Stock Market News
Latest financial news · Updated Jul 04, 2026
Forget Ads: Alphabet’s CEO Says This Is Now the Biggest Growth Driver
While Alphabet's enterprise AI and cloud growth are impressive, there's significant risk of margin compression due to aggressive infrastructure spending …
3 Quantum Computing Stocks With More Upside Than SpaceX
The panel consensus is bearish on near-term investments in IonQ, D-Wave, and Nvidia's quantum computing initiatives due to significant cash …
Why Super Micro Computer Stock Is Skyrocketing Today
Panelists agree that SMCI's recent rally is overhyped and unsupported by fundamentals, with the delayed 10-K filing and potential margin …
Why Redwire Stock Keeps Dropping
The panel discusses the impact of SpaceX's $20B bond raise on Redwire (RDW). While some panelists argue that SpaceX's move …
AI models that can take down governments and business months away, rare Five Eyes statement warns
The Five Eyes warning is likely to drive a significant increase in cybersecurity capex, with established security vendors benefiting from …
Is Progressive (PGR) One of the Most Undervalued NYSE Stocks to Invest In?
The panelists generally agreed that Progressive's May results were strong, with a 36% increase in net income and an 82.1 …
Pfizer (PFE) CFO Dave Denton to Step Down Effective August 15
The panelists agree that Pfizer's CFO transition, particularly the interim status of the successor, creates uncertainty around capital allocation, M&A …
Alan Greenspan was two months into his Fed job when stocks crashed on Black Monday — what he did next defined his legacy
The panel generally agrees that Greenspan's 'Greenspan Put' policy, while effective in managing short-term market panics, has long-term consequences including …
Notable Monday Option Activity: SWKS, SMCI, LULU
The discussion revolves around heavy, long-dated call activity in SMCI and LULU, suggesting potential institutional positioning for multi-quarter upside. However, …
Retirees in This State May Face an Average Social Security Benefit Cut of More Than $496 in 6 Years
The panel agrees that Social Security's insolvency is a real issue, but the likelihood of a 22% cut is overstated. …
The Nuclear Power Comeback Is Real -- and These 3 Stocks Are the Best Way to Play It
The panel is divided on the nuclear comeback thesis, with concerns about execution risks, geopolitical issues, and regulatory challenges outweighing …
Is Insmed (INSM) One of the Most Promising Healthcare Stocks After Cantor Fitzgerald’s Target Raise?
Panelists are generally neutral to bearish on Insmed (INSM) due to the long wait for TPIP data (Q3 2026) and …