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Zoom (ZM): Buy, Sell, or Hold Post Q1 Earnings?
StockStory41d agoneutral
Zoom (ZM): Buy, Sell, or Hold Post Q1 Earnings?

Over the past six months, Zoom has been a great trade, beating the S&P 500 by 10.4%. Its stock price has climbed to $109.49, representing a healthy 23.5% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Uber is doubling down on robotaxis, with Chinese partner
TheStreet41d agoneutral
Uber is doubling down on robotaxis, with Chinese partner

Most corporate promises are really promises about capacity. Someone announces a number, and the rest of us quietly assume the machinery behind it already exists. Europe has spent the better part of a decade refusing to make that assumption. National traffic laws across the bloc still contemplate a ...

Peter Thiel invests $118 million in surging big tech stock
TheStreet41d agoneutral
Peter Thiel invests $118 million in surging big tech stock

Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at the end of December 2025 and again showed nothing as of March 31, 2026. That’s why Thiel Macro’s Q2 filing is particularly shocking, returning with ...

The Bank of Nvidia
The Wall Street Journal41d agoneutral
The Bank of Nvidia

Plus, kiss-up chatbots, Dario Amodei’s wife and her influence at Anthropic, the rural “hick” heroes leading a campaign against AI data centers and more

Bill Ackman does U-turn on Netflix, makes bold claim
TheStreet41d agoneutral
Bill Ackman does U-turn on Netflix, makes bold claim

Bill Ackman just did something few investors expected. He bought Netflix stock again. His hedge fund, Pershing Square Capital Management, disclosed a new Netflix (NFLX) position of 3.15 million shares. The stake now makes up about 4.9% of Pershing Square's portfolio. The purchase is notable ...

EXCLUSIVE: Ross Gerber Says Tesla Could ‘Double’ Sales Without Elon Musk, Warns Investors on SpaceX Merger
Benzinga41d agoneutral
EXCLUSIVE: Ross Gerber Says Tesla Could ‘Double’ Sales Without Elon Musk, Warns Investors on SpaceX Merger

While much of the conversation in the news cycles about Elon Musk today centers around Space Exploration Technologies Corp (NASDAQ:SPCX), EV giant Tesla Inc. (NASDAQ:TSLA) still remains an integral part of the billionaire’s business strategy. While Tesla has increasingly emphasized AI, autonomous driving and humanoid robots like Optimus, investor Ross Gerber, the co-founder of investment firm Gerber Kawasaki and one of the early backers of the company, has publicly voiced his criticism of the pi

JPMorgan Raises S&P 500 Target to 8,000 as Earnings and AI Growth Strengthen Outlook
InvestorsHub41d agoneutral
JPMorgan Raises S&P 500 Target to 8,000 as Earnings and AI Growth Strengthen Outlook

JPMorgan has increased its 2026 S&P 500 price target to 8,000 from 7,800, pointing to an exceptionally strong second-quarter earnings season and growing evidence that massive artificial intelligence investments are translating into stronger business performance. The bank also raised its earnings forecasts for both 2026 and 2027, although elevated interest rates, geopolitical risks and heavy capital-market supply are keeping its valuation assumptions in check.

Apple's cheap-chip plan just hit a wall in Washington
TheStreet41d agoneutral
Apple's cheap-chip plan just hit a wall in Washington

Every company eventually learns that the cheapest solution and the acceptable solution are two different things. That gap is where corporate strategy actually lives. You find the efficient answer, you run it past the people who can veto it, and you discover efficiency was never the only variable. ...

Investing.com41d agoneutral
Street Calls of the Week

Monday - Apple What’s the full story? Jefferies downgrades Apple Inc (NASDAQ:AAPL) to Underperform with a $263.66 price target (16% downside) after supply-chain checks reveal the cancellation of the September 2027 all-glass "20th anniversary" iPhone due to poor production yield. This eliminates a projected $2,060 average selling price (ASP) flagship meant to anchor higher margins across future Pro models, flattening iPhone’s projected FY26–FY31 ASP growth from 9.0% to 6.8%. The growth narrative

Investing.com41d agoneutral
Romania shoots down drone that breached its airspace

Investing.com -- A Spanish F/A-18 fighter jet operating under NATO’s air-policing mission shot down a drone that entered Romanian airspace without authorisation early on Sunday, Reuters reported, citing Romania’s defence ministry.

Billionaire Bill Ackman doubles down on these stocks in Q2
TheStreet41d agoneutral
Billionaire Bill Ackman doubles down on these stocks in Q2

Billionaire investor Bill Ackman has been busy putting billions of dollars to work after completing one of the biggest milestones in the history of Pershing Square. In its second-quarter update, Pershing Square highlighted the $5 billion initial public offering of PSUS, the New York Stock Exchange ...