Category: Uncategorized

Quick Read Micron dropped 18% in a single week despite record earnings, and SK Hynix’s $28B listing threatens NVIDIA multiples if institutions liquidate both to fund allocations. Rivian’s collapse from $100 to $16, an 83% decline, illustrates Cramer’s warning that capital-hungry stocks absorb the sharpest punishment during mega-IPO liquidity events. Don’t wait: the analyst who…

Quick Read JPMorgan raised Lilly to $1,400 and RBC to $1,500, with both banks anchoring their bull cases almost entirely on GLP-1 drugs. Lilly’s Nvidia-partnered AI drug discovery platform, quietly funded by GLP-1 cash flows, represents a $1 trillion opportunity Wall Street has yet to price in. Few companies combine billions in current pharmaceutical revenue,…

Key Points Interested in Abivax SA Sponsored ADR? Here are five stocks we like better. Abivax shares rose more than 40% in a month after positive Phase 3 trial results for Obefazimod, a proposed ulcerative colitis maintenance treatment, and a subsequent $920 million share offering. Despite a cancer-related safety signal that caused a 44% single-day…

Remember when the biggest market worry was whether Samsung‘s (SSNLF +0.00%) earnings were too good? That was Tuesday, aka ages ago. By Wednesday, investors have moved on to weightier concerns such as whether the United States and Iran are about to resume full-scale hostilities. President Trump declared the interim cease-fire “over” at a NATO summit…

J2 Labs, a Boca Raton family office, has run a memo – closely modeled on Warren Buffett’s famous 1986 “businesses wanted” newspaper ad – in the South Florida Sun Sentinel, testing whether the same plain-spoken approach can still reach business owners in the age of AI. BOCA RATON, Fla., July 8, 2026 /PRNewswire/ — In…

Topline Meta edged past Tesla in market value Wednesday—not because Meta’s stock rose, but because Tesla’s fell harder—setting up Meta’s earnings report later this month as a test of whether the tech giant’s big spending on artificial intelligence is paying off. Meta shares topped Tesla’s market value by more than $50 million.Photo illustration by Cheng…

U.S. stock markets fell sharply after trading started on July 8 because investors became worried about fresh fighting between the United States and Iran. The biggest shock was in the Dow Jones Industrial Average, which fell 811 points, or 1.5%, shortly after the opening bell. Dow Jones fell nearly 800 points as Trump declared the…

This article was written by 34.14K Followers Follow With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha…

Quick Read CEG trades 26% below its year-to-date start at $254 against a $360 Wall Street target, with Microsoft, Meta, and CyrusOne PPAs already locked in. Cameco beat Q1 estimates by 38%, holds 230 million pounds under long-term uranium contracts, and partners with Brookfield on $80 billion in AP1000 deployments. Oklo is the only SMR…

Oil prices are back above $75, disrupting Wall Street’s market momentum The Dow Jones Industrial Average (DJI) is down 810 points midday, heading for its worst single-session decline in nearly a month. The S&P 500 Index (SPX) and Nasdaq Composite Index (IXIC) are also in the red, weighed down by surging oil prices—back above $75…