On Morning Brew Daily, one host summed up the reaction to Amazon (NASDAQ:AMZN | AMZN Price Prediction) Q1 2026 earnings with a line every long-term shareholder has probably thought at some point: “10, 20…
Chipotle (NYSE:CMG | CMG Price Prediction) has had a rough stretch. Shares trade at around $34, down 10% year-to-date and 33% over the past year after 2025 became the first full year of negative…
Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the split tape after Wednesday’s mega-cap tech reports with a clear thesis on the Schwab…
Microsoft’s (NASDAQ:MSFT | MSFT Price Prediction) fiscal third-quarter earnings report had every ingredient of a rally catalyst. Instead, the stock did the opposite. Shares are trading around $400 through midday on April 30, down…
The hosts of The Best One Yet podcast captured the magnitude of Meta’s AI ambitions in a single line during their “MAMA Stocks” segment: Meta Platforms (NASDAQ:META | META Price Prediction) is “the most…
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s chip dominance: “There is the potential for this to entirely disrupt Nvidia, so I…
Live Updates Follow Our Live Video Analysis of Tonight's Earnings 6:00pm ETWant to watch our team break down earnings from Alphabet, Amazon, Meta Platforms, Microsoft (and more) tonight? It’s the biggest earnings day of…
Oracle (NYSE:ORCL | ORCL Price Prediction) shares are trading at $162.90 while the Wall Street consensus price target sits at $243.23, leaving an implied upside of roughly 49% between current levels and analyst expectations.…
Texas Instruments (NASDAQ:TXN | TXN Price Prediction) has gone vertical, climbing more than 44% over the past month and over 51% year to date. The move reflects a five-year manufacturing investment finally hitting the…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) looks expensive on every traditional metric and cheap on every forward one. That tension has helped define the stock’s bull case in 2026, which has seen shares of…
The inflection investors waited a year for arrived Tuesday after the close. Starbucks (NASDAQ:SBUX | SBUX Price Prediction) delivered a Q2 FY2026 beat that finally gave CEO Brian Niccol’s “Back to Starbucks” turnaround the…
Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex. Per Bloomberg, as flagged in a BTIG morning note, investors are questioning whether outsized…
Goldman Sachs raised its Q4 2026 Brent crude forecast to $90 per barrel on April 27, 2026, up from a prior $80 forecast, citing extreme inventory draws from the prolonged closure of the Strait…
Here is a pattern worth knowing as April winds down: When the S&P 500 gains 5% or more in April, the rest of the year has never finished negative. The sample is small, but…
Meta Platforms (NASDAQ:META | META Price Prediction) reports Q1 2026 earnings on Wednesday, April 29, after market close. Management has guided Q1 revenue to $53.5 billion to $56.5 billion, embedding what CFO Susan Li…
NVIDIA’s climb to a $5.2 trillion market cap in late April 2026 has the kind of fundamental scaffolding that makes today’s slight pullback look like noise rather than the start of a top. NVIDIA…
Microsoft’s AI moat is wider than the headlines suggest. On April 27, Microsoft and OpenAI announced revised partnership terms that loosened the exclusivity that once defined the relationship. OpenAI can now offer its API…
AMD (NASDAQ: AMD | AMD Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered the kind of quarters that make me grin at my screen. AMD posted $10.27 billion in Q4 revenue, up 34.1%…
I’m watching Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) ahead of first-quarter results due Wednesday, April 29, after the bell. Beyond cloud and ad headlines, this print is really about whether Google’s custom silicon…
Michael Burry just bought Microsoft (NASDAQ: MSFT | MSFT Price Prediction), and he picked a fascinating moment. The software giant reports Q3 FY26 results on April 29, after the bell. This print could decide…
