Stock Market News
Latest financial news · Updated Jul 04, 2026
Leopold Aschenbrenne Latest AI Portfolio: IREN (IREN)
The panel is divided on IREN's pivot to AI infrastructure, with concerns about the company's reliance on crypto mining for …
Kalshi Confirms IPO Rumors
The panelists generally agree that Kalshi's IPO prospects are uncertain and risky, with significant regulatory hurdles and valuation volatility casting …
Binance Withdraws European License Application
Binance's withdrawal from Greece's MiCA application signals deep regulatory friction and a likely struggle to reconcile its corporate structure with …
Claiming Spousal Social Security Benefits in 2026? 3 Things You Must Know.
The panel discusses the complexities of spousal Social Security benefits, emphasizing the importance of considering tax implications, survivor benefits, and …
GOOGL Stock Alert: What to Know as Alphabet Joins the Dow Jones Industrial Average
Alphabet's Dow inclusion will trigger short-term passive inflows, but its long-term impact on the index's volatility and tech sector concentration …
Fed stress test shows the biggest US banks are strong enough to withstand severe recession
Despite passing the stress test, banks face significant risks including liquidity crises, net interest margin erosion, and potential capital quality …
Bernstein Raises its Price Target on Arm Holdings (ARM)
The panel is divided on ARM's future, with concerns about the capital-intensive CPU pivot, geopolitical risks, and high valuation dominating …
The Next Meme Stock: Wendy's Stock Skyrockets Amid Retail Frenzy
The panel consensus is bearish on Wendy's (WEN) due to four straight quarters of negative same-store sales, high short interest, …
How Corning’s (GLW) Amazon Agreement Turns AI Data-Center Fiber Demand Into Domestic Capacity Expansion
The Amazon deal signals strong demand for Corning's optical communications segment, but the lack of contract details and potential competition …
Credo Stock Has Surged: Why Wall Street Thinks $350 Could Be the Next Stop
The panel's net takeaway is that Credo's current valuation (56x forward P/E) is aggressive and may not be justified by …
SpaceX Is Down 30% Since Its Stellar Debut. Should You Buy It Now?
The panel consensus is bearish on SpaceX's current valuation and financing strategy, with key risks including execution delays and cost …
Meta Reportedly Developing ‘Arena’ Prediction Markets App to Rival Polymarket and Kalshi
The panel is largely bearish on Meta's Arena, with concerns about regulatory hurdles, potential dilution of Meta's primary value proposition, …