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Market News
Latest financial news and analysis from global markets
SNOW
Snowflake’s First Full Year Under New Leadership Shows Promise and Persistent Challenges
Sridhar Ramaswamy took the helm at Snowflake (NYSE: SNOW) in early 2024, inheriting a company navigating post-peak cloud valuations, intensifying competition from Databricks, and a stock well below its all-time highs. FY2026, which ended January 31, 2026, marks his first full fiscal year. Here is how he grades out. AI Strategy: B+ The repositioning of ... Snowflake’s First Full Year Under New Leadership Shows Promise and Persistent Challenges
AAPL
Apple (AAPL) Valuation Check As MacBook Neo Launches And China App Store Changes Reshape Expectations
Apple (AAPL) has just reshaped its hardware lineup with the low priced MacBook Neo, upgraded MacBook Pro chips, and the new AirPods Max 2, while simultaneously cutting App Store commissions in China under regulatory pressure. See our latest analysis for Apple. Despite a 1 day share price return of 1.08% to US$252.82, Apple’s recent 90 day share price return of 7.93% and year to date share price return of 6.71% signal cooling momentum, even as 1 year total shareholder return of 18.66% and 5...
ORCL
FAST vs DNOW: Which Industrial Distributor Stock Deserves Your Capital?
Fastenal (NASDAQ:FAST) and DNOW (NYSE:DNOW) both just reported Q4 2025 earnings, and the contrast could not be sharper. One is a technology-driven compounder grinding out organic growth in a sluggish industrial economy. The other just swallowed a company twice its size and is wrestling with an ERP system its own CEO called “a much heavier ... FAST vs DNOW: Which Industrial Distributor Stock Deserves Your Capital?
NVDA
Lyft NVIDIA AI Alliance Aims To Reshape Ride Hailing Economics
Lyft (NasdaqGS:LYFT) announced a new partnership with NVIDIA to integrate advanced AI systems across its platform. The collaboration focuses on mapping, operational efficiency, predictive modeling, and support for future Level 4 autonomous vehicle fleets. NVIDIA's enterprise AI suite will be used to help Lyft develop an autonomous vehicle ecosystem at scale. For you as an investor, this ties directly into how Lyft positions its core ride hailing business in a sector where AI and automation...
NVDA
Uber And NVIDIA Expand Robotaxis As Uber Stock Appears Undervalued
Uber Technologies (NYSE:UBER) and NVIDIA have agreed to deploy large-scale Level 4 autonomous vehicles across 28 cities globally. The partnership focuses on a fully NVIDIA software-driven robotaxi fleet, using the new NVIDIA Alpamayo AI stack. A phased rollout, including city-specific AI training, targets a global deployment by 2028 as part of Uber's multi-operator robotaxi strategy. Uber Technologies, trading at $74.66, sits at the center of the ride hailing shift toward software defined...
PLTR
Palantir just got a headline-grabbing boost from the Iran war
Palantir's (PLTR) CEO Alex Karp is jumping into the Middle East fracas, courtesy of his latest comments. The CEO said in plain words that Palantir’s software is helping U.S. allies in the Middle East. Palantir is a controversial company. But no one can deny the company's software capability. His ...
ADBE
Adobe Faces Downgrade, Price Target Cut After CEO Exit
Leadership transition and growth concerns weigh on outlook
ORCL
Does Oracle Corporation (ORCL) Have a Compelling Upside Potential?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). […]
INTC
Should You Forget CoreWeave and Buy 3 Artificial Intelligence (AI) Stocks Right Now?
CoreWeave isn't turning a profit yet, but these three companies are.
INTC
Where Will MP Materials Stock Be in 5 Years?
MP Materials could be a game-changer in the rare-earth industry as the U.S. looks to secure domestic sources of these crucial materials.
INTC
Intel’s New CEO Has Completed His First Year. Here’s Where Things Stand.
Intel (NASDAQ: INTC) shareholders have watched the stock climb 90.27% over the past year and 24.01% year-to-date. Those numbers frame the question: has Lip-Bu Tan, who stepped in as CEO in early 2025 following Pat Gelsinger’s ouster, actually turned Intel around, or has the market gotten ahead of the story? The honest answer lies somewhere ... Intel’s New CEO Has Completed His First Year. Here’s Where Things Stand.
AMD
Intel’s New CEO Has Completed His First Year. Here’s Where Things Stand.
Intel (NASDAQ: INTC) shareholders have watched the stock climb 90.27% over the past year and 24.01% year-to-date. Those numbers frame the question: has Lip-Bu Tan, who stepped in as CEO in early 2025 following Pat Gelsinger’s ouster, actually turned Intel around, or has the market gotten ahead of the story? The honest answer lies somewhere ... Intel’s New CEO Has Completed His First Year. Here’s Where Things Stand.