Micron Technology, Inc. is downgraded from Buy to Hold after a 23% rally, as its valuation gap has closed. Key risk centers on the composition of $100B in long-term contracts—uncertainty remains whether these are heavily weighted to commoditized DRAM/NAND or high-margin HBM. Strong collateral ($22B in commitments) makes contract enforcement credible, but upside is capped and terminal value is less certain due to emerging Chinese competition.
Euro holds steady as US Dollar struggles for traction
Verizon has quietly staged one of the year's most surprising large-cap comebacks, but the real question is whether the stock's best days are still ahead or already priced in.
Rocket Lab sits deep in the red after a rocket test failure spooked investors, yet one top Wall Street analyst just doubled down with a target that implies the stock more than doubles from here.
Insmed is rated Strong Buy with a $175 target, offering ~39% upside from current levels. BRINSUPRI's rapid launch and raised peak sales guidance to $7B+ underpin INSM's commercial momentum and pipeline credibility. Management now estimates combined peak sales of $14B+ for its three lead drugs, up 75%, though some projections are not yet data-backed.
SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal.
ETSY, MNDY, SMTC and WK make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.
Capri Holdings expands consumer reach as Michael Kors and Jimmy Choo grow databases, generate major campaign impressions and lift client engagement.
NEM faces production challenges as lower output and higher costs pressure 2026 goals.
Corcept Therapeutics is evolving into a multi-engine growth platform, driven by expanding Cushing's and a rapid oncology ramp with Lifyorli. CORT delivered strong 2Q26 results: $256.1M revenue (+32% YoY), $47.6M Lifyorli launch, and maintained profitability despite elevated launch expenses. CATALYST and MOMENTUM studies reveal Cushing's is more prevalent than previously thought, structurally expanding the addressable market and supporting multi-billion-dollar revenue potential.
Cathie Wood says Bitcoin is breaking out against gold as the BTC-gold ratio reaches 18, even as BTC slips below $80,000 before the Fed.
For years, bonds were treated as the portfolio ballast that investors could rely on when stocks stumbled. That assumption took a beating after 2020.
TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) said it has filed and begun mailing a shareholder letter urging investors to vote only the BLUE proxy for the company's nominees ahead of a proxy contest with Eucalyptus Resources Opportunities Fund 1. The dissident group, led by Jon Christian Evensen and referred to by TNR as "Koala," is seeking to replace TNR's board.
Robinhood has selected OG.com as an infrastructure and clearing partner for its prediction markets business.
A seasoned analyst is straight-forward about the macro expansion: “No fantasy numbers. No random targets.
Quantum computing stocks are rallying this morning after the U.S. Commerce Department finalized CHIPS Act funding awards that hand the government minority, non-controlling equity stakes in each recipient.
The data center diversification and legacy business exits have driven ON's accelerated growth prospects beyond the mixed automotive/softer industrial demand. The new product launches, expanded customer wins, and accretive M&As underpin their growing data center opportunities of $115K per rack by 2030. ON's transformation is also evident from the accelerating FQ3'26 growth guidance, beyond the decent H1'26 numbers and trough FY2022-FY2025 metrics.
The U.S. government is taking minority equity stakes in D-Wave Quantum, Rigetti Computing, and Quantinuum with a combined $300 million CHIPS Act deal that funds the three companies to scale quantum-computing research.
Mama's Creations reported solid fiscal Q2 results. The acquisition of Bay Shore, and organic expansion, have driven top- and bottom-line growth for MAMA. I estimate MAMA stock to have a fair value of $15.8, leaving very little remaining upside in the valuation.
Alexander Blume said subdued funding rates and continued call selling suggest the rebound is not yet being driven by excessive speculation.
AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL | ORCL Price Prediction) reignited enthusiasm across GPU cloud peers.
United Natural Foods (UNFI) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to a loss of $0.11 per share a year ago.
Ryan Cohen is sitting on a war chest worth billions, and what he chooses to do with it before Tuesday's close could matter far more to GameStop investors than any revenue line in the quarterly report.
Ethereum co-founder Vitalik Buterin has publicly rejected a high-profile forecast that artificial intelligence will trigger a sharp collapse in Bitcoin.
The headlines may sensationalize, but it's hard to miss: Markets are under some pressure right now. While that has yet to impact all clients, it risks spreading to equities and stocks more broadly even in a strong earnings year.
Financial advisors are only getting started with alternatives. Cerulli Associates says the money flowing into these strategies through the advisor channel is nowhere close to peaking.
Institutional crypto demand is gaining traction as ETF flows, regulatory progress and stablecoin adoption boost FIGR, CHYM and PAY.
Bit2Me created Bit2Shield to help courts, police and financial institutions trace, seize, store and sell crypto linked to investigations and fraud cases. In 2025, Bit2Me processed €1.5 million, about $1.74 million, in seized cryptocurrency for Interpol, Europol and Spanish police using Chainalysis for tracing.
ABM Industries (ABM) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.82 per share a year ago.
Meta Platforms' NASDAQ: META primary revenue driver, digital advertising, is approaching a seismic shift in the industry's balance of power. The company's advertising revenue is projected to overtake Alphabet subsidiary Google's NASDAQ: GOOGL advertising sales for the first time ever in 2026.