Big tech earnings outlook: Wall Street demands receipts on $700B AI spree
As the second-quarter earnings season of 2026 approaches its most critical stretch, the global equity market finds itself at a pivotal crossroads. For over two…
Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real disagreement is about something else…
Bitmine BMNR Stock: $25 Bull Case vs $11 Bear Case
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description is incomplete in a way that…
Nvidia NVDA Stock: $302 Bull Case vs $152 Bear Case
The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The reported numbers say deceleration has not started. In fiscal Q1…
Dow falls nearly 400 points as chip selloff deepens, Wall Street posts weekly loss
US stocks closed lower on Friday, capping a weak week for Wall Street as a deepening selloff in semiconductor stocks and renewed concerns over artificial…
Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts
Some of Wall Street’s fastest-growing companies are turning expansion into something more tangible: cash. Nvidia, Micron Technology, CrowdStrike and Palo Alto Networks have each reported…
The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks
Wall Street’s biggest banks are proving that even geopolitical uncertainty and volatile markets can be highly profitable when trading desks stay busy and artificial intelligence…
Markets are trying to define direction after weak inflation…
The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh’s first congressional testimony, big-bank earnings, a…
SpaceX stock: $800 bull vs $115 bear after Starship abort
The comforting story about SpaceX stock is that Thursday’s aborted Starship launch was just an engineering hiccup and the dip is a buying opportunity. Both…
Top FTSE 100 Index shares to watch next week: Airtel, BT Group, Compass Group
The FTSE 100 Index has remained in a narrow range this week as traders reacted to the rising tensions between the US and Iran. It…
Burberry share price has dipped after earnings: what next?
Burberry Group share price slipped by over 3% today as the luxury goods company published a strong trading statement that came out short of expectations.…
SpaceX stock slips further after Starship test flight scrub: Is the 19% dip a buy?
SpaceX shares fell in after-hours trading after closing below their IPO price for the first time on Thursday. The decline came after the company’s 13th…