Market News

The Big 3: CRM, UNH, TSLA

AI Stock 'Planting Season:' Dale Smothers Sees Incoming 'Rip Your Face Off' Rally

Competitors Closing Gap on TSLA, Earnings & SPCX Merger Talks Add Fuel to Bull Case

META Earnings Beat Not Enough for Investors, CapEx & Macro Fears Ignite Selloff

Inflation & Housing's Seesaw Effects on Fed; Mag7 & Neoclouds Prove Me Story

Why AI CapEx Concerns Continue to Outweigh Earnings as Market Broadens

Mid-Cap Physical AI Stocks to Outperform? Why Amy Zhang Picks OKTA, NET, CGNX

Thursday's First Moves: AAL Falls, SPOT Surges, LMT Rallies After Earnings

Tiffany McGhee on Fed's Intensifying Inflation Fight, AI Earnings & Gold Bull Case

Does TSLA Need SPCX Merger? Earnings Improve, Roadster Shows Vision for Future

Kevin Smith's Cautious Outlook in OpenAI & Anthropic as AI CapEx Climbs

Stock Market Slides After META & TSLA Earnings, LRCX Sees Supply Hitting Backlog

Chart of the Day: NFLX

EARNINGS PANEL: META, TSLA, IBM, LRCX, TXN

Stock Market Today: META, TSLA, IBM Earnings

Wednesday's Final Takeaways: NVDA Expanding Data Center Role, Elice Rebounds

Chinese EVs, Hybrid Growth & America’s Affordability Problem

AI, the Fed & the Next Big Shift in Fixed Income

Charts to Watch: SPX, NOW, ULTA

HACK & the Rise of High-Conviction Thematic ETFs

United Airlines (UAL) After Earnings: Starlink, Loyalty & Pricing Power

META Strong Opportunity in AI Faces Competition & Sentiment Headwinds

Netflix (NFLX) Near a Trough as Ad Opportunity Builds

Midterm Election Noise & Bitcoin, Ethereum's Potential Dip Buying Opportunity

Ca$htag$: TSLA 'Win-Win' Business Model as SPCX Merger Talks Continue

Netflix (NFLX) Faces an Engagement Problem as YouTube Gains Ground

The Big 3: XLF, TOL, BABA

AI’s Hidden Helium Problem: Chip Costs Could Climb

Jeffrey Small on META Bellwether for AI Health; NVDA, MSFT, ETN Bull Cases

META Earnings AI Trade 'Clearing Event?' Muse, CapEx Key Signals to Watch

NFLX Taps 2-Year Low After Earnings: What Has Investors Dialing Down Bullishness

Beyond the U.S.: Mark Headley Sees Opportunity in Emerging Markets

Breadth & Volume Challenge SPX Short-Term, RUT Tests Historic Support

KG on SPCX & TSLA Trading Action, SMCI Prelim Revenue Surge

Luxury Real Estate Holds Up, Rest of Housing Industry Still Frozen

Wednesday's First Moves: FTNT Double Downgrade, UAL Double Miss, T Earnings

SPCX & TSLA Merger Buzz Excites Investors, Crude Oil Cools Amid Iran Uncertainty

AI, Bonds & Small Caps: Tim Holland’s Case for Diversifying

AI Buildout Still in 'First Inning?' Ryan Trimberger on META, Anthropic & CapEx

Options Corner: META's Bullish Trends in 'Choppy Trade' Ahead of Earnings

Case for CapEx: Simeon Wallis on AI Becoming Driving Force in Fighting Inflation

Chart of the Day: ZM

SPCX Soars on Earnings & TSLA Merger Talks, SMCI Surges on Prelim Revenue

EARNINGS PANEL: SPCX, NFLX & UAL

Stock Market Today: SPCX, NFLX & UAL Earnings

Tuesday's Final Takeaways: Housing Market Still Frozen, Elice IPO Plunges

Can Ads & Live Sports Keep Netflix (NFLX) Growing?

