Key Points Apple dropped 3.8% after unveiling Siri AI at its developer conference, on track for its worst day since February. The iShares Semiconductor ETF fell 8.6%, erasing Monday’s rebound and then some. SpaceX goes public Friday in what’s expected to be the largest IPO ever, with OpenAI and Anthropic filings close behind. 10 stocks ...
Corning Incorporated GLW has signed a multibillion-dollar, long-term agreement with Amazon.com, Inc. AMZN to supply optical fiber, cable and connectivity solutions for Amazon’s growing U.S. data center network. The deal strengthens Corning’s position in the artificial intelligence (AI) and cloud infrastructure market while supporting the expansion of the country’s manufacturing and job creation. As part ...
ANI Pharmaceuticals ANIP is reshaping its growth profile. In 2025, revenue surged on the back of a rare disease franchise that is becoming the company’s defining investment narrative. The key is Purified Cortrophin Gel, an ACTH-based injection that is increasingly central to both top-line expansion and the margin mix. With 2026 guidance calling for rare ...
Key Points The Invesco QQQ ETF (QQQ) is one of the best-performing funds over the past couple of decades thanks to its heavy tech allocation. The Schwab U.S. Large-Cap Growth ETF (SCHG) takes more of a fundamentally guided approach to target growth stocks. SCHG’s more modest tech exposure and lower expense ratio gives it a ...
The AI boom has created a new generation of infrastructure companies that power the massive computing demands of machine learning and generative AI. Among the most closely watched names is CoreWeave, Inc. CRWV, a specialized cloud provider that rents high-performance GPUs to AI developers and enterprises. Despite being positioned in one of the fastest-growing industries ...
Key Points Despite saying companies are overspending on artificial intelligence (AI), Dalio has big investments in cloud providers Amazon, Alphabet, and Microsoft. Dalio is also heavily invested in top AI infrastructure players like Nvidia, Broadcom, and Micron. 10 stocks we like better than Nvidia › Billionaire investor Ray Dalio of Bridgewater Associates runs the largest ...
Key Points Netflix’s stock fell because expectations changed, not because the business broke. A great business and a great stock are not always the same thing. Netflix’s next chapter is about monetization, not scale. 10 stocks we like better than Netflix › When a stock falls 30%, most investors assume something must be wrong with ...
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 ...
The Zacks Domestic Auto industry outlook appears muted. While vehicle sales have remained relatively resilient, industry volumes are expected to decline in 2026 as affordability challenges, high financing costs and economic uncertainty continue to weigh on demand. The EV market is also facing a slower-than-expected transition following the expiration of purchase incentives, creating another growth headwind ...
MercadoLibre‘s MELI aggressive push into first-party (1P) commerce is emerging as a pressure point on the company’s profitability trajectory. While the strategy is demonstrably strengthening pricing competitiveness and buyer engagement across Latin America, the rapid scaling of inventory-led operations is introducing meaningful margin dilution at a moment when broader ecosystem spending remains heavily elevated. The ...
