The stock market has been rallying hard. Earnings have been strong. Investor confidence has surged. On the surface, it looks like a textbook risk-on environment. Goldman Sachs agrees with that read. And it thinks that’s exactly why investors should pay close attention to what it’s seeing right now. The bank published a note on May
Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the S&P 500 so much
Oracle’s stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking disconnects on
There’s a version of Cisco (CSCO) that Wall Street wrote off years ago — a legacy networking giant stuck in the slow lane while flashier AI names grabbed all the attention. That story is getting harder to tell lately. The 41-year-old multinational technology conglomerate headquartered in California just reported record quarterly revenue of $15.8 billion,
Ondas (ONDS) jumped 13% immediately following earnings as investors embraced a thesis far more specific than broad defense enthusiasm. Management views AI-powered autonomous warfare as a permanent shift that will come to warfare. As Ryan Hartman, CEO of Ondas’s subsidiary, World View, said: “Mission autonomy lives at the intelligence layer. It’s the ability to perceive
Alibaba’s latest earnings report gave investors two very different numbers to digest, and the market appeared more interested in the one tied to artificial intelligence. The Chinese e-commerce and cloud giant reported revenue of RMB243.38 billion, or $35.28 billion, for the quarter ended March 31, 2026, up 3% from a year earlier. Alibaba said revenue
Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, stunning. Revenue of $399 million represented
Having $1 million in assets once meant you could stop worrying about money entirely and live comfortably for the rest of your life. That version of the American millionaire has quietly disappeared, replaced by a more complicated financial portrait that affects how you measure your own progress toward security. The United States is home to
For years, Wall Street evaluated companies through a familiar set of lenses: revenue growth, earnings performance, and market share expansion. Balance sheet management was a back-office function. Treasury strategy was something CFOs handled quietly while investors focused on growth multiples. That framework is shifting. And the companies that understand the new rules first may have
Verizon has recently faced growing challenges in retaining customers as competition in the wireless market intensifies. The carrier has lost more than 2.25 million customers over the past three years and has continued to adjust its phone plans, including a recent change that could prompt consumers to look elsewhere for service. In 2025, Verizon made