Quick Read - Amazon crossed $3 trillion in market cap and Microsoft's Azure topped $100 billion in annual sales as both stocks surged 5% Monday. - Google Cloud grew 82% and Alphabet raised capex to $205B; Oracle's cloud infrastructure jumped 93% yet ORCL remains down 28% YTD. -...</strong
Quick Read - AWS reaccelerated to 37% growth, its fastest pace in 18 quarters, which supports our BUY on AMZN with a $432.91 target implying 59% upside. - MSFT Azure grew 43% and GOOGL Cloud surged 82%, yet Amazon is accelerating cloud growth rather than decelerating, supporting...</stron
The International Energy Agency forecasts small modular reactor investments to grow fivefold this decade, reaching a cumulative $670 billion by 2050. Investments in small modular reactors (SMRs) could rise from $5 billion today to over $25 billion by 2030, according to the
Stocks surge over 1% as falling oil prices ease inflation fears and strong AI earnings boost tech shares. The Dow Jones Industrial Average climbed 560 points, or 1.1%, as major indexes rose more than 1% midday. The Nasdaq Composite led gains with a 1.8% increase, while the
Circle's price target cut to $38 Morgan Stanley downgraded Circle to underweight and cut its price target to $38 from $106. The bank expects slower USDC growth and greater pressure on reserve income. Circle shares fell about 6% following the downgrade.
Tenable’s market cap of $3.6 billion remains far below peers like CrowdStrike and Palo Alto Networks despite strong growth. Tenable (NASDAQ: TENB) shares have climbed over 40% in 2026, driven by rising demand for its exposure management tools amid increasing AI-driven cybe
U.S. equities climbed Monday on strong ISM data and Amazon’s milestone valuation, ahead of key earnings and labor reports. U.S. stocks advanced Monday, with the Dow up 1% and the S&P 500 gaining 1.3%, as better-than-expected ISM manufacturing data bolstered investor sentim
Robinhood Markets (Nasdaq: HOOD), the e-brokerage platform popular for its equity, crypto, and tokenized stock offerings, last week reported the financial results for the second quarter of 2026. The firm posted $1.31 billion in revenue and $0.62 in earnings per share (EPS)
Top Healthcare Analyst: A $400 Billion AstraZeneca-Bristol Myers Deal Could “Cut Costs in a Big Way” Quick Read - BMY's existing $2B cost-savings program and discounted forward P/E of ~10 make it an attractive AZN acquisition target, Holz argues. - Eli Lilly's $1 trillion market...</stron
Robinhood is launching an initial public offering for its second venture fund, targeting as much as $200 million to give retail investors access to early-stage private companies. The vehicle, Robinhood Ventures Fund II, is structured as a business development company — a t
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