Stock Market & Financial News
Fed won't hike but hold, Warsh may have started too hawkish, and U.S. policy is driving sovereign gold demand – Natixis' Christopher Hodge
Inflation will be the Fed's principal preoccupation for the balance of 2026, but that doesn't mean monetary policy will move an inch, while U.S. sanctions and trade policies continue to stoke sovereign demand for gold, according to Christopher Hodge, Head Economist for the U.S. at Natixis.
AAAU Aehr Test Systems: The Earnings Reset Is Bigger Than The Rally
I am initiating Aehr Test Systems, Inc. with a Buy rating and a $144 price target, implying 50% upside from $96. The biggest driver is AI burn-in, where the $41 million hyperscale customer order supports my view that AEHR's Sonoma platform is moving from validation into real production demand. I have estimated about $1.0 in incremental EPS contribution, and using a 144x forward non-GAAP P/E multiple gives me a $144 price target, representing about 50% upside.
AEHR Strategy CEO affirms commitment to Bitcoin despite debt concerns
Strategy Inc.'s unwavering Bitcoin commitment highlights potential market volatility and financial strategy risks amid fluctuating cryptocurrency values. Strategy CEO affirms commitment to Bitcoin despite debt concerns.
Strategy CEO says company isn't going anywhere as bitcoin buyer, sees debt concerns only below $10,000 BTC
Strategy would begin considering risks associated with its debt only if bitcoin falls to around $8,000-$10,000, CEO Phong Le said.
CoreWeave's stock suffers another long losing streak. Here's what's driving the selling.
Higher interest rates may be a problem for the AI-native cloud provider given its “unusually high exposure to debt financing,” one analyst says.
CRWV 
United Airlines gets hit by a $6 billion added-fuel-cost headwind
Investors zero in on United's potentially fatter jet-fuel bill — the airline said it expects nearly $6 billion in additional fuel expenses for the year.
UAL 
EverQuote: The Market Is Pricing In A Hard Normalization
EverQuote is rated Buy, trading at ~12x 2026 earnings and ~6x EBITDA despite 20%+ revenue and 30%+ EBITDA growth outlook. Carrier demand, referral pricing, and operating leverage are offsetting normalization in consumer insurance shopping activity, supporting continued growth. EVER's valuation is modest compared to slower-growing digital marketplaces, with forward revenue and EBITDA growth far outpacing Cars.com and Yelp.
EVER 
Market Close: Stocks Higher, Apple Hits Record; United Warns on Jet Fuel • 7/15/26
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.
AAPL 
Dogecoin whales turn bullish, but short squeeze may not end the downtrend
Whales have been going long on Dogecoin even as retail remained short, a sentiment divergence that could have a say in price trends.
Fractyl Health, Inc. (GUTS) Discusses 1-Year REMAIN-1 Data Demonstrating Durable Weight Maintenance After GLP-1 Discontinuation Transcript
Fractyl Health, Inc. (GUTS) Discusses 1-Year REMAIN-1 Data Demonstrating Durable Weight Maintenance After GLP-1 Discontinuation Transcript
GUTS 
Warren Buffett excludes Gates Foundation from his annual donations of Berkshire stock
The 95-year-old investor redirected nearly $6 billion in Berkshire Hathaway stock to his children's foundations after cutting Gates Foundation ties.
BRK-A 
Wipro Limited (WIT) Shareholder/Analyst Call Transcript
Wipro Limited (WIT) Shareholder/Analyst Call Transcript
WIT 
Sweetgreen, Chipotle And More Stocks Fall During Cyclospora Outbreak
Cyclospora is a microscopic parasite that causes cyclosporiasis, an intestinal illness primarily associated with watery diarrhea, fatigue and loss of appetite, according to the Centers for Disease Control and Prevention. The illness is not usually spread person-to-person, but can spread when people consume food contaminated with the parasite.
SG 
Hardware Bears Are Wrong and That's Why I Keep Buying Apple on Repeat
I keep clicking buy on Apple (NASDAQ:AAPL | AAPL Price Prediction), and the hardware bears keep giving me reasons to do it again.
