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Meta's new Muse AI agent surged to No. 3 in the US App Store, prompting a JPMorgan upgrade to Overweight with an $820 price target. However, Wall Street remains divided over monetization timelines, i…
The S&P 500 continues a historic 329-session streak of rising 200-day moving averages. However, Deutsche Bank and HSBC warn that the market faces mounting vulnerabilities from stagflation, rising lev…
The S&P 500 faces historical headwinds entering the post-Labor Day session, having declined on Tuesday following the holiday for nine consecutive years. While historical seasonality highlights downsi…
Nvidia reported stellar Q2 results, beating revenue and guidance expectations significantly, driven by explosive data center growth. Analysts raised price targets, citing immense AI demand and the po…
Cathie Wood’s Ark funds bought $53 million in Nvidia (NVDA) stock after a post-earnings dip, reinforcing her bullish stance on AI. Despite recent volatility and outflows, major analysts raised NVDA p…
Apple (AAPL) has raised prices for its Apple TV+ streaming service and Apple One bundle, signaling a strategy to increase high-margin services revenue.
NVIDIA reported strong Q2 results and guidance, confirming robust AI demand broadening beyond major tech giants. Despite this, the stock dipped as high expectations were already priced in, leading an…
Nvidia reported record revenue and provided strong long-term guidance, but shares dipped as the pace of growth is expected to decelerate in the near term.
Cantor Fitzgerald's C.J. Muse expects Nvidia (NVDA) to deliver a "monster beat" in its upcoming earnings report. He highlights three potential catalysts CEO Jensen Huang may address: 2027 data-center…
Wall Street expects Nvidia to report significant earnings growth, but the stock's reaction will hinge on future revenue guidance. Investors are also scrutinizing Nvidia's substantial $30+ billion inv…
Wall Street finished mixed as tech stocks slumped ahead of NVIDIA's fiscal Q2 earnings report. Investors rotated capital away from high-valuation growth names into defensive dividend-growth stocks am…
AMD posted record revenue and significant data center growth, validated by an Anthropic win. However, NVIDIA's vastly larger scale, higher margins, and monumental Blackwell-Rubin pipeline ($1T) confi…
Hyperscalers like Meta and Alphabet are aggressively raising AI capital expenditure forecasts, with spending expected to exceed operating cash flow through 2028. While investors reacted negatively to…