Bernstein analyst Stacy Rasgon maintained a Buy rating and a $315 target in July, implying upside from the price at the time. Nvidia remains the highest-quality business in this framework but the ...
Buy USD/JPY on dips. The coordinated US+Japan action can spark a short squeeze, but the article’s core driver is still the rate gap: BoJ held at 1% while Fed officials leaned hawkish, keeping the yen ...
Brent and WTI crude oil prices slipped sharply on Hyperliquid after President Donald Trump halted the planned attacks against ...
"Parts of the game have turned that popularity into remarkable commercial value – and we celebrate that success and want it ...
This score is generated through AI-driven analysis of the article's content. Buy NVDA. Amazon raised capex to $220B and reaffirmed AWS will keep Nvidia chips central, directly easing fears that ...
If AI capex is still the dominant theme, NVDA is the cleanest beneficiary of the same forces that are hurting Apple: ...
Buy Reddit (RDDT) after the post-earnings sell-off. The quarter was strong (revenue +61% YoY; ad revenue +64%) and guidance beat, so the market is overreacting to “choppy” Google referrals and missing ...
Buy Palantir (PLTR) into Monday’s earnings. Setup: revenue growth is expected to re-accelerate (80% YoY to ~$1.81B) with government strength (defense spending tailwind; gov revenue +85% last quarter) ...
Buy SpaceX (SPCX) into the Aug. 4 earnings and the Aug. 6 first lock-up expiration. The stock is already down ~30% since IPO and ~50% off highs, so the market is pricing in supply pressure. If ...
The article shows power/energy sales up 22% and profit up, plus a record $63B backlog (+79% YoY). With construction also growing and analysts expecting 16% revenue growth in the next quarter, earnings ...
AWS is the profit engine and the AI compute demand is still outstripping supply. Revenue +37% and the fastest growth in 18 quarters, plus contract backlog up to $496B, confirm durable enterprise AI ...
US stock futures rose on Friday as Amazon’s cloud results revived the artificial-intelligence trade, offsetting a sharp retreat in Apple after its cautious outlook. At 7:00 AM E ...
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