On the latest Reuters Morning Bid podcast segment Powell era ends, hawks rise, the host flagged a milestone that sums up the entire 2026 market story: “the total spend now for 2026…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
Jigar Shah, the former head of the Department of Energy’s Loan Programs Office and co-founder of Generate Capital, used his recent Prof G Markets appearance with Ed Elson to throw cold water…
On Morning Brew Daily, one host summed up the reaction to Amazon (NASDAQ:AMZN | AMZN Price Prediction) Q1 2026 earnings with a line every long-term shareholder has probably thought at some point:…
Joel South Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the split tape after Wednesday’s mega-cap tech reports with a clear thesis on…
Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s chip dominance: “There is the potential for this to entirely disrupt Nvidia,…
Meta Platforms (NASDAQ:META | META Price Prediction) stock fell after JPMorgan downgraded it to Neutral from Overweight, cutting the price target to $725 from $825. The call came the morning after a…
At least 14 Wall Street firms issued price target hikes on Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock following the company’s Q1 2026 earnings beat reported on April 29. New price argets…
The CBOE Volatility Index (^VIX)Â is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a…
Amazon (NASDAQ: AMZN | AMZN Price Prediction) and Meta (NASDAQ: META) both recently dropped Q1 2026 results, and the earnings reports could not have framed two more different empires. Amazon is becoming…
Live Updates Dow Soars, Nasdaq Whimper1:35pm ETThe market indices are split, with the Dow Jones Industrial Average now powering ahead by over 700 points, or 1.4%, while the Nasdaq Composite is holding…
The Nasdaq Composite (^IXIC) opened higher Thursday after a wave of mega-cap tech earnings, a 2% Q1 GDP print, and a pullback in crude oil. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is…
As Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Meta, Alphabet, and Amazon (NASDAQ: AMZN) announced earnings, they reiterated the amounts they would spend on AI data centers, and some said they were…
Live Updates Bank of America Reiterates Buy Rating on Amazon9:16am ETAnalysts at Bank of America just raised their price target on AMZN to $310 from $298 following earnings. “Amazon is an e-commerce…
The S&P 500 (^GSPC) is off to the races this morning, up 0.50% thanks to tailwinds from mega-cap earnings beats and a sharp pullback in oil prices, even as the Fed’s preferred…
