markets

Meta Stock: 'Bulls Are Frustrated' But Analyst Sees Big Potential For AI Business Push

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Microsoft’s stock is suffering a historic June rout as investors balk at heavy spending

Those who owned Microsoft’s stock for the free-cash-flow profile now “are being asked to underwrite a capital-intensity cycle,” says an analyst.

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Apple’s MacBooks and iPads are getting more expensive as the memory crunch deepens

Apple increased prices on select MacBooks and iPads Thursday morning on the heels of a blowout Micron earnings report.

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Micron has suddenly become one of the world’s most important stocks

“It is hard to overstate how significant last night’s earnings were,” a Mizuho managing director said.

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Can Qualcomm actually compete with Nvidia? Inside its bold data-center gamble.

Qualcomm is chasing a massive $40 billion transformation. Meta is already buying in.

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Why Palantir’s stock is having its worst month in years — even in the midst of an AI boom

Down over 30% since the beginning of June, shares of Palantir just hit a new 52-week low

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Japanese stocks are on fire. Here’s what’s driving the hot streak.

Japanese equities have hit all-time highs at a pace not seen since 1989.

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SpaceX FOMO is officially over. Space stocks across the board are getting punished.

Investors seem to be having second thoughts about the lofty valuations in the sector, an analyst said.

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Apple’s price hikes suggest inflation won’t slow quickly, even as gas gets cheaper

Gas is getting cheaper, but Apple raising prices probably tells us more about the persistence of inflation.

MarketWatch

Analyst Report: Leidos Holdings Inc

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Analyst Report: United Airlines Holdings Inc

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Amateur investors are changing how the stock market works. That’s creating opportunities for those who know where to look.

The rise of the retail investor is making the market less efficient — and AI is compounding the problem, according to a quant at Goldman Sachs.

MarketWatch

‘We need to save Wendy’s’: How a perfect storm of conditions created the latest meme stock frenzy

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HIVE Board Member Sells Nearly $1 Million Of Company Stock

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What Rising Structural Inflation Means for Your Bond Portfolio

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Bitcoin Faces Record $10.6B Options Expiry as Bitfinex Warns 'Max Pain' Is a Distraction

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Mark Cuban Says The Real Issue Isn’t Elon Musk Becoming A Trillionaire While Others Can’t Pay Bills — CEOs Should ‘Give Stock To Everybody’

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Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead

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