Stock Research

Global markets navigated a complex mix of geopolitical tension, commodity swings, and technology-driven momentum on Friday, as the United States and Iran prepared for critical talks aimed at stabilizing a fragile ceasefire. Oil prices remained volatile amid supply disruptions tied to the Strait of Hormuz, while Bitcoin surged past key resistance levels on improving risk… Continue reading Evening digest: Trump ups stakes before Iran talks, CoreWeave surges

Shares of Coherent Corp moved higher this week after the company unveiled advances in silicon carbide (SiC) epitaxy technology, reinforcing optimism around its role in powering next-generation AI data centers and industrial systems. The stock rose as much as 9% on April 10 following the announcement, with additional gains supported by broader strength in the… Continue reading Coherent stock jumps 9% as SiC breakthrough powers AI data growth

Renowned investor Michael Burry has reaffirmed his bearish position on Palantir Technologies, even as a public endorsement from Donald Trump provided temporary support to the stock. In a Substack post published on Friday, Burry revealed that he continues to hold long-dated put options against the artificial intelligence software firm. The investor noted that he initially… Continue reading Burry maintains bearish Palantir bet despite Trump boost

The red sea washing over Wall Street today has spared few, but for the discerning investor, the “AI infrastructure bloodbath” is exposing a critical rift between hype and durability. As inflation data comes in hotter than a cooling server rack, the “speculative froth” is evaporating from the edge computing and data sectors. While the initial… Continue reading AI infrastructure stocks sell-off: why NET and SNOW could be dip buys

ServiceNow (NYSE: NOW) plunged 6% on April 10 after senior UBS analyst Karl Keirstead issued a bearish note on the Santa Clara-headquartered software giant. Citing a material shift in enterprise spending priorities, Keirstead downgraded NOW this morning to “neutral” and slashed his price target sharply to $100. The dovish call comes as a major blow… Continue reading AI disruption fears may be overblown, but not for ServiceNow stock

The UK’s main stock indices moved higher on Friday, positioning themselves for weekly gains as investors turned their attention to an upcoming US inflation reading and geopolitical developments in the Middle East. The blue-chip FTSE 100 rose 0.3% by 1140 GMT, marking its third consecutive week of gains. Meanwhile, the midcap FTSE 250 outperformed with… Continue reading FTSE 100 set for weekly gains as peace talks boost sentiment

. Euro zone government bond yields were on course for a weekly increase, even after experiencing their steepest drop in years earlier this week. The move comes as geopolitical tensions surrounding a ceasefire between the United States and Iran continue to show signs of strain, keeping markets on edge. Borrowing costs across the region largely… Continue reading Bund yields edge higher as oil surge stirs ECB bets

Wall Street’s main indexes were subdued on Friday as investors weighed largely in-line inflation data against persistent geopolitical risks stemming from the Middle East conflict. Major indexes edged higher in early trading, with the S&P 500 up around 0.28%, the Nasdaq 100 gaining 0.43%, and the Dow Jones Industrial Average was down 40 points or… Continue reading Dow Jones slips 40 points, S&P gains as ceasefire hopes lift stocks

Shares of Sodexo plunged sharply after the French catering and facilities management group reported weaker-than-expected first-half earnings and cut its full-year guidance. The stock fell 13% to 38.42 euros in European morning trade, extending its decline to more than 12% since the start of the year. Profit and margins disappoint Sodexo reported an underlying operating… Continue reading Sodexo shares plunge 13% after earnings miss, guidance cut