The latest inflation reports show why investors should stay bullish – but be more tactical… Listen to the audio version of this article (generated by AI). Julia Child became famous because she made people feel brave in the kitchen. Before she came along, French cooking seemed intimidating to a lot of Americans. It felt fancy. ...
SpaceX IPO: The Hype Is Real, But History and the Filings Suggest Caution is one of the most anticipated IPOs in history — 4x oversubscribed, Elon Musk’s superstar status, and a $1.75 trillion valuation that has everyone talking. Retail investors have the chance to buy shares, and the excitement is palpable. I would dearly love ...
The just reminded everyone how fast things break when fear takes the wheel. Down nearly 2% on Wednesday. Down more than 4% on Friday, June 5, volatility has returned to the market in a big way. Sharp intraday swings, widening ranges, and rapidly changing sentiment have become the norm rather than the exception Most traders ...
The artificial intelligence buildout has created a new category of winners in enterprise software. One of the beneficiaries has been observability, the category of tools that tells companies what is happening inside their cloud environments in real time. More AI workloads mean more complexity, more failure points, and more need for platforms that can make ...
A key reason why earnings reports mean so much is their ability to turn anecdotes into evidence. When a company performs well, it’s usually a sign that it’s growing and retaining its customer base. The opposite is true when a company underperforms. But the point is, earnings reports matter because they translate customer behavior into ...
Chewy is not without hurdles or headwinds, like any consumer retailer this year. However, market fears are clouding an otherwise bullish outlook, setting the stage for a massive stock price rebound over time. Critical factors include the company’s digital-first presence, its strength in dailies and consumables, and the visibility of cash flow. The digital-first presence ...
The media hype surrounding ’s upcoming mid-June initial public offering (IPO) is immense. The company recently filed its S-1 with the SEC, targeting a valuation of $1.75 trillion and a capital raise of up to $75 billion. Some believe its valuation could rise to $2 trillion after the IPO. In its wake, Anthropic (Claude) and ...
Oracle will report fiscal fourth-quarter results after closing, with investors watching whether it can turn a large AI backlog into revenue while maintaining cloud infrastructure growth. The company guided for 19%–21% revenue growth and adjusted EPS of $1.96–$2.00 for the quarter, versus analysts’ expectations of $19.10 billion in revenue and $1.96 EPS. Key Highlights shares ...
Listen to the audio version of this article (generated by AI). May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an edge for a bifurcated stock market The May Consumer Price Index (CPI) report came out this morning, and the ...
Most companies that have surged by more than 160% in a single year do not continue to make headlines with large-scale expansion announcements. But Nebius Group is not most companies. Even as the stock has pulled back almost 22% from its 52-week high of $278.84 to trade around $218, the fundamental news flow has barely ...
