Stock Market News
Latest financial news · Updated May 24, 2026
New Street Research Adds NVIDIA (NVDA) to Best Ideas List for 2026
The panel discussed NVDA's potential to reach a $1 trillion run rate by 2027, with mixed views on the likelihood …
What Does the Future Hold for SoundHound (SOUN)
SoundHound's impressive revenue growth is overshadowed by profitability misses, heavy reliance on M&A, and potential dilution. The panel is concerned …
Ondas Partners With Heidelberg For European Drone Defense
The panel is skeptical about Ondas' rapid pivot to a diversified defense contractor, with concerns around execution risk, dilutive acquisitions, …
Is Franklin Resources Stock Outperforming the Nasdaq?
Franklin Resources (BEN) shows mixed signals with strong Q1 earnings and inflows but also concerns about fee compression, reliance on …
Truist Cuts PT on Boston Scientific Corporation (BSX) to $92 From $95 – Here’s Why
The panel is cautiously optimistic about Boston Scientific's (BSX) growth prospects, with organic growth of 12.7% (Q4) and 15.8% (FY2025). …
Meta Platforms (META) and Nebius Sign AI Infrastructure Deals Worth up to $27 Billion Over 5 Years, Reuters Reports
Meta's $27B deal with Nebius secures AI compute capacity, hedges against GPU bottlenecks, and diversifies infrastructure, but risks include stranded …
Alphabet Inc.’s (GOOG) Google in Talks With Envicool, Reuters Reports
Google's focus on liquid cooling and the Wiz acquisition signals its commitment to scaling AI infrastructure, with potential margin benefits, …
Iran War Premium Pushes Some Oil Products to Over $200 a Barrel
The panel agrees that the market is experiencing a significant physical supply deficit, with Brent futures and physical product prices …
Microsoft Corporation (MSFT) Reorganizes Copilot Teams, Reuters Reports
The panel is divided on the impact of Microsoft's Copilot team reorganization. Bulls argue it accelerates adoption and innovation, while …
JetBlue (JBLU) Target Increased to $5 at TD Cowen
The panel consensus is bearish on JetBlue (JBLU), citing operational execution risks, macro volatility, and high debt levels. Despite near-term …
Small-Cap Oil Producer Hits 50 Consecutive Dividends With a 10.6% Yield, But the Cushion Is Thin
Evolution Petroleum's high yield (10.6%) is unsustainable due to paying out nearly 400% of net income in dividends, lack of …
Mortgage and refinance interest rates today, March 21, 2026: Jumping to a six-month high
The panel agrees that the recent rise in mortgage rates to 6.31% is bearish for the housing market, with potential …