News

Everyone is still arguing about Novo Nordisk (NYSE:NVO), the Danish obesity juggernaut whose GLP-1 franchise turned Wegovy and Ozempic into household names and dragged the entire pharma sector into a multi-year hype cycle. But here’s what you should actually be watching. The reality check has already started, and the numbers are uglier than the headlines ... Forget Novo Nordisk. Pfizer’s Obesity Pipeline Is Coming, and It Pays You 6.8% While You Wait

Rafael Oliveira is the brewer’s first outsider CEO, and investors are betting he can bring sharper execution to a company still trying to get volume growth back on tap.

Despite increased uncertainty, Coca-Cola and Walmart keep offering reliability.

Moby summary of Carnival Corporation & plc's Q2 2026 earnings call

Carnival (NYSE:CCL) stock is under pressure today, falling 6% to $28.41 as investors react to its latest quarterly earnings report. The move stands out against a relatively stable backdrop for peers, with Royal Caribbean (NYSE:RCL) stock down 1% to $306 and Norwegian Cruise Line (NYSE:NCLH) stock up half a percentage point to $20.14. The mixed ... Carnival Plunges 6% While Royal Caribbean and Norwegian Tread Water: Here’s Why

The market is undervaluing these three AI stocks.

The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water. As AI factories grow ... Nvidia’s Latest AI Breakthrough May Not Be a Chip — And It Could Fuel the Next Data Center Boom

Shorting SpaceX right now could be a really bad idea.

Its share price has plunged about 21% since second-quarter earnings were released on June 3.

There's no ambiguity that the Fed has put inflation control as its top priority.

Advanced Micro Devices has transformed into a data center powerhouse, but with the stock trading at the top of its range, investors must weigh a large growth opportunity against an equally large valuation.

SpaceX Corp (NASDAQ:SPCX) shares rose 2.5% on Tuesday, offering a partial reprieve after a brutal two-day selloff that wiped more than $600 billion from the rocket and satellite company's market value and marked one of the most dramatic reversals ever seen in a newly listed mega-cap...

Netflix (NASDAQ:NFLX) is the streaming business everyone thought had matured, yet management is still raising the ceiling. Co-CEO Greg Peters told investors Netflix accounts for only 5% of TV view share globally, with “tons of room for growth still ahead of us.” Advertising is doubling to $3 billion in 2026. Free cash flow guidance was ... Netflix Will Trade at This Price in 2028

Every retail trader on Reddit, X, and CNBC is fixated on SpaceX (NASDAQ:SPCX), the long-awaited Musk rocket IPO that prediction markets already value at roughly $1.17 trillion before the first share has cleared a public auditor. But here’s what you should actually be watching. The SPCX trade is a single-narrative bet wrapped around one personality, ... Forget SpaceX: 1 Unstoppable AI Cash Machine to Buy Hand Over Fist

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) on Tuesday announced BioNeMo Agent Toolkit, a suite of software tools designed to help AI agents perform scientific tasks across biology, chemistry, genomics and drug discovery. The toolkit combines Nvidia's life sciences libraries, models and computing...

Oracle's financial position and doubts about its largest AI client have weighed on the stock.

It's hard to keep a good space stock down.

At $194.90, Adobe (NASDAQ:ADBE) trades at a valuation that screens as compelling. The panic selling that erased roughly half the stock’s value over the past year has handed long-term investors a rare entry point in a software franchise that still prints cash. With shares trading at a forward P/E of 8, the market is pricing ... Buy, Hold, or Sell: Adobe Stock Just Cratered 50% From Its 52-Week High. Is It an Automatic Buy at $195?

The headline number for this article is $180, and I want to address it head on before anyone scrolls further. Our proprietary 24/7 Wall St. price target for PepsiCo (NASDAQ:PEP) is $170.18 over the next 12 months, with a clear path to $180 in the bull case as the World Cup activation, productivity savings, and ... Prediction: Pepsi Will Hit $180 on This Date

Shares are hurtling back to earth as investors grapple with a lofty valuation for a company that’s not expected to turn a profit until 2028.

Nvidia, Alphabet and other technology stocks fell as Wall Street shifted from rewarding AI spending to demanding evidence that it will produce outsized returns.

Chip stocks plunged on Tuesday, one day after the Philadelphia semiconductor index, known as SOX, hit a record high.

These businesses are growing quickly and have fantastic business models.

Quantum computing stocks rose after President Trump signed two executive orders aimed at strengthening the U.S. quantum computing ecosystem.

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Badly damaged tech company Oracle (NASDAQ: ORCL) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took a charge of $1.84 billion. In its 10K, the company explained “… improve operational efficiencies, including through the adoption and integration of AI technologies…” But is that ... Did Oracle Need To Fire 21,000 Because It Is In Trouble?

AST SpaceMobile (NASDAQ:ASTS) is the only public company beaming 4G and 5G directly to unmodified smartphones from low Earth orbit. CEO Abel Avellan calls it “the only technology positioned to capture the massive direct to device broadband opportunity in full.” Shares are up just 11.06% year to date despite a constellation buildout that should reach ... Prediction: AST SpaceMobile Will Hit $100 on This Date

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Mara Holdings and Soluna Holdings are underrated players in the AI data center boom.

Nvidia is moving deeper into the biomedical space with its BioNeMo toolkit software