Goldman's 8,000 S&P 500 target hinges on AI-driven hyperscaler spending, as NVIDIA's results show high concentration. A pullback in capital budgets could hit…
Cramer reaffirms $250 Palantir target; average analyst target is $202, reflecting a more cautious Wall Street consensus.
Lennar's Q3 earnings, due after the close on 16 September, may show how higher rates are hitting US housing and the broader economy.
Earnings reactions stay defensive; Dell and Palo Alto show strength, while Broadcom and Credo remain weak. Dispersion is key.
AI's margin impact may be greatest for low-margin heavy asset industries, using Waste Connections as one example.
Dell held earnings gains while Credo's losses worsened, highlighting a split in stock reactions after reporting.
Dan Ives says software stocks got their clearest buy signal in months, citing Oracle's earnings as a turning point.
Adobe beat fiscal Q3 revenue and profit estimates, but its Q4 revenue guidance only matches the consensus figure at the top of the range.
Apple's iPhone Duo foldable at $1,999. Analysis of growth potential, cannibalization, and AI role.
Meta shares rallied on its Muse AI agent; ServiceTitan and Navan declined on guidance and cost concerns. Cloudflare, American Eagle, Signet, and…
Oracle reports Q1 FY2027 results today; focus on cloud growth, $638bn backlog, and AI spending.
Barclays raised its S&P 500 year-end target to 7,950, citing AI demand and strong tech earnings.
Recent earnings reactions show a defensive shift: about half the stocks advanced, but large drops in tech and consumer names pulled the sentiment lower.
Lululemon stock closed at $100.61, down 80% from its 2023 peak, as the company cut sales forecasts and founder Chip Wilson faces divorce without a prenup.
Goldman Sachs strategist Timothy Moe holds a 12,000 KOSPI target, requiring a 74% rally, as he bets on strong earnings from Samsung and SK Hynix.