Stock Research

The artificial intelligence boom has created enormous wealth for chipmakers and cloud computing giants. Yet some of the stock market’s biggest winners this year have been companies selling products that look more at home in industrial equipment catalogues than in Silicon Valley. Shares of Caterpillar, GE Vernova, and Bloom Energy have posted returns rivalling many… Continue reading CAT stock hits $1,000 on AI demand: Here are two other stocks powering the boom

Oracle’s stock fell on Monday after the company disclosed that it cut about 21,000 jobs, or 13% of its workforce, in fiscal 2026 as part of a broader restructuring tied to its artificial intelligence push. At the time of writing, shares of Oracle Corporation were trading around $175.07, down about 5% from the previous close.… Continue reading Oracle shares sink after annual filing reveals 13% workforce cuts

Advanced Micro Devices stock (NASDAQ: AMD) has surged roughly 150% this year, yet Wall Street’s average price target still sits below the stock’s current level. That is the paradox now driving the debate around Advanced Micro Devices. The market has already decided AMD is no longer just a distant second to Nvidia in artificial intelligence… Continue reading Three AI giants bet big on AMD: is this the most underpriced stock?

Asian markets lost some of Monday’s relief as investors found a new set of risks to trade. A temporary US sanctions waiver linked to Iran helped oil stabilise after a sharp fall, but it did not remove the bigger concern now driving cross-asset moves: a Federal Reserve that may be preparing to tighten again. Equities… Continue reading Nikkei drops as Asian markets buckle under Fed hike shock and oil rebound

Nvidia stock (NASDAQ: NVDA) is lagging the semiconductor rally despite another blockbuster quarter from the world’s most important AI chipmaker. The paradox is hard to ignore because Nvidia just reported 85% revenue growth, guided for about $91 billion in revenue next quarter and chief executive Jensen Huang described the AI buildout as “the largest infrastructure… Continue reading Why smart money is fading Nvidia while rest of chips are soaring

Ritholtz Wealth Management’s top executive, Josh Brown, is recommending investors stick with three outperformers through the end of this year (2026). His top picks – Interactive Brokers, Caterpillar, and Delta Air Lines – have notably outperformed the broader market in recent months, which Brown believes justifies owning these names for the long term.   According… Continue reading Josh Brown recommends sticking with these three winning stocks

The Dow Jones Industrial Average rose on Monday even as broader equity markets declined, with technology stocks and SpaceX weighing on sentiment while investors assessed developments in US-Iran negotiations and looked ahead to key inflation data. The S&P 500 fell 0.4%, while the Nasdaq Composite dropped 1.3%. The Dow added 147 points, or 0.3%, supported… Continue reading Dow rises 140 points as S&P 500 falls on tech losses, Iran talks and PCE watch

Accenture plc shares ACN remained under pressure on Monday as Wall Street analysts lowered expectations following the company’s disappointing fiscal third-quarter report. The stock fell 7.1% to $118.88, extending a sharp decline that began after earnings were released last week. Shares had already dropped 18% on Thursday after Accenture reported quarterly results and announced a… Continue reading Accenture stock plunges as Wall Street cuts targets

Salesforce Inc. shares CRM extended their decline on Monday, falling 1.44% to $149.6 and putting the stock on track for a record 14th consecutive daily loss. The move comes amid continued pressure on software companies as investors reassess the impact of artificial intelligence on the software-as-a-service (SaaS) model. The stock has dropped 43% year to… Continue reading Salesforce stock hits 52-week low amid record losing streak and AI fears