Stock Market News
Latest financial news · Updated Jul 25, 2026
The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores
While Walmart's digital growth and store-as-warehouse model show promise, the panel expresses concerns about margin durability under ad competition, rising …
The "Magnificent Seven's" Capex Spending Spree Has Given Birth to 2 Millionaire-Maker Stocks Hiding in Plain Sight. Here's the Best of the Bunch
The panel consensus is overwhelmingly bearish on the article's thesis that Sandisk (now a segment of Western Digital) offers superior …
What's the Better Stock Right Now: Hewlett Packard Enterprise or Dell?
The panelists generally express caution about the current valuations and growth prospects of HPE and Dell, with concerns about the …
Why Johnson & Johnson May Be the Closest Thing Investors Can Find to a Bulletproof Dividend Stock
The panel consensus is neutral, with concerns about JNJ's post-Kenvue risk profile, valuation, and potential headwinds from patent cliffs, Medicare …
The Most Important AI Company You've Never Heard Of
The panel is bearish on Constellation Energy (CEG) due to uncertainty in AI power demand, competition from other power sources, …
Dycom is building a 49-acre fake town to train unskilled workers for $62K data center jobs
The panel is divided on Dycom's $62K training facility initiative. While some see it as a strategic move to address …
QQQ vs VGT: Which Tech ETF Is Better?
The panel is neutral on VGT vs QQQ, with risks and opportunities on both sides. VGT's tech concentration offers higher …
Backblaze Sees AI Boom Fueling Cloud Storage Demand and Neocloud Deals
The panel is largely bearish on Backblaze, with concerns about customer concentration, margin path, and the need for clear disclosure …
The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000
While the strategy of deferring severance to lower tax brackets can work in theory, it's fraught with risks and practical …
Elon Musk sets SpaceX IPO price in blunt message to Wall Street
The panel consensus is that SpaceX's fixed $135 share price for a $1.75T valuation is overly ambitious, given the high …
Barclays Sees Further Upside for Equities Despite Signs of Excess in AI-Driven Rally
Panelists generally express caution, with a focus on narrow breadth, crowded AI/semiconductor positioning, and potential risks from yields and capex …
Here are 3 forces that drove a whirlwind week for the stock market
The panel largely agrees that the market is undergoing a 'valuation reset' due to rate hikes, tech multiple compression, and …