …
3 weeks, 2 days ago
Earnings Strength Persists as Automation, AI, and a Split Consumer Reshape Markets
Joe Hegener says corporate earnings remain strong despite an energy‑driven K‑shaped economy that continues to pressure lower‑income consumers. He hig…
3 weeks, 2 days ago