News

The host’s bet on The Markets this week was simple and a little contrarian, given the headlines about a handful of mega-cap tech names dialing back repurchases. “My gut is that this year, despite some Mag Seven names pausing buybacks, we’ll have a record repurchase year from notional perspective and from a number of companies ... Corporate America Is Quietly Buying Back Its Own Stock at a Record Pace, and It’s Not Just the Mag 7

Over the past six months, IBM’s shares (currently trading at $258.55) have posted a disappointing 15.3% loss, well below the S&P 500’s 6.2% gain. This may have investors wondering how to approach the situation.

Oracle (NYSE:ORCL) has been one of the most punished mega-cap AI stories of 2026, sliding from a $303.62 peak in October to $152.46 today. Our 24/7 Wall St. price target for Oracle is $223.70, implying 46.73% upside over the next 12 months. The recommendation is buy with high confidence (90%). Metric Value Current Price $152.46 ... Wall Street Has 36 Buy Ratings on Oracle. Here’s How We See 47% Upside

Pension funds run on rules, not vibes. Every quarter, especially at half-year close, big institutional allocators check their books and realize the math has drifted. Stocks went up. Bonds did not. That mismatch forces a mechanical trade unrelated to whether the market is cheap, expensive, or about to discover artificial general intelligence in a garage. ... $30 Billion in Stocks Are About to Hit the Market in 2 Days, and One Strategist Says: Buy It

Lingyi debuted strongly after raising HK$8.3 billion as it expands into AI hardware and humanoid robotics.

The Senate faces a scheduling crunch to pass the Clarity Act market structure bill. Bitcoin falls below $60K. ARK buys these crypto stocks.

Shares of Moderna (NASDAQ:MRNA) are up 14% to $68 and change in afternoon trading Friday, extending a remarkable run for the mRNA pioneer. Intraday, MRNA stock hit a new 52-week high of $69.29. The rally easily outpaces peer vaccine makers. Merck (NYSE:MRK) stock is up 2% to $128, while Pfizer (NYSE:PFE) stock trades up 2% ... Moderna Is Up 14% Today: Is It Outperforming Other Vaccine Stocks Like Merck and Pfizer?

Hut 8 has a multigigawatt pipeline of data center projects in the works, and lucrative hyperscaler deals that have fueled a meaningful rally.

ATI (ATI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

LyondellBasell (LYB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Bristow Group has had an impressive run over the past six months as its shares have beaten the S&P 500 by 6.8%. The stock now trades at $41.38, marking a 13% gain. This run-up might have investors contemplating their next move.

ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?

Bristol Myers Squibb leans on specialty medicines and a discounted valuation, while Johnson & Johnson boasts industry-leading margins and cash flow.

Microsoft, Oracle And Apple Also Show Weak Momentum

Infleqtion (INFQ) could benefit from wider use of neutral atom technology, greater recognition of it

Moderna shares pace toward their highest close since late 2024 after unveiling a new cell therapy program.

Triller Group (NASDAQ:ILLR) shares surged on Thursday after the company announced a deal that will give it significant exposure to SpaceX Corp (NASDAQ:SPCX) through a new treasury investment structure. The company’s shares were up more than 42% on Friday, bringing its weekly gains to about...

DUK, KO, ARKO and NYT are highlighted as defensive stock picks as U.S. inflation tops 4%, rate hike expectations rise and earnings estimates improve.

Consistent efforts to reward its shareholders through dividend payments and share repurchases highlight the financial strength of DAL.

The case for owning the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has always been simple: cheap, liquid, and the default proxy for U.S. equities. The problem in 2026 is that SPY no longer behaves like a diversified bet on 500 companies. Roughly a third of the cap-weighted index sits in a handful of Magnificent Seven ... Forget the Magnificent Seven. This Equal-Weight S&P Fund Beats the Mega-Caps for Just 0.20%

PBI's cash flow rebound is gaining investor attention as stronger margins, cost control and capital returns test its turnaround durability.

In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.

Is AI stock a better buy than faster-growing SOUN due to its stronger balance sheet, restructuring actions and lower operational risk?

Several core tech stocks have gone on sale.

Magnite's connected TV focus contrasts with Sea's vast Southeast Asian digital empire.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Mastercard (NYSE:MA) is back in every payments headline this month, propped up by the same international expansion narrative that has earned it a premium multiple for years. The underlying numbers tell a different story. Mastercard shares have fallen 14.08% year to date to $488.92, yet the runner-up network still trades at a forward earnings multiple ... Forget Mastercard: 1 Dominant Payment Tollbooth to Buy Hand Over Fist

Goldman Sachs has initiated its coverage of Penn Entertainment with a $26 price target.

Johnson & Johnson (NYSE:JNJ) is one of the best stocks for beginners to buy now. On June 11, Johnson & Johnson expanded the US availability of the TECNIS PureSee IOL, an advanced extended depth of focus lens designed for cataract surgery. This lens helps patients address both cataract-related vision loss and presbyopia, offering excellent distance […]

Upstart Holdings renewed its forward flow agreement with Neuberger Specialty Finance, supporting continued investment in Upstart powered consumer loans. The company also received preliminary ratings for a new securitization trust tied to its loan originations. These funding moves highlight ongoing institutional interest in assets originated through the Upstart platform. Upstart Holdings, traded as NasdaqGS:UPST, is back in focus after extending a key funding relationship and moving ahead...