Arm ARM stock prediction: $412 bull case vs $158 bear case
The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the mistake matters if you are trying…
Intel INTC stock prediction: $148 bull case vs $62 bear case
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s own Form 10-Q for the quarter…
CXMT’s 466% debut hit Micron and SK Hynix — its…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on…
T-Mobile’s CEO just dismantled SpaceX and Starlink’s big goal
SpaceX‘s first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a…
Wells Fargo sends strong signal on Dick’s Sporting Goods
Dick’s Sporting Goods stock (DKS) got a fresh vote of confidence from Wall Street this week, and the timing is unusual. The upgrade landed just two weeks before the company…
Berkshire’s record cash pile sparks growing pressure
Greg Abel took over as Berkshire Hathaway’s chief executive on January 1, 2026, inheriting a cash position unlike anything in the conglomerate’s six-decade history. Berkshire’s cash and short-term Treasury holdings…
A $9.1 billion AI deal just changed this Bitcoin miner’s story
Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal…
Scott Bessent’s Hormuz declaration puts Chevron at the center
About 20 million barrels of petroleum liquids pass through the Strait of Hormuz every day. That is roughly 20% of global oil consumption moving through a waterway just 21 miles…
Applied Digital $APLD Stock Prediction: $68 Bull Case vs…
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong. At $28.95 a share on 11…
IREN Stock Prediction: $84 Bull Case vs $22 Bear Case
IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most important number in the file. In the…