12:45pm ET
Investing
CoreWeave Offers So Much at $85
CoreWeave has shed nearly $70 from its May peak and now carries a $104 billion revenue backlog against a debt load that makes bears nervous. Whether the $85 price level is a…
SPY Coverage Page 40
12:08pm ET
Investing
Dell Falls 4% Ahead of Earnings as Its 266% Rally Raises the Bar, Super Micro and Hewlett Packard Enterprise Slip
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to…
11:43am ET
Investing
What to Understand Before Buying Nebius
Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion…
10:59am ET
Investing
Ondas Drops 6% as Risk-Off Selling Cascades Through Drone Names, Red Cat Slides 3%
Something unusual is happening across drone stocks this Tuesday morning, and the pattern of declines reveals exactly what kind of market day this is and who gets hurt most when risk appetite…
10:09am ET
Investing
Trump Media Falls 3% as Rising Yields and Higher Oil Squeeze Risk Appetite
Rising Treasury yields and surging oil prices are creating a punishing combination for speculative small caps, and Trump Media stock is absorbing far more pain than the broader market suggests it should.
9:40am ET
Investing
‘Your Stock Doesn’t Know Your Name’: Wes Moss on Owning Too Much Apple, Google
A 45-year-old investor with a million dollars on the line and a third of it riding on three stocks asked Wes Moss how to escape. His answer starts with a mindset shift…
6:56am ET
Investing
Forget Diversification — Investors Are Betting Everything on Tech ETFs (And the Numbers Are Jaw-Dropping)
Global fund flows are piling into a single sector at a pace that dwarfs every other corner of the market, and the trade hinges entirely on four companies delivering good news in…
2:08pm ET
Investing
Deere and AGCO Rally 4% as Baird Upgrades Both on North America Row Crop Demand
Baird just handed two farm equipment stocks a rare double upgrade on the same morning, but the reasoning behind each call points to a very different bet on how the ag cycle…
1:47pm ET
Investing
IREN Climbs 4% as Co-CEO Says Debt and Prepayments Can Fund FY27 Capex, TeraWulf Slips
IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head…
12:43pm ET
Investing
Shopify Falls 4% as Profit Taking Follows 18% Monthly Run, eBay and Etsy Slip
Shopify shares are sliding hard on a quiet Monday with no downgrade, no news, and no company announcement, leaving traders to ask whether the August rally is simply running out of air…
12:39pm ET
Investing
PG&E Sinks 18%, Edison International Tumbles 23% as California Wildfire Bill Omits Liability Cap
California lawmakers handed utility investors a brutal surprise over the weekend, and the fallout raises an urgent question about whether PG&E and Edison International can absorb what comes next without a credit…
12:35pm ET
Investing
Ulta Beauty Climbs 4%, e.l.f. Beauty Rises 5% as Post-Earnings Selloff Reverses
Friday's post-earnings selloff in beauty stocks is reversing sharply, but the rebound in Ulta Beauty and e.l.f. Beauty is telling two very different stories depending on where each stock started the year.
11:45am ET
Investing
Apple at $320: Here’s Who Should Hold Their Shares
Apple has run nearly 38% in a year, printed a ninth straight earnings beat, and authorized a massive buyback, yet something in the numbers is making analysts pause before calling it a…
11:37am ET
Investing
Strive Jumps 7% as Strategy Ends 10-Week Bitcoin Pause With $370M Buy
Strategy just broke a long silence on Bitcoin buying, and the ripple hit a rival stock harder than Bitcoin itself. Here is why a corporate treasury move is moving shares that had…
11:35am ET
Investing
GoPro Soars 22% as YouTuber Markiplier Becomes Its Largest Shareholder
A YouTube creator famous for gaming content just became the largest shareholder of a struggling action-camera company trading below a dollar, and the market reacted in a way that raises serious questions…