Keefe Bruyette just slashed Cipher Digital's price target by more than half, and a revenue miss is adding fuel to a stock that has already lost more than half its value in a single…
Apple just handed a Chinese AI model a permanent seat inside Siri, and the ripple through China's internet stocks reveals which companies win, which get sidelined, and what the deal actually means for Alibaba's…
A UBS upgrade is sending Rivian shares sharply higher, but the bull case rests almost entirely on one unproven model hitting a margin milestone that could make or break the company's path to profitability.
Oracle just launched a $10 billion bond sale to fund its AI ambitions, and the market is punishing the stock for it while a debt-laden rival moves in the opposite direction. The divergence raises…
Marvell is swallowing a laser giant in one of the biggest tech mergers ever recorded, yet both stocks are falling and Lumentum trades below the deal's implied value, signaling the market has serious doubts…
Wolfspeed survived bankruptcy only to shed another quarter of its value in October, leaving investors to weigh a billion-dollar federal commitment against negative margins and a mountain of high-interest debt.
LUNR stock has shed more than a quarter of its value this month alone, and the bears and bulls each have a compelling case. Before the next earnings report forces the question, here is…
Coinbase stock cratered 26% in October even as the company posted a surprise profit, and now Wall Street analysts are pointing in opposite directions. Whether COIN belongs in your portfolio or on the chopping…
Risk-off selling is hammering drone defense names far harder than the broader market, and the reasons behind which stocks fall the most reveal sharp differences in how these companies are built and who they…
New shares from Critical Metals' European Lithium acquisition are days away from hitting Nasdaq, and traders are already heading for the exits. Find out what the company stands to gain in Greenland and Austria,…
Fresh export financing and a booming AI power business should be reasons to celebrate, yet fuel cell stocks are getting crushed anyway. Here is what is rattling investors and what it means for the…
While the broader market punishes companies burning cash on AI, Spotify just turned its own AI ambitions into a potential new revenue stream that has Wall Street buzzing and major record labels scrambling to…
Intel's blunt warning about memory shortages sent shockwaves through four major hardware makers today, but one of those companies is sitting on a $95 billion AI backlog that could either cushion the blow or…
Google's cash burn just torched half a trillion dollars in market value, and the shockwave is now tearing through the optical suppliers that keep AI data centers running. Whether their sold-out order books can…
A $6.3 billion crypto heist put cybersecurity in the headlines, yet the stocks that should benefit are tumbling alongside the rest of tech. The reason traces back to something far bigger than one hack.
Microsoft and Alphabet spooked investors with surprise spending signals, and now four major AI cloud stocks are selling off hard as traders question who actually pays the bill when the biggest buyers of computing…
A new estimate of what it could cost SpaceX to build a rival U.S. wireless network is sending shockwaves through the telecom sector, reshuffling winners and losers in ways that cut against what most…
Regeneron just posted numbers that sent its stock surging while the rest of the market struggled, and the reason behind the windfall has less to do with Regeneron's own drugs than most investors realize.
A bullish upgrade tied to Anthropic's upcoming IPO failed to protect Broadcom as a sector-wide chip selloff dragged AI semiconductor names sharply lower, raising fresh doubts about whether the AI spending boom can sustain…
Roblox beat Wall Street on bookings and losses yet still triggered one of its worst single-day selloffs in years, and the reason behind that gap tells investors everything they need to know about where…
