Articles
Daily market commentary and analysis.
Five Below's Turnaround Is Real — Comps Up 14% and Guidance Raised Again
Five Below posted its fifth straight quarter of double-digit comp growth and raised full-year guidance again. Here's what the turnaround means for the stock.
Sep 8, 2026
Broadcom Beat Every Number, So Why Did the Stock Drop 4%?
Broadcom crushed Q3 estimates and guided AI revenue to $230 billion by 2028, but the stock fell anyway. The reason comes down to one customer that isn't public yet.
Sep 8, 2026
Snowflake Stock Rockets 22% as AI Coding Tool Fuels Blowout Quarter
Snowflake beat Q2 estimates on both lines and raised guidance, sending shares up 22% as analysts lifted price targets to $450. Here's what retail investors need to know.
Sep 8, 2026
Chevron and Exxon Ride Iran Tensions as Oil Tops $96 a Barrel
Chevron and Exxon Mobil are riding a crude oil spike as U.S.-Iran tensions disrupt Strait of Hormuz shipping, pushing Brent above $96 a barrel.
Sep 7, 2026
Ken Griffin and Stanley Druckenmiller Both Bet Big on Eli Lilly
Citadel's Ken Griffin nearly quadrupled his Eli Lilly stake while Stanley Druckenmiller reopened a position, both betting on the obesity-drug leader's pipeline.
Sep 7, 2026
Dell's $95 Billion AI Backlog Sends Wall Street Price Targets Soaring
Dell's AI server backlog hit $95 billion after blowout Q2 earnings, and Wall Street analysts are racing to raise price targets as high as $735.
Sep 7, 2026
Robinhood Stock Jumps on a Catalyst That Isn't Stock Trading
Piper Sandler raised its Robinhood price target to $145, citing explosive growth potential in prediction markets ahead of football season, while Scotiabank initiated coverage with a Buy rating.
Sep 4, 2026
Broadcom's $230 Billion AI Bet Hinges on a Stock You Can't Buy
Broadcom beat Q3 estimates and guided to $230 billion in AI chip revenue by fiscal 2028, but the stock fell 4% as Jim Cramer flagged its dependence on Anthropic's still-private status.
Sep 4, 2026
Dell's $95 Billion AI Backlog Just Reset the Growth Story
Dell shares jumped 15.8% after a record quarter driven by a $95 billion AI server backlog, with Melius Research and Piper Sandler both raising price targets sharply.
Sep 4, 2026
MongoDB Beat Every Estimate — Then Fell 13% on Atlas Growth
MongoDB topped Wall Street on revenue, EPS, and guidance, but shares dropped over 13% on Atlas growth concerns. Here's why MDB fell despite a clean beat.
Sep 3, 2026
Uber Cuts 10% of Staff While Profitable — What It Signals
Uber is trimming 3,300 jobs and flattening management layers even as the business outperforms — a different kind of layoff story for UBER investors to watch.
Sep 3, 2026
Dell's AI Backlog Hits $95B as Server Sales Blow Past Estimates
Dell crushed Q2 earnings with a 58% revenue surge on AI server demand, raising full-year guidance well above Wall Street's targets. Here's what the $95B backlog means for DELL investors.
Sep 3, 2026
Apple Jumps 3% As New CEO Takes Over — Here's Why Oracle Fell 5% The Same Day
Apple jumped 3% as John Ternus became CEO while Oracle fell 5% on rising yields — the split reveals which AI-adjacent names are vulnerable to rate pressure and which aren't.
Sep 2, 2026
Moderna Options Traders Pile In After Cancer Vaccine Data Doubles The Stock
MRNA call buying jumped 35% above average after the stock's melanoma-vaccine-driven surge. Here's what the options activity signals — and why analyst targets haven't caught up.
Sep 2, 2026
Broadcom's AI Growth Isn't The Question Anymore — Direction Is
Broadcom reports Q3 earnings tonight with AI chip sales guided to $16 billion. Last quarter's beat still tanked the stock 12.6% — here's what actually needs to happen this time.
Sep 2, 2026
LULU Trades Like a Bargain Bin Stock Ahead of Sept. 3 Earnings
Lululemon shares are down 45% this year and trading at their cheapest valuation in years ahead of Thursday's earnings, with a new CEO from Nike stepping in days later.
Sep 1, 2026
Chevron, Exxon Jump 3% on Iran Strikes — Here's the Real Cost
Chevron and Exxon jumped 3% Monday as renewed U.S.-Iran strikes squeezed Hormuz shipping, part of a war that's added $330 billion to the world's energy import bill since March.
Sep 1, 2026
AVGO Selloff Sets Up Contrarian Buy Ahead of Earnings
Broadcom shares are down mid-teens heading into Tuesday's earnings, but Wall Street analysts and ARK Invest are buying the dip on bets CEO Hock Tan avoids back-to-back soft quarters.
Sep 1, 2026
GameStop's Earnings Beat Is Really an eBay Story in Disguise
GameStop's preliminary Q2 results show shrinking retail sales but doubling profits, driven almost entirely by gains on its eBay stake.
Aug 31, 2026
CrowdStrike Stock Jumps 20% as AI Security Demand Accelerates
CrowdStrike's record quarter and CEO George Kurtz's 'Mythos moment' comments point to a genuine AI-security tailwind, but the stock isn't cheap after the pop.
Aug 31, 2026