Takeaways Samsung’s numbers were exceptional; the selloff shows the market wanted exceptional plus another upside surprise. The key shift is from strong AI demand to whether AI demand can keep accelerating fast enough to justify current valuations. Watch Samsung’s full results for HBM guidance, capex discipline and any softening in conventional memory pricing. The biggest ...
’s stock price has struggled with traction for years, but that may be coming to an end. The company’s shift to computer vision and edge AI is paying off, and analysts are giving it the credit it deserves. Rosenblatt notably raised its price target to a Wall Street high of $120 in late June, calling ...
Key Points The “Magnificent Seven” cohort is made up of seven of the largest tech stocks in the world. The seven members are (ranked from largest to smallest by market cap): Nvidia (NASDAQ: NVDA) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Apple (NASDAQ: AAPL) Microsoft (NASDAQ: MSFT) Amazon (NASDAQ: AMZN) Tesla (NASDAQ: TSLA) Meta Platforms (NASDAQ: META) ...
Key Highlights The dipped on Monday as losses in precious metal miners offset gains in financials, with investors digesting several merger and acquisition announcements. Japan’s rose for a sixth straight session, gaining 0.50% to close at 4,084.74 on strengthened investor sentiment from lower oil prices and global market momentum, while the tech‑heavy hovered flat at ...
European regulatory actions are beginning to reshape parts of the buy now, pay later (BNPL) sector, potentially shifting the capital trajectory of financial technology players. A historic antitrust verdict could redefine the balance sheet potential of one of the most heavily debated growth assets on the market, penalizing a digital search monopoly while also providing ...
Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus says the S&P 500 will reach 8,918 by July 2027, ...
Listen to the audio version of this article (generated by AI). Last week, three of the market’s hottest AI stocks took a beating. Micron Technology, Inc. (MU) fell about 14% in just five trading days. Seagate Technology Holdings plc (STX) dropped nearly 18%. And Sandisk Corporation (SNDK) tumbled almost 20%. At first glance, it looked ...
The 30% correction in Micron stock over the past month is not likely to change the main thesis regarding the ongoing shortage in the memory market. My initial estimates suggested that the imbalance between DRAM/NAND supply and demand could persist until the end of 2027, but after analyzing the potential impact of robotics on memory ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
Are your holdings on the move? See my updated ratings for 116 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a ...
Russ Cohen
Russ Cohen
