Two AI Infrastructure Stocks Wall Street Is Quietly Loading Up On

While everyone debates whether Big Tech is spending too much on AI, a quieter story is unfolding in the companies actually building the infrastructure. Bank of America just slapped buy ratings on two "neocloud" stocks — CoreWeave and Nebius — and the upside targets suggest Wall Street thinks this space is massively underappreciated. BofA analyst Tal Liani set a $100 price target on CoreWeave (CRWV), implying 22% upside from current levels, and a $150 target on Nebius (NBIS), implying 31% upside ...
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Japan’s Biggest Banks Are Quietly Circling Wall Street — Jefferies Could Be First

Sumitomo Mitsui Financial Group — Japan's second-largest bank with a $124 billion market cap — is reportedly positioning for a potential takeover of Jefferies Financial Group. And the timing couldn't be more interesting. According to the Financial Times, SMFG has assembled a small internal team to prepare for a move if Jefferies' stock keeps falling. The Japanese giant already owns a 20% stake in the Wall Street investment bank, so this wouldn't come out of nowhere. But Bloomberg quickly countered that ...
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Private Credit Funds Are Trapping Investor Cash — And It’s Getting Worse

If you parked money in a private credit fund thinking it was a safe, yield-generating alternative to bonds, you might want to sit down for this one. Apollo Global Management just told investors in its $15.1 billion flagship private credit fund — Apollo Debt Solutions BDC — that they can only get back 45 cents on every dollar they asked to withdraw. Redemption requests hit 11.2% of outstanding shares in Q1, more than double the fund's 5% quarterly cap. So Apollo ...
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The Stock Market Never Sleeps (And Nasdaq Wants to Prove It)

Here's a wild idea: what if you could trade stocks at 3 AM on a Tuesday? Nasdaq thinks that's not just possible—it's inevitable. The exchange just announced it's filing papers with the SEC to go full 24/5, meaning round-the-clock trading Monday through Friday. No more waiting for the opening bell. No more FOMO at midnight. The timeline? Nasdaq's aiming for the second half of 2026, assuming regulators don't throw a wrench in the works. And honestly, this move makes more sense ...
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AI Stocks Got a Report Card, and Wall Street’s Grading Curve Just Got Brutal

Remember when everyone thought AI would destroy the world? Well, William Blair's analysts decided to stop panicking and actually think about which companies would survive the robot apocalypse. Spoiler alert: not all of them will. The investment firm basically threw out their old playbook for rating AI stocks and built a new one from scratch. Their reasoning? "Against a backdrop where AI changes everything, shouldn't we change the lens through which we evaluate the companies under our coverage?" Fair point. So ...
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The Market Just Dodged a Bullet (And Nobody’s Talking About It)

Remember when Operation Epic Fury sent everyone into panic mode? Oil spiked, volatility exploded, and the S&P 500 took a nosedive below its 200-day moving average like it was auditioning for a disaster film. For about 48 hours, the narrative was pure dread—escalation, retaliation, the whole geopolitical nightmare scenario. Then something funny happened: the market realized this wasn't actually a movie. Within days, back-channel talks became front-channel talks. The temperature dropped from "thermonuclear" to "tense but manageable." Oil started giving back its ...
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Betting Stocks Surge as Congress Moves to Ban Kalshi Sports Wagers

DraftKings, FanDuel, and MGM shareholders got an unexpected gift on Monday — courtesy of two U.S. senators who want to shut down their newest competitors. A bipartisan bill introduced Monday would ban prediction markets like Kalshi and Polymarket from offering event contracts on sporting events. The reaction in traditional betting stocks was immediate: Penn Entertainment jumped 5.6%, Flutter Entertainment (FanDuel's parent) gained 4.4%, MGM Resorts rose 4.4%, and DraftKings ticked up 1.2%. The math behind the move is straightforward. Kalshi has been ...
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Salesforce Just Posted Its First Revenue Miss Since 2006

Salesforce had gone two decades without missing a revenue number. Twenty years. Through the financial crisis, a pandemic, and multiple market meltdowns, the CRM giant always hit its mark. Until today. Shares cratered nearly 6% on Tuesday after the company reported its first revenue miss since 2006 — and followed it up with forward guidance that came in below Wall Street expectations. The one-two punch sent traders scrambling for the exits, and the damage didn't stop at Salesforce's front door. The entire ...
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