Palantir just posted one of the strongest quarters in its history as a public company. Wall Street‘s reaction was split. The stock fell. And one analyst said he had never seen anything quite like it at this scale. That analyst was Rosenblatt Securities’ John McPeake. And he responded by raising his price target. Rosenblatt raises
Bond traders are rapidly reshaping their outlook on U.S. monetary policy, increasing bets that the Federal Reservecould raise interest rates before cutting them as persistent inflation risks and geopolitical tensions upend dovish expectations. Bloomberg reported that swaps linked to central bank rate decisions are currently pricing more than a 50% chance that the Fed raises
Duolingo stock fell 6% after disappointing guidance, adding to a staggering 77% drawdown over the past year. What used to look like a clean growth story is now shifting into something more uncertain, where rising engagement is no longer enough to carry the narrative. Management is leaning into product investment, especially AI, but that comes
Analog semiconductors have been on a tear. Large-cap players in the space are up 17% over the past two weeks, outpacing the broader SOX index by a wide margin. And Allegro Microsystems has run even harder than that. That is exactly what has Morgan Stanley sounding a note of caution heading into the company’s upcoming
Jim Cramer has a habit of cutting through the noise and pointing at something most investors are overlooking. On May 4, he did it again. In a X post, the “Mad Money” host wrote: “Oracle and SanDisk have become the tells of this market.” That’s a bold claim. But when you look at what these
Goldman Sachs doesn’t think the bull market is over. At the same time, though, the bank’s analysts feel it’s imperative not to ignore the risk either. According to Seeking Alpha reporting, after a spirited rally in tech stocks and a massive month for the Nasdaq 100, Goldman strategist Tony Pasquariello says the market’s near-term setup
Few stocks have captured the Artificial Intelligence (AI) moment quite like Advanced Micro Devices. Advanced Micro Devices, Inc. (AMD) has climbed 59% year to date, and the one year return stands at 245%, according to Yahoo Finance. Those numbers reflect a market that has decided AMD is no longer a distant second in the AI
A new analysis from Citi Wealth’s Investment Lab challenges one of investing’s most ingrained habits: waiting for a pullback before putting money to work. Drawing from six-and-a-half decades of data dating back to 1960, the findings paint a picture most casual investors would find counterintuitive, and the implications could reshape how you think about deploying
Ryan Cohen once promised investors he would make an acquisition that would either be “genius or totally, totally foolish.” On Sunday evening, the world found out what he had in mind. GameStop just made a $55.5 billion unsolicited bid to buy eBay. And nothing about it is small. What GameStop is proposing GameStop submitted a
Reddit CEO Steve Huffman had a message for the AI giants on the company’s first-quarter 2026 earnings call. And it wasn’t subtle. “There is no artificial intelligence without actual intelligence. And that comes from Reddit,” Huffman said. That single line landed like a warning shot, aimed squarely at Google and OpenAI, two of Reddit’s (RDDT)