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Joel South | Apr 30, 2026 at 1:44 PM EDT

BlackRock’s Rob Goldstein: ‘Convenience-Layer’ SaaS Companies Are ‘In Trouble’ From AI

BlackRock COO Rob Goldstein has drawn a line through the software-as-a-service (SaaS) universe, and investors holding tech-heavy portfolios should pay…

Joel South | Apr 30, 2026 at 1:42 PM EDT

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

On Morning Brew Daily, one host summed up the reaction to Amazon (NASDAQ:AMZN | AMZN Price Prediction) Q1 2026 earnings…

Joel South | Apr 30, 2026 at 1:37 PM EDT

Chipotle Is Finding New Ways to Win, The High-End Bull Case Says the Stock Could Run Another 60%

Chipotle (NYSE:CMG | CMG Price Prediction) has had a rough stretch. Shares trade at around $34, down 10% year-to-date and…

Joel South | Apr 30, 2026 at 1:34 PM EDT

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Charles Schwab’s Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the…

Joel South | Apr 30, 2026 at 1:30 PM EDT

Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings

Microsoft’s (NASDAQ:MSFT | MSFT Price Prediction) fiscal third-quarter earnings report had every ingredient of a rally catalyst. Instead, the stock…

Thomas Richmond | Apr 30, 2026 at 1:27 PM EDT

Intel’s Record $475B Valuation Raises One Big Question

Intel’s (NASDAQ:INTC | INTC Price Prediction) market capitalization has climbed to roughly $476 billion, a record valuation that has Wall…

Vandita Jadeja | Apr 30, 2026 at 1:25 PM EDT

Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate

I am stepping into Arm Holdings (NASDAQ:ARM | ARM Price Prediction) at a moment when the stock has nearly doubled…

Joey Frenette | Apr 30, 2026 at 1:24 PM EDT

Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion

It took quite a few months, but Nvidia (NASDAQ:NVDA | NVDA Price Prediction) found its way back into the $5…

Joel South | Apr 30, 2026 at 1:18 PM EDT

Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

The hosts of The Best One Yet podcast captured the magnitude of Meta’s AI ambitions in a single line during…

Joel South | Apr 30, 2026 at 1:15 PM EDT

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report’s segment Chipping away at Nvidia’s…

Sam Daodu | Apr 30, 2026 at 12:57 PM EDT

$5,000 in XRP at $1.37 vs Bitcoin at $76K: Which is the Best Crypto to Buy?

XRP (CRYPTO: XRP) is trading around $1.37 today while Bitcoin (CRYPTO: BTC) trades near $76,000. Both are well off their…

David Moadel | Apr 30, 2026 at 12:45 PM EDT

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Meta Platforms (NASDAQ:META | META Price Prediction) stock fell after JPMorgan downgraded it to Neutral from Overweight, cutting the price…

David Moadel | Apr 30, 2026 at 12:38 PM EDT

Wall Street Lifts Qualcomm Price Target to $160 on AI Ramp: Is the Hyperscaler Catalyst Real?

Three Wall Street firms lifted their price targets on Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) stock to $160 on Thursday,…

David Moadel | Apr 30, 2026 at 12:33 PM EDT

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

At least 14 Wall Street firms issued price target hikes on Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock following the…

David Moadel | Apr 30, 2026 at 12:29 PM EDT

Stephens Trims SoFi Price Target to $25: Is the Sell-On-Beat Pattern Bigger Than the Bull Case?

Stephens trimmed its price target on SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) stock to $25 from $26, with analyst…

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Investing Articles

All Investing Articles

BlackRock’s Rob Goldstein: ‘Convenience-Layer’ SaaS Companies Are ‘In Trouble’ From AI

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Chipotle Is Finding New Ways to Win, The High-End Bull Case Says the Stock Could Run Another 60%

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings

Intel’s Record $475B Valuation Raises One Big Question

Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate

Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion

Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

$5,000 in XRP at $1.37 vs Bitcoin at $76K: Which is the Best Crypto to Buy?

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Wall Street Lifts Qualcomm Price Target to $160 on AI Ramp: Is the Hyperscaler Catalyst Real?

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

Stephens Trims SoFi Price Target to $25: Is the Sell-On-Beat Pattern Bigger Than the Bull Case?

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

Investing Articles

All Investing Articles

BlackRock’s Rob Goldstein: ‘Convenience-Layer’ SaaS Companies Are ‘In Trouble’ From AI

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Chipotle Is Finding New Ways to Win, The High-End Bull Case Says the Stock Could Run Another 60%

3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings

Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings

Intel’s Record $475B Valuation Raises One Big Question

Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate

Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion

Meta’s $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined

Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance

$5,000 in XRP at $1.37 vs Bitcoin at $76K: Which is the Best Crypto to Buy?

JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?

Wall Street Lifts Qualcomm Price Target to $160 on AI Ramp: Is the Hyperscaler Catalyst Real?

Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?

Stephens Trims SoFi Price Target to $25: Is the Sell-On-Beat Pattern Bigger Than the Bull Case?

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

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Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year