Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT)…
Raymond James lifted its price target on Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock to $280 from $225, maintaining its Outperform rating. The firm argues that major artificial intelligence (AI) partnerships and…
David Moadel At least five Wall Street firms raised price targets on Roku (NASDAQ:ROKU | ROKU Price Prediction) on May 1 following the streaming platform’s Q1 2026 beat-and-raise, with new targets ranging from $140…
Apple (NASDAQ: AAPL | AAPL Price Prediction) noted three things when it announced earnings and on its earnings call. iPhone sales have taken off like a rocket. Its financial forecasts showed ongoing…
The S&P 500 (^GSPC) clinched 7,200 for the first time ever yesterday, capping its best month since November 2020, and the index is set to open May trading on a high note.…
Bill Ackman finally got his hedge fund public, and the market answered with a shrug. Pershing Square (NYSE:JCVC) priced its IPO at $50 and closed its first session at $41, an 18%…
Joel South Amazon (NASDAQ:AMZN | AMZN Price Prediction) currently trades at $263.99, while Wall Street’s average price target sits at $283.79, implying about 7% upside from current levels. Amazon hardly needs an introduction at this…
Thomas Richmond The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) exists to solve a peculiar information asymmetry: members of Congress and their families file STOCK Act trade disclosures within 45 days, and historically, those…
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…
Omor Ibne Ehsan 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…
Joel South 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,…
Joel South 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…
David Moadel 
