Stock Market News
Latest financial news · Updated Aug 23, 2026
Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips
The panel agrees that Broadcom's custom ASICs are gaining traction among hyperscalers, but NVIDIA's scale, software moat, and platform advantages …
Berkshire's Operating Earnings Rose $1.8 Billion Last Quarter. A Currency Swing Was $1.2 Billion of It.
Berkshire's 16% headline growth was inflated by currency gains, with core growth around 5%. Insurance underwriting (-13%) and investment income …
P&G’s (PG) $3.8B Wellness Deal Collides With a Costly Outlook
The panel is divided on P&G's $3.8B acquisition of Thorne, with concerns about the high price, execution risks, and limited …
What to Know When a Victory Capital Insider's Stock Vests on a Price Target
The panel's net takeaway is that while VCTR's current performance is strong, its future growth prospects are uncertain and risky, …
Global-E COO Tamari Shahar Sells 24,999 Shares for $1.0 Million -- Should Investors Take Note?
The panelists generally agree that the COO's sale of 0.64% of their position is not a significant event, but they …
Lake Mead Hits Lowest Level On Record Amid Decade-Long Western Drought
Lake Mead's record lows pose a significant threat to the Southwest region, with potential impacts on water supply, hydropower, and …
Dear SanDisk Stock Fans, Mark Your Calendars for a Fresh Catalyst on August 13
The panel is largely bearish on SanDisk (SNDK) due to expected earnings collapse in 2029-2030, unsustainable margins, and intense competition …
A Magnite Insider Cashed In Options as CTV Revenue Jumped 36%. Here's What to Know
Magnite's strong CTV growth is driving the stock, but reliance on this segment and potential margin compression due to increased …
Nvidia and Micron Have Driven the S&P 500’s 2026 Rally to Record Highs. History Says It’s Not Over
Panelists agree that while the S&P 500 has strong momentum and impressive earnings growth, the concentration risk in AI-related stocks …
Warren Buffett Donated $6 Billion of Berkshire Stock to Family Foundations and Cut Off the Gates Foundation for the First Time in 20 Years. Does This Change the Investment Case for Berkshire?
The panelists generally agree that the real risk is not an imminent dividend but rather the effective deployment of Berkshire's …
Palantir vs. Salesforce: Two Visions of Enterprise AI, One Clear Winner
Panelists debate between Palantir's high-growth, high-risk potential and Salesforce's mature cash-return machine, with varying views on which company's valuation is …
Why Vertiv Is 1 of the Best-Kept Secrets of the AI Data Center Boom
While Vertiv (VRT) benefits from a structural bottleneck in AI data centers, its high valuation (41x forward P/E) assumes near-perfect …