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Cloudflare poised for second quarter revenue acceleration, says Jefferies
Proactive15d agoneutral
Cloudflare poised for second quarter revenue acceleration, says Jefferies

Cloudflare (NYSE:NET) is expected to accelerate revenue growth in the second quarter and raise its full-year outlook, according to Jefferies, with investors likely looking for a path toward a mid-30% growth rate by the end of 2026 when the company reports results on August 6. The company's Q2...

AstraZeneca-BMY megadeal talk sparks huge market rift
TheStreet15d agoneutral
AstraZeneca-BMY megadeal talk sparks huge market rift

Two of the world's biggest drugmakers moved in opposite directions on Monday, and the split says a lot about how Wall Street reads a merger. Reports surfaced over the weekend that AstraZeneca (AZN) had held talks about combining with Bristol Myers Squibb (BMY). The deal would be worth close ...

Investing.com15d agoneutral
Elon Musk issues ominous warning as SpaceX short interest hits danger zone

Elon Musk has never been one to shy away from a battle with short sellers, and the stage is now set for a historic showdown over SpaceX (NASDAQ: SPCX). Following recent reports of a massive spike in bearish bets ahead of the company’s first earnings report as a public company, the billionaire CEO took to X to deliver a stark message: "I try to warn them, but they just double down …" — Elon Musk The brief but potent response echoes Musk’s long history of battling—and ultimately crushing—short sel

Dell: Record Backlogs & Surging AI Server Demand
Zacks15d agoneutral
Dell: Record Backlogs & Surging AI Server Demand

Driven by a massive backlog, key partnerships with top chip makers, and exceptionally strong technical tailwinds, Dell offers a rare blend of hyper-growth fundamentals coupled with a reasonable valuation.

Palantir CEO escalates Microsoft’s AI warning
TheStreet15d agoneutral
Palantir CEO escalates Microsoft’s AI warning

Last month, Satya Nadella sounded the alarm for corporate America by questioning the true cost of enterprise AI. The Microsoft (MSFT) CEO argued that businesses are essentially paying twice for using AI services: once for the intelligence and again for the proprietary knowledge they must give ...

Target Stock at 52-Week High: Buy, Sell or Hold?
24/7 Wall St.15d agoneutral
Target Stock at 52-Week High: Buy, Sell or Hold?

Target has surged 50% this year on the back of one standout quarter, but the analyst consensus now sits below the stock price and the consumer backdrop looks shakier by the month. Before you make a move, the full picture is more complicated than the rally suggests.