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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Marvell's valuation under scrutiny as Google deal fuels AI chip optimism
Marvell Technology faces valuation concerns despite a $12 billion Google AI chip deal. Analysts remain bullish on growth
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Samsung eyes record $80B payout as AI memory boom pressures returns
Samsung Electronics may return up to $80B to shareholders in 2026, five times its prior record, as AI memory profits sur
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AI chip rebound faces leverage risk, Morrison warns
Semiconductor stocks rebounded as AI spending shows real returns, but David Morrison warns investors to avoid leverage a
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Micron's $2,000 target faces Nvidia earnings test as AI memory bets hang in balance
Micron's $2,000 target hinges on AI memory demand. Nvidia's August 26 earnings will test HBM scarcity and pricing power,
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Alibaba stock dips 5% as AI capex surge overshadows 45% cloud growth
Alibaba's cloud revenue jumped 45% but AI spending drove capex up 75% and free cash flow negative, sending shares down 5
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CrowdStrike shares slide 4.8% as CTO exits to launch AI security fund
CrowdStrike shares dropped 4.8% after CTO Elia Zaitsev departed to launch Cognition, a $170M AI-focused cybersecurity fu
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Deere beats Q3 estimates, Cramer urges patience before buying
Deere beat Q3 estimates and raised guidance, but Jim Cramer cautions against buying today's spike, citing market volatil
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Nvidia shares lag chip rally; analysts see up to 30% upside ahead of earnings
Nvidia shares have underperformed the broader chip sector, but analysts see up to 30% upside ahead of next week's earnin
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Micron Rises 2% on $10B AI Lab Plan; Buyback Restrictions Loom
Micron shares rose 2% after announcing a $10B AI research lab in Idaho. UBS projects $380B in free cash flow for 2027-28
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Merck upgraded as cancer combo data offsets Moderna's pullback
Morgan Stanley upgrades Merck to Overweight, citing strong pipeline and Keytruda combo data, despite Moderna's recent ga
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Circle Stock Surges 43% on Crypto Rally, But USDC Shrinkage Looms
Circle stock jumps 43% amid crypto rally and Arc L1 launch, but USDC market cap decline and slowing revenue growth pose
Stocks
SpaceX stock drops 5% as second share unlock and sell rating hit
SpaceX shares dropped 5% to $132.60 on Thursday, breaking below their IPO price as a second lockup expired and DZ Bank i