Investors betting on SpaceX (SPCX) shares are buying into more than just reusable orbital rockets and a global satellite internet network – they are purchasing a ticket to the visionary leadership of Elon Musk. However, according to a recent analysis from HSBC, that celebrated “Musk factor” may already be fully priced into the equity. Analysts… Continue reading Is the Musk premium baked into SpaceX stock price?
Stock Research
Evening digest: Anthropic unveils Opus 5, oil eases from $100 surge
On Friday, Anthropic introduced Claude Opus 5, a lower-cost artificial intelligence model aimed at enterprise users seeking greater value from AI investments. Nvidia, Microsoft and other technology companies urged US policymakers to support open-weight AI models to strengthen the country’s AI leadership. Gold prices recovered as oil retreated from above $100 a barrel ahead of… Continue reading Evening digest: Anthropic unveils Opus 5, oil eases from $100 surge
Tesla market cap briefly falls below $1 trillion after earnings-driven selloff
Tesla briefly lost its $1 trillion market capitalization on Friday as shares extended losses following a disappointing second-quarter earnings report, underscoring investor concerns over the electric vehicle maker’s profitability and the growing scrutiny surrounding CEO Elon Musk’s long-term vision. Tesla stock fell as much as 3.65% during Friday’s session to an intraday low of $308,… Continue reading Tesla market cap briefly falls below $1 trillion after earnings-driven selloff
AMEX earnings: how Gen Z is making things difficult for American Express
American Express (AXP) stock is in focus this morning after the credit card company reported its fiscal Q2 earnings that told a familiar story of premium strength. AMEX came in ahead of Street estimates with an 11% year-on-year increase in earnings per share (EPS) to $4.53, while the firm’s overall revenue went up 10% in… Continue reading AMEX earnings: how Gen Z is making things difficult for American Express
Why is Apple stock outperforming the broader market?
Apple Inc. stock climbed 3% on Friday, outperforming much of the technology sector even as semiconductor stocks came under pressure. The gains came after Baird raised its price target on the iPhone maker while maintaining an Outperform rating ahead of the company’s upcoming quarterly earnings report. The broader technology sector was weaker during the session.… Continue reading Why is Apple stock outperforming the broader market?
Dow edges higher as Intel slips despite earnings, Nasdaq dips
US stocks opened mixed on Friday, recovering modestly after Wall Street’s sharp selloff in the previous session, as investors assessed fresh corporate earnings, easing oil prices, escalating geopolitical tensions in the Middle East, and new tariffs announced by the Trump administration. The Dow Jones Industrial Average rose about 40 points, while the S&P 500 gained… Continue reading Dow edges higher as Intel slips despite earnings, Nasdaq dips
How SK Hynix’s surge played a role in South Korea’s $640M divorce settlement
One of South Korea’s most closely watched legal battles has ended with a record divorce settlement, but the implications stretch well beyond the personal lives of SK Group chairman Chey Tae-won and his former wife Roh Soh-yeong. The ruling has renewed attention on the ownership of one of Asia’s most valuable technology groups at a… Continue reading How SK Hynix’s surge played a role in South Korea’s $640M divorce settlement
FTSE 100 rises as HSBC gains lift financial stocks amid Middle East tensions
Britain’s FTSE 100 index rose on Friday, supported by gains in HSBC Holdings that lifted financial stocks. Investors also monitored rising oil prices and escalating tensions in the Middle East. The blue-chip FTSE 100 index rose 0.3% to 10,674.68 points by 1018 GMT. The mid-cap FTSE 250 index also gained 0.3%. Both indexes were on… Continue reading FTSE 100 rises as HSBC gains lift financial stocks amid Middle East tensions
TikTok faces EU scrutiny over teen privacy and safety concerns
The EU has escalated its investigation into TikTok over concerns about the safety and privacy of teenage users. The European Commission, the EU’s executive branch, announced preliminary findings against the ByteDance-owned social media platform on Friday under the Digital Services Act (DSA). The Commission said TikTok’s account settings for users under the age of 18… Continue reading TikTok faces EU scrutiny over teen privacy and safety concerns
