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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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TSMC slips on margin concerns even as Apple, Nvidia boost 2nm orders by 20%
TSMC's US-listed shares slipped over 1% despite reports that Apple, Nvidia and others have increased 2nm orders by 10-20
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Samsung and SK Hynix Tumble as Foreign Selling Resumes; Micron Earnings Loom
Samsung and SK Hynix shares dropped over 4% on Monday as foreign selling resumed in Seoul. Micron's upcoming earnings re
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Anthropic's $2T IPO Valuation: Analysts Weigh Revenue Quality vs. Hype
Anthropic's potential $2 trillion IPO valuation is under scrutiny. Analysts say the price hinges on revenue mix, enterpr
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Earnings Beats No Longer Move Stocks: The Hidden Hurdle
Despite a record 86% beat rate, stocks are barely reacting to earnings surprises. Investors are shifting focus to guidan
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Nike Stock Faces Further Decline as BofA Cuts Rating to Underperform
Bank of America downgraded Nike to underperform, setting a $30 price target and warning of further downside. The analyst
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Microsoft Stock Jumps 4% as Copilot Adds Coding, AI Agents
Microsoft stock gained roughly 4% as Copilot gained coding, autonomous agents and direct Office access, with Stifel upgr
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Costco's $20.2B Cash Pile Signals Potential Special Dividend
Costco's cash reserves jumped 42.7% to $20.2B, fueling speculation of a special dividend. Meanwhile, under-40 membership
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5.2% Yields Split Tech: Megacaps Surge, Small Caps Struggle
Despite 10-year Treasury yields topping 5.2%, Magnificent Seven stocks rally on AI revenue proof, widening the divide wi
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Bloom Energy Stock Drops 25% as Island Reversal Signals Further Downside
Bloom Energy stock has dropped 25% from its peak, forming an island reversal pattern as Project Jupiter faces local oppo
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Musk: xAI's Colossus 2 could hit 1.21M Nvidia chips by year-end
Elon Musk outlined an aggressive expansion for xAI's Colossus 2 cluster, potentially reaching 1.21 million Nvidia chips
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SpaceX Stock: Buy the Dip or Wait? Analysts See 53% Upside
SpaceX stock has pulled back 34% from its all-time high, but analysts see 53% upside. Growth in Starlink, AI data center
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Akamai Jumps 23% on $12B Anthropic Cloud Deal; Analysts See 100% Upside
Akamai shares jumped 23% after Anthropic committed $11.6B for cloud services, with a potential $9B expansion. Analysts r