OpenAI’s Future IPO Keeps Me Buying Microsoft
Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.
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Applied Digital Spikes 7% as Another 75 MW Comes Online at Polaris Forge 1; IREN Advances 6%
A capacity milestone at Applied Digital (NASDAQ:APLD) is lifting the artificial intelligence (AI) data center group, and the buying reaches beyond the company that made the announcement. Applied Digital shares are surging 7% to…
Micron’s Highest Price Target on Wall Street Is Now $2,100
DA Davidson just issued the most bullish price target on Wall Street for Micron, and the math behind it hinges on something that has never lasted this long in any previous memory cycle.
AppLovin Slides 3% as Ad-Tech Peers Stand Firm; Trade Desk and Magnite Tick Higher
Selling pressure in advertising technology is concentrated on AppLovin (NASDAQ:APP | APP Price Prediction), the mobile advertising platform whose rivals The Trade Desk (NASDAQ:TTD) and Magnite (NASDAQ:MGNI) compete for many of the same marketing…
Rivian Jumps 4% After Delivering 19,248 Vehicles and Reaffirming Full-Year Guidance; Tesla Rises 2%
Rivian Automotive (NASDAQ:RIVN | RIVN Price Prediction) delivered 19,248 vehicles in the third quarter of 2026, which ended September 30, and described the result as in line with the company’s own outlook. A delivery…
The XRP Ledger Is About to Get Native Lending and Its Biggest DeFi Protocol Just Passed $130 Million. Can XRPL DeFi Catch Solana?
XRPL validators are voting on native lending just as the ledger's top DeFi app crosses $130 million in deposits, but Solana's ecosystem dwarfs it by a factor of 37. Whether this upgrade actually moves…
The Most Aggressive Price Target in AI Right Now Belongs to CoreWeave
CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high. Here is why the tension between…
Nike Is Down About 80% From Its Peak and Just Told Investors Sales Will Fall Again
Nike's stock has collapsed from its highs, analysts still show a 30% upside gap, and management just guided earnings far below what Wall Street expected. The math behind those price targets tells a very…
Treasury Yields Are Crushing Dividend Stocks. These 5 Could Be October Opportunities
Rising Treasury yields just knocked five pipeline and utility stocks to levels that have income investors asking whether the selloff created a buying window or a warning sign worth heeding.
On Semiconductor Climbs 8%, Synaptics Surges 14% as $5.7B Cash Bid Replaces $7B Stock Deal
A revised takeover agreement is lifting both the buyer and the target in a chip deal that just got simpler. On Semiconductor (NASDAQ:ON | ON Price Prediction) stock is at $86.64, up 8% in…
Nike Sinks 8% as Weak Outlook and Layoffs Follow Revenue Miss; Lululemon and On Holding Remain Flat
Nike (NYSE:NKE | NKE Price Prediction) is taking a company-specific hit to its turnaround story, while the rest of athletic apparel holds largely steady. Shares of Nike are down 8% to $32.34 in morning…
We Asked ChatGPT What Evernorth’s $1 Billion Does to XRP by the End of 2026
A billion dollars flowing into XRP sounds like a market-moving event, but ChatGPT's analysis reveals a far more complicated picture about how much buying pressure Evernorth can actually sustain and what could force it…
Prediction: Eli Lilly Could Be the Next $2 Trillion Drugmaker
Eli Lilly just posted a 47.7% revenue surge while rivals like Novo Nordisk are watching earnings fall, and a fresh pipeline catalyst could push Lilly toward a valuation Wall Street has only seen from…
Seagate Tumbles 10%, Western Digital Drops 7% as Toshiba Moves to Double Hard Disk Output
One capacity announcement from Toshiba is splitting the storage trade in two, hitting the hard disk drive (HDD) makers heavily while the broader memory group barely moves. Seagate Technology Holdings (NASDAQ:STX | STX Price…
Coca-Cola Investors Get Another Sip of Its Sparkling Dividend
Coca-Cola just cut another quarterly check to shareholders, but the real story is what the payout reveals about the company's financial strength, its ongoing IRS battle, and whether 64 consecutive years of dividend raises…