Apple's record-breaking quarter highlighted a persistent memory chip shortage, driven by AI demand. This dynamic is creating a powerful tailwind for U.S.-based memory leader Micron Technology, with industry commentary suggesting the upcycle has further to run.
Despite a 20% slide following its merger with Synovus, Pinnacle Financial Partners (PNFP) now trades at a valuation that may fully price in the risks. With significant cost and revenue synergies on the horizon, analysts see a clear path for earnings growth and a potential re-rating of the stock by 2026.
Following a turbulent 2025, Bitwise Chief Investment Officer Matt Hougan anticipates a period of consolidation for Bitcoin, driven by growing institutional adoption and nascent central bank interest, which he believes lays the groundwork for an unprecedented long-term valuation.
As Jerome Powell prepares to hand over the reins, his public counsel to a successor underscores the delicate balance between central bank independence and democratic accountability. With Kevin Warsh named as his replacement, the Fed may be poised for a significant shift in philosophy and approach.
As a surge in data center demand strains the PJM Interconnection grid, planners unveil a strategy to fast-track connections while wrestling with supply chain delays that threaten to outpace new power generation. Experts warn of a looming mismatch between market promises and construction realities.
UBS Group's shares have retreated from recent highs, prompting investors to weigh its current price against robust multi-year performance and the ongoing integration of Credit Suisse. Is the Swiss banking giant fairly valued, or is the market overlooking future risks?
Facing a challenging retail climate, brands at the Salon International de la Lingerie doubled down on heritage storytelling, shapewear innovation, and versatile categories like loungewear to support retailers, while navigating market softness and shifting consumer definitions of sensuality.
The Walt Disney Company announces plans for its first theme park in the Middle East—a full-scale resort in Abu Dhabi—alongside a key executive appointment aimed at refining long-term corporate strategy and investor relations.
Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.
Citigroup reaffirms its bullish stance on AppLovin (APP), highlighting the rapid adoption of its Axon platform by e-commerce clients and improved customer quality as key growth drivers, with a price target of $820.
The U.S. Office of the Comptroller of the Currency has granted Nubank conditional approval to establish a national bank, a significant step that could see the digital banking leader offer federally regulated crypto custody alongside traditional banking products in the United States.
Nebius Group secures a pivotal government contract to operate Israel's national AI supercomputer, boosting its credibility and positioning it at the heart of the country's tech ecosystem, as analysts eye its growth potential.
Despite a recent price target cut from Morgan Stanley, analysts maintain that Oracle's strategic investments in GPU-as-a-Service and its deepening ties with TikTok position it for long-term cloud growth, even as capital expenditures weigh on short-term earnings.
HubSpot (NYSE: HUBS) is drawing sustained bullish sentiment from Wall Street, with analysts highlighting its deepening penetration into the large enterprise segment as a key growth driver. Recent price target adjustments and partner commentary underscore confidence in the CRM platform's trajectory.
Baidu's flagship AI assistant, Ernie, has surpassed 200 million monthly active users, a milestone reported by the Wall Street Journal. The growth underscores Baidu's deepening integration of AI across its ecosystem amid fierce competition with domestic tech rivals.
Live cattle futures gained ground Friday, supported by steady cash trade, while feeder cattle contracts faced significant pressure. Market attention turns to the upcoming USDA Cattle Inventory report, expected to show a slight decline in total herd numbers.
While several stocks have posted impressive gains recently, not all momentum stories are built to last. We analyze one company with durable advantages and two where recent rallies may warrant skepticism.
While Wall Street analysts are overwhelmingly bullish on several stocks, their optimistic price targets often come with a caveat. We examine one company where the enthusiasm appears justified and two where underlying challenges suggest a more cautious approach.
While consumer staples are traditionally seen as safe havens, recent underperformance against the broader market has spotlighted companies with weakening fundamentals. We examine three household names where valuation and growth concerns suggest caution is warranted.
For long-term investors, volatility presents both opportunity and peril. We examine one stock with explosive potential and two others where caution may be warranted amid shifting market dynamics.
