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Netflix shares jumped over 5% following Bill Ackman's Pershing Square disclosing a new stake. Despite recent price pullbacks and near-term growth moderation, strong operating leverage, doubling adver…
Palantir's stock surged 14% after strong Q2 earnings, driven by reaccelerated US Commercial demand and raised guidance. Analysts view its valuation as attractively cheap relative to historical multip…
A rotation trade is driving a sell-off in second-tier AI chip stocks like AMD, Intel, and ARM, as investors consolidate exposure into the sector's leaders, NVIDIA and Broadcom. This is a valuation re…
Tech stocks have corrected ~11% from June peaks, the shallowest of recent pullbacks. Valuations have reset with forward P/E dropping to 22x from 32x, while earnings estimates keep rising, suggesting …