Articles
Daily market commentary and analysis.
Lennar Cuts Delivery Target Again as Mortgage Rates Bite Homebuyers
Lennar just cut its full-year delivery target for the second time this year, and the reason is one every homebuyer already knows: mortgage rates keep climbing. The homebuilder's third-quarter…
Sep 18, 2026
Intel Just Got a Wall Street Call for $200 a Share — Here's Why
Intel shares jumped 4.7% Tuesday after two separate Wall Street analysts raised their price targets on the same day — a rare coincidence that turned heads. Tigress Financial's Ivan Feinseth bumped…
Sep 18, 2026
Boeing Stock Drops 4% as CEO Admits 737 Ramp Is Behind Schedule
Boeing shares fell 4% on Wednesday after CEO Kelly Ortberg told investors the company's push to build 47 737 MAX jets a month is taking longer than planned. He didn't sugarcoat it. Speaking at a…
Sep 18, 2026
Fluence Energy Craters After Second Guidance Cut in Four Months
Fluence Energy cut FY2026 guidance for the second time this year as Houston plant delays widen its expected losses.
Sep 17, 2026
Citi Downgrades Boston Scientific, Warns Recovery Path Is 'Opaque'
Citi downgraded Boston Scientific to Neutral, citing ablation competition, a cybersecurity hangover, and an 'opaque' recovery path.
Sep 17, 2026
Generac Stock Rockets 40% After Amazon Locks In $2.4 Billion Deal
Generac shares surged 40% after locking in a $2.4B multi-year deal to supply backup generators for Amazon's data centers.
Sep 17, 2026
Wells Fargo Cuts S&P 500 Target, Warns of Late-Cycle Risk
Wells Fargo trimmed its year-end S&P 500 target to 7,700 from 7,950, downgrading tech and upgrading healthcare as AI capex worries and stretched valuations mount.
Sep 16, 2026
Eli Lilly Gets Buy Upgrade as Foundayo Demand Accelerates
Berenberg upgraded Eli Lilly to Buy with a $1,400 target, citing fast early adoption of its oral GLP-1 drug Foundayo and Citigroup's own bullish $1,600 target.
Sep 16, 2026
Oracle Stock Fell 4% Despite a $664 Billion AI Backlog
Oracle's cloud revenue grew 121% and its backlog hit $664 billion, but the stock still dropped nearly 4% as rising yields and AI jitters rattled the sector.
Sep 16, 2026
Oil Tops $107 on Saudi Pipeline Attack, Lifting Exxon and Chevron
Brent crude surged past $107 after a drone strike shut a key Saudi pipeline, extending 2026 gains for ExxonMobil and Chevron.
Sep 15, 2026
Nike Exits S&P 100 as BMO Sees Another 20% Downside to $30
Nike drops out of the S&P 100 after 18 years as BMO Capital initiates coverage with a bearish $30 price target ahead of October earnings.
Sep 15, 2026
CrowdStrike and Palo Alto Surge as AI Safety Fears Boost Security Stocks
CrowdStrike, Zscaler and Palo Alto Networks jumped double digits after AI leaders warned of risks -- but the rally is narrower than it looks.
Sep 15, 2026
Chewy Stock Slides 6% on Second Analyst Downgrade in Two Days
Chewy stock fell 6% Friday after JPMorgan cut its rating to Neutral, the second downgrade in two days. Both analysts praise execution but flag category-wide growth pressure.
Sep 14, 2026
Marvell's AI Chip Opportunity Is 5x Bigger Than It Admits: BofA
BofA's Vivek Arya says Marvell is underselling its AI chip opportunity, reiterating a $365 price target and calling the custom silicon market five times bigger than Marvell's own guidance implies.
Sep 14, 2026
AI Slowdown Warning From Amodei Rattles Chip Stocks Monday
Chip stocks from Intel to Nvidia sold off Monday after Anthropic's Dario Amodei called for slowing AI development, with Altman and Musk backing him. Here's what it means for chip investors.
Sep 14, 2026
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