Stock Market News
Latest financial news · Updated Jul 17, 2026
87,714 Jobs Have Already Been Lost This Year To AI, But Billionaire Nvidia CEO Jensen Huang Says AI Taking Jobs Is ‘Complete Nonsense’
The panelists agree that AI will lead to job displacement in the near term, particularly in back-office roles, but disagree …
SoftBank’s Creditors Said No Thanks to a Loan Against Its OpenAI Stake
The panel generally agrees that SoftBank's attempt to secure a $6B margin loan against its OpenAI stake highlights significant risks, …
Dear Marvell Technology Stock Fans, Mark Your Calendars for June 22
The panel is largely bearish on Marvell (MRVL) post its S&P 500 inclusion, citing risks of execution issues on new …
SpaceX IPO Demand Is Huge. That May Be The Warning.
The panel consensus is bearish on SpaceX's IPO, with key concerns being its high valuation, cash-flow discipline, capital intensity, regulatory …
A $550 Billion Reason to Buy Cerebras Stock
The panelists express significant concerns about Cerebras' (CBRS) valuation and growth projections, with most flagging execution risks, competition, and dependency …
Oracle's AI spending blows past estimates, raising worries over growing debt
The panel consensus is bearish on Oracle's aggressive AI cloud expansion, with key concerns being high leverage in a rising-rate …
Wedbush Says Nvidia Blackwell Demand Spikes Amid Tight Tech Supply
While Wedbush flags a spike in demand for Nvidia's Blackwell accelerators, panelists debate the sustainability of this demand and the …
SMCI Shares Dump 28% as AI Trade Gets Tested
Despite a $39B backlog, SMCI's equity raise signals a cash crunch and potential dilution risk, with the key unknown being …
Mizuho Raises Its Seagate Stock Price Target to $1,090 on AI Growth. My Models Show 130% Gains Are Possible Over the Next 4 Years.
The panel consensus is bearish on Seagate's stock, with key risks including HAMR technology scaling issues, potential slowdown in cloud …
Apple Just Introduced Next-Generation Siri AI at WWDC. Why That Might Not Be Enough to Give AAPL Stock a Boost.
The panel is largely bearish on Apple's AI announcement, citing high near-term risks such as cloud inference costs, uncertain user …
I'm Sitting Out the SpaceX IPO. Here's What I'm Buying Instead.
Panel consensus leans bearish on Nokia, citing low-margin hardware cycle, uncertain AI monetization, and geopolitical risks. Key risk: value trap …
European Shares Poised For Firm Start On Iran Peace Deal Hopes
The panel is skeptical about the durability of the rally following the Iran 'peace deal' announcement, with most participants highlighting …