Everything by David.

Investing

The HDD Trade Just Crushed Everything in April: WDC and STX Lead the Picks-and-Shovels Rotation

Apr 30, 2026 Investing

Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid

Apr 30, 2026 Investing

Hertz Gains 13% on Uber Robotaxi Deal While Avis Rises 2%: A Tale of Two Rental Car Stocks

Apr 30, 2026 Investing

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Apr 30, 2026 Investing

Wall Street Lifts Qualcomm Price Target to $160 on AI Ramp: Is the Hyperscaler Catalyst Real?

Apr 30, 2026 Investing

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

Apr 30, 2026 Investing

Stephens Trims SoFi Price Target to $25: Is the Sell-On-Beat Pattern Bigger Than the Bull Case?

Apr 30, 2026 Investing

Wall Street Showers Carvana With Price Target Hikes: Is the Used Car Comeback Real?

Apr 30, 2026 Investing

Northcoast Upgrades Hertz From Sell to Neutral: Is the Worst Already Behind for the Rental Car Stock?

Apr 30, 2026 Investing

Wall Street Lifts Alphabet Price Targets After Cloud’s 63% Growth: Is the AI Stack Story Just Getting Started?

Apr 30, 2026 Investing

Oppenheimer Initiates Palantir With Outperform and $200 Price Target: Is the AI Application Leader Worth the Premium?

Apr 30, 2026 Investing

Microsoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried

Apr 30, 2026 Investing

Chipotle Gets Mixed Calls After Q1: Are April Comp Trends Enough to Bring Bulls Back?

Apr 30, 2026 Investing

Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?

Apr 30, 2026 Investing

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

Apr 30, 2026 Investing

Alphabet Pops 6% on Q1 Earnings: Is the Full-Stack AI Strategy Finally Paying Off?

Apr 30, 2026 Investing

Meta Tumbles 8% on $145 Billion CapEx Bombshell: Are AI Investments Spiraling Out of Control?

Apr 30, 2026 Investing

How ON Semiconductor More Than Doubled NVIDIA’s Gains in April

Apr 29, 2026 Investing

Don’t Call It a Laggard: Why NVIDIA Is Up 20% in April

Apr 29, 2026 Investing

Fuel Cell Stocks Erupt: Bloom Energy Surges 23%, FuelCell Energy Rockets 32%, Plug Power Climbs 9%

Apr 29, 2026