Stock Market News
Latest financial news · Updated May 26, 2026
Anesthesiologist Assistant Making $300K Says She 'Could Be Making Closer To $500,000' — But Chooses 40-Hour Weeks So She Doesn't 'Burn Myself Out'
The discussion highlights a structural labor shortage in U.S. healthcare, particularly in anesthesia, where mid-level providers like CAAs can command …
The Broadcom Stock Paradox: Why a $2 Trillion Valuation Ignores the Base Economics of Custom Chips
The panel's net takeaway is that Broadcom's shift towards ASIC co-design for hyperscalers poses significant margin dilution risks, despite the …
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
The panel agrees that custom ASICs will grow and are crucial for AI inference, but the pace and extent of …
Palantir’s AI Surge Meets Market Correction. Buy the PLTR Stock Dip Now.
Palantir's impressive 85% YoY revenue growth is fueled by AIP, but concerns about sustainability, high valuation, and concentration risk in …
Wall Street Is Warming Back Up to CoreWeave Stock. Long-Term Demand Is Helping.
The panel consensus is bearish on CoreWeave (CRWV), citing high customer concentration, potential margin compression due to pricing power asymmetry, …
D-Wave Vice President Sophie Ames Sells $437,000 Worth Of Shares: QBTS Stock Is Trending Overnight
The panel consensus is bearish on QBTS (D-Wave) due to high cash burn, unproven commercial scalability, and uncertainty around CHIPS …
The 1 AI Stock I'd Put in a Time Capsule and Open in 2036
The panel consensus is bearish on Absci (ABSI), citing high dilution risk due to repeated equity raises, uncertain timeline compression …
This AI Stock Has Been Called Overvalued for 3 Years. The Bears Keep Losing.
The panel discussion on Nvidia's valuation and growth prospects is mixed, with concerns about hyperscaler capex cycles, power constraints, and …
Japanese Market Notably Lower
The panel agrees that the Nikkei's drop is primarily driven by growth concerns and yen strength, rather than banking contagion …
Global Oil Inventories Are at an 11-Year Low and Getting Worse. Here's Where Investors Should Look Now.
The panel consensus is bearish on midstream names like EPD and ENB, with key risks including volume drops due to …
Musk: SpaceX Is Actively Seeking More AI Compute Customers, After Anthropic Deal
The panelists agree that xAI's high utilization rates and customer retention are crucial for its success, with significant risks around …
Bloom Energy Stock Could Continue Rising. Here’s Why.
The panel is largely bearish on Bloom Energy (BE), citing concerns about operating losses, capital intensity, execution risks, and unproven …