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The headline number for this article is $180, and I want to address it head on before anyone scrolls further. Our proprietary 24/7 Wall St. price target for PepsiCo (NASDAQ:PEP) is $170.18 over the next 12 months, with a clear path to $180 in the bull case as the World Cup activation, productivity savings, and ... Prediction: Pepsi Will Hit $180 on This Date
Shares are hurtling back to earth as investors grapple with a lofty valuation for a company that’s not expected to turn a profit until 2028.
These businesses are growing quickly and have fantastic business models.
Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
Badly damaged tech company Oracle (NASDAQ: ORCL) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took a charge of $1.84 billion. In its 10K, the company explained “… improve operational efficiencies, including through the adoption and integration of AI technologies…” But is that ... Did Oracle Need To Fire 21,000 Because It Is In Trouble?
AST SpaceMobile (NASDAQ:ASTS) is the only public company beaming 4G and 5G directly to unmodified smartphones from low Earth orbit. CEO Abel Avellan calls it “the only technology positioned to capture the massive direct to device broadband opportunity in full.” Shares are up just 11.06% year to date despite a constellation buildout that should reach ... Prediction: AST SpaceMobile Will Hit $100 on This Date
It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.
Mara Holdings and Soluna Holdings are underrated players in the AI data center boom.
Nvidia is moving deeper into the biomedical space with its BioNeMo toolkit software
Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026. According to the filing, Arm was an addition during the quarter at roughly a 0.5% portfolio weight, while Sea and STMicro were larger existing positions at ... Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?
The run the company has enjoyed in recent years may not be over.
Bank of America has predicted that the Federal Reserve will be forced to raise interest rates by 75 basis points this year, with the first 25-basis-point hike in September. They also see additional 25-basis-point hikes in October and December. The energy shock from the war with Iran drove inflation higher, with the CPI rising in ... Bank of America Sees Interest Rates Exploding Higher Soon: Play It Safe With 4 Dividend Giants
SpaceX's Baa1 rating tests credit investors' faith in Musk's growth plans despite negative free cash flow.
Ripple (CRYPTO:XRP) just picked up another regulatory approval in Europe, and on the surface it looks like the company has been cleared to offer crypto payments across the continent. However, what Ripple actually got is more specific than that. It received a preliminary crypto license in Luxembourg, which is one piece of a larger regulatory ... Ripple Just Secured a Preliminary EU License Under MiCA. What It Unlocks.
Nvidia recently introduced new computing platforms aimed at scientific and healthcare workloads.
Prediction markets point to easing GPU costs.
The global cruise company is benefiting from record bookings and now falling oil prices.
There may be a better option than going all-in.
Big pharma’s appetite for clinical-stage biotech is back. The pending acquisition of Apogee Therapeutics by AbbVie (NYSE: ABBV), targeting an atopic dermatitis and immunology developer, has reignited a question every healthcare portfolio manager is asking: who will be next? The Apogee setup is the template buyers are chasing: late-stage clinical data, a meaningful addressable market, ... 3 Biotech Takeover Targets Wall Street Is Watching After the Apogee Deal
Netflix's stock has been in a free fall for much of the past year.
Protecting your portfolio may be simpler than you think.
Anthropic appeared poised to become the next blockbuster public offering. Just weeks ago, enthusiasm surrounding artificial intelligence seemed unstoppable, private market valuations were climbing, and investors were already comparing Anthropic’s potential debut to SpaceX‘s (NASDAQ:SPCX) record-setting IPO. Yet markets can change direction in a hurry. A sudden global sell-off in technology stocks has raised an ... Will the Tech Stock Rout Force Anthropic to Pull Its IPO?
Investors often do significant damage to their long-term returns by trying to pick winners, overtrading, and timing the market. Why not just buy the S&P 500 instead?
Elon Musk may have ruined a great space stock by attaching an unprofitable AI business to it.
Baseten’s latest fundraising will support its multi-model AI inference platform and expand hiring across engineering and operations.
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