News

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Jensen Huang's about-face may actually benefit quantum start-ups.

The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly’s Q1 2026 earnings report backs that up. Lilly’s Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%

But is the stock a buy on the dip?

Broadcom and Alphabet are both great long-term plays on the generative AI boom.

The stock market has been picking up steam in recent weeks, and that trend could continue as the year goes on.

The Street is bullish on this biotech's prospects, but is the sentiment justified?

The company recently hiked its capex guidance for the year.

The market has been bullish on tech stocks recently, and buying into the rally could add significant risk to your portfolio.

Magna International (NYSE:MGA) delivered a clean beat in the first quarter of 2026, only to see its stock punished for it. Shares fell as much as 10% intraday after the company trimmed its full-year sales guidance, undoing a chunk of the rally that had carried the stock 11.27% from April 6 through the May 1 earnings report. Going ... Magna Stock Craters 10% as Strong Q1 Fails to Lift Full-Year Outlook

The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

Our 24/7 Wall St. price target for Ford (NYSE:F) is $14.59 over the next 12 months, implying 22.78% upside from the current price of $11.88. Our recommendation is buy, with a confidence level of 90%. Ford’s raised full-year guidance, expanding Ford Pro software base, and deeply discounted forward multiple form the foundation of our call. ... Ford Stock Poised for 22% Jump

Investors think a new addition to the biotech's pipeline could be the next catalyst.

The recent breakout attempt in Nvidia is starting to look vulnerable. Notice that volume during the current five week winning streak has been subpar compared with prior weeks, when volume was robust during declining weeks. Looking at the daily chart bears might be excited by the possibility of a double top just above the very round $200 number.

NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Invest In. On April 27, DBS Bank analyst Fang Boon Foo lifted the price objective on the company’s stock from $220 to $250 and maintained a “Buy” rating. As per the analyst, the demand for NVIDIA Corporation (NASDAQ:NVDA)’s Hopper and Blackwell AI chips is expected to be […]

Oracle's stock took a hit after news regarding OpenAI's missed targets was reported.

Meta Platforms (NASDAQ:META) and Snap (NYSE:SNAP) just delivered earnings that frame two opposite paths through the digital ad market. Meta posted a 33.08% revenue surge powered by AI-driven ad pricing. Snap finally swung to a $45.21 million quarterly profit by leaning on subscriptions and small advertisers. Same industry, very different business stories. One Sells Pricing ... Meta Platforms vs Snap: Who’s Really Winning Digital Ads?

Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months

Investors are watching Tempus AI (NASDAQ:TEM) ahead of first-quarter results due after the close tomorrow. The stock burst into investor consciousness in January 2025 after Nancy Pelosi disclosed a position, ran past $100, and has since shed nearly half its value. From Pelosi Halo to Show-Me Story Pelosi’s market-beating track record has turned her trades ... Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum?

Markets started quiet but turned rocky by midday. Here's what's moving the Dow, Nasdaq-100, and S&P 500 this afternoon.

JPMorgan International Value ETF offers diversified exposure to global equities with a value tilt and a focus on income generation.

Investors are watching Lumentum (NASDAQ: LITE) ahead of fiscal third-quarter results tomorrow after the close. Shares are up 1,444.1% over the past year and 157.72% year-to-date. The bar could not be higher. From GPUs to Glass: The AI Infrastructure Shift The AI trade has migrated from GPUs to the data center infrastructure layer, and optical ... Does Lumentum’s 1,444% Surge Come to an End Tomorrow?

Super Micro Faces Make-or-Break Week as Legal Risks Shake AI Bulls

Amazon's new business poses a threat to this company's growth outlook.

Palantir has gotten off to a difficult start to the year.

How much longer can stocks trade near record highs?

Spirit Airlines is done. The ultra-budget carrier’s final flight, NK1833 from Detroit to Dallas, landed after midnight on Saturday, closing out a brand that defined the floor of U.S. airfare for nearly two decades. The company is winding down operations, and roughly 17,000 direct and indirect employees have lost their jobs in recent weeks. The ... Spirit Airlines Shuts Down After Final Flight Landed on Saturday