Nvidia NVDA Stock: $302 Bull Case vs $152 Bear Case
The standard bear argument on Nvidia (NVDA) is that growth must decelerate from here. The reported numbers say deceleration has not started. In fiscal Q1…
Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real disagreement is about something else…
Bitmine BMNR Stock: $25 Bull Case vs $11 Bear Case
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description is incomplete in a way that…
Dow falls nearly 400 points as chip selloff deepens, Wall Street posts weekly loss
US stocks closed lower on Friday, capping a weak week for Wall Street as a deepening selloff in semiconductor stocks and renewed concerns over artificial…
Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts
Some of Wall Street’s fastest-growing companies are turning expansion into something more tangible: cash. Nvidia, Micron Technology, CrowdStrike and Palo Alto Networks have each reported…
The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks
Wall Street’s biggest banks are proving that even geopolitical uncertainty and volatile markets can be highly profitable when trading desks stay busy and artificial intelligence…
SpaceX stock: $800 bull vs $115 bear after Starship abort
The comforting story about SpaceX stock is that Thursday’s aborted Starship launch was just an engineering hiccup and the dip is a buying opportunity. Both…
Markets are trying to define direction after weak inflation…
The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh’s first congressional testimony, big-bank earnings, a…
Burberry share price has dipped after earnings: what next?
Burberry Group share price slipped by over 3% today as the luxury goods company published a strong trading statement that came out short of expectations.…
SpaceX stock slips further after Starship test flight scrub: Is the 19% dip a buy?
SpaceX shares fell in after-hours trading after closing below their IPO price for the first time on Thursday. The decline came after the company’s 13th…
Volvo Group reports higher Q2 earnings, lifts truck market outlook
Volvo Group reported stronger second-quarter financial results, driven by higher profitability and robust truck order intake in North America despite continued external cost pressures. Net…
HIMS stock: $40 bull case vs $21 bear case after a 67% run
The obvious read on HIMS stock — up roughly 67% in the second quarter alone — is that Wall Street is bullish. The numbers say…