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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Paramount Skydance surges as Warner Bros merger odds hit 83%
Paramount Skydance stock gains as merger odds with Warner Bros. Discovery climb to 83%. Regulatory concessions and debt
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AI Titans at Trump-Xi Dinner: Chip Export Rules in Spotlight
Tech leaders including Musk, Huang, and Altman will attend Trump's dinner with Xi, highlighting AI supply chain stakes a
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Morgan Stanley flags 7% S&P 500 pullback risk amid rising yields, energy costs
Morgan Stanley warns the S&P 500 could fall 7% to 7,100 as energy costs and bond volatility rise, but strong earnings an
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Novo Nordisk drops 6% as $23B pipeline goal fails to reassure investors
Novo Nordisk's stock slid 6% as its long-term growth plan, including a $23B pipeline sales target, failed to impress inv
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CXMT's G5 DRAM ramp pressures Micron, SanDisk outlooks
CXMT's G5 DRAM mass production with 50% more dies per wafer pressures Micron and SanDisk, testing the durability of the
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UBS sees 25% upside for Amazon, names Palantir top AI pick
UBS identifies 14 high-conviction AI picks, including Amazon with 25% upside and Palantir, as enterprise adoption drives
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Nvidia's $108.5B AI guarantees: A new risk metric for investors
Nvidia's $108.5B in AI infrastructure guarantees, including a $105B commitment for OpenAI, ties its balance sheet to fut
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SoftBank's $11B bond sale deepens OpenAI bet, lifts leverage
SoftBank is selling $11B in bonds to fund its OpenAI investment, buying time with longer maturities but adding leverage
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Samsung, SK Hynix surge as AI memory tightens and HBM race heats up
Samsung and SK Hynix shares climbed as AI memory demand tightens and Samsung's HBM4 progress narrows SK Hynix's lead. An
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Oracle faces $18B debt strain as Project Jupiter hits headwinds
Oracle's $18 billion debt tied to Project Jupiter is trading at a discount amid local backlash and power problems, addin
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SpaceX stock eyes $200 as NASA deal and Starship test fuel optimism
SpaceX stock remains steady after a $946 million NASA deal, with technicals suggesting a bullish breakout toward $200.
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Micron shares climb as RBC sees AI memory demand underpinning valuation
Micron shares gained as RBC highlighted AI-driven memory demand and tight supply, supporting a $1,500 price target ahead