Top analyst calls Palantir too big to ignore, resets rating
For years, Wolfe Research maintained a long-standing avoidance strategy on Palantir (PLTR), keeping a bearish “Underperform” rating on the stock due to concerns over...
Moderna just got a signal investors can’t ignore
Moderna (MRNA) has been struggling to shake one label for years: Covid winner.That label helped to make the company famous, but it also became...
CrowdStrike, AWS race to fix AI security blind spot
CrowdStrike (CRWD) and Amazon Web Services are racing to close a security gap that most enterprises do not yet know they have.Companies are deploying...
Morgan Stanley spots a defining moment for defense stocks
I spent some time digging through Morgan Stanley's recap of its first-ever National Security Innovation Summit in a note shared with me at TheStreet....
15-year-old travel company ends in bankruptcy, cancels all trips
While many travel agencies that found specific niches continue to serve their market and run successful businesses in 2026, it is also not the...
Bank of America takes firm position on inflation, economy
Every month, Bank of America surveys some of the world's largest institutional investors to build a picture of how professional money managers see the...
Warren Buffett’s successor Greg Abel makes another $10 billion bet
Greg Abel has been running Berkshire Hathaway for barely six months, and he has already reshaped the contours of the conglomerate’s stock portfolio. His latest...
SpaceX acquires Anthropic and OpenAI rival in $60B deal
Elon Musk just made his biggest bet yet on artificial intelligence.Days after SpaceX's record-breaking stock market debut, the company confirmed it would acquire Anysphere,...
Salesforce makes gutsy bet to win AI agent race
Salesforce (CRM) wants to sell AI agents to everyone, including companies that may never log into Salesforce.This is a strategy the company has been...
Trump Accounts could deepen the wealth divide
Two babies born at the same hospital on the same day will each get a $1,000 Treasury deposit into a Trump Account on July...
Recent Posts
Warren Buffett warns of a reality check coming for stock investors
The S&P 500 is up roughly 19% over the past six months. The Nasdaq has gained about 26% over the same period. Both indexes...
Oracle has a spending question its new chip deals can’t answer
If you asked ChatGPT a question this week, the reply probably landed in seconds. Behind it sat racks of chips, cooling systems, and power...
The world’s financial watchdog is sounding the alarm on AI
Financial regulators warn about nearly everything. That is the job.
Most of those warnings sound alike after a while, which is why the useful signal...
QUBT stock price prediction: $18 bull case vs $6.25 cash…
The most common thing said about Quantum Computing Inc is that it is a story stock with no revenue. That is not quite right,...
While everyone chases Nvidia, Caterpillar just showed where AI money goes next
For the past two years, investors have treated artificial intelligence as a technology story.If you wanted exposure to the AI boom, you bought Nvidia...
