Stock Market News
Latest financial news · Updated Jul 25, 2026
Micron's Stock Is Up Over 270% This Year. Here's How It Can Still Double in 2026.
The panel consensus is bearish, with concerns about the cyclical nature of memory pricing, potential oversupply in 2027, and geopolitical …
Is Spotify Technology S.A. (SPOT) A Good Stock To Buy Now?
The panelists agreed that Spotify's transition to a high-margin, data-driven advertising and content ecosystem is promising, but they expressed concerns …
Is CoreWeave, Inc. (CRWV) A Good Stock To Buy Now?
The panel is largely bearish on CoreWeave, citing fragile margins, unproven backlog conversion, and significant execution risks in ramping up …
Cathie Wood’s ARK Buys Coinbase and Circle While Trimming Archer and Baidu
The panel consensus is that ARK's purchase of COIN and CRCL shares during a crypto sell-off is a tactical move …
PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats
The panel generally agrees that PBW's 34% YTD gain is vulnerable to rising interest rates due to its long-duration cash …
New York Legislature Passes Data Center Moratorium
NY's one-year moratorium on data centers drawing 20MW+ introduces policy risk, potentially slowing growth and increasing capex intensity. The study …
Why Microsoft Distancing Itself From OpenAI Is a Good Thing for Investors
Microsoft's pivot to self-built AI infrastructure aims to reduce single-vendor risk and control data, pricing, and roadmap, but faces significant …
TKO's strong earnings sent Wall Street a warning anyway
The panel consensus is bearish on TKO, with concerns about margin compression due to the shift towards lower-margin segments like …
Did Anthropic and Google Just Give Investors 2.2 Billion Reasons to Buy the SpaceX IPO?
The panelists are overwhelmingly bearish on SpaceX's IPO, citing precarious revenue assumptions, substantial risks in AI unit's profitability, and potential …
Last chance to file claims in Trader Joe's settlement. How to get money
The $7.4 million settlement for Trader Joe's is largely considered a non-event by panelists, with the payout being immaterial to …
Is VEA the Smartest Investment You Can Make Right Now?
The panelists generally agreed that VEA (FTSE Developed All-Cap Ex-US) is not a clear-cut core holding for the next decade …
Exxon Got Kicked Out of the Dow in 2020. It Has Since Beaten the S&P 500 by Nearly Double
Despite recent outperformance, Exxon's high forward P/E and reliance on elevated oil prices make it vulnerable to mean reversion and …