Stock Market News
Latest financial news · Updated Jul 24, 2026
Alphabet Just Proved Why It's a Top Artificial Intelligence (AI) Stock Once Again
Panelists debate Alphabet's AI infrastructure bet, with growth rates and capex concerns driving mixed sentiment. Cloud growth rates vary from …
Why Badger Meter Stock Is Plummeting 18% Lower This Week
The panel consensus is bearish on Badger Meter (BMI) due to concerns about project delays, structural headwinds in municipal capex, …
Scoff at cheaper bus fares and No 10 North if you like, but Andy Burnham knows what he’s doing | Jonathan Freedland
The panel is largely bearish on Andy Burnham's regional growth strategy, citing fiscal constraints, coordination risks, and the potential for …
Trump vows to investigate EU over fining of US tech companies
The panel consensus is that Trump's threat to investigate the EU and impose tariffs over antitrust fines against US tech …
Oil Tanker Makes Red Sea U-Turn After Houthi Threats, Reroutes Around Africa In Costly Transit
The panel agrees that the rerouting of tankers around the Cape of Good Hope due to Bab el-Mandeb threats will …
AI Capex Depreciation Risk Is The Catch To Record Earnings
The panel agrees that hyperscalers' high capex and uncertain depreciation schedules pose a significant risk to future free cash flows, …
Google Cloud is becoming Alphabet's new profit engine: Chart of the Day
Google Cloud's impressive 82% y/y revenue growth and 36% operating margin signal a significant shift, but high capex and potential …
Analysis-Chipmaker CXMT debut spotlights China's state-funded path to tech power
The CXMT IPO, while a significant state-backed venture, is a bearish proposition due to persistent technological lag, massive capex needs, …
Alphabet Just Delivered 82% Cloud Growth. Why It Wasn't Enough
Alphabet's impressive cloud growth and margin expansion are tempered by concerns over massive capex and uncertain AI monetization, leading to …
NextEra Energy, Inc. Announces Increase In Q2 Bottom Line
NextEra Energy's (NEE) Q2 results showed strong top-line growth, but the adjusted EPS beat was below the implied quarterly average …
Here's Why Aehr Test Systems Stock Surged Higher This Week
The panel consensus is that Aehr Test Systems (AEHR) is trading on narrative momentum and speculation, with extreme customer concentration …
Rigetti Computing Is Trading Under $15: Is Now the Time to Buy?
The panel consensus is bearish on Rigetti Computing (RGTI). Despite its substantial cash hoard and promising technology, the company's high …