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Stock Market News & Analysis
Latest stock picks, earnings reports, IPOs, and equity market analysis for investors.
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Nvidia's 70% FY2028 growth forecast and margin squeeze: 3 key numbers
Nvidia's record Q2 and bullish long-term outlook mask margin pressure and supply limits. Here are three numbers that wil
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Marvell earnings: AI demand test after Nvidia's $108B guide
Marvell reports fiscal Q2 after Nvidia's blowout quarter. Analysts expect $2.7B revenue and $0.93 EPS. Rosenblatt raises
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Nvidia to acquire Hugging Face for $12.9B in open-source AI push
Nvidia has reportedly agreed to acquire Hugging Face for $12.9 billion, a major move to strengthen its position in open-
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Tesla's Solar Roof Exit Raises Execution Concerns as Energy Margins Slip
Tesla has quietly discontinued its Solar Roof product, reigniting execution worries. Energy storage grows but margins sl
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Alibaba's cheaper Qwen model targets AI cost efficiency
Alibaba's new Qwen3.8-Flash model aims to reduce AI training and inference costs, potentially improving margins as the c
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Samsung, SK Hynix surge as Nvidia flags memory crunch through 2028
Samsung and SK Hynix rallied after Nvidia's earnings signaled strong AI demand but persistent memory shortages, boosting
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Nvidia beats Q2 estimates, guides higher, but stock slips 1%
Nvidia beat Q2 estimates with record revenue and raised guidance, but shares slipped 1% as investors weigh AI valuation
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SpaceX dips 1% as analysts see Louisiana launch pad upside
SpaceX shares slipped 1% Wednesday, yet analysts see the planned Louisiana spaceport as a key upside driver, with Morgan
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Alphabet shares dip as Meta's $18B child safety deal targets YouTube
Alphabet shares dropped 1.35% after Meta's $18B child safety settlement explicitly urged YouTube and TikTok to adopt sim
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BofA sees another 10% drop for chip stocks before rebound
Bank of America's semiconductor analyst warns the PHLX Semiconductor Index could drop another 10% on crowded positioning
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Oklo stock: insider selling persists as SMR firm faces cash burn
Oklo insiders have sold over 640,000 shares in three months. The SMR firm's revenue is minimal, losses are widening, and
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Meta settles child safety suits for $16.7B, stock dips
Meta will pay $16.7B to settle child safety lawsuits from 29 states, introducing teen usage limits and nighttime blocks.