AMD Earnings: Bullish to $544, Bearish to $425
The most dangerous assumption heading into AMD earnings tonight is that a beat means the stock goes up. The record says otherwise: Advanced Micro Devices has topped EPS estimates in…
Reddit RDDT stock: $275 bull vs $143 bear after 21% crash
Reddit (RDDT) just produced the widest post-earnings split on Wall Street this season: within two trading days of the stock’s worst drop since its IPO, Wells Fargo cut its target…
Yen intervention: US, Japan spend ¥13.8tn; 150 vs 164 next
The most revealing detail of the first joint US-Japan yen-buying operation since 1998 is not the size — it is the funding. The US Treasury bought yen by selling euros,…
BofA’s $1.18T cloud forecast puts 3 chip stocks in focus
Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence…
Another travel company will liquidate, all trips canceled
Multiple travel agencies in the United Kingdom, including some that have been pillars of their communities for decades, have had to shut down shop over a snowballing effect of challenges…
Mark Zuckerberg sends a strong message to Meta stock investors
Every earnings season has a moment where a CEO says something that cuts through the noise. Not a guidance range or a revenue beat. Something that reframes how investors are…
Tourist destination just scrapped visas for most travelers
Sitting along the southeastern coast of the Arab Peninsula and sharing borders with the UAE, Yemen and Saudi Arabia, the Middle Eastern nation of Oman offers natural wonders like the…
Mercury Systems just handed Palantir the keys to its factories
Mercury Systems and Palantir Technologies just agreed to automate the exact process that once nearly cost Mercury its credibility with the Pentagon. Three years ago, the Andover, Massachusetts, defense electronics…
Jake Paul W IPO: $1bn bull case, $150m reality, 0 filings
Start with the number that settles the rumour: zero. That is how many registration statements exist for W, Jake Paul’s men’s personal-care brand, in the SEC’s EDGAR full-text database as…
Vertiv VRT stock prediction: $375 bull vs $180 bear
The market has decided the artificial-intelligence infrastructure trade is exhausted — Vertiv (NYSE: VRT) has fallen roughly 36% from its May peak of $376.23 to $241.57 as of the July…