A bold congressional proposal to cap credit card interest rates at 10% is drawing sharp criticism from Wall Street and raising fundamental questions about the future profitability of card issuers like American Express.
BitMEX co-founder Arthur Hayes argues that Bitcoin's recent downturn is a symptom of a broader $300 billion contraction in U.S. dollar liquidity, driven by Treasury cash management and tighter financial conditions, rather than crypto-specific weakness.
As trillion-dollar AI infrastructure spending fuels concerns of a market bubble, long-term investors are questioning whether broad index funds like the Vanguard S&P 500 ETF still offer a safe harbor.
Karman Holdings (NYSE: KRMN) is capturing Wall Street's attention as a series of bullish analyst calls, including a significant price target hike from KeyBanc, fuel its ascent. The stock's rally is tied to sustained momentum in the aerospace and defense sector, though some advise caution after its rapid gains.
Vera Therapeutics (VERA) is drawing bullish attention from Wall Street, with multiple analysts significantly raising price targets following a key competitor's FDA approval and revised revenue forecasts for its lead drug candidate.
UBS has launched coverage of Arcellx with a Buy rating and a $100 price target, signaling growing Wall Street confidence in a biotech sector recovery and spotlighting the company's promising CAR-T therapy for multiple myeloma.
Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.
HSBC has upgraded Grab Holdings from Hold to Buy with a $6.20 price target, citing attractive valuation and intact growth drivers. The stock, already on some 'best buy' lists, has surged nearly 5% this week, with Wall Street analysts forecasting significant upside ahead of its Q4 earnings report.
Wall Street analysts have issued a revised price target for Zillow Group, signaling a recalibration of expectations around the online real estate giant's business model and competitive standing in a shifting market.
Precious metals markets are reeling after their sharpest single-day decline since 1980, yet major Wall Street institutions reaffirm ambitious year-end price targets, citing enduring structural drivers.
As Alphabet prepares to report its fourth-quarter results, investors are weighing the company's robust AI-driven growth against a stock that may have already priced in much of the good news.
DaVita Inc. shares soared after the kidney care provider posted robust fourth-quarter results and issued a 2026 profit forecast that significantly exceeded Wall Street expectations, signaling resilience against cost pressures and past operational challenges.
Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.
Columbia Financial (NASDAQ: CLBK) reported fourth-quarter revenue that significantly exceeded Wall Street expectations, driven by a 247% year-over-year surge. The community bank's performance highlights strengthening net interest income and an accelerating tangible book value.
Capital Southwest Corporation (NASDAQ: CSWC) reported strong fourth-quarter revenue growth of 18.2%, surpassing Wall Street expectations. However, the business development company's GAAP earnings per share came in modestly below analyst consensus estimates.
Palantir Technologies smashed Wall Street expectations for Q4 2025, reporting a 70% surge in revenue and issuing guidance that signals even stronger growth ahead. The data analytics giant's performance underscores its deepening traction in both government and commercial sectors.
The limited release of Google's world-building AI tool, Project Genie, has sent ripples through Wall Street and developer circles, reigniting debates about automation's role in creative industries.
A partial government shutdown has forced the Bureau of Labor Statistics to postpone the critical January jobs report, leaving Federal Reserve policymakers without a key dataset as they weigh potential interest rate cuts ahead of their March meeting.
While Broadcom rides a massive wave of AI demand, investor concerns over shrinking profitability have triggered a significant pullback in its shares, presenting a classic growth-versus-margin dilemma.
A deep dive into the software company's valuation using a discounted cash flow model suggests its shares may be trading at a significant premium to their estimated intrinsic value.
