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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Lumentum Hits Record High as Nvidia Backing Fuels Optics Demand
Lumentum stock hits an all-time high near $1,092, up 80% from July lows, driven by AI data center demand and Nvidia's $2
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3 Stocks to Buy as Weak Jobs Data Sends Yields Lower
September's weak jobs report triggered a drop in Treasury yields, boosting growth and rate-sensitive stocks. Nvidia, KB
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BT Gains 2% on £400M TalkTalk Rescue; Rivals Cry Foul Over Competition
BT's £400M acquisition of TalkTalk's consumer and wholesale divisions boosts its broadband base by 1.5M customers but dr
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Micron's Record Quarter Fails to Impress as Margin Guidance Raises Peak Concerns
Micron delivered record Q4 results and strong guidance, yet shares struggled as margin guidance and AI efficiency concer
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Schneider Electric Plunges 9% on $22.6B PTC Buy, Debt and Synergy Doubts
Schneider Electric's $22.6B PTC acquisition, at a 42.3% premium, spooked investors, sending shares down 9% on debt and s
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Foxconn Q3 Revenue Soars 47% on AI Server Demand, Yet Stock Lags
Foxconn's Q3 revenue surged 47% to NT$3.03T on Nvidia AI server demand, yet shares lag the broader market as margins sta
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CAC 40 Watch: Schneider Electric's PTC Bid, LVMH Slump, TotalEnergies' Oil Exposure
The CAC 40 has entered correction amid French bond yields and ECB hikes. Schneider Electric's potential PTC acquisition,
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TSMC Hits Record High as 2nm Orders Surge, But Capacity Costs Loom
TSMC shares hit a record high as major customers raise 2nm orders by 10-20%. The surge in demand boosts pricing power bu
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Goldman Sachs Sees Nu Holdings Upside Despite 30% Pullback
Goldman Sachs reiterates bullish stance on Nu Holdings, seeing the recent pullback as a valuation reset. The bank highli
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Goldman Sachs Adds Four High-Conviction European Stocks to 2027 Roster
Goldman Sachs has refreshed its European Conviction List, adding Solaria, Straumann, Scout24, and IMCD while removing th
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Arm ADRs Jump 5% as Nvidia AI Platform Integration Expands CPU Role
Arm Holdings ADRs jumped 5% as its processors gain traction in Nvidia's AI platform, with easing supply constraints and
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SpaceX Stock Climbs 6% as Musk Eyes 250kW Nvidia AI Power Milestone
SpaceX stock gained 6% after CEO Elon Musk said the company could run Nvidia's VR72 system at 250kW average power, a mil