Articles
Daily market commentary and analysis.
Rocket Lab Gets Fresh Buy Rating With 29% Upside After 95th Launch
Rocket Lab just hit a milestone that's hard to ignore, and Wall Street is taking notice.The space launch company completed its 95th Electron rocket mission on September 11, a flight nicknamed…
Sep 11, 2026
Adobe Beats on Earnings, But AI Competition Fears Keep Stock Under Pressure
Adobe just delivered a beat-and-raise quarter. Investors shrugged anyway.The design and creative-software giant posted record fiscal third-quarter results Thursday, with revenue of $6.8 billion, up…
Sep 11, 2026
Oracle Stock Jumps 7% as AI Cloud Backlog Hits $664 Billion
Oracle just posted the kind of quarter that makes skeptics rethink their thesis.Shares jumped roughly 7% in after-hours trading Thursday after the database-software-turned-cloud-giant blew past Wall…
Sep 11, 2026
Broadcom's Custom AI Chips Are Quietly Squeezing AMD's Growth Story
AMD's data center revenue doubled, but Broadcom's custom AI chip growth is outpacing it fast. Here's the structural risk investors need to watch.
Sep 10, 2026
Oil Tops $100 a Barrel as Iran Conflict Lifts Energy Stocks
Brent crude broke $100 a barrel as Iran conflict escalated, lifting Exxon, Chevron and other energy names. Here's what it means for your portfolio.
Sep 10, 2026
Oracle Earnings Test AI Bet as Backlog Hits $638 Billion
Oracle's Q1 earnings test whether its $638B AI backlog can outrun a $23.7B cash burn. Here's what bulls and bears are watching.
Sep 10, 2026
Memory Chip Stocks Break Out as AI Demand Outstrips Supply
Micron and SanDisk are breaking out as Goldman flags bullish chart patterns and Wall Street analysts hike price targets, pointing to an AI-driven memory shortage that could last into 2027.
Sep 9, 2026
Robinhood Gets Triple Price Target Bump on Prediction Bet
Goldman, Jefferies, and StoneX all raised or initiated bullish price targets on Robinhood this week, citing the company's fast-scaling prediction markets business and a new multi-year Crypto.com deal.
Sep 9, 2026
Rigetti, D-Wave Jump as Uncle Sam Becomes a Shareholder
Rigetti and D-Wave rallied after the Commerce Department finalized $100M in CHIPS Act funding for each, taking minority equity stakes in the process. IonQ raised guidance the same day.
Sep 9, 2026
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