Apple just laid off over 100 people from Siri and machine learning teams while simultaneously betting its future on a rebuilt Siri that has already missed its own reliability bar once. Whether this is…
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.
Raymond James just slapped a price target on Nvidia that implies a valuation bigger than any company in history, but the real question buried in the analyst's math involves who is actually funding all…
NVIDIA just delivered one of the most staggering quarters in corporate history, yet the stock trades as if Wall Street missed the memo. Whether that gap closes toward $350 depends on three things falling…
Trian Fund Management just pulled the plug on a deal that had sent Wendy's stock soaring, and now investors are staring at a business the CEO has openly called a disappointment with no buyout…
A freshly listed quantum company just landed a multimillion-dollar NASA contract that sent its stock surging well past the broader quantum sector, and the reason it stands apart from IonQ, D-Wave, and Rigetti has…
Apple just posted its best June quarter ever while Microsoft locked up $678 billion in contracted backlog, but only one of these titans is making the kind of bet that shapes the next decade…
An EV maker on the rebound, a Sun Belt landlord facing fresh headwinds, and a clinical-stage biotech sitting on pivotal pipeline data have all landed on analysts' radars this week for very different reasons.
Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made…
Robert Reich sees white-collar workers in the crosshairs of AI and American homebuyers caught in a trade war neither side can win. His diagnosis of what connects those two threats may surprise you.
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.
Kohl's, McDonald's, and Walmart are all flashing the same warning sign, and it points to a crisis already swallowing half the country before most economists will admit it exists.
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get…
Target just posted its strongest quarter in years, and shares have already surged 78% in 2025, yet Wall Street still refuses to turn bullish. Here is why that skepticism could be the biggest opportunity…
