LATEST ARTICLES
The Mag 7 Had a Lousy Quarter. Their Next Moves.
The Nasdaq Composite dropped 7.1% in the first quarter, its largest one quarter percentage decline since the first quarter of 2025.
3 minute read
Disney Stock Gets an Upgrade. Why Analysts Say It Looks Cheap.
Walt Disney stock was upgraded by Raymond James as analysts point to a historically low valuation and improving streaming profitability.
2 minute read
Apple Turns 50. The iPhone Can’t Drive the Stock Forever.
The company needs to show Wall Street that it can still be a dominant tech force—and a solid itech nvestment—for the next five decades.
4 minute read
Disney Stock Is Trading Like a Cruise Line. Now Could Be the Time to Buy.
The company needs to convince Wall Street it is still a media company, Needham says.
2 minute read
It Was a Busy Week for Videogames. Keep An Eye on These Stocks.
Layoffs, console price hikes, game price declines, are just some of the news that broke in the videogame space this week.
Long Read
Why TurboQuant Hammered Memory Stocks
Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.
3 minute read
Meta, Google Face a ‘Big Tobacco’ Moment
The two stocks were down big after a landmark legal decision on social-media addiction. Tobacco settlements set a troubling example.
3 minute read
Sora Was a Flash Hit. Why It’s AI’s First Big Casualty.
Sensor Tower research shows that since November, month-over-month download growth for Sora has been negative.
4 minute read
HP Inc. Announces AI Updates. Your Turn, Apple.
HP’s latest announcements put even more pressure on Apple to launch its own exciting AI.
3 minute read
Apple iPhone Demand Is Getting Multiple Boosts, Analysts Say. The Stock Rises.
Morgan Stanley analyst Erik Woodring believes that Apple is the only major global smartphone maker that will gain market share this year.
2 minute read
Super Micro Hit By China Chip Smuggling Allegation
Super Micro Computer stock tumbled after it placed two employees on leave and fired a contractor after learning of their alleged involvement in a chip-smuggling plan.
4 minute read
Apple’s Latest Launch Was ‘Best’ Ever for New Mac Customers. What It Means for the Stock.
‘I view the recent launches of Mac products as a major success for Apple near-term and medium-term,’ Oppenheimer analyst Martin Yang said.
3 minute read
Apple’s China iPhone Sales Are Up. Thank Memory Cost Increases.
iPhone sales in the first nine weeks of the year outperformed competitors in China.
2 minute read
Meta Wants Influencers to Come Back to Facebook. It’s Willing to Pay.
Creators in the program can earn $1,000 a month if they have at least 100,000 followers on Instagram, TikTok, or YouTube.
3 minute read
Why the Trade Desk Is Losing a Key Partner—and What It Means for the Stock
Analysts at Rosenblatt Securities and Stifel downgraded shares of The Trade Desk.
2 minute read
Docusign Stock Pops After Earnings Beat
Docusign expects fiscal first-quarter revenue to be between $822 million and $826 million, which is higher than analyst estimates of $812 million.
1 minute read
Amazon Is Set to Gain From AI, Analyst Says. The Stock Looks Cheap.
Needham analyst Laura Martin cites several reasons she thinks Amazon is set up for success in a world dominated by AI.
2 minute read
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