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Markets

An Investor Letter From Cathie Wood

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Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe It

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Micron: Signs Of A Rebellion In The Memory Market

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Cantor Fitzgerald Sees Big Upside in Securitize (SECZ): Is It Time to Buy?

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ZIM Integrated Shipping Services: Strategic Crossroads - Acquisition Or Dividend Bonanza Ahead

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Lockheed Martin (LMT) Is Spending Ahead on JATM. Will a Multiyear Contract Follow?

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Fastly: Earnings Are Catching Up With The Valuation

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Can Accenture (ACN) Profit From AI Safety While AI Pressures Its Own Business Model?

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Chewy (CHWY) vs. Petco (WOOF): Proven Growth Story or Turnaround Bet?

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How Is Incyte’s Stock Performance Compared to Other Biotech Stocks?

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“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft

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SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention

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This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed

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Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could Benefit

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Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?

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Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to Watch

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Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)

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Nike (NKE): Wall Street Tests Whether the Turnaround Can Outrun Weak Demand Ahead of Q1 Results

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Wedbush Goes Old School with Analog Economy ETF

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For Sale: What Asset Managers Want in Indie ETF Shops

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Sports Betting Looks for a Parlay Into Funds

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Goldman Leads Bidding for $37 Billion Palmer Square, a CLO Powerhouse

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Politics And The Markets 09/23/26

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Chinese beauty product exporters are sitting pretty despite US trade dispute

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On Holding (ONON) Outlines Ambitious Goals and $1B Buyback, Jumps 7.6%

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A 45-Year-Old Inherits Dad’s $1 Million IRA and Discovers the IRS Already Owns a Chunk of It

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Nvidia doubles down on selling to both sides of the AI race

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Bank of America backs Meta stock after Muse surprise

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BMO Sees Loan Demand Surge as Returns Rise Toward 2027 Targets

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Why AutoZone Stock Rallied Today

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Ennis (EBF) Grows Sales but Earns Less. Are Legal Items Hiding a Better Business?

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Strive CEO: Bitcoin Could ‘Go to Infinity' as Dollar Debt Crisis Breaks

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May Mobility's SPAC Merger: Is This a Road to Nowhere for Investors?

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The Couple Who Retired at 62 With $1.4 Million and Paid Almost Nothing in Taxes for Eight Years

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Westinghouse Air Brake (WAB) Signs $700 Million-Plus Rail Services Deal. Can Profits Grow?

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Vista Gold (VGZ) Agrees to Sale. Can its Buyer Fund the Mt Todd Gold Mine?

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Retired Couple With $1.4 Million Pays $0 Tax on a $52,000 Stock Gain. The Window Closes Dec. 31

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Titan International (TWI) Signs ITM Sale. How Much of the $285 Million is New Cash?

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NewAmsterdam Pharma (NAMS) Wins EU Approvals. Can Cholesterol Pills Drive Royalties?

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Interparfums (IPAR) Extends Cavalli Fragrance Deal Through 2046. Can it Boost Profits?

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Hudson Technologies (HDSN) Signs Icorium Deal. Can Better Refrigerant Recycling Lift Margins?

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Is FedEx Starving Its Network or Getting Smarter?

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Churchill Downs (CHDN) Prices $500 Million Loan. Could Interest Costs Rise?

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Atlanticus Holdings (ATLC) Sells Auto Finance Unit. Can it Replace Lost Earnings?

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Leonardo DRS (DRS) Wins Korean Warship Contract. Can More Orders Follow?

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Innate Pharma (IPHA) Closes Sobi Deal. Can the New Funding Keep Drug Trials on Track?

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Treace Medical (TMCI) Reports Five-Year Bunion Results. Can Evidence Drive Adoption?

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Pinterest (PINS) Announces Visual Search Ads. Can Shopping Interest Bring More Revenue?

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Adaptive Biotechnologies (ADPT): Can Blood Cancer Guidelines Boost Repeat Testing?

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ImmunityBio (IBRX) Meeting With Turkish President Fuels Expansion Hopes, Shares Climb 10%

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