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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Oklo Shares Surge 5.9% on Joining $200M US AI Nuclear Power Initiative
Oklo Inc. shares rose up to 5.9% after reports it joined a $200M government initiative to accelerate nuclear power deplo
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AMD to Invest Up to $5B in Anthropic Under AI Chip Supply Deal: Report
AMD and Anthropic have reportedly agreed to a deal involving tens of billions of dollars in AI servers, with AMD investi
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GE Vernova Revenue Beats, 2026 Outlook Raised, but Tariff Warning Sinks Stock 4%
GE Vernova beat Q2 revenue estimates and raised its 2026 outlook, but a tariff warning of up to $200M in added costs sen
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Magnificent 7 Earnings Season: Underperformance Tests AI Spending Thesis
The Magnificent 7 have underperformed the broader market this year, with the MAGS ETF up just 0.68%. Q2 earnings from Te
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Intel Q2 Earnings: Server Pricing Lifts Revenue, but Foundry Losses Test AI Turnaround
Intel's Q2 earnings are expected to show strong server pricing, but foundry losses and margin compression may expose the
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Airbus Surges 7% on €5B Buyback, 2029 EBIT Target Nearly Double 2024 Levels
Airbus shares surged 7% after announcing a €5B buyback and a 2029 EBIT target of €12-13B, nearly double 2024. Analysts s
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JD Wetherspoon Shares Drop 9% on Fourth Profit Warning in Seven Months
JD Wetherspoon shares dropped 9% after warning full-year profits will miss expectations, its fourth such warning in seve
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SMCI Jumps 18% on Margin Surprise, but Goldman Sachs Holds Sell Rating
Super Micro Computer stock surged 18% after raising gross margin guidance, but Goldman Sachs remains bearish, pointing t
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Nike Tightens China E-Commerce: Cuts Retail Partners to Restore Pricing Power
Nike is consolidating its China e-commerce through official storefronts on Tmall, JD.com, and Douyin, cutting off thousa
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Citi Maintains 10,000 KOSPI Year-End Target Despite 20% Correction
Citi analysts maintain a 10,000-point year-end target for the KOSPI, implying over 40% upside from current levels, despi
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Dow Surges 384 Points as Semiconductor Rebound Powers Wall Street Ahead of Big Tech Earnings
The Dow rose 384 points on Tuesday, led by a semiconductor rebound as investors focused on upcoming Big Tech earnings, s
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Palo Alto Networks Dips 3%: Analyst Sees AI-Driven Demand as Key Catalyst
Palo Alto Networks shares fell 3% but William Blair maintains Outperform, citing AI-fueled cybersecurity demand and stro