Stock Market & Financial News
Are Quantum Computing Stocks Due for a Rebound? This Wall Street Bull Thinks So
Could quantum computing stocks be due for a rebound?
Not All AI Stocks Are Falling These Days. Micron Is Rising on Strong Earnings
Worries about an AI bubble have weighed on the tech sector lately. Micron is still riding the AI boom higher.
Vital Farms: Near-Term Hiccups, Long-Term Potential
Vital Farms, Inc. maintains robust growth, leveraging ethical branding and supply chain advantages to deliver strong sales and margin expansion. VITL's 2025 guidance remains solid despite temporary ERP disruptions, with ambitious 2030 targets of $2 billion in sales and 15–17% EBITDA margins. VITL shares currently trade at about 20x earnings (ex-cash), with resilient fundamentals and a strong net cash position supporting further upside.
BP Appoints Meg O'Neill CEO
BP named former Woodside Energy CEO Meg O'Neill as its next CEO, succeeding Murray Auchincloss.
Coinbase adds prediction markets and stock trading in push to be one-stop trading app
Coinbase is expanding into stocks, more sophisticated trading tools, and prediction markets, positioning outcome trading as part of a broader “single app” brokerage play. The company is also rolling out a tokenization roadmap to lay the groundwork for bringing more traditional assets on-chain, including equities.
The Oscars Shift to YouTube-Only Streaming Starting in 2029
After nearly a century on traditional television, the Academy Awards are stepping into a new era.
Pentagon awards Humana a $7.3 billion health care deal
The U.S. Defense Department on Wednesday said it was exercising an option to award Humana a $7.3 billion deal for health care and administrative support services.
Roblox: Misunderstood Story (Rating Upgrade)
Roblox delivered explosive engagement and bookings growth, yet the stock has plunged nearly 50% from recent highs. RBLX's GAAP losses obscure strong cash flow generation, as bookings surged 70% to $1.92 billion in Q3'25 and free cash flow is set to top $1.15 billion in 2025. The market fears rising developer fees and margin compression due to how accounting requires the reporting of GAAP profits.
Post 35% Surge, Analysts Eye More Upside in Copper Giant Freeport
After taking a big-time tumble in September, copper mining giant Freeport McMoRan NYSE: FCX has regained its footing, and then some. On Sept. 24, shares dropped nearly 17% as the company significantly reduced its guidance in light of a disaster at its Indonesian mine.
Nvidia Stock: An Early Christmas Gift For Investors (Rating Upgrade)
Nvidia Corporation is upgraded to a strong buy as fundamentals strengthen and valuation contracts. NVDA's Q3 results show reaccelerating revenue growth, robust data center demand, and continued leadership in AI compute. Q4 guidance implies further NVDA top-line acceleration, gross margin expansion to 75%, and strong operating efficiency as well.
Amazon Reorganization Combines AI, Silicon and Quantum Computing
Amazon has formed a new organization that will bring together its artificial intelligence (AI) models, silicon development and quantum computing.
The Williams Companies: Overlooked Midstream Champion
The Williams Companies is rated a Buy for its highly reliable, fee-based revenue model and dominant US midstream position. WMB's aggressive expansion into non-regulated pipelines targets data center-driven demand, supporting high single-digit growth in top and bottom lines. Dividend growth is steady but restrained; a more aggressive payout or buyback could justify a Strong Buy, but current premium valuation tempers upside.
Geely Auto: Progress Goes Unrewarded As Investors Fret Over The Health Of China's Market
Geely Auto (GELYF) has been outpacing a slowing Chinese auto market, delivering 42% YTD unit sales growth versus the sector's 11.5% and climbing to over 11% share. GELYF's margin expansion persists despite 12% ASP declines, with Q3 gross margin at 16.6% and operating margin at 4.1%. Export growth is a key 2026–2027 catalyst, with management targeting 50%+ export revenue growth and 1M units exported by 2027.
Why a SpaceX IPO Could Be a Major Catalyst for GOOGL Stock
One of the more intriguing headlines to surface recently is the growing expectation that SpaceX, Elon Musk's space and satellite juggernaut, could pursue an IPO as early as 2026. Rumors suggest a potential valuation of $1.5 trillion, which would make it the largest public offering in history.
