An $875 target implies 18% upside, but downloads must become subscription, advertising or commerce revenue.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Check out the companies making headlines yesterday:
Seaport sees more room for growth as AI data-center demand lifts Marvell's custom silicon and interconnect businesses.

Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
BofA analysts said agentic AI could eventually pressure banks' deposit economics.
Micron Stock in Focus as Citi Lifts Forecasts on Hotter Memory Pricing

VLO's Gulf Coast crude sourcing edge, supportive refining margins and strong balance sheet bolster cash flow and shareholder returns.
Wolfe Research raised its SK Hynix price target to $250 from $200 and reiterated an ‘Outperform’ rating.

VEEV launches Falcon Router to automate biopharma case routing, deepening AI integration across regulated life sciences workflows.

CRCL lands a $100M Binance investment and five-year deal to expand USDC access across emerging markets and strengthen distribution.

Nvidia stock takes a breather after a six-day winning streak ahead of a key meeting between CEO Huang, President Trump and China's Xi Jinping.

Shopify just surged on a blockbuster Meta checkout deal while Wall Street lines up behind a target far above where we stand. Here is why our more cautious number still makes a compelling case for buying.

FIS carries a debt load that has frozen buybacks and rewritten its dividend history once already, and there is one internal metric that will determine whether income investors get a growth story or another reset.
Paramount executives have discussed asking billionaire Elon Musk to join a syndicate of equity investors, Semafor reported.
Investing.com -- Walt Disney Company (NYSE:DIS) is preparing to raise prices across several of its streaming services as early as Wednesday, according to a report from Bloomberg. The flagship ad-free Disney+ tier will see a 13% increase, rising $2.50 to $21.49 per month, while standalone ad-free Hulu will undergo an identical price hike. The strategic adjustment narrows the price gap between Disney’s primary service and key rival Netflix Inc., which charges $26.99 monthly for its top-tier plan.

Treasury yields have climbed to multi-year highs as inflation fears and the growing national deficit pressure bonds. This is far from an American problem. The yield has risen 1.13 percentage points since the start of the Iran war, according to Dow Jones Market Data.

The Nasdaq keeps hitting records while Microsoft stalls below a key price level, and the reason has nothing to do with the job cuts making headlines. Three forces are quietly squeezing the multiple on one of the most fundamentally sound businesses in tech.

Although Wood's company bought this stock, it may have had other motivations.
The FAA's new AI flight-management system gives Palantir another potential avenue to expand its government business.
McDonald's is committing billions to restaurant upgrades, menu changes and its workforce as it looks to bring more customers back.
Apple iPhone 18 Pro Max Wait Times Drop as BofA Highlights Improving Trend
Apple's (AAPL) average wait times for iPhone 18 availability rose about 3 days for the Pro model and

Gold rebounded after briefly dipping on the Fed's rate hike, as central bank buying persists. Newmont, Wheaton Precious Metals, and iShares Silver Trust offer distinct ways to invest in the trend.

Invesco's QQQ Trust is still one of the easiest ways to beat the market.

In an interview with CNBC, Mazza said a sharp reset has reduced leverage in memory trades, while investors are broadening their focus across more specialized parts of the AI trade.

Pfizer's COVID products keep shrinking. The company's total revenue has been flat for a year. That makes the best case for this stock easy to miss. It does not rest on the medicines you already know Pfizer (PFE) for. It is not another round of cost cuts either. It rests on a smaller and faster part of the company. So where is that growth coming from.

GGP CEO Kevin McCrain with 100 Oakbrook Center in Oak Brook (Getty, GGP, LinkedIn, Oakbrook Center)Brookfield Asset Management’s retail arm GGP is locking in an $800 million commercial mortgage-backed security refinancing for one of the last large, functioning malls in suburban Chicago. A syndicate comprising Morgan Stanley, Bank of America, Citibank, Goldman Sachs and Wells Fargo are reportedly the originators and sellers of the $800 million loan, according to Bisnow. The CMBS loan is set to re

UnitedHealth Group (UNH) stock has risen about 40% since late March 2026, against close to 19% for the S&P 500. Read cold, that looks like a recovery nobody could have timed. It was not hidden. The company had said plainly, months before the shares turned, that it would give up members to rebuild margin.

A Visa survey found U.S. willingness to use stablecoins for cross-border transfers rises from 36% to 56% when paired with hypothetical bank-level fraud protection and deposit insurance.
