Two biotech names are moving sharply lower Thursday morning while the sector benchmark grinds higher, a split move that puts the day’s action on the companies themselves rather than on any broader rotation. Viking…
Mastercard's chief economist just projected a blockbuster holiday season, but buried inside her own forecast is a qualifier that changes everything about what those numbers actually mean for the stock.
LightShed Partners analyst Rich Greenfield walked onto Squawk Box Thursday morning with a story that has quickly become the loudest bull case on Meta. He said he ran into Mark Zuckerberg at UFC 250,…
At $138.26, Oracle (NYSE:ORCL | ORCL Price Prediction) is a Hold. Bloomberg News reported that Oracle sent a force majeure notice to Blue Owl tied to Project Jupiter, the $165 billion New Mexico data…
Bloom Energy (NYSE:BE) is sinking in morning trading, giving back a piece of one of the year’s most explosive rallies. Shares are at $258.36, down 6%, while broad industrial and market benchmarks trade only…
Qualcomm and Cisco both raise their dividends every year and both are racing into AI infrastructure, but their capital allocation priorities point in completely different directions for a retiree who needs the income to…
Fastly (NASDAQ:FSLY) is handing back a slice of an outsized year, with the edge cloud name leading declines in a sector that’s otherwise quiet in morning trading. Fastly stock is down 8% to $27.27…
Most dividend growth watchlists stop at consumer staples brands you already know, but three industrial compounders have quietly raised their payouts every year for over a quarter century while making things most investors never…
Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the…
Wells Fargo's chief equity strategist sees a spending cliff forming inside the AI buildout, and the arithmetic he uses to locate it points to a very specific year when the math stops working for…
When Treasury yields sit near five-year highs, property and casualty insurers collect a quiet windfall that most income investors overlook entirely. Four dividend-raising giants are turning that structural tailwind into something much more durable…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is down 6% to $136.73 in morning trading, a sharp move that has the company decoupling from the rest of the cloud complex. Meanwhile, CoreWeave (NASDAQ:CRWV) stock…
Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding in morning trading, giving back a slice of one of this year’s most extraordinary runs among large-cap technology names. Shares are down 3% to $119.04,…
Caterpillar just hit $20 billion in quarterly sales for the first time ever, while Exxon pumped out $23.6 billion in operating cash flow. Both companies raised their dividends, but their very different balance sheets…
