
Credo is expanding its optical portfolio as larger AI clusters drive demand for faster, more reliable connections between computing systems.
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Credo is expanding its optical portfolio as larger AI clusters drive demand for faster, more reliable connections between computing systems.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

MercadoLibre's premium valuation faces pressure as margins weaken and earnings estimates fall, despite strong momentum across commerce and fintech.
It has been an impressive week for cybersecurity names.

Higher oil prices and bond yields continued to be the enemy of modest stock market gains. The Nasdaq Composite was down 0.1%. "Today is 'triple witching' day, when options and futures expire for various traded products, possibly fueling increased trading activity and volatility," writes Joe Mazzola, head trading and derivatives strategist at Charles Schwab.

The Dow is riding its toughest stretch since March. The blue-chip index was down another 200 points, or 0.4%, on Friday. Over that span, the index has dropped 3.6%, which would make for its worst three-week stretch since the one that ended March 27.

Markets are mixed in early trading, with stocks and crude oil alternating between gains and losses. The same goes for gold and silver. Treasuries are mostly flat, while the dollar is a bit higher.

IPAR extends its Cavalli fragrance licenses through 2046, creating a longer runway for new launches, franchise growth and global distribution.

Coca-Cola and Caterpillar have both raised dividends for decades, but inside a Roth IRA the two stocks serve completely different investors, and picking the wrong one could cost you years of compounding.
According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.

Earlier this week, Teladoc Health reported quarterly results showing a 4% year-on-year revenue decline, missing analyst expectations on both revenue and EBITDA and issuing guidance for the next quarter that also fell short of forecasts. The results highlighted a 9.2% average drop in customer spending over recent years despite user growth, alongside expectations for another period of lower revenue and negative earnings per share, underscoring pressure on Teladoc’s core business model. Now...

Morgan Stanley’s latest research on Peloton Interactive (PTON) kept a bearish stance in place after new product launches, arguing these releases may not generate enough demand to match optimistic expectations for customer additions. Peloton Interactive’s recent Morgan Stanley downgrade comes amid a weaker price trend, with the share price at US$4.90 after a 30-day share price return that declined 7.72% and a 1-year total shareholder return that fell 38.21%. The 3-year total shareholder return...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.03% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.20%. December E-mini S&P futures (ESZ26 ) are down -0.05%, and December E-mini...

With Warren Buffett stepping back at Berkshire Hathaway, policymakers circling AI, and markets flickering between relief rallies and inflation worries, the next phase of returns may hinge on which companies quietly power the software and cloud plumbing behind it all. That focus puts fresh attention on AI-driven enterprise platforms. This article walks through three stocks connected to these headlines and explains why each may be relevant for portfolio decisions right now. The three stocks...

Chevron (CVX) is back in focus after securing updated agreements in Venezuela, committing over US$7.0b to expand its Orinoco Belt footprint as global oil market buffers tighten and geopolitical risks keep crude prices elevated. Chevron’s share price has climbed 21.85% over the past 90 days and 35.71% year to date, contributing to a 1-year total shareholder return of 38.45%. Recent gains have been closely tied to stronger oil prices, the Venezuela agreements and investor reaction to earlier...

LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.

Shares of Steel Dynamics and Nucor each declined Friday as the two steel manufacturers issued quarterly guidance that was below Wall Street expectations even as U.S. steel prices have advanced significantly over the past 12 months. Steel Dynamics stock fell 3.8% to $235.97 on Friday after ending Thursday up 3%. Nucor stock, meanwhile, dropped 4.8% to $252.62 and was one of the worst-performing components in the for the trading session.

Warren Buffett held Coca-Cola through a drawdown that wiped out more than half its value and lasted nearly five years, all while Pepsi looked like the smarter pick. Whether his loyalty to Coke actually paid off depends on a number that surprises most people.

Cloudflare's surging AI-agent traffic, Workers adoption and new monetization tools can help accelerate revenue growth as its market expands.
The latest forecast pushes back against AI slowdown fears

All signs seem to point to an affirmative answer to that question.
The bigger question may be who benefits from caution

Netflix shares plunged more than 5% this morning after Wells Fargo downgraded the stock to underweight and slashed its price target to $57 a share, from $80. "Engagement trends look worrying to us," wrote a team of analysts led by Steven Cahall, who estimated that viewership in the first half of 2026 was down 8% from the same period in 2023.
Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.
The sale was planned months ago, but its timing comes as Oracle's AI business and its stock move in very different directions.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with Wall Street split on what comes next. Here is the case for why the real breakout has not happened yet.

Tesla just ripped 8% in a month on Roadster hype, but prediction markets give that car only a one-in-three shot at arriving by 2027. Before you buy the excitement, understand what the income statement is quietly signaling.
The restaurant giant raised its dividend again, extending a streak that now spans half a century.

WRAP’s Global Durability Accelerator Initiative has already worked with over 35 brands to test over 200 garment styles.
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