AI’s Credit Boom Could Be the Market’s Next Risk

Options & Volatility Themes Across Tech, How META & SPCX Earnings Shape Trends

Bitcoin's Path Back to $100K: Joe Sticco on Record ETF Inflows, Index Diversification

Big Profits, Big Costs: GM Earnings Show Affordability & EV Challenges

Why Taiwan & Brazil Stand Out in Global ETFs

'Don't Jump in Front of This Train:' Ken Mahoney's Cautious Take on NFLX Earnings

Defense Spending Surge Creates Opportunity in RTX, LMT & GD

Ca$htag$: United (UAL) Gains Ground on Rivals, But Fuel Costs Loom

Landing Pad Set for SPCX Earnings; Examining GE, RTX, NOC Reports

Angel Studios CEO on the Audience-First Model Driving Growth

The Big 3: NVDA, AAPL, MSFT

'Matter of Time' Before AI Rug Pull? Patrick Mueller on Concentration, ROI Concerns

Lang: RTX, NOC Ready for a Defense Stock Rebound After Earnings

SOX Surge Adds Tech Muscle Amid AI Spending Concerns; 10-Year Yield Volatility Will Last

GM Earnings & $20B Buyback Show Confidence, Guidance Pumps Brakes on Momentum

The Dollar Bull Case: AI, Productivity and Strong U.S. Earnings

KG on Frozen Housing Market, Tech Weighing Down SPX & Crude Oil's Reversal

Hirsch: October Selloff Could Be a Buying Opportunity

Tuesday's First Moves: AAPL Downgrade, AKAM Upgrade, MMM Mixed Earnings

Why GOOGL and NVDA Stand Out as AI Risks Grow

Watch CRWV, AI Memory as Crude Taps $100; SPCX & NFLX Earnings After Close

Options Corner: NFLX Near 52-Week Low into Earnings

TSLA Sales Edge & Roadster's Tech Wonders; Auto Pressures GM Earnings Show

Thatcher: NVDA New Value Stock, Bullish on MSFT & GOOGL, Broader SPX Will Rally

Chart of the Day: AKAM

Market Retreats from AI 'Dead Cat Bounce;' GE, GM & NOC Beat Earnings

Stock Market This Week: AI Stocks Sell, Financial Earnings Mixed, Crude Rallies

EL CIERRE — 16 DE OCTUBRE

Friday's Final Takeaways: Tech's Tough Week & Market Pricing Fed Rate Hold

Mag 7's AI Show Me Story: Why Earnings Need to Meet Exceedingly High Bar

ROI Poses Ultimate Test to AI Spending Boom as Volatility Climbs

AI’s Core Players Could Outlast the Semiconductor Selloff

PLTR Unique Value in Volatile AI Trade, New NVDA & NBIS Partnerships

Charts to Watch: SPX, RDDT, GOOGL

Inside Aptus’ DRSK and ACIO ETF Strategies

Blanchard: 'No Reluctance' in iPhone Duo Preorders, Siri AI Will Lead Future Growth

Danielle Shay on Trading NVDA, AMD, AVGO & TSLA into Earnings

Holiday Travel Costs Surge, but Demand Isn’t Slowing

Ca$htag$: INTC Consumer Sentiment Surge Follows Stock Trends

$7 Diesel Likely: Global Tensions, Winter Months Make Energy Risks More Widespread

The Big 3: CRWV, APPL, TEAM

Palladyne AI CEO on the Future of Autonomous Warfare

Software’s Comeback: Why Luke Lloyd Sees More Upside Ahead

Regional Banks Face New Risks From AI and Deposit Competition

TSLA Roadster Demo Shows Off Tech Spectacle, Question Marks on Outlook Linger

Disconnect Forms Between Earnings & Stocks; 'Conflicting Narratives' in AI & Yields

AI’s Next Winners Could Go Far Beyond Semiconductors

KG on Data Backing Inflation Uptrend, WMT Bull Run & Bullish Hope for Equities

Friday's First Moves: WDC & STX PT Cuts, NFLX New Content Chief, FOXA Double Upgrade

Kenny Polcari's MU & Mag 7 Bull Cases, Why Fed Will Hold Rates in October

AI, 0DTE & Extended Hours Are Changing Options Trading

Keep One Eye on the AI Trade, the Other on Inflation as Fed Faces Interest Rate Test

Why Fed's October Interest Rate Meeting is in the Air; Housing Market Struggles to Thaw

Options Corner: FOXA Double Upgrade Turns Up Bullish Volume

Eric Beiley on Investors Retreating from AI Stocks, Why MSFT & GOOGL Stand Strong

