Tesla Is Now Up 18% in a Month: Take Profits, or Buy More?
Tesla has surged while its EV peers stumble or collapse, but the rally rests entirely on a single event that has yet to happen. What the peer tape reveals about this trade changes the…
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Live: Will Lululemon’s Q2 Earnings Tonight Restore Confidence Ahead of Its New CEO?
With shares already down 40% this year and a new CEO about to take the helm, Lululemon heads into tonight's earnings under enormous pressure to prove North America is stabilizing before the turnaround story…
Live: Will Zscaler Crush Q4 Earnings Tonight After 4% Pop Today?
Zscaler shares surged ahead of tonight's Q4 report, but the last three earnings beats each sent the stock down more than 12% the next day. Something has to give, and ARR growth plus fiscal…
Bloomberg Economist: ‘This Was All About Oil’ and Compares Chevron’s Venezuela Deal to 1953 Iran Coup
A Bloomberg economist just compared Chevron's blockbuster Venezuela oil deal to a Cold War coup that looked like a triumph for 25 years before costing the U.S. one of its biggest crude suppliers almost…
Meta Rises 4% as Muse Spark 1.3 Claims Parity With Anthropic and OpenAI
Meta just fired its loudest shot yet at Anthropic and OpenAI, and the stock is surging on a claim that no independent benchmark has confirmed yet.
Data Center Stocks Rally With Bitcoin: Cipher Mining Jumps 12%, TeraWulf Surges 8%, IREN Rises 4%
Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are.
SunPower Soars 60% on $26.2M Raise: Is This a Short Squeeze in Progress?
A 60% surge on a sub-dollar solar stock with negative equity sounds like a warning sign, but the venture money behind this raise has pulled off this exact playbook before, and the CEO is…
Bears Said AI Would Eat Snowflake. Instead, It May Have Reignited Growth
Analysts predicted AI would make Snowflake obsolete, but something unexpected is happening inside the company's numbers that has Wall Street scrambling to revise its entire bear case.
ASTS Stock Is Surging on a New Analyst Target. Here’s How High It Can Soar.
AST SpaceMobile is building a cellular network in orbit that connects directly to ordinary smartphones, and one bold price target suggests the stock could nearly double from here. But a brutal Q2 miss, a…
Uber Is Cutting 10% of Its Workforce and Betting $10 Billion on Robotaxis Instead
Uber is slashing thousands of jobs and pouring billions into self-driving cars it will never actually build. Whether that bet saves the company or slowly hands its future to someone else is the real…
ChargePoint Skyrockets 74% as Revenue Beat and Narrower Loss Clear Estimates
ChargePoint just posted one of the sharpest single-session surges in its history, but the numbers behind the move tell a more complicated story than the ticker suggests.
Prediction: Pepsi Stock Could Surprise Wall Street in 2027
PepsiCo shares have quietly slipped while rivals rallied, but a confluence of international momentum, a massive buyback, and a portfolio overhaul is building pressure beneath the surface. Here is the case for why 2027…
Campbell’s Slides 9% on 36% Dividend Cut, General Mills Falls 4%, Kraft Heinz Drops 3%
Campbell's just slashed its dividend and reset guidance well below Wall Street's bar, and the fallout is spreading fast to peers that haven't reported a single number yet.
Broadcom Tripled AI Chip Sales and the Stock Still Fell. Is AVGO the Nvidia Alternative Investors Missed?
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.
Crypto Treasury Stocks Rally as Bitcoin Fund Jumps 5%: Strategy Surges 14%, Bitmine Climbs 12%
Bitcoin and Ethereum both jumped 5% today, and the stocks built on top of them moved at twice that speed. Here is what is driving the leverage stack and whether the momentum has anywhere…