Stock Research

Shares of Oklo (OKLO) fell sharply on Tuesday after Wolfe Research initiated coverage on the advanced nuclear reactor company with a cautious “Peer Perform” (hold) rating, raising fresh concerns about valuation, execution risks, and the company’s long path toward commercialization. Oklo stock dropped more than 6% in morning trading after Wolfe analyst Steve Fleishman outlined… Continue reading Oklo plunges 6%: why this analyst is cautious on the stock

Shares of Sandisk (SNDK) fell 1.5% on Tuesday even as Citi Research sharply raised its price target on the flash memory company, citing accelerating demand for NAND storage tied to artificial intelligence infrastructure and hyperscale data center expansion. Citi lifted its target price on Sandisk shares to $2,025 from $1,300 while maintaining a “Buy” rating… Continue reading SanDisk stock slips: why this analyst still sees a 50% upside

Shares of Tesla (TSLA) continued to decline Tuesday, falling below the $400 mark as investors reassessed the company’s pricing strategy and broader growth outlook. The stock dropped 3.5% to around $395.25 in early trading, extending Monday’s 2.9% decline and marking a sharp reversal from Tesla’s recent rally tied to optimism around autonomous driving and expansion… Continue reading Tesla stock slumps over 3% to sink below $400: what happened?

India’s power demand has surged to fresh records this week as a brutal heatwave grips much of the country, pushing electricity consumption to levels never seen before.  Bloomberg reported that peak demand hit 260.45 gigawatts (GW) on Tuesday, May 19, surpassing the previous day’s record of 257.4 GW.  The back‑to‑back milestones highlight both the intensity… Continue reading India’s scorching summer likely to push power demand even higher

Software stocks rallied sharply on Tuesday, extending a rebound in a sector that had come under intense pressure this year amid concerns that artificial-intelligence agents could threaten traditional enterprise software providers. In US, shares of enterprise software companies moved broadly higher, with ServiceNow (NOW) leading gains after a strong rally in the previous session. The… Continue reading From ServiceNow to Salesforce: why are software stocks rallying today?

Shares of CoreWeave (CRWV) fell in Tuesday premarket trading after Google and Blackstone unveiled a major artificial intelligence cloud infrastructure partnership that investors viewed as a potential competitive threat to the fast-growing neocloud sector. CoreWeave stock dropped 4.3% in early trading alongside shares of Nebius Group as markets assessed the implications of the new joint… Continue reading CoreWeave stock falls 4%: why Google Blackstone deal is bad for the stock?

UK equities moved higher on Tuesday after weaker labour market data eased concerns over an immediate interest rate hike from the Bank of England. The blue-chip FTSE 100 index rose 0.61% as of 11:13 am GMT, while the midcap FTSE 250 climbed 0.81%. Fresh labour market data from the UK tax office showed that payrolls… Continue reading UK stocks rise as weak labour data eases rate hike concerns

US stock index futures fell on Tuesday as weakness in semiconductor shares added to concerns over inflation, elevated bond yields and the outlook for corporate earnings. The decline came after technology shares led Wall Street lower on Monday, with investors reassessing the valuations of growth companies that have driven US benchmarks to record highs this… Continue reading Dow futures slip 65 points: 5 things to know before markets open

Blackstone is backing Google’s artificial intelligence ambitions with a major investment in a new data center venture built around Google’s in-house AI chips. The alternative-asset giant is committing an initial $5 billion in equity to a new US-based AI cloud venture with Google, with plans to bring 500 megawatts of data center capacity online by… Continue reading Blackstone bets $5 billion on Google’s secret AI chip to rival Nvidia