Everything by David.

Investing

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

Apr 9, 2026 Investing

Amazon Gains 5% on Shareholder Letter, Globalstar Deal, $15 Billion AWS AI Revenue

Apr 9, 2026 Investing

NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears

Apr 9, 2026 Investing

Palantir Tumbles 7% on Anthropic Competition Fears: Is the AI Platform King Losing Its Crown?

Apr 9, 2026 Investing

BTIG Cuts Zscaler to Neutral: Has the Cybersecurity Boom Already Been Priced Into This Stock?

Apr 9, 2026 Investing

Cantor Launches Nebius With Overweight and a $129 Target: Is This the AI Infrastructure Stock Nobody Is Talking About?

Apr 9, 2026 Investing

Macquarie Initiates AppLovin at Outperform With a $710 Target: The Ad Tech Rocket Ship Has More Fuel

Apr 9, 2026 Investing

Raymond James Just Upgraded Instacart to Outperform: Is the Grocery Delivery War Finally Turning in Its Favor?

Apr 9, 2026 Investing

Stifel Sets a $250 Price Target on Texas Instruments. Is This Semiconductor Giant Ready to Run?

Apr 9, 2026 Investing

TD Cowen Downgrades Tradeweb to Hold: Is the Fixed Income Trading Platform Running Out of Momentum?

Apr 9, 2026 Investing

Compass Point Just Slapped a Sell on Circle Internet. Is the Crypto Finance Darling Flying Too High?

Apr 9, 2026 Investing

William O’Neil Reinstates Alphabet With a Buy: Is the Search Giant’s Self-Driving Future Finally Getting Its Due?

Apr 9, 2026 Investing

Barclays Just Raised Marvell to Overweight. Here’s Why the AI Chip Race Is Far From Over

Apr 9, 2026 Investing

Guggenheim Upgrades Datadog to Buy With a $175 Target: The Cloud Monitoring Giant Is Back in Favor

Apr 9, 2026 Investing

Nio Gains 4% on ES9 Launch Day: Delivery Growth and a Historic First Profit Signal a Real Turnaround

Apr 9, 2026 Investing

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

Apr 9, 2026 Investing

Alphabet Climbs 4% on Waymo’s Nashville Expansion: The Self-Driving Bet Is Starting to Pay Off

Apr 8, 2026 Investing

Carnival Pops 10%, Norwegian Rises 7%: Six Days After Falling on Fuel Fears, Cruise Stocks Are Surging

Apr 8, 2026 Investing

Palantir Falls 5% While Tech Stocks Climb: Valuation Concerns and UK Scrutiny Weigh on the AI Darling

Apr 8, 2026 Investing

Ford and Toyota Surges 6%: Two Auto Giants Prove the Global Car Market Is Alive and Well

Apr 8, 2026