Stock Research

The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a “SaaSapocalypse.” The panic intensified this week as AI startup “Anthropic” introduced advanced capabilities to its Claude Cowork agent, fueling fears that traditional software-as-a-service models are on the brink of obsolescence. However, Wedbush’s senior analyst Dan Ives… Continue reading Wedbush: buy these two ‘still overvalued’ stocks amidst software rout

Elon Musk’s decision to have SpaceX acquire artificial intelligence startup xAI has sent ripples across global financial markets, reviving long-standing speculation about whether his sprawling corporate empire could eventually be consolidated into a single technology conglomerate. The acquisition, announced earlier this week, already comes amid reports that SpaceX is pursuing an initial public offering valued… Continue reading SpaceX-xAI deal sparks talk: could a Tesla-SpaceX merger be next?

Wall Street’s favourite macro assumption that inflation will cool “enough” to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the coming weeks. The Bureau of Labor Statistics will publish January’s Consumer Price Index (CPI) next week on February 13, followed by the Producer Price Index (PPI) on… Continue reading Inflation double feature: two data prints that could rewrite market rate-cut fantasy

The Japanese yen slipped as traders positioned for Sunday’s snap election, with markets expecting Prime Minister Sanae Takaichi to extend her hold on power and keep a reflationary policy mix in place. According to MUFG Bank analysts, Japan’s political backdrop is adding “downward pressure on the yen,” while Polymarket pricing cited by Benzinga shows near-certainty… Continue reading Yen slips as markets bet on Sanae Takaichi win and reflationary policies

BigBear.ai (NYSE: BBAI stock) surged about 18% on Friday after a string of company announcements and heavy trading activity rekindled interest in the beaten-down AI stock. Volume witnessed considerable growth versus recent sessions, a sign that both news-driven buyers and short-covering traders stepped in. The move left investors debating whether today’s rally marks the start… Continue reading BBAI stock surges 18% today: sharp rebound or speculative bounce?

The Dow exploded higher on Friday, surging roughly 1,000 points as a targeted rebound in chipmakers eased a bruising week for US markets. After several sessions of sharp tech-led selling, investors stepped back into large-cap semiconductors and cyclical names. The rebound lifted the Dow to one of its strongest single-day advances this year and pushed… Continue reading Dow jumps 1,000 points as Nvidia, Broadcom spark tech-led market comeback

Markets remained on edge through the week, with Big Tech spending fears, central-bank signals, and a sharp crypto rebound colliding in a volatile session. Amazon shares slid on alarm over massive AI capital spending, while India’s central bank stood pat on rates, striking a steady tone on growth. Wall Street also digested Goldman Sachs’ push… Continue reading Evening digest: Amazon’s AI capex, Bitcoin, XRP rebound, Goldman’s AI pivot

A volatile week for precious metals is ending on a slightly positive note, with gold and silver logging small gains. Simmering geopolitical tensions and increasing safe-haven demand boosted gold prices on Friday. Meanwhile, oil prices saw a modest increase on Friday, following reports from Iran’s foreign minister indicating that discussions between Iran and the US… Continue reading Commodity wrap: gold and silver end volatile week with small gains; oil rises

Europe’s markets ended the week caught between resilience and reckoning. In London, the FTSE 100 eked out gains as banks rallied on fresh hints that rate cuts could be on the horizon, even as tech-linked names stayed under pressure. Across the continent, regulators sharpened their focus on Big Tech, with Brussels formally charging TikTok over… Continue reading Europe bulletin: FTSE 100 surges, EU charges TikTok, Stellantis stock plunges