stocks
Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
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Stocks
Single-stock coverage and data pages. Every ticker page carries price, valuation, analyst consensus, price targets and the next earnings date, alongside our written analysis of the company.
stocks
Moderna Doubles in a Day: How One Trial Result Reset a $25 Billion Stock
Moderna shares surged as much as 177% after a landmark melanoma vaccine trial with Merck. What the data showed and what Wall Street thinks it's worth.
stocks
Software's Buyout Season Is Back: Inside the Silver Lake-Workday Talks
Workday shares jumped as much as 25% on reports Silver Lake is in talks for one of the largest software buyouts ever. Here's what's driving it.
stocks
Palantir's 93% Growth Is Real. So Is the Concentration Risk
Palantir revenue surged 93% in Q2 2026 as US commercial and government sales accelerated. Investors now face a different question: concentration.
stocks
Apple's Services Machine Has a New Risk: Regulators Are Rewriting the Toll Booth
Apple's Services business is still breaking records, but new EU App Store rules are changing the economics of one of its most valuable platforms.
stocks
Nvidia Earnings Preview: What to Watch When the AI Bellwether Reports on August 26
Nvidia reports Q2 earnings August 26. Analysts expect $93–95B in revenue. Here's what could move NVDA stock and the broader AI trade.
stocks
TSMC’s Record Profit Shows the AI Chip Cycle Is Still a Capacity Story
TSMC’s record Q2 profit expectations and advanced-node demand show why AI semiconductor growth remains constrained by manufacturing capacity.
stocks
Tesla Delivers a Record 480,126 Vehicles but the Stock Still Falls
Tesla delivered a record 480,126 vehicles in Q2 2026, beating expectations as European demand recovered, but shares still fell.