Crime in Watertown, South Dakota
Steven M. Peters
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Salesforce just staged one of its biggest single-session rallies in years, but the real question is whether that move already priced in everything the AI story has to offer or left something on the…
ServiceNow just posted a 10% single-day surge on blockbuster AI numbers, but the stock still sits roughly 22% below last year's peak with its analyst target nearly in reach. Whether that combination signals a…
Arthur Hayes put a staggering price target on Bitcoin and staked a portfolio to prove it, but a rival investor says the exact policy move Hayes is counting on is already collapsing under bond…
Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button stays warm.
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and…
Venezuela is edging away from OPEC, U.S. companies are circling its vast untapped oil fields, and one American energy giant already has a foot in the door before the bidding even begins.
Two top Wall Street strategists are pointing at the same unlikely pair of culprits keeping prices stubbornly elevated, and their shared diagnosis carries uncomfortable implications for anyone waiting on the Federal Reserve to cut…
Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.
Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps pulling me…
