Stock Market News
Latest financial news · Updated Jul 24, 2026
Unique SpaceX IPO is hedging challenge for Wall Street: 'What are you going to do, short NASA?'
The panel consensus is bearish, with key risks including lack of liquid proxies for hedging, potential 'sell the news' event, …
Bisignano says Social Security Administration's phone helpline wait times have reached a record low
The panel expresses concern that SSA's operational improvements may be masking longer delays and potential service quality issues, with a …
As gold's tumble continues, traders bet the pain may last for two more years
The panelists generally agreed that the bearish sentiment in GLD options is driven by hedging and positioning rather than a …
A MicroStrategy Stock Squeeze Could Be Brewing as Short Sellers Target MSTR
The panel consensus is overwhelmingly bearish on MSTR, with the primary concern being its leveraged exposure to Bitcoin and the …
Toll Brothers upgraded, Lennar downgraded: Wall Street's top analyst calls
The panel consensus is bearish on Toll Brothers (TOL) and Lennar (LEN), with key risks including a potential reversal in …
Federal Reserve Policy Risks AI-Fueled Stock Bubble, Wall Street Warns
The panel discusses the potential impact of AI on inflation, earnings, and the broader economy. While some panelists are bullish …
How Is AMETEK's Stock Performance Compared to Other Industrial Stocks?
Despite a strong Q1, AMETEK's (AME) stock performance lags peers, raising questions about its growth sustainability. While some panelists highlight …
This tiny mutual fund outperforms by backing the world’s best management teams
The panel consensus is that the fund, MISEX, is dangerously concentrated with 40% in Alphabet, and while the management quality …
Corning Stock Soars on Multi-Billion-Dollar Deal With Amazon
The panel agrees that the Amazon deal provides multi-year revenue visibility for Corning's optical fiber business, but there's disagreement on …
Following the Post-IPO Quiet Period Expiration, Here’s Why Cerebras Stock Is Moving Higher
Panelists express concern over Cerebras' (CBRS) ability to convert its $24.6B RPO into durable revenue, given concentration risk, the challenge …
Oracle faces vital AI reality check in upcoming earnings
The panel is cautious about Oracle's cloud growth, highlighting the risk of slow RPO conversion, margin compression, and potential free …
Broadcom's Sell-Off Is Overdone - Based on its FCF Margins, AVGO Could Be Worth Double
The panel consensus is bearish on Broadcom's current valuation, with key risks including AI demand cyclicality, potential margin compression, and …