Moderna (MRNA) has been struggling to shake one label for years: Covid winner. That label helped to make the company famous, but it also became a problem for the stock when pandemic demand dropped and investors questioned whether Moderna could develop a stable business beyond one historic product cycle. Now the corporation may have a
CrowdStrike (CRWD) and Amazon Web Services are racing to close a security gap that most enterprises do not yet know they have. Companies are deploying AI agents into production faster than their security teams can monitor what those agents actually do once live. That mismatch, not the partnership announcement itself, is the real story. The
I spent some time digging through Morgan Stanley’s recap of its first-ever National Security Innovation Summit in a note shared with me at TheStreet. What struck me wasn’t any single data point but the sense that an entire industry is quietly being rebuilt from the ground up. And most retail investors have no idea it’s
While many travel agencies that found specific niches continue to serve their market and run successful businesses in 2026, it is also not the easiest industry to be in given the current combination of lower consumer sentiment and the ease with which most can book their flight tickets and hotels on their own online. Travel
Every month, Bank of America surveys some of the world’s largest institutional investors to build a picture of how professional money managers see the global economy. The latest edition of that survey landed with a specific number that stood out: Equity allocations had jumped to 50% overweight from 13% the prior month, the steepest single-month
When Oppenheimer set its year-end S&P 500 target at 8,100 in December, the index was sitting at 6,870, and the number was the highest target on Wall Street, implying 18% upside at a moment when many strategists were cautioning about stretched valuations and a concentrated rally. Six months later, that call has not been walked
If you have a Roku device at home, and statistically, there’s a good chance you do, your TV’s home screen may soon have a new owner. Fox Corporationannounced June 15 that it has reached a deal to buy Roku for $160 per share. That values the company at roughly $22 billion. The deal is expected
The last time Nvidia (NVDA) went to the investment-grade bond market was 2021, when the company generated about $27 billion in annual revenue and AI had not yet become the defining story of the technology sector. On June 15, the company returned, and the response from investors made the five-year absence feel like a long
Three days after Anthropic launched Fable 5, billing it as the most capable model in the company’s history, the model was gone. Not restricted in one country or for one type of user, but pulled from public access entirely, worldwide. The trigger, according to the Wall Street Journal, traces back to a phone call from
Wall Street routinely punishes companies for doing exactly what they are supposed to do: build for the long term. Adobe just learned that lesson the hard way, watching its shares slide even as it broke financial records. Adobe (ADBE) posted record revenue of $6.62 billion in its second fiscal quarter of 2026, beating analyst expectations