Stock Market News
Latest financial news · Updated Jul 26, 2026
'The Best Solution Is To Murder Him In His Sleep': AI Can Learn Violent Tendencies From Each Other
The panel discusses the risks and opportunities of 'subliminal learning' in AI models, with most agreeing that it could lead …
S&P 500 To Add Marvell Technology And Flex; Remove Pool Corp And Campbell's
The panel agrees that the inclusion of MRVL and FLEX in the S&P 500 will initially boost these stocks due …
Jensen Huang Just Said This AI Chip Stock Could Be the Next $1 Trillion Company (Hint: It's Not AMD or Sandisk)
Despite Nvidia's endorsement and investment, the panel is bearish on Marvell (MRVL) due to high valuations, customer concentration, and execution …
US Military Shoots Down Inbound Iranian Attack Drones Over Hormuz, Bombs Coastal Sites
The panel discusses the potential impact of US-Iran tensions on oil prices, with mixed views on the severity and duration …
Stocks Rebound on Strength in Banks and Managed Healthcare
The panelists agree that the market's rotation into banks and healthcare masks underlying fragilities, with earnings growth outside of tech …
Snowflake Stock Jumps Over 40% on Strong Earnings and Amazon Deal. Its AI Strategy Is at an Inflection Point.
The panel is divided on Snowflake's future, with concerns about heavy AWS dependency, potential margin compression, and unproven AI revenue, …
Columbus McKinnon Corporation Q4 2026 Earnings Call Summary
The panel consensus is bearish on Columbus McKinnon (CMCO), citing concerns over execution risk, reliance on pricing for growth, and …
Michael Burry Takes Aim at Palantir Stock Again, But He’s Missing the Bigger Picture
The panelists agree that Palantir's recent growth is impressive, but the extreme valuations (forward GAAP P/E around triple-digits, high PS/PCF) …
Daily ETF Flows: DRAM Inflows Top $1B
Despite mixed views on DRAM inflows, there's consensus on broad risk-on positioning with significant US equity inflows. However, concerns about …
Amgen: A Biotech Giant's Path to Recovery and Growth
Amgen's future hinges on the success of MariTide and the integration of Horizon Therapeutics, with legacy biologics providing a defensive …
Waste Of The Day: Mismanagement At SF Zoo
The SF Zoo's governance and financial mismanagement, including unauthorized spending, lack of competitive bidding, and nepotism, pose significant risks to …
Putin Rejects Open Letter By Zelensky Urging Meet: 'Pointless'
The panel generally agrees that the conflict is likely to remain frozen, with diplomatic efforts proving ineffective in the near …