Chart of the Day: WDAY

Stock Market This Week: CEG Surges on GOOGL Deal, SPCX Spectrum, Chips Sell

Friday's Final Takeaways: Firmus Delays IPO, Affordability Hits Households

From Oil to AI: Markets Navigate a New Wave of Uncertainty

BaRupOn CEO on the Power Crunch Threatening AI’s Buildout

Kevin Davitt on Younger Generations' NDX Influence, Volatility & Options Trends

Charts to Watch: SPX, SPCX, SATS

How Investors Can Get Ahead of the Next AI IPOs

NVDA, PLTR, MSFT, AAPL, CRWD: Dan Ives' Top 5 Stock Picks into 2027

NFLX Near 52-Week Low Following SKYD Merger, Earnings & Live Offer Opportunity

Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

TripleLift COO on the AI Disruption Hitting Retail and Advertising

Hybrid Demand Soars as EV Buyers Focus on Price and Range

Ca$htag$: Starlink Google Searches Back SPCX Demand as Company Disrupts Legacy Giants

DAL’s Earnings Miss Masks a Bigger Shift in the Airline Industry

The Big 3: WOLF, TEAM, HPE

From Streaming Bills to Cell Service: How AI Could Transform Consumer Spending

Andrew Arons Sees MU Growth Opportunity, IBM Value Play in 'Early' AI Days

DAL Hits Turbulence as Higher Fuel Prices Pressure the Airline Industry

SPCX Low-Band Spectrum License Expands Mobile Opportunities; VZ, T & TMUS Plunge

AI Rotation's Market Breadth Impact, Why Trump Administration Wants Tech to Succeed

Why the Bond Market May Be Underpricing the Next Inflation Shock

KG on Consumer Sentiment Plunge, Key SPX Levels & Crude Oil's $90 Support

Bob Lang on De-Risking at Record Highs; Bulls Flood NVDA, AVGO, MRVL Options

Friday's First Moves: CRWD & ZS Pirce Target Hikes, HUM Upgrade

Market Highs Mask Growing Risks Beneath the Surface

Banks' Big Earnings Test, OpenAI Revenue Uncertainty & Crude Cools

Options Corner: TSM Rally Lasts on Strong AI Chip Demand

60-40 Portfolios Are Not Back: Ted Parkhill Expects 'More Pronounced' Bond Market

AI Stocks Rebound After OpenAI Revenue Selloff, SPCX Gets Spectrum License

Chart of the Day: MSTR

Stock Market Today: MU Earnings Beat, HPE Gets AMD Order, BA Navy Contract

Wednesday's Final Takeaways: PCE Cools, TSM Weighs Texas Investment

EARNINGS ALERT: MU

What Rising Rates Mean for the Mag 7 Safety Trade

SPCX, Anthropic, OpenAI: Three Companies to Lead Next Tech Frontier

Amazon (AMZN) CSO on AI Shaping Cyber Threats, Safety Tools & Frontier Models

Charts to Watch: SPX, COIN, GOOGL

Why ETFs Are Pulling In Record Cash From Investors

Fed & Debt Risks Loom Over Bitcoin, Altcoins Outperform & Gauging Blockchain Activity

What to Watch as Micron Reports Earnings Hitting on All Cylinders

Chanin: SPCX Starship Shows 'Tremendous Opportunity' For AI, Space Infrastructure

Ca$htag$: Why Visa's Rally Is Backed by Real Consumer Spending

'Phenomenal' Earnings v. Cyclical Concerns: MU Faces Key AI Questions

The Big 3: NVDA, BE, SPCX

Why Set It and Forget It Could Wreck Your Retirement Plan

Dale Smothers Sees 8,000 SPX by End of 2026, MU Earnings Volatility Ahead

BA Wins $20B U.S. Navy Contract Following Stock Price Plunge

Paul Meeks Remains Bullish on Micron, Sees Opportunities to Buy on Weakness

Oil Above $100 Could Be Coming After the Midterms

'Healing Needs to be Done' in SPX, Factors Keeping RUT in Downtrend

KG on Core PCE's Market Impact, White House 'Accord on Super Intelligence'

