Cramer’s Radical Fix for Nvidia: 5x the Buybacks, Repurchase 10% of Stock
Jim Cramer went on air with a blunt message for Jensen Huang and a specific dollar figure that would force Nvidia to rethink how it spends its record-breaking cash pile.
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Sirius XM Rises 6% on Deutsche Bank Upgrade and $45 Price Target, Spotify Holds Steady
Deutsche Bank just made a bold call on the one audio stock that has already outpaced its rivals by a wide margin in 2026, and the market is listening. Here is what the upgrade…
Amazon Stock Could Surprise Investors Over the Next 12 Months
AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.
Apple’s New CEO Has 8 Days to Answer the AI Question That Could Redefine Computing
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer…
Dell Surges 9% on Record $95B AI Backlog, Hewlett Packard Enterprise Climbs 4%, Super Micro Ticks Up
Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.
FuelCell Sinks 13% as Wider Loss Overshadows First Data Center Reservation Deal, Bloom Energy Slips, Plug Power Barely Budges
FuelCell Energy's first data center reservation deal was supposed to be a turning point, but a surprise charge just sent the stock tumbling and raised fresh questions about whether the company can close the…
The AI Boom Isn’t Just About Chips. These 3 Overlooked Stocks Keep Data Centers Running
Everyone is betting on GPU makers, but the real bottleneck in the AI arms race sits in the concrete, copper, and chilled water keeping those chips alive. Three infrastructure stocks are already converting that…
One Number Tells Me Nvidia Stock Could Go Much Higher
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
Samsara or UiPath: Which Stock Has a Clear Path to Profits?
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for…
Tesla vs. BYD: One Stock Could Be Poised for a Bigger Comeback
Tesla just posted record deliveries while its margins cratered, and BYD keeps selling millions of cars to a stock market that barely notices. Only one of these EV giants is actually set up for…
Goldman Sachs Says Hedge Funds and Mutual Funds Love These 4 Dividend-Paying Financials
Goldman Sachs just combed through $10 trillion in equity positions and found a surprising overlap between hedge fund and mutual fund portfolios, and the shared favorites reveal a clear conviction about where institutional money…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, GitLab, GLOBAL FOUNDRIES, Martin Marietta Materials, Rocket Lab USA, Strategy, Toast, Tower Semiconductor, and More
Markets took a beating Tuesday as war tensions, surging oil, and the September curse hammered stocks, bonds, and gold all at once. Find out which stocks Wall Street upgraded, downgraded, or initiated fresh coverage…
Ford and GM Will Have to Pay Tariffs on Cars Made in Canada
New Canada tariffs are landing as a direct bill to two of America's biggest automakers, and the ripple effects stretch well beyond car lots into the housing market and household budgets.
Campbell’s or Lululemon: Why One Earnings Report Matters Far More Than the Other
Campbell's and Lululemon both report on the same Thursday, but one of those earnings releases carries consequences that will shape an entire portfolio year while the other is just another quarter. Knowing which is…
Apple Begins the John Ternus Era — Can Gadgets Still Save Apple in the AI Age?
John Ternus spent 25 years building the gadgets that made Apple a $4.75 trillion company, but now every rival is betting that software and AI will make the hardware irrelevant. His first moves as…