One Analyst Says Amazon Could Surge 50% — Here’s Why He’s Not Wrong
Everyone's worried about Amazon's AI spending bill. BNP Paribas analyst Nick Jones thinks they're reading the balance sheet upside down.
Amazon is on track to spend roughly $200 billion this year on AI capital expenditures — making it potentially the biggest spender in all of Big Tech. The conventional take? That's terrifying. Massive data centers, long depreciation timelines, uncertain returns. Investors have been punishing the stock on those fears.
Jones sees it differently. His argument: the spending isn't reckless — it's necessary ...
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Intel Just Signed Up for Elon Musk’s Trillion-Dollar Chip Moonshot
Of all the places Intel ($INTC) might look to rebuild relevance in the AI chip race, nobody saw this coming: teaming up with Elon Musk on a semiconductor manufacturing project so large it makes TSMC look like a starter kit.
Intel has become the first major chip maker to join Terafab, a joint venture led by Tesla and SpaceX with an audacious stated goal: manufacture 1 terawatt of computing capacity per year. For context, that's roughly twice what the entire United ...
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Markets Explode Higher as US-Iran Ceasefire Ends Weeks of Fear
If you went to bed last night convinced the market was broken, this morning had a surprise waiting for you. The U.S. and Iran announced a two-week ceasefire less than two hours before Trump's deadline — and Wall Street lit up like it hadn't in months.
Dow futures jumped over 1,200 points pre-market. S&P 500 futures gained 2.7%. The Nasdaq surged 3.5%. Small caps? Up nearly 4%. Meanwhile, the CBOE Volatility Index (VIX) cratered 5.5 points to 20.94 — its lowest ...
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Wall Street’s Crystal Ball: Which Stocks Are Actually Worth Your Money in 2026
So you want to know which stocks Wall Street thinks are worth buying in 2026? Well, buckle up—because the data just dropped, and it's actually pretty interesting. Here's the deal: analysts are feeling pretty optimistic right now. According to FactSet's analysis of nearly 12,700 U.S. stocks, a whopping 57.5% have Buy ratings—the highest we've seen since February 2022. That's above the five-year average of 55.5%, which basically means Wall Street is in a good mood. But before you go all-in on every ...
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Broadcom’s Big AI Moment: When the Chip Underdog Gets the Call
Remember when everyone thought Broadcom was yesterday's news? Well, plot twist: the chip maker just scored the kind of partnerships that make Wall Street sit up and pay attention. On Tuesday, Broadcom's stock jumped 4%—not earth-shattering, but meaningful when you're down 7% year-to-date and fighting for relevance in the AI arms race. The reason? Two major deals that basically say: "Yeah, we're still in the game." Here's what went down: Broadcom inked a long-term agreement with Google to develop custom Tensor Processing ...
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The Easter Egg Hunt Nobody Talks About: Why Small-Cap Stocks Are Where the Real Money Hides
Remember when Blockbuster laughed Netflix out of the room? That $50 million rejection turned into a $2.87 million return on a $5,000 investment. Not bad for a company they thought was a joke. Here's the thing: that wasn't just a missed opportunity. It was a masterclass in how the stock market actually works. The financial world isn't one big playing field—it's a series of Easter egg hunts. Some are packed with thousands of competitors scrambling over each other. Others? Practically empty. And ...
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The IPO Game Just Got a Turbo Boost – And You Need to Know Why
Here's the thing about mega-IPOs: they're about to get *really* mega. We're talking $3.5 trillion in potential market value hitting public markets in the next few months. A rocket company. Multiple AI titans. A defense-tech unicorn. All lining up to go public at valuations that would've seemed insane five years ago. But here's what actually matters: Nasdaq just changed the rules in a way that could make the whole thing explode faster than anyone expected. On March 30, Nasdaq rolled out a ...
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Health Insurers Just Got the News They’ve Been Begging For
Health insurance stocks are rallying Tuesday after the federal government handed them a Medicare Advantage rate increase that's better than expected — and just good enough to save a sector that's been bleeding for months. The Centers for Medicare & Medicaid Services finalized a 2.48% rate hike for 2027, up from the initial proposal and enough to stabilize earnings for companies that had been bracing for disaster. UnitedHealth Group surged more than 10% on the news. Humana, Elevance, and CVS all ...
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