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Market Trends

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

Analysts see Gemini’s Apple tie-up accelerating Google Cloud growth.

Oracle’s AI Cloud Push Meets Financing Scrutiny as Analysts Split on 2026 Outlook

Rivian Rallies as Analysts Back 2026 R2 Launch

Sandisk’s 2025 Rally Draws Fresh Buy Calls and a TV Endorsement

Q3 Fund Letters Expose Wide Performance Gap as AI Leaders Drive Standouts

Cramer Touts Rockwell on Reshoring Boom, Cites 2026 Growth Outlook and New Wisconsin Plant

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

Nvidia Becomes First Public Company Valued at $5 Trillion

Palantir Seals Poland Defense LOI as Shares Touch Record High Ahead of Q3 Report

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Cramer Touts GE Vernova as Only Nuclear Builder After Strong Orders, Data-Center Focus

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Oklo Shares Set Fresh Record Near $194 Before Reversing on Wednesday

Brookfield Commits Up to $5 Billion to Deploy Bloom Energy Fuel Cells for AI Data Centers

Cramer Spotlights Comerica–Fifth Third Merger, Backs Ford and Palantir, Says Amazon Event Could Matter

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

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Oracle Stock Soars as Company Projects Booked Revenue Above $500 Billion

Halliburton Extends Rally to Five Days as Oil Gains on Russia–NATO Tensions