Articles
Daily market commentary and analysis.
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
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