CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.
As artificial intelligence reshapes the competitive landscape, tech leaders face a stark choice: disrupt their own profitable core businesses or risk being left behind. New financial results from Microsoft, Meta, and Tesla reveal the high-stakes strategies—and market reactions—defining this pivotal moment.
For many companies, shipping remains a blind spot in the budget. New analysis reveals how leveraging logistics data can identify inefficiencies, renegotiate carrier contracts, and transform a cost center into a source of competitive advantage.
Sugar futures tumbled further this week, with New York prices hitting a 2.5-month low and London white sugar sinking to a five-year trough, as analysts warn of swelling global surpluses driven by record harvests in Brazil and India.
Anthropic's viral 'vibe coding' tool, Claude Code, is rapidly altering software development practices across North Carolina's tech sector, prompting strategic pivots, stock market jitters, and a fundamental rethink of the human role in the process.
Despite a trimmed price target from B. Riley, WhiteFiber Inc. (WYFI) secures a pivotal 10-year colocation agreement expected to generate $865 million, spotlighting its role in the expanding AI infrastructure sector.
Citi has updated its model for GlobalFoundries, lifting the price target to $42 and extending its valuation horizon to 2027. The move follows the chipmaker's strategic acquisition of Synopsys' ARC Processor IP business, aimed at accelerating its physical AI roadmap.
Analysts remain divided on Gogo Inc.'s trajectory as the in-flight connectivity provider navigates its 5G network launch against a backdrop of strategic shifts and evolving satellite technology debates.
Citi raises Lexicon Pharmaceuticals' price target to $2.10, citing strong momentum from its collaboration with Novo Nordisk on obesity drug candidate LX9851 and improved financials.
The fast-casual salad chain's stock fell sharply this week, pressured by a broader retreat in growth stocks and a reiterated sell call from Goldman Sachs, despite positive signals from the broader restaurant sector.
A recent report by Congressional Democrats highlights rising costs for Arizonans, but a local economist argues the figures lack crucial context on 'normal' inflation, igniting a political firestorm over economic messaging.
President Trump's surprise nomination of former Fed Governor Kevin Warsh to lead the central bank sends mixed signals to investors, stirring debate over future monetary policy and market stability.
Global agribusiness leader Bunge Ltd. (BG) reached a fresh three-year high this week, buoyed by strong technical indicators and sustained momentum in the essential food supply chain sector, even as analyst price targets remain widely dispersed.
Sources indicate OpenAI is accelerating plans for a late-2026 public listing, a move that would place its massive cash burn and long road to profitability under intense investor scrutiny, potentially defining the next phase of the AI boom.
Despite a 39% surge in six months, Darling Ingredients faces scrutiny over its long-term sales decline, margin pressures, and falling profitability. Analysts point investors toward more resilient sectors.
Haemonetics (NYSE:HAE) sees its price target raised by Barrington Research following its acquisition of Vivasure Medical, with analysts highlighting the deal's potential to bolster its medical device portfolio and drive growth.
Three decades on, Warren Buffett's 1994 shareholder letter, featuring his iconic 'Hope Diamond' analogy, continues to offer a masterclass in capital allocation, challenging the modern obsession with control and highlighting the power of partial ownership in exceptional businesses.
Robust cash generation is a hallmark of financial health, but it doesn't guarantee future performance. We examine three companies with strong free cash flow margins whose underlying challenges—from competitive pressures to growth concerns—suggest investors should look closer before buying.
Profitability alone is no longer a reliable indicator of future success. In today's competitive landscape, companies must balance healthy margins with sustainable growth. We analyze one firm positioned to do just that, and two where investors should look deeper.
Analyst sell ratings are rare on Wall Street, making them noteworthy when they appear. We examine one such case where pessimism may have gone too far, creating a potential opportunity, alongside two stocks where the cautious outlook appears justified.
