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.
A former OpenAI researcher turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a…
Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a…
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one…
Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find…
Figma has shed nearly 80% of its value over the past year, yet analysts are quietly converging on a target that implies serious upside from here. The question is whether the fundamentals…
Adobe has lost nearly 40% of its value over the past year while its underlying business keeps hitting records and raising guidance. Something in that math does not add up, and figuring…
Some beaten-down stocks are cheap for a reason, but a select few sit at the rare crossroads of technical washout and genuine undervaluation. Three names across telecom, consumer staples, and software currently…
Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished…
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor…
ServiceNow (NYSE:NOW | NOW Price Prediction) and Adobe (NASDAQ:ADBE) have both posted fresh results, with sharply different profiles. ServiceNow’s January 28, 2026 Q4 report showcased an enterprise AI workflow engine still compounding…
Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to date, while the iShares Expanded Tech-Software ETF is down 11.4% over the…
Pre-Market Stock Futures: Futures are trading higher as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock…
At $205.02, Adobe (NASDAQ:ADBE | ADBE Price Prediction) is a Hold. The stock sits within striking distance of its 52-week low of $190.12, yet the underlying business is putting up record numbers,…
Vandita Jadeja The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide…
