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All signs seem to point to an affirmative answer to that question.

The bigger question may be who benefits from caution

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

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.

Apple began selling its latest premium smartphones Friday and analysts are cautiously optimistic about its prospects.

Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.

Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.

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.

PDEX, APH and RELY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 18th, 2026.

CFTC staff on Thursday made it easier for apps to offer prediction markets without registering as brokers, expanding a model already used by Phantom. The no-action letter lets qualifying “passive software” providers offer access to regulated derivatives, including prediction markets,...

Cahall sees H2 viewership down 4% and Top 100 Originals down over 20%

One training choice could complicate future AI control

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here. Global equity markets reached record highs in Q2, with the MSCI ACWI Index rising 14.93%, while global fixed income grew modestly by 0.87%. Geopolitical tensions, particularly in the Middle East, affected energy markets […]

China internet names are moving together on Friday while the broader market slips, and the pattern raises a question that matters for anyone holding Alibaba through a brutal year: rotation or head fake?

Morgan Stanley (MS) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

The consensus price target hints at a 27.8% upside potential for Amphenol (APH). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

USA Rare Earth is partnering with Pasqal and Riven Systems to use quantum machine learning to advance rare earth separation technology.

The target sits above recent calls from B. Riley and JPMorgan as IREN pursues more than $4 billion in operational ARR and a $25 billion to $30 billion spending plan.

The AI cloud company is opening multiple financing channels as its infrastructure commitments keep growing.

Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.

Rigetti Computing (RGTI) sells quantum computing systems into a market its own management calls early, which makes the buy question hard to answer. You cannot lean on earnings, because Rigetti loses money, which leaves its price-to-earnings ratio meaningless. You can measure what you pay for each dollar of sales. Here is that walk, one step at a time.

WDC and SNDK offer distinct paths to AI-driven storage growth, with divergent margins, risks and exposure to HDDs versus NAND flash.

PWR's acquisition spree adds $1.2-$1.4B of expected 2026 revenues as its $53B backlog and raised outlook support growth.

Micron Technology will soon release its fiscal 2026 results, which could give the stock a nice shot in the arm.

SWK gains from automotive and industrial strength, cost savings and brand investments, while higher expenses and currency risks persist.