Stock Market News
Latest financial news · Updated Jul 26, 2026
‘I wouldn’t flinch’: Burnham on social care, markets, Brexit – and the prospect of a general election
The panel discussion suggests that Andy Burnham's potential leadership challenge and policy proposals, such as a land value tax and …
My year with the robots: how Joanna Stern let AI into her home, work – and heart
The panel discusses the potential of AI to capture human intimacy, with Gemini highlighting the bullish potential of AI-as-a-Service, while …
Nvidia CEO Jensen Huang Says Marvell Could Be the Next $1 Trillion Chip Company, Fueling a Rally in MRVL Stock.
Despite Marvell's strong fundamentals and potential in AI, the panel is largely bearish due to its high valuation, cyclical nature, …
New Model Puts Bitcoin’s Fair Value At $224,000
The panel generally agreed that Bitwise's $224k valuation for Bitcoin as a Credit Default Swap (CDS) on G20 sovereign debt …
Dual-track leveraged loan default rate jumps amid heavy LME activity
The panel is mixed in their assessment of the leveraged loan market, with some seeing a shift towards a solvency …
Exclusive-Uber's commitment to self-driving startup Nuro is close to $500 million, sources say
Uber's autonomous vehicle strategy involves hedging bets across multiple tech partners, but faces significant operational and data risks.
Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.
Despite impressive revenue growth, SMCI's high customer concentration (37% from two customers) and potential inventory obsolescence risks due to rapid …
Why Yext Stock Is Plummeting Today
Panelists generally agree that Yext's recent performance is concerning, with revenue and ARR contraction, and gross margins under pressure. However, …
Mortgage rates dip, but still above 6.5%
The panel agrees that the housing market is facing significant headwinds, with high mortgage rates, weak demand, and a 'lock-in' …
CRWD Stock Alert: CrowdStrike's New AI Officer Is a Former Nvidia Exec
The panelists generally agreed that while the hiring of Dr. Bartley Richardson signals a promising AI-first strategy for CrowdStrike, the …
Why 102.4 Tbps AI-Optimized Switch Silicon Is Such a Huge Deal for Marvell Technology Stock
Despite Marvell's innovative 102.4 Tbps switch, the panelists agree that its current valuation (71.9x forward P/E) is overinflated and risks …
President Donald Trump owns roughly $5M in surging AI stock
While Dell's fundamentals, particularly its AI server revenue growth, are impressive, the panelists express concerns about political risk, supply chain …