Quick Read - Amazon shares shed 4% on Thursday as a Senate China marketplace probe and AI capex fears pushed shares below their 50-day moving average ahead of earnings. - Alphabet's capex hike triggered a rotation, dragging Alphabet down 6% and Meta Platforms down 4% as... <p
Nike (NYSE: NKE) stock is trading 75% from its previous peak, following weakening sales growth and margin pressure in recent years. At these lower prices, Nike's global brand recognition is likely undervalued, making the stock a solid hold, if not a buy, for the next decad
The clinical research firm raised its full-year guidance after reporting record net bookings and lower cancellations in Q2 2026. Medpace increased its 2026 revenue forecast to a range of $2.805 billion to $2.885 billion, citing a constructive business environment and reduc
IBM (NYSE: IBM), which has been poorly run for decades, is on the ropes. The company has had plenty of practice managing decline When it warned about its earnings a week ago, the stock dropped over 20%. It is down 30% for the year, while the S&P is up 9%. The pictur
SK Hynix-backed Etched raises $300M led by Sequoia Capital, targeting AI inference growth with specialized hardware. Etched, an AI semiconductor startup, raised $300M in a Series C funding round led by Sequoia Capital, valuing the company at $10.3B. The capital will accele
The market is pricing a substantial degree of uncertainty into the industrial giant's future, exposing shareholders to significant valuation risk. Imagine two very different outcomes for Caterpillar (CAT) stock a year from now In one, your shares are trading near $1
Quarterly revenue hit $107.35 million, driven by 149% growth in rate-bearing stablecoin supply and institutional allocations. Sky Protocol reported $107.35 million in gross revenue for the quarter ended June 30, marking a 10.5% increase from $97.15 million a year earlier.
When OpenAI and Anthropic go public, their employees will face a tax system designed to take its cut before the windfall arrives. Most of those employees have never earned enough to encounter the parts of the tax code that apply to stock compensation, and the surprises sta
Rewey Asset Management, an investment management firm, released its "RAM Smid Composite" investor letter for the second quarter of 2026. A copy of the letter can be downloaded here RAM Smid Composite gained 20.06% in the second quarter of 2026, outperforming the Rus
For about three years, the Magnificent Seven was Wall Street's shortcut for everything that was working in markets. Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGGL), Amazon (AMZN), Meta (META), and Tesla (TSLA) You owned them, you owned the AI boom.
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