Two key surveys confirm the U.S. services industry maintained its growth momentum last month, fueled by rising employment and business activity. However, persistent price pressures and a dip in foreign demand signal ongoing economic headwinds that could delay interest rate cuts.
As Oracle races to meet a massive $300 billion cloud deal with OpenAI, a TD Cowen report suggests the tech giant may resort to selling assets and cutting tens of thousands of jobs to finance its costly data center build-out, raising questions about its stock's trajectory.
Eli Lilly's blockbuster drugs Mounjaro and Zepbound have propelled it to a commanding lead in the lucrative weight-loss and diabetes market, while rival Novo Nordisk warns of declining sales in 2026, sending its shares tumbling.
Sugar futures extended their decline this week, with prices hitting multi-year lows in London, as analysts project persistent global surpluses for the coming seasons, driven by robust harvests in Brazil and India.
CNBC's Jim Cramer offered a nuanced assessment of Marvell Technology, praising its execution but labeling it a 'derivative' company in the competitive semiconductor landscape, sparking debate among investors.
CNBC's Jim Cramer doubled down on his endorsement of Dollar General stock, highlighting the discount retailer's strong positioning amid ongoing economic pressures and sharing a positive personal shopping experience.
CNBC's Jim Cramer offered a puzzling, dismissive take on Gladstone Land Corporation during a recent Lightning Round, sending the farmland REIT into the spotlight. We examine the context behind his comments and the stock's niche in the agricultural real estate market.
Bitcoin's sharp decline to $73,000 has intensified the debate over its trajectory, with analysts pointing to geopolitical tensions, a flight to traditional safe havens, and bearish on-chain signals as catalysts for a potentially deeper correction.
Once a haven for budget-conscious diners, major fast-food chains have seen prices surge by nearly 40% since 2020, transforming casual meals into occasional luxuries and leaving consumers nostalgic for the era of 99-cent staples.
The national women's fashion retailer Francesca's has abruptly closed its two St. Louis-area locations as part of a wider shutdown, citing a default notice from its lender after a failed capital raise. The move highlights ongoing pressures in the brick-and-mortar retail sector.
Microsoft's latest earnings reveal a company firing on all cylinders, with cloud revenue eclipsing $50 billion and AI products like Copilot seeing explosive growth, underscoring its resilience and long-term investment appeal despite a recent stock dip.
Driven by unprecedented demand for high-bandwidth memory in AI systems, Micron Technology is posting record results and locking in long-term contracts, leading some investors to argue the stock remains undervalued despite its recent rally.
Despite recent share price weakness driven by concerns over slowing earnings growth, a deep dive into Zoetis Inc.'s fundamentals reveals a resilient business with a strong pipeline, manageable debt, and significant upside potential based on conservative valuation models.
A bullish thesis on Transocean Ltd. gains traction, centered on potential long-term contract awards with day rates exceeding market expectations. Management's optimistic guidance for 2025-2027 suggests a pivotal shift in the offshore drilling cycle, with implications for the entire sector.
Vice President JD Vance unveils a plan to establish an international coalition using adjustable tariffs to create price floors for critical minerals, marking the latest move in a strategic push to reduce Western reliance on Chinese supplies.
Bloom Energy's stock has surged over 70% this year, fueled by multi-billion dollar agreements with American Electric Power and Brookfield. Analysts now question whether the solid oxide fuel cell maker's premium valuation is justified by its role in powering the AI boom.
Defense giant Lockheed Martin reported better-than-expected fourth-quarter results, reaffirmed its 2026 outlook, and secured a key $328.5 million sensor contract for Taiwan's Air Force, driving its stock higher. Analysts point to a record $194 billion order backlog as a buffer, though questions linger about valuation and long-term budget dependencies.
Micron Technology's stock, riding the AI wave to multi-year highs, faces a critical juncture as its valuation gap widens. While long-term momentum remains strong, recent volatility and a significant premium to some fair value estimates prompt investors to weigh the sustainability of its rally against potential market and geopolitical risks.
Medtronic moves to acquire AI-powered coronary analysis firm CathWorks while securing key U.S. coverage for its latest automated insulin delivery system, signaling a dual-front advance in cardiovascular and diabetes care.
Despite strong quarterly results, Celsius Holdings (CELH) faces investor skepticism over inventory issues and execution risks. We analyze the bull case, its powerful PepsiCo partnership, and whether the stock's recent discount presents an opportunity.
