Live: Is AMD About to Smash Q2 Earnings After Rising 8% Today?
AMD surged nearly 8% today on a 140% year-to-date run, and tonight CEO Lisa Su faces a Wall Street that has 42 buy ratings, zero sells, and a bar set almost impossibly high. Whether…
All Work
Thomas Richmond
SpaceX Stock Faces 2 Massive Tests This Week. One Could Triple Its Public Float
SpaceX reports its first-ever quarterly earnings Tuesday while a wave of insider shares looms on the horizon, and both events could dramatically reshape the stock and rattle the entire space sector.
Top Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers Value
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
Top Wall Street Veteran: The Stock Market Is “Shrugging Off” Every Major Headwind. Here’s Why
Evercore founder Roger Altman says the stock market is brushing off wars, energy shocks, and rising interest rates as if they barely exist, and he has a specific reason why that resilience holds even…
Live: Will Tonight’s Q2 Earnings Report Send Vertex Pharmaceuticals Higher?
Vertex Pharmaceuticals drops its Q2 2026 results tonight with a $10 billion acquisition just closed, a blockbuster pain drug launch in full swing, and analysts watching one kidney disease drug that could redefine the…
Live: Will Palantir Smash Q2 Earnings Tonight After the Market Closes?
Palantir has posted triple-digit U.S. commercial growth and a Rule of 40 score that dwarfs NVIDIA, yet the stock sits 30% in the red for the year. Something has to give when Q2 results…
Top Healthcare Analyst: A $400 Billion AstraZeneca-Bristol Myers Deal Could “Cut Costs in a Big Way”
A Mizuho healthcare analyst says merging two of pharma's biggest names could unlock a fortune, but the math only works if one brutal condition is met.
Top Consumer Specialist Says U.S. Spending Is “Very Healthy.” These 4 Trends Are Producing Outsized Winners
Consumer sentiment is near historic lows, yet one top consumer investor is posting 30 to 40 percent growth across his portfolio brands. The four trends driving those gains point to a very specific kind…
Top Strategist: Japan Just Unleashed a Historic Yen Intervention. Here’s What Comes Next
Japan and the US just pulled off a coordinated currency intervention that sidestepped the one move markets feared most, and a top fixed income strategist at State Street says it may have permanently shifted…
Live: Apple Reports Q3 Earnings Tonight – Will Their New $5 Trillion Market Cap Hold?
Apple carries an eight-quarter earnings streak and a freshly minted five trillion dollar market cap into tonight's fiscal Q3 report, but prediction markets just shifted in a way that suggests traders are quietly bracing…
Live: Will Reddit’s Q2 Earnings Tonight Send Shares Higher?
Reddit posts Q2 results tonight with Wall Street hungry for proof that its ad momentum can survive a tougher comparison, a stalled buyback, and lingering uncertainty around a pivotal Google data deal that could…
Live: Will Amazon Smash Expectations in Tonight’s Q2 Earnings Report?
Amazon reports Q2 earnings tonight after smashing estimates by 61% last quarter, but shares have slipped since then and Wall Street wants answers on whether AWS can sustain its fastest growth in 15 quarters…
The Magnificent 7 Trade Is “Likely Over,” Piper Sandler Warns. Here Are the 2 Sectors Taking Its Place
Piper Sandler's chief market technician is sounding the alarm on Big Tech and pointing investors toward two sectors quietly stealing market leadership from the companies that have dominated Wall Street for years.
Top Chip Analyst: Semiconductor Oversupply Is Nearly Impossible Before 2028. Why He’s Bullish on Memory
A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most…
This NVIDIA Partner Is Already Up 123% in 2026, but Agentic AI Could Drive Its Next Growth Wave
Penguin Solutions CEO Kash Shaikh is making a bold bet that the real chokepoint in AI factories has nothing to do with GPUs, and the company's financials suggest Wall Street is only beginning to…
SK Hynix’s Profits Explode 550%, but Its $31 Billion Spending Plan Sends Investors Running
SK Hynix just posted one of the most explosive profit surges in semiconductor history, yet investors punished the stock anyway. The reason comes down to a spending commitment so aggressive it raises a question…
Live: Microsoft Reports Q4 Earnings Tonight – Will Its Massive AI Capex Finally Pay Off?
Azure growth, a ballooning capex bill, and an OpenAI megadeal all land on the table tonight when Microsoft opens its books, and Wall Street needs answers before shares sink any deeper into the red.
Live: Can Arm Holdings’ Q1 Earnings Tonight Spark a Rebound After the 30% Freefall?
Arm Holdings reports earnings tonight after a brutal 30% pullback, and four specific metrics will determine whether the AI data center bull case still holds or the stock has further to fall.
Live: Will Qualcomm Smash Q3 Earnings Tonight After 5% YTD Decline?
Qualcomm reports tonight with CEO Cristiano Amon calling this the trough quarter for Chinese handset revenue, but a new data center push and hyperscaler silicon ramp mean the real question is whether the recovery…
Live: Will Meta Crush Q2 Earnings Tonight After Market Close?
Meta reports Q2 results tonight with Wall Street camped near the top of guidance, capex scrutiny at a fever pitch, and a CEO promising personal superintelligence for billions. One miss on any front could…