AAPL 
Cohort plc (COHTF) Q4 2026 Earnings Call Transcript
Cohort plc (COHTF) Q4 2026 Earnings Call Transcript
COHTF 
BlackRock CEO Weighs In on Bitcoin Price Action
BlackRock CEO Larry Fink says he is no longer concerned about excessive leverage in the Bitcoin market.
J.B. Hunt Reports Higher Profit As Revenue Grows Across Most Segments
The logistics company reported a profit of $181 million, with its largest business segment reporting a 22% increase in revenue and a 10% increase in volume.
JBHT 
Is IBM stock a buy after its historic 25% single-day crash? Here is what analysts say
IBM shares extended their sharp decline on Wednesday after suffering one of the biggest one-day selloffs in the company's history, with analysts warning that changing corporate technology spending priorities could continue to weigh on the stock despite its long-term artificial intelligence ambitions. The shares fell more than 2.7% on Wednesday, adding to Tuesday's 25% plunge that wiped out between $67 billion and $70 billion in market value.
IBM 
Why Retirees Are Quietly Moving From SCHD to These Two International Dividend ETFs Paying More Yield
I have a soft spot for the Schwab U.S. Dividend Equity ETF (SCHD).
SCHD 
Goldman Sachs Stock Is Starting To Look Frothy
Goldman Sachs delivered extraordinary Q2 results, with revenues up 39% YoY and broad-based segment strength. Global Banking & Markets segment surged, led by equities trading (+72% YoY) and equity underwriting (+130% YoY), fueled by market volatility and an AI-driven IPO boom. Asset & Wealth Management saw $230B net inflows and strong alternatives fundraising, positioning Goldman Sachs as a rising force in the space.
GS 
Tesla driver in fatal Texas crash pressed accelerator 100%, NTSB confirms
The National Transportation Safety Board (NTSB) said Wednesday that the driver of a Tesla who crashed into a house in June had pressed the accelerator pedal to 100%, overriding the company's Full Self-Driving (Supervised) software.
TSLA 
Circle adds $250M liquidity to Solana, boosting DeFi potential
The liquidity boost on Solana may enhance its DeFi ecosystem, attract institutional interest, and influence its competitive positioning. Circle adds $250M liquidity to Solana, boosting DeFi potential.
Why HF Sinclair Stock Might be a Great Pick
DINO has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
DINO 
United Airlines Lifts Outlook as Higher Fares Blunt Turbulent Fuel Prices
The carrier said that adjusted earnings should hit $9 to $11 a share in 2026, lifting the low-end of its previous target by $2 a share.
UAL 
Celo ranks first in 30-day tokenholder growth among L1 and L2 chains
Celo's growth highlights the potential for blockchain adoption in emerging markets, emphasizing user acquisition strategies and tokenomics evolution. Celo ranks first in 30-day tokenholder growth among L1 and L2 chains.
The Cheapest S&P 500 ETF Was Just Picked for Trump Accounts and $30 Billion Followed
The SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM) has quietly become one of the largest low-cost vehicles for owning the U.S.
SPYM 
Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy
Applied Materials (NASDAQ: AMAT | AMAT Price Prediction) and KLA (NASDAQ: KLAC) both closed strong quarters tied to AI infrastructure buildout.
KLAC 
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) Q2 2026 Earnings Call Transcript
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) Q2 2026 Earnings Call Transcript
PAC 
Target traffic trends improve as merchandising reset gains momentum, says Jefferies
Target Corp (NYSE:TGT) is seeing encouraging signs that its merchandising overhaul is helping attract shoppers, prompting Jefferies to modestly raise its second-quarter forecasts ahead of the retailer's earnings. Jefferies wrote that Target's expanded product assortment, category refreshes and exclusive partnerships are increasingly becoming meaningful traffic drivers.
TGT 
Stanford study says 5-minute Bitcoin prediction markets enable settlement manipulation
Researchers found that Polymarket's five-minute Bitcoin prediction markets create incentives to manipulate spot prices around contract settlement, proposing longer settlement windows as a potential fix.
