AI infrastructure deals keep accelerating as model-development costs climb into the billions and only a handful of players can foot the bill. Last year Nvidia (NASDAQ:NVDA | NVDA Price Prediction) walked away from advanced…
Three of the most closely watched hedge funds on Wall Street added aggressively to their Netflix (NASDAQ:NFLX | NFLX Price Prediction) positions in Q4 2025 as the company’s proposed acquisition of Warner Bros. Discovery…
Eli Lilly and Company (NYSE:LLY | LLY Price Prediction) and Novo Nordisk A/S (NYSE:NVO) reported quarterly results in early February, and the gap between them has widened significantly. Lilly’s tirzepatide franchise is accelerating. Novo…
Japanese financial institutions just presented live pilot data showing that cross-border payments using XRP (CRYPTO: XRP) settled 60% cheaper than SWIFT—and in under four seconds. The results came from the XRP Tokyo 2026 conference…
The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude Code Security,” an AI-driven security product, has rattled investors across the enterprise software and cybersecurity space,…
Chips have fueled the AI gold rush, sending valuations of stocks like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) soaring as investors piled in. Six months later, though, the hardware leader sits flat while diversified…
Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) has risen 1,691% over the past year, climbing from $50.02 to $896.02. If you watched that move from the sidelines, the question is fair: is there anything…
Bitcoin (CRYPTO:BTC) climbed to $73,000 in Friday morning trading, and TD Cowen moved fast. The firm issued three new Buy initiations in a single morning, all targeting companies building crypto treasury strategies around Bitcoin and…
Short interest in Pinterest has surged 123.5%, with 15.4% of the float now sold short ahead of earnings. Multiple securities fraud class action lawsuits allege Pinterest misled investors about ad revenue strength and tariff-related…
As SpaceX heads towards its IPO, I was reminded this morning that early-stage space infrastructure companies are likely worth the volatility. Redwire CEO Peter Cannito sat down with CNBC during the Artemis II mission…
Tesla’s (NASDAQ: TSLA | TSLA Price Prediction) stock is down 24% this year against a flat S&P. This is worse than Microsoft (NASDAQ: MSFT), which is in the AI doghouse–down 23%. The reason for…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is extending a brutal four-day losing streak in early trading on Friday, falling another 5% to around $124 after closing Thursday at $130.49. What started as…
CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) currently trades at $426.51, while the Wall Street consensus price target sits at $489.86, a gap of roughly 14.85%. That is a meaningful dislocation for a company…
From Sub-Dollar Penny Stock to Defense Platform Ondas Holdings (NASDAQ:ONDS) traded below a dollar a year ago as a niche wireless communications company with drone interests. Today it is a scaled autonomous systems platform…
Micron Technology (NASDAQ:MU | MU Price Prediction) has risen 522.09% over the past twelve months, climbing from $65.38 to $406.73. If you watched that move from the sidelines, the question is whether the remaining…