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Market Analysis

Wall Street Reaffirms Nvidia’s AI Lead as Tech Rotates Back to Growth

Fresh calls frame the rotation as a reset that still favors Nvidia.

Alphabet Gains Citi Catalyst Watch on AI and Cloud Strength

Amazon’s $200 Billion AI Push Draws Analyst Backing Even as Shares Lag

Alphabet Overtakes Apple to Become No. 2 by Market Value

Intel Rallies as Trump Praises CEO, Extending Momentum From 18A Panther Lake Debut

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

Apple Sets Record as iPhone 17 Momentum Triggers Analyst Upgrades

Army Labels Palantir Battlefield Prototype ‘High Risk’ as Company Says Issues Were Mitigated

LRT Capital’s Q3 Letter Reports -8% September and Reasserts Moat-Focused Picks

Archer Shares Jump on Tesla Buzz After Public Flights of Midnight eVTOL

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

Cramer Reiterates Skepticism on Recursion, Calls for Proof of Concept