Wall Street Slashed Salesforce Targets — Then Told You to Buy Anyway

Salesforce is having the kind of year that makes investors question everything they thought they knew about enterprise software. The stock has been obliterated — down over 30% year-to-date — making it the 11th worst performer in the S&P 500 in 2026. And with earnings dropping Wednesday afternoon, the anxiety is only getting louder. On Monday, three of Wall Street's heaviest hitters took an axe to their Salesforce price targets. Barclays cut to $265 from $338. Evercore ISI slashed to $260 ...
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Home Depot Finally Beat Earnings — But the Housing Freeze Isn’t Over

Home Depot just did something it hadn't managed in a full year — beat Wall Street's earnings estimates. Shares jumped more than 3% on Tuesday after the home improvement giant posted Q4 numbers that topped expectations on both the top and bottom line. But underneath the headline beat, the story is more complicated than it looks. Here's what Home Depot delivered for its fiscal fourth quarter: adjusted earnings per share of $2.72 versus the $2.54 analysts expected, and revenue of $38.2 ...
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Waymo Just Blitzed Four New Cities While Tesla Watches From the Sidelines

While Elon Musk keeps promising a robotaxi future that's perpetually one year away, Alphabet's Waymo just did something no autonomous vehicle company has ever pulled off — launching commercial ride-hailing service in four major cities simultaneously. On Tuesday, Waymo opened its doors to riders in Dallas, Houston, San Antonio, and Orlando. That brings the company's total footprint to 10 U.S. metropolitan markets, including Phoenix, Los Angeles, San Francisco, Atlanta, Miami, and Austin. The goal? Twenty-plus cities by the end of the ...
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The AI Gold Rush: Why Your Portfolio Needs More Shovels and Less Apps

Remember the California Gold Rush? The real money wasn't made by the guys panning for gold—it was made by the folks selling shovels, pickaxes, and blue jeans. Well, guess what? We're in the middle of another gold rush, except this time it's all about artificial intelligence, and the "shovels" are data centers, power grids, and semiconductor fabs. Here's the thing everyone's missing: while you've been obsessing over which AI chatbot will rule the world, Uncle Sam has quietly decided to play ...
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Intuit Partnered With the AI Company That Was Destroying Its Stock

In one of the more ironic moves of the year, Intuit just announced a multi-year partnership with Anthropic — the very AI company whose products have been fueling investor panic about the death of TurboTax. Intuit shares, the worst performer in the entire S&P 500 in 2026, rallied pre-market on the news. If you cannot beat the robot, hire it. Here is what the deal actually looks like. Intuit will integrate its financial tools — TurboTax, Credit Karma, QuickBooks, and Mailchimp ...
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FedEx Fired the First Shot in the $175 Billion Tariff Refund War

FedEx just became the first major American company to sue the federal government for a full refund of the IEEPA tariffs that the Supreme Court declared illegal last Friday. The 11-page complaint, filed Monday at the U.S. Court of International Trade in New York, names U.S. Customs and Border Protection and its commissioner as defendants. FedEx wants every dollar back. The stakes here extend far beyond one shipping company. Analysts estimate that the now-illegal tariffs collected as much as $175 billion ...
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Novo Nordisk Just Declared a Price War on Weight-Loss Drugs

Novo Nordisk just dropped a bomb on the GLP-1 market. The Danish pharma giant announced Tuesday that it will slash the U.S. list prices of Wegovy, Ozempic, and Rybelsus to a flat $675 per month starting January 1, 2027. For Wegovy, that is a 50% haircut from its current $1,350 monthly price tag. Ozempic gets a 35% trim from around $1,027. This is not a discount coupon or a cash-pay savings card. This is a permanent list price reduction aimed squarely ...
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AI Panic? More Like AI Opportunity (If You Don’t Lose Your Cool)

So here's what happened yesterday: Someone at Citrini Research basically yelled "FIRE!" in a crowded theater, except the theater was the stock market and the fire was... artificial intelligence taking over everything. Cue dramatic selloff. The S&P 500 dropped 1% faster than your Wi-Fi when you're trying to stream Netflix during peak hours. IBM? Oh boy, IBM had its worst day in 25 years. Twenty-five years! That's like... since dial-up internet was a thing. But here's the plot twist nobody saw coming: ...
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