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24,463 signal articles · 162 in last 24h · 116,475 total before filter · latest 33m ago
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Nvidia’s Custom CPU Expansion Is the Next $200B Catalyst.
24/7 Wall St.11d agoneutral
Nvidia’s Custom CPU Expansion Is the Next $200B Catalyst.

SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether Wall Street has any idea what a CPU-hungry agentic AI era could mean for Nvidia's next act.

Oscar Health Stock Sinks Amid This Second-Half Risk
Investor's Business Daily11d agoneutral
Oscar Health Stock Sinks Amid This Second-Half Risk

Oscar Health dived Thursday morning, despite reporting better-than-expected earnings and raising its full-year outlook. Oscar said it sees more tailwinds than headwinds based on what it knows. Shifts in the ACA Marketplace due to the surge in premiums related to the end of enhanced government subsidies have transformed the market.

This Will be Eli Lilly’s Price in 2027 And Morgan Stanley Agrees
24/7 Wall St.11d agoneutral
This Will be Eli Lilly’s Price in 2027 And Morgan Stanley Agrees

Eli Lilly just posted revenue growth near 50% and crushed earnings estimates, yet the stock barely moved. There is a specific price target for 2027 that Wall Street analysts are only beginning to catch up to, and the math behind it changes the entire valuation story.

Retail investors remain bullish on SpaceX as they weather stock volatility
Yahoo Finance Video11d agoneutralVIDEO
Retail investors remain bullish on SpaceX as they weather stock volatility

SpaceX (SPCX) stock is seeing an uptick in Thursday trading as its lockup period expires. Shares of the space venture have cratered since seeing post-IPO gains in June. Yahoo Finance Markets and Data Editor Jared Blikre examines how retail investors continue to pile into the SpaceX stock despite its volatility.

Figma's AI credits paved the way for huge revenue growth, CFO explains
Yahoo Finance Video11d agoneutralVIDEO
Figma's AI credits paved the way for huge revenue growth, CFO explains

Creative software company Figma (FIG) topped second quarter earnings and revenue estimates. The stock has tumbled lower despite reporting 48% revenue growth. Figma CFO Praveer Melwani breaks down the earnings release and details the company's AI tools and AI credit monetizations.

Costco delivers a service Lowe's and Home Depot can't match
TheStreet11d agoneutral
Costco delivers a service Lowe's and Home Depot can't match

After building a new house earlier this year, my wife and I got to experience the challenge of having bulky items that either needed to be signed for or needed to be moved into a house we weren't yet living in. It was about an hour drive between our former and our new residence, so it was ...

Is Michael Burry Wrong About Everything?
24/7 Wall St.11d agoneutral
Is Michael Burry Wrong About Everything?

Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does his actual track record look like when you demand proof?