Stock Research

Hewlett Packard Enterprise (HPE) shares are up more than 25% this morning after reporting a record Q2 and offering impressive guidance for the full year. Versus its year-to-date low in late February, HPE shares have nearly tripled already – but a senior Loop Capital analyst believes they still have significant room to the upside. Ananda… Continue reading Is there any further upside left in HPE stock? Loop Capital explains

USA Rare Earth shares (USAR) rose more than 4% on Tuesday after the company announced plans to build a $1.2 billion magnet manufacturing and refined metals facility in South Carolina. The project will expand domestic rare earth production capacity as the United States seeks to reduce reliance on Chinese supply chains. The company said it… Continue reading USAR stock rises after unveiling $1.2B rare earth manufacturing hub

Oracle shares fell on Tuesday as investors focused on the rising costs of artificial intelligence infrastructure. The decline came even as analysts maintained a largely positive outlook on the company’s long-term growth prospects ahead of earnings. ORCL stock declined 3.1%, reversing part of Monday’s 9.9% rally that had pushed shares to their highest level since… Continue reading Oracle stock slips on AI spending concerns, why analysts still see upside

Alphabet shares (GOOGL) fell in trading after the Google parent unveiled plans to raise $80 billion through a massive equity offering, underscoring the growing financial demands of the artificial intelligence race. The stock dropped about 1.6% on Tuesday. The move came despite strong investor enthusiasm for Alphabet shares, which had gained more than 20% year-to-date… Continue reading Alphabet stock drops as $80B AI fundraising plan shakes Wall Street

Broadcom’s stock surged more than 4% in trading on Tuesday as investors reacted positively to several developments tied to the artificial intelligence sector. Market sentiment was boosted by Alphabet’s plans to raise funds for AI infrastructure, Nvidia CEO Jensen Huang’s prediction that Marvell could become the “next trillion-dollar company,” and Anthropic’s recent IPO filing. The… Continue reading Why is AVGO up? GOOG’s fundraising, Anthropic’s IPO, Huang’s Marvell call in focus

The season of the mega IPOs is gathering momentum. Just days before SpaceX is expected to begin trading publicly, Anthropic, the artificial intelligence company behind Claude, confidentially filed for an initial public offering, officially taking its place on the starting line of what could become the largest IPO cycle in modern market history. The company… Continue reading As Anthropic, SpaceX, OpenAI IPO hype builds, markets face liquidity questions

Planet Labs (NYSE: PL) stock has been firing on all cylinders and has continued to beat most companies in the space industry. It has jumped by 695% in the last 12 months and by 135% this year. In contrast, the Procure Space ETF (UFO) has soared by 51% this year and 150% in the last… Continue reading Planet Labs stock price surge put to the test as earnings loom

US stocks opened lower on Tuesday as investors assessed fresh record highs on Wall Street, monitored developments in US-Iran negotiations, and reacted to major announcements from technology companies tied to the artificial intelligence boom. The Dow Jones Industrial Average fell 45 points, or 0.1%. The S&P 500 slipped 0.13%, while the Nasdaq Composite declined 0.26%.… Continue reading Dow slips 45 points as Alphabet tumbles, AI stocks keep rally alive

The UK’s blue-chip index advanced on Tuesday, supported by gains in mining-related shares as base metal prices strengthened, while energy stocks came under pressure following a decline in crude oil. Broader sentiment was also influenced by geopolitical developments, including renewed expectations of progress in US–Iran talks. The FTSE 100 rose 0.4% to 10,377.4 points by… Continue reading FTSE 100 rises as mining stocks rally on stronger metal prices