Articles
Daily market commentary and analysis.
Walmart Finally Caves on Apple Pay -- Here's Why It Took So Long
Walmart will accept Apple Pay and Google Pay in all U.S. stores by year-end, ending a years-long holdout built around its own QR-code payment system -- a small win for Apple's services business and a bigger one for shopper convenience.
Aug 28, 2026
Nvidia's Blowout Quarter Just Silenced the AI Bubble Skeptics
Nvidia shares jumped 6.8% after revenue more than doubled to $96.2 billion and the chipmaker issued a rare long-term forecast calling for 70% sales growth next year -- a signal the AI spending boom still has years to run.
Aug 28, 2026
Dollar Tree Beats Q2 Estimates but Stock Slips on Soft Guidance
Dollar Tree posted a massive EPS beat and its best same-store sales growth in years, but shares fell 4% after next quarter's profit guidance missed analyst expectations by more than 36%.
Aug 28, 2026
Marvell Stock Drops 8% Despite Blockbuster 37% Revenue Growth
Marvell shares fell 8% even after beating Q2 revenue estimates and raising its fiscal 2028 outlook to $18 billion, as investors judged the guidance too vague to justify the stock's 184% year-to-date run.
Aug 28, 2026
Salesforce Stock Surges 18% on AI Growth and $2.6B Anthropic Gain
Salesforce shares jumped 18% after crushing Q2 estimates, with a $2.6 billion gain on its Anthropic stake and 240% growth in AI product revenue pushing profit up 87% year over year.
Aug 28, 2026
SpaceX Stock Volatility Has Collapsed -- Here's What Options Traders See Next
SpaceX shares have traded in a tight $10 range for three weeks and implied volatility has more than halved since its debut, as options traders bet the stock's wild post-IPO swings are finally settling down.
Aug 27, 2026
Ultra-Wealthy Family Offices Just Made Their Biggest Stock Bet in Years
Family offices raised their stock allocations to 37% of portfolios in Q2, the largest quarterly jump in years, while trimming real estate and private markets -- a signal that even the most conservative money is leaning into the AI-driven rally.
Aug 27, 2026
Okta Rockets 22% as AI-Agent Security Fears Fuel Cyber Rally
Okta and CrowdStrike both crushed Q2 earnings, sparking a broad cybersecurity rally, but Okta's stock nearly doubled CrowdStrike's move despite posting slower growth -- a sign investors are betting big on identity security for AI agents.
Aug 27, 2026
Marathon and Valero Have Doubled in 2026 -- Can It Continue?
Marathon Petroleum and Valero Energy have more than doubled this year on a historic refining margin surge. Barron's says the rally may have further to run, but the risks are rising too.
Aug 27, 2026
Caterpillar and Cummins Bet Big on AI's Power Hunger
Caterpillar and Cummins are pouring hundreds of millions into generator production as AI data centers become their fastest-growing customer -- a new way to play the AI boom beyond chip stocks.
Aug 27, 2026
Nvidia's $96 Billion Quarter Silences AI Bubble Fears
Nvidia crushed Wall Street forecasts with $96.2 billion in Q2 revenue, up 106% year over year, and guided even higher for Q3 -- easing fears that AI spending is running out of steam.
Aug 27, 2026
Dick's Sporting Goods Stock Crashes 30% on Foot Locker Woes
Dick's posted its worst day ever after cutting guidance, but the pain is concentrated in Foot Locker, not the core business — leaving the stock at just 9x 2027 earnings.
Aug 26, 2026
Alphabet Taps Bond Market After First-Ever Negative Free Cash Flow
Alphabet raised $3.9 billion in its first Australian-dollar bond sale after AI capex doubled to $44.9 billion, pushing free cash flow negative for the first time.
Aug 26, 2026
Meta to Pay $18 Billion in Landmark Child Safety Settlement
Meta agreed to pay up to $18 billion over 10 years to settle a 51-state case over teen mental health harms, halting a federal trial and reshaping how it operates for minors.
Aug 26, 2026
Gold Hits 3-Month High as Investors Brace for the Fed's Jackson Hole Speech
Gold futures touched their highest level in over three months this week, up nearly 16% in a month, as traders position ahead of Fed Chair Kevin Warsh's closely watched Jackson Hole address.
Aug 26, 2026
Talen Energy Could Rally 32% as AI Data Centers Strain the Power Grid
Mizuho initiated Talen Energy with an Outperform rating and a $405 price target, betting the utility's exposure to surging PJM power demand from AI data centers will drive years of cash-flow growth.
Aug 26, 2026
Amkor Stock Crashes 25% Despite $1.5 Billion Nvidia Vote of Confidence
Amkor Technology shares plunged 25% even after Nvidia committed $1.5 billion to the chip packager's U.S. expansion, as investors focused on soft near-term guidance instead of the long-term AI bet.
Aug 26, 2026
Moderna Slips 7% as Traders Cash In on a 392% Rally
Moderna shares fell 7% in a profit-taking pullback after a parabolic run driven by breakthrough Phase 3 melanoma vaccine data with Merck, leaving the stock still up 392% year-to-date.
Aug 25, 2026
Intuit Tops Q4 Estimates as AI Tools Drive Margin Gains
Intuit closed fiscal 2026 with a Q4 beat, posting over 30% non-GAAP EPS growth as AI-powered TurboTax Live and QuickBooks features lifted margins alongside a 17% workforce reduction.
Aug 25, 2026
Shein Pays Early Backers $3.5 Billion to Save Hong Kong IPO
Shein will hand up to $3.5 billion to pre-IPO investors like Tiger Global and General Atlantic to cushion a valuation crash from $100 billion to roughly $27 billion ahead of its September 1 Hong Kong debut.
Aug 25, 2026