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Market News
Latest financial news and analysis from global markets
MSFT
Should CrowdStrike’s AI-driven OverWatch Expansion to Defender Users Require Action From CrowdStrike Holdings (CRWD) Investors?
CrowdStrike recently launched Falcon OverWatch for Defender, extending its managed threat hunting to Microsoft Defender customers, while also deepening AI integrations and expanding its Project QuiltWorks coalition to address emerging AI-driven vulnerabilities across enterprise environments. By pairing adversary-intelligence-driven hunting, frontier AI models like Claude Opus 4.7, and new offensive-testing partners such as Armadin, CrowdStrike is positioning its Falcon platform as a central...
PLTR
Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks priced for perfection, and Palantir (NASDAQ:PLTR) at $135.91 faces the steepest valuation hurdle. Each rides the same agentic-AI thesis. Valuation and recent price action separate them. Buy ... Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
AMD
Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks priced for perfection, and Palantir (NASDAQ:PLTR) at $135.91 faces the steepest valuation hurdle. Each rides the same agentic-AI thesis. Valuation and recent price action separate them. Buy ... Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
V
Berkshire Hathaway Likely Made a Lot of Portfolio Changes in the First Quarter
Investors will soon learn what changes Berkshire Hathaway made to its equity portfolio in the first quarter—and the company’s smaller holdings probably were impacted.
JPM
Berkshire Hathaway Likely Made a Lot of Portfolio Changes in the First Quarter
Investors will soon learn what changes Berkshire Hathaway made to its equity portfolio in the first quarter—and the company’s smaller holdings probably were impacted.
TSLA
Mother of Elon Musk’s children testifies in lawsuit against OpenAI
Shivon Zilis, an executive at Musk’s brain implant startup Neuralink, served on OpenAI’s board from 2020 to 2023
COIN
How To Make Coinbase Stock Take Flight — Via An Iron Condor
Coinbase stock is showing elevated implied volatility with earnings due, making an iron condor trade one possible option.
PLTR
Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You
Palantir has whipsawed traders all year, but the latest Q1 earnings reset the conversation. Palantir (NASDAQ:PLTR) just delivered another blowout quarter, raised full-year guidance, and absorbed multiple analyst upgrades, yet the stock still sits well below its 52-week high. Our model says that gap is an opportunity. Our 24/7 Wall St. price target for Palantir ... Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You
WMT
Walmart's Chart Shows Buy Signs. Is It A Growth Stock Or A Defensive Play?
Walmart's combination of retail and e-commerce sales means it can be both a growth stock and a defensive stock. The stock is up almost 20% in 2026.
UBER
Uber Technologies, Inc. Q1 2026 Earnings Call Summary
Moby summary of Uber Technologies, Inc.'s Q1 2026 earnings call
GOOGL
How We Chose the TIME100 Companies of 2026
The annual list highlights businesses making an extraordinary impact around the world.
INTC
5 Signs the Semiconductor Rally Is Getting Silly
Artificial intelligence is driving a massive chip stocks rally. Several data points indicate that the rally is getting slightly ridiculous.