Micron forecasts surging revenue as computer memory demand for AI remains high
Micron Technology reported fiscal first-quarter results that beat Wall Street expectations for sales and earnings per share. Micron shares rose in extended trading.
Nektar Therapeutics: Alopecia Update And A Look At The Road Ahead For Rezpeg
Nektar Therapeutics's results from REZOLVE-AA, a trial of rezpegaldesleukin in alopecia areata, have failed to stimulate a rally in the stock. Even with concerns about statistical significance in the trial results, the drug does look to have activity in alopecia areata. Further data is coming from the atopic dermatitis study, REZOLVE-AD in Q1 '26, and from REZOLVE-AA in early Q2'26, meaning there are catalysts ahead for NKTR.
Netflix to launch FIFA World Cup video game
Netflix is set to release a FIFA soccer simulation game exclusively on its gaming platform in summer 2026, timed to coincide with the World Cup, the streaming giant said Wednesday.
Micron blows past expectations, and the stock is climbing
Micron has been a victim of souring AI sentiment lately, but its upbeat outlook has Wall Street now feeling better about the path forward.
Micron shares jump after strong Q1 earnings, robust outlook
Micron Technology Inc (NASDAQ:MU) on Wednesday posted stronger-than-expected fiscal first-quarter results and forecast robust growth for the next quarter, sending shares up 5.4% in after-hours trading. The memory chip maker reported revenue of $13.64 billion for Q1'26, beating analysts' estimates of $12.95 billion.
Micron Technology First-Quarter Sales Jump 57%, Led By Memory Growth
The memory-chip maker posted a quarterly profit of $5.24 billion, up from $1.87 billion a year earlier.
Hut 8 Corp. (HUT) Discusses AI Infrastructure Partnership and Major Data Center Lease with Anthropic and Fluidstack Transcript
Hut 8 Corp. (HUT) Discusses AI Infrastructure Partnership and Major Data Center Lease with Anthropic and Fluidstack Transcript
4 Corporate Bond Options as Credit Spreads Tighten
More rate cuts are forecasted for 2026, which could bring further tightening in credit spreads for fixed income investors pondering whether they should opt for corporate bond options for added yield in lieu of or alongside Treasuries exposure.
Oracle ETFs Face Market Test Amid Data Center Volatility
Leveraged Oracle ETFs faced an early test of volatility Wednesday as news of stalled data center funding talks sent Oracle Corp. (ORCL) shares down 4.8% midday. That triggered sharp moves in both the bull and bear products launched less than a month ago.
What to know about bidding war between Netflix and Paramount for Warner Bros.
Warner Bros. is telling shareholders of the company that it believes a $72 billion buyout offer from Netflix is superior, and to reject a hostile takeover bid from Paramount Skydance.
Delta president Glen Hauenstein, who helped turn airline into industry profit leader, to retire in February
Delta's president, Glen Hauenstein, who helped make Delta into the industry's profit leader, is retiring on Feb. 28 after 20 years. Hauenstein championed Delta's international expansion and push into high-end products.
Sea: Priced For Deterioration That Hasn't Arrived
Sea Limited offers a compelling long-term Buy opportunity after a major price correction, with current valuation discounting significant deterioration. Shopee's e-commerce segment shows robust ~35% revenue growth and positive adjusted EBITDA, but faces intense competition and limited near-term margin expansion. Digital financial services deliver ~61% YoY growth and high ~87% gross margins, yet future net margin gains are capped by credit and regulatory risks.
Quantum Leap in 2026? IONQ & RGTI in the Lead, QUBT Lags
IONQ's 99.99% fidelity milestone, plus federal funding and easier policy, set the stage for a potential quantum leap in 2026.
3 AI Stocks Showing Strong Momentum Heading Into 2026
AMZN stands out as a momentum pick under Richard Driehaus' "buy high, sell higher" strategy, riding strong price trends and the AI-driven growth wave.
Micron's Persistent DRAM Demand
Kim Forrest, CIO of Bokeh Capital Partners, says she expects a strong near-term outlook for Micron as demand for its DRAM products remains robust. She discusses the company's momentum with Caroline Hyde on “Bloomberg Tech.
LVMH CEO Bernard Arnault receives leadership award at Yale CEO Summit
CNBC's Sara Eisen talks with Bernard Arnault, chairman and CEO of LVMH, at the Yale CEO Summit in New York City. Arnault is the recipient of the Yale Legend in Leadership award.