Why the Consumer's Breaking Point Could Punish High-Flying Tech

Wednesday's First Moves: MRNA Downgrade, BA Jet Contract, JBL Earnings

AI Buildout Powers a Rotation From Cash Into Credit

PCE Pushes Equities, Cuts into Interest Rate Hike Changes as Oil Flows Improve

How Energy Volatility Will Shape Fed's October Interest Rate Decision

Options Corner: MU Aims to Recapture All-Time Highs in Earnings

Caleb Silver on PLTR, MSFT, Other Software Rotation as Market Confidence Drops

Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord

Chart of the Day: MRNA

Stock Market Today: PCG & EIX Sell Off, TSLA Rallies, GME Prelim Earnings

Monday's Final Takeaways: Mortgage Rates Surge, Tim Cook Steps Down as AAPL CEO

Beyond Nvidia: New Frontiers in Space and Healthcare AI

DELL, ORCL, ZS & This Week's Tech Earnings to Gauge Lasting AI Strength

Thatcher: NVDA AI 'Tentpole,' META & MU New Value Stocks, SPCX Long-Term Buy

Clinton Sparks on 'Capturing the Culture:' From Mixtapes & Lady Gaga to Global Gaming League

The WRTH ETF: Options Income Without Owning Stocks

Lasting Headwinds Hit Kevin Warsh's 'Agenda of Change' for Interest Rates

What DELL Learned from NVDA to Benefit in AI Buildout

CRWD, DE, LLY: McMahon's Picks for a Broadening Rally

PANW Platformization: Key Value Proposition, or Margin Pressure Risk?

Tim Cook's Final Day as Apple CEO: Analyzing AAPL Price Action & Options Trade

Chris Galipeau a 'Buyer' of Incoming Pullbacks, Confident in Fed's Rate Command

Elevated Crude Oil Hits Fed's Inflation Outlook, Tariffs Tackle Global Trade

Monday's First Move: PCG Downgrades, GME Prelim Earnings, DE Upgrade

Crude's Climb Sours New Trading Week, U.S.-Venezuela Deal to Buoy Risks

Jay Woods on September Weakness & MSFT, PLTR "Gapping and Going"

Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow

Crude Oil Surges Amid U.S.-Iran Firefight, August Jobs Report Looms

Stock Market This Week: NVDA & CRM Rally on Earnings, PYPL Plunges

Friday's Final Takeaways: Consumer Pressure Persists as Warsh Tilts Hawkish

Kevin Warsh's 'Strategic Ambiguity' & AI's Key Role in Holding Fed Narrative

Pasqal CEO on Scaling Quantum Computing & Saudi Aramco Partnership

NVDA Earnings, GOOGL Partnership Offer MRVL Tailwinds, P/E Growing Headwind

Angelo Zino on META $16.7B Trial Settlement & Uncertain AI ROI Path

MU "Fantastic" Standing in AI Memory, SNDK Edge Over Competitors

Fed Faces Balancing Act on Inflation, Credit & AI Growth

Tech Industry Drives Growing Commercial Need for Nuclear

Retail's Durability Against Inflation: From KKS & GAP to TGT & WMT

Warsh's "Hawkish" Jackson Hole Speech & Impacts on Bitcoin's Bull Run

Crypto Corner: The Year Bitcoin Went Mainstream

Geopolitical Shifts Fuel Defense, Tech and A.I. Growth

Final Takeaways from 2025

Options Corner: Alphabet (GOOGL)

2026 Housing Market Expectations: Wage Growth Bringing Buyers In?

Swirski: Unemployment Angst Will Pressure Markets in 2026

ONDS Rallies on Defense Spending & New Contracts

Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year

McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling

The Case for Micron (MU) as the 2026 A.I. Leader

Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA

‘YouTube Has Become Television’: the Media Shake Up in 2026

Ca$htag$: Apple (AAPL) Strong Holiday Season

Moser: Small Cap Outperformance in 2026, Likes Biotech Including PCRX, SIBN

David Wagner’s 2026 Market Theme: 'American Psycho'

Microsoft (MSFT) 2026: Azure AI & Corporate Adoption

The Big 3: UBER, INTC, OXY

Inside Out: Software Sector Opportunities

Growth Drivers Changing into 2026, but Double Digit Returns Possible

2026 Bond Market Returns May Lag 2025

‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026

Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC

NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact

David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH

‘Strong’ Jobless Claim Numbers & Switchups in the Fed

Nova Minerals CEO on Gold Rally

Options Corner: NFLX Record Viewership

A.I. Leads to Cloudy Investment Outlook

New Year’s Eve Stock Movers: NVDA, TSLA

Chart of the Year: Nvidia in Review