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Alphabet Lures Investors to Mega Bond Deal With High Premiums
Bloomberg11d agoneutralVIDEO
Alphabet Lures Investors to Mega Bond Deal With High Premiums

Alphabet Inc. is looking to raise as much as $25 billion from its latest US investment-grade bond offering, a deal that is testing investor appetite for AI-related debt following a July selloff. Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses the bond offering as well as Google's Deepmind departures, and leadership shift to California.

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.