Articles

ASML Sees Orders Stretching to 2030 as AI Chip Demand Outruns Supply

ASML beat Q3 profit expectations, raised the low end of its 2026 sales forecast and said customers want to order for 2029 and 2030. What it means for chip investors.

Oct 14, 2026

Jefferies Upgrades Brinker to Buy, Says Chili's Upside Is Underappreciated

Jefferies upgraded Brinker International (EAT) to Buy with a $255 target, calling Chili's a durable compounder. Here's the case, the risk after a 41% run, and what to watch.

Oct 14, 2026

Mizuho Upgrades Albemarle to Outperform as Lithium Demand Finally Turns

Mizuho upgraded Albemarle (ALB) to Outperform with a $130 target, saying surging battery storage demand has tipped the lithium market. Here's the case, the risks and what to watch.

Oct 14, 2026

Bernstein Downgrades AT&T as SpaceX's Starlink Targets the Wireless Business

Bernstein cut AT&T to Market Perform, citing a prolonged debate over Starlink's wireless push. What the downgrade means for telecom investors.

Oct 13, 2026

SoFi Down 42% in 2026: StoneX and Benchmark See a $25 Rebound

Two Wall Street shops initiated SoFi at Buy with $25 targets, about 64% above Monday's close. Here's the bull case, the doubts, and what to watch.

Oct 13, 2026

Paul Tudor Jones Warns 2027 Could Be Brutal as AI IPO Supply Looms

Paul Tudor Jones told CNBC the U.S. stock market faces its most negative flow picture since 2002 as Anthropic, OpenAI and secondary offerings add supply. What it means for your portfolio.

Oct 13, 2026

JPMorgan, Goldman Kick Off Big Bank Earnings as Rising Yields Loom

JPMorgan, Goldman, Citi and Wells Fargo report Tuesday, with Morgan Stanley and Bank of America Wednesday. Here's what to watch as higher yields test the sector.

Oct 12, 2026

Wells Fargo Double-Downgrades Adobe to Underweight, Cuts Target to $225

Wells Fargo's Michael Turrin cut Adobe two notches to Underweight and lowered his target to $225, citing AI budget shifts and subscription growth concerns.

Oct 12, 2026

Microsoft Unveils Maia 300 Chip, Betting on Its Own Silicon Over Nvidia

Microsoft unveiled its third-generation Maia 300 AI chip and said it will mainly run AI requests on its own silicon. Here's what it means for MSFT and Nvidia holders.

Oct 12, 2026

Samsung's Record $80 Billion Profit Still Leaves AI Chip Investors Wanting More

Samsung flagged a record $80.2 billion Q3 operating profit on AI memory demand, and TSMC's revenue jumped 54.6%. Why records alone may not be enough for chip stocks now.

Oct 9, 2026

OpenAI's $50 Billion Revenue Reset Hammers Nvidia, Oracle and CoreWeave

OpenAI told investors it hit about $50 billion in annualized revenue, not the $68 billion widely reported. Nvidia, Oracle and CoreWeave sank, but analysts call it a reporting quirk, not weaker AI demand.

Oct 9, 2026

Starbucks Eyes Chipotle Takeover: What the Megadeal Means for SBUX and CMG

The FT says Starbucks has explored buying Chipotle. CMG jumped about 6%, SBUX slipped, and analysts split on whether a $40 billion restaurant megadeal makes sense.

Oct 9, 2026

Mortgage Rates Hit 7.49%, a 3-Year High — Homebuilders Feel It

The 30-year mortgage rate jumped to its highest level since 2023 as Treasury yields surged, and homebuilders KB Home and Lennar are already warning conditions have deteriorated.

Oct 8, 2026

Marvell Stock Falls Despite Wave of $400 Price Target Hikes

Marvell's Investor Day triggered a flood of Wall Street price target increases to $400, but a split between bullish and neutral analysts exposes real doubt about the company's ambitious targets.

Oct 8, 2026

PepsiCo Beats on Earnings but Cuts Profit Forecast as North America Lags

PepsiCo topped Q3 estimates but slashed its full-year profit outlook as North American beverage and snack volumes stay weak, even as international growth hits 41% of revenue.

Oct 8, 2026

Google's Nuclear Power Deal Sends Constellation Energy Shares Up 15%

Constellation Energy stock surged after a 20-year nuclear power deal with Google, the second tech-nuclear tie-up in a week, lifting sympathy plays Vistra, Talen Energy and Centrus too.

Oct 7, 2026

BE Semiconductor Hit With Back-to-Back Downgrades Over AI Chip Bet

UBS slashed its price target by more than half and Bank of America downgraded the stock, both citing risks to Besi's hybrid bonding growth story from slower adoption and new competition from ASML.

Oct 7, 2026

Amphenol Gets Double Price Target Hike on AI Data Center Demand

Goldman Sachs and Baird both raised price targets on Amphenol this week, betting the connector maker keeps riding AI data center demand even as chip stocks get pricey.

Oct 7, 2026

Evercore Upgrades P&G, Sees End of Sales Downside Risk

Evercore ISI upgraded Procter & Gamble (PG) to Outperform with a $166 target, its first top-line upside call on the stock in two years. Here's the thesis.

Oct 6, 2026

Berenberg Slashes Nike to Sell, Sees 13-Year Low Ahead

Berenberg downgraded Nike (NKE) to Sell with a $27.50 target, citing permanent market share loss in sportswear. Shares are down 47% in 2026 and sitting near a 13-year low.

Oct 6, 2026