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Market News
Latest financial news and analysis from global markets
GOOGL
Reddit Earnings Arrive as Stock Struggles. Ad Sales Could Provide a Much-Needed Boost.
Reddit is scheduled to report first-quarter financial results after the stock market closes on Thursday.
MSFT
archTIS makes progress across platforms and defence contracts as ARR jumps 231%
archTIS Ltd (ASX:AR9, OTCQB:ARHLF) has delivered strong March quarter growth, with progress across its NC Protect and Spirion platforms, new defence wins and completion of a key US Department of Defense software project. archTIS has reported annual recurring revenue (ARR) of A$15.1 million...
CRM
Salesforce vs. ServiceNow: Which AI Stock Is the Better Buy?
Salesforce and ServiceNow have both been beaten down in the SaaS stock sell-off.
BAC
How The Apple (AAPL) Narrative Is Shifting On Services Strength, New Hardware And CEO Change
Apple’s modeled fair value has edged up to $297.88 from $296.46, a small move that still catches attention for a company of this size. That shift is being linked to Street debates around App Store and Services trends, the MacBook Neo and broader hardware lineup, and how the early CEO transition might influence execution and growth expectations. Read on to see how these themes are shaping the evolving analyst narrative and what to watch as it continues to develop. Stay updated as the Fair...
AAPL
How The Apple (AAPL) Narrative Is Shifting On Services Strength, New Hardware And CEO Change
Apple’s modeled fair value has edged up to $297.88 from $296.46, a small move that still catches attention for a company of this size. That shift is being linked to Street debates around App Store and Services trends, the MacBook Neo and broader hardware lineup, and how the early CEO transition might influence execution and growth expectations. Read on to see how these themes are shaping the evolving analyst narrative and what to watch as it continues to develop. Stay updated as the Fair...
PYPL
PayPal Reshapes Venmo Segment As Investors Weigh Valuation And Earnings Outlook
PayPal Holdings (NasdaqGS:PYPL) is restructuring its organization, designating Venmo as a standalone reporting segment. The company plans to appoint a new Venmo leader with digital banking experience to guide the business. The changes are intended to increase transparency into Venmo’s performance and expand future options for the asset, including a potential sale or partnership. For investors watching digital payments, Venmo has become a key part of how PayPal connects with younger and...
V
Why Visa (V) Is Up 7.6% After Earnings Beat, New Buyback And Stablecoin-AI Expansion
Visa recently reported fiscal second-quarter 2026 results showing revenue of US$11.23 billion and net income of US$6.02 billion, alongside a new US$20 billion share repurchase authorization and a declared quarterly dividend of US$0.67 per Class A share. Beyond headline numbers, Visa is leaning further into higher-margin and emerging areas, expanding its stablecoin settlement pilot across nine blockchains and rolling out its Agentic Ready AI-commerce program across Asia Pacific and Latin...
UBER
Uber Expands Into Hotels With Expedia Deal And Wider Upside Story
Uber Technologies (NYSE:UBER) is adding in-app hotel booking through a new partnership with Expedia. The tie up opens access to more than 700,000 hotels directly inside the Uber app. Features include planned vacation rental integration, curated trip tools, and AI powered booking assistance. Uber Technologies, trading at $74.47, is extending its reach beyond rides and food delivery by folding hotel reservations into its core app. The company’s 3 year return is about 7x, while the 5 year...
NVDA
Where Will Tesla Be in 10 Years?
Tesla faces a future that presents anything but a certain outcome.
INTC
Where Will Tesla Be in 10 Years?
Tesla faces a future that presents anything but a certain outcome.
TSLA
Where Will Tesla Be in 10 Years?
Tesla faces a future that presents anything but a certain outcome.
TXN
Is Lattice’s TI-Powered Real-Time Sensor Fusion Push Altering The Investment Case For Lattice Semiconductor (LSCC)?
In April 2026, Texas Instruments announced a collaboration with Lattice Semiconductor to pair TI sensing technologies with Lattice’s low-power FPGA-based Holoscan Sensor Bridge, enabling synchronized, low latency sensor data pipelines for advanced robotics and industrial edge AI systems. This partnership, alongside Lattice’s expanding Holoscan ecosystem and emphasis on physical AI applications, may enhance its relevance in edge robotics and industrial automation design cycles. We’ll now...