Markets News

Micron’s Market Cap Could Soar Up To $3 Trillion By 2030 As AI Supercharges Memory Demand, Says New Street

NU Stock Hits Over 5-Month High In Largest Single-Day Gain Since 2022 – Susquehanna Points To $1B Profit Milestone

Tesla To Reportedly Unveil Design For ‘Flying’ Roadster This Month – Elon Musk Once Described It As ‘Crazier’ Than All James Bond Cars Combined

Cathie Wood's ARK Invest Buys $28M Of Nvidia Rival Cerebras Amid Earnings Selloff

Jim Chanos Warns CoreWeave's AI Moat Depends On Nvidia, Calls Neoclouds ‘Financial Conduits, Not Technology Companies’

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

Stifel Highlights This ‘Important’ Factor For Intuitive Machines Despite Q2 Earnings Miss – LUNR Stock Heads For Fourth Straight Session Of Gains SNDK Stock Primed For 5-Day Winning Streak – Wall Street Backs Margin Overhaul, Cash Return Strategy After Investor Day AMAT Stock Falls After Wall Street Split On Q3 Results — Morgan Stanley Says Earnings Were 'Good, But Not Great'AST SpaceMobile Gets FCC Nod To Test 800 MHz Satellite Connectivity – A Look At The Key Highlights

More Stories

Silver Lake’s Take-Private Plans For WDAY Could Reaccelerate Growth, Says Jefferies — Ives Doesn't See A 'SaaS Apocalypse'

Jefferies raised its price target on Workday to $205 from $140 while maintaining a ‘Hold’ rating.

Chamath Palihapitiya Sees Palantir As A Potential Winner In 3-Year Shift To Model-Agnostic AI

Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.

Dan Ives Says Hyperscaler Earnings, Neoclouds Like CRWV, NBIS Show AI Has Entered Monetization Phase: 'That Was The Validation Sign Investors Needed'

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

CAPR Stock Explodes Premarket: Cantor Flips Bullish, Sees 278% Upside On Deramiocel FDA Path

Cantor Fitzgerald upgraded Capricor to ‘Overweight’ from ‘Neutral’ and raised its price target to $28 from $3.50, just weeks after the firm slashed its price target to $3.50 from $62.

S&P 500, Nasdaq Futures Pause Near Record Highs: Why SPCX, AMAT, SNDK, CSCO, CAPR, SLS, ONDS Stocks Are In Focus

Retail sentiment on Stocktwits remained improved to ‘bullish’ on SPY and remained ‘bearish’ on QQQ.

SpaceX’s Nvidia Alliance Could Stretch From Earth To Orbit And Beyond GPUs, Investor Says

Larry Goldberg sees a deepening SpaceX-Nvidia AI alliance spanning orbital computing, data centers, and chipmaking.

Dan Niles Says Workday Deal Could Put A Floor Under Software Stocks – Palo Alto CEO Says AI Is No 'Existential Threat' To Cybersecurity

Dan Niles, founder of Niles Investment Management, said in a post on X on Thursday that Silver Lake’s potential acquisition of Workday would likely create a support for software stocks.

LULU Stock Stares At Worst Week Since June: Lululemon’s AI Chief Exits Before The New CEO Takes Over

Lululemon’s AI chief Ranju Das left the company, adding to leadership concerns before Heidi O’Neill takes over as CEO.

NIO Stock Climbs Overnight: UBS Rebuilds Stake To $97M, JPMorgan Slashes Holdings Again

The UBS purchase reversed a sharp Q1 decline, though its holdings remain far below their early-2025 peak.

Michael Burry Says His Short Load Is 'Maybe Even More Aggressive' Than 2020 — But ‘Memesville’ Leader CoreWeave Is Off Limits

Burry believes CoreWeave’s limited float, retail popularity, and short-squeeze potential make it too dangerous to bet against.

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