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Market News
Latest financial news and analysis from global markets
NVDA
The $720 Billion Capex Trap: 2 Artificial Intelligence (AI) Hyperscalers Spending on Growth While the Rest Spend on Maintenance
The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this year.
AMZN
The $720 Billion Capex Trap: 2 Artificial Intelligence (AI) Hyperscalers Spending on Growth While the Rest Spend on Maintenance
The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this year.
TSLA
Morgan Stanley issues blunt take on Tesla stock after earnings
Morgan Stanley is still bullish on Tesla’s (TSLA) long-term story, but it doesn’t think investors should ignore the messy middle. Tesla released its Q1 2026 earnings report on Wednesday, April 22, 2026, to a mixed response, though the numbers looked good on the surface. According to Seeking ...
MS
Morgan Stanley issues blunt take on Tesla stock after earnings
Morgan Stanley is still bullish on Tesla’s (TSLA) long-term story, but it doesn’t think investors should ignore the messy middle. Tesla released its Q1 2026 earnings report on Wednesday, April 22, 2026, to a mixed response, though the numbers looked good on the surface. According to Seeking ...
BTCUSDT
Bitcoin ETFs Add $2.1B In 8 Days—Last Time This Happened, Bitcoin Hit An All-Time High
U.S. spot Bitcoin ETFs logged eight straight days of inflows totaling $2.1 billion through April 23—the longest streak since the nine-day October 2025 run that took Bitcoin to its $126,000 all-time high. The ETF Momentum Is Back Bloomberg ETF analyst...
JPM
How The Texas Capital Bancshares (TCBI) Investment Story Is Shifting With Conflicting Analyst Targets
The latest analyst update on Texas Capital Bancshares edges the modeled fair value from $104.14 to $106.77, a modest shift that still matters if you are tracking where the market might eventually meet those expectations. This adjustment sits against a backdrop of mixed research actions, with some firms lifting price targets by amounts such as $4, $5, $7, $10 and $13, while others trim by $2 or $5. This leaves you to weigh how much conviction to place in each side of the debate. As you read...
GS
Why The Narrative Around Madison Square Garden Entertainment (MSGE) Is Shifting With New Street Signals
Recent Street research around Madison Square Garden Entertainment has produced several price target moves, including individual increases of between US$2 and US$6, while the consolidated target shift sits at about US$2. Bullish initiations and fresh coverage from major firms such as JPMorgan highlight growing attention, even as the removal from Goldman Sachs' US Conviction List and more cautious targets show that opinions are still split. In the sections ahead, you will see how these...
JPM
Why The Narrative Around Madison Square Garden Entertainment (MSGE) Is Shifting With New Street Signals
Recent Street research around Madison Square Garden Entertainment has produced several price target moves, including individual increases of between US$2 and US$6, while the consolidated target shift sits at about US$2. Bullish initiations and fresh coverage from major firms such as JPMorgan highlight growing attention, even as the removal from Goldman Sachs' US Conviction List and more cautious targets show that opinions are still split. In the sections ahead, you will see how these...
REGN
Regeneron Pharmaceuticals Details C5 Strategy, With PNH Data Due Q4 and gMG NDA Under Review
Regeneron Pharmaceuticals (NASDAQ:REGN) outlined its C5 complement development strategy in an investor roundtable focused on cemdisiran, an siRNA targeting C5, and pozelimab, a C5-targeting antibody already approved for an ultra-rare disease. Executives emphasized a “match the biology” approach—usin
INTC
Intel CEO Lip-Bu Tan Is Excited About Partnering With Tesla On 14A Chips: 'Can Think Of No Better Partner' Than Elon Musk
In 2025, Intel Corp CEO Lip-Bu Tan said the company could exit its chip manufacturing business if it failed to secure external customers. Today, the company's shares surged as Elon Musk's Tesla Inc. signaled plans for a deal. Musk Partnership Sparks Intel Rally The rally followed Intel's strong first-quarter earnings and comments from CEO Tan, who highlighted a deepening collaboration with Musk's companies, including Tesla, SpaceX and xAI. "I can think of no better partner than Elon Musk," Tan s
TSLA
Intel CEO Lip-Bu Tan Is Excited About Partnering With Tesla On 14A Chips: 'Can Think Of No Better Partner' Than Elon Musk
In 2025, Intel Corp CEO Lip-Bu Tan said the company could exit its chip manufacturing business if it failed to secure external customers. Today, the company's shares surged as Elon Musk's Tesla Inc. signaled plans for a deal. Musk Partnership Sparks Intel Rally The rally followed Intel's strong first-quarter earnings and comments from CEO Tan, who highlighted a deepening collaboration with Musk's companies, including Tesla, SpaceX and xAI. "I can think of no better partner than Elon Musk," Tan s
NVDA
Prediction: Artificial Intelligence (AI) Stocks Will Lead the Nasdaq to New Highs. Here Are the 3 Best to Buy Now.
The Nasdaq has had a huge rally, but it could just be getting started.