Analyst Color

Trade Deals Fuel Wall Street Gains, Trump Renews Fed Attack: This Week In Markets

Trade Deals Fuel Wall Street Gains, Trump Renews Fed Attack: This Week In Markets

Wall Street closed the week at record highs, driven by strong earnings, new trade deals, upbeat macro data and Trump's AI and Fed moves.

Hims & Hers Stock Could Rocket To Meme Stock Fame — If Short Sellers Feel The Squeeze

Hims & Hers Stock Could Rocket To Meme Stock Fame — If Short Sellers Feel The Squeeze

Hims & Hers stock has many of the key ingredients for a retail-driven rally.

Cathie Wood Doesn't Need Tesla To Win—ARKK Delivers A Blowout While EV Giant Idles

Cathie Wood Doesn't Need Tesla To Win—ARKK Delivers A Blowout While EV Giant Idles

During the pandemic-fueled boom of 2020, Cathie Wood's Ark Innovation ETF (NYSE:ARKK) was one of the hottest funds on Wall Street, surging nearly 400% off its March 2020 lows. But that euphoria peaked in February 2021.

Rocket Refocuses Pipeline As Gene Therapy Sentiment Sours

Rocket Refocuses Pipeline As Gene Therapy Sentiment Sours

Rocket Pharmaceuticals downgraded by BofA after FDA halts Danon disease trial; company pivots toward earlier-stage gene therapy programs.

Is A Stock Market Crash Imminent? Bubble Warnings Grow Louder

Is A Stock Market Crash Imminent? Bubble Warnings Grow Louder

Wall Street strategists from Goldman, BofA, Apollo and more are raising bubble alarms as speculative trading, AI mania fuel 1999-style risk.

Edwards Lifesciences Lifts 2025 Outlook On