Stock Market News
Latest financial news · Updated Aug 22, 2026
Bill Ackman Just Disclosed 6 New Positions, and 4 of Them Are Financial Stocks. Here's What He's Betting On.
The panelists generally agreed that Ackman's bet on 'capital-light toll takers' like Visa, Mastercard, S&P Global, and ICE is defensible …
Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
The panel is largely bearish on Rocket Lab's $8B Iridium acquisition due to integration risks, regulatory scrutiny, and potential erosion …
Intel: BofA sees $20B raise fueling foundry and server CPU growth
The panel's net takeaway is that Intel's $20B equity raise is a necessary move to avoid a balance sheet crisis, …
Uber, Pony.ai Expand Partnership To Deploy More Than 2,000 Robotaxis Across Europe
The expansion of Uber's partnership with Pony.ai to deploy 2,000 robotaxis across Europe and the Middle East is seen as …
Nelson Peltz Reportedly Preparing Bid to Buy Wendy’s
The panel consensus is bearish on Wendy's (WEN) take-private bid led by Nelson Peltz, citing structural issues like brand erosion, …
Robinhood’s Crypto Slump Got the Headlines. Its 10x Business Got Ignored.
Panelists agree that Robinhood's pivot to prediction markets is significant, with Q2 revenue of $156M, but disagree on its sustainability …
ACB Stock Alert: What to Know as Curaleaf Announces Takeover Bid for Aurora Cannabis
The panelists generally view Curaleaf's unsolicited $4/share bid for Aurora Cannabis as risky, with potential synergies and tax benefits being …
CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.
The panel agrees that there's explosive demand for GPU-as-a-service, but they're divided on whether current pricing power and margins can …
NVIDIA’s Institutional Roots Deepen with AI Finance Partnership
Despite impressive Q1 FY27 results, concerns about concentration risk in data-center revenue, unsustainable growth rates, and potential issues with NVIDIA's …
Incyte Sales Growth Drives Share Price Gains
INCY's strong Q2 results and raised guidance are tempered by concerns about Jakafi's patent cliff and the challenge of offsetting …
About the New Lawsuit That Takes Aim at ‘Extraordinary, Corrupt, and Unconstitutional’ Truth Social Subscriptions
The panel consensus is bearish, with key risks including potential regulatory action that could collapse DJT's API revenue and valuation, …
Trump Media's CFO Sells Nearly 20,000 Shares After the Company's Crypto Business Combination Collapsed
The panel unanimously agrees that DJT's current situation is precarious, with a highly speculative merger with TAE Technologies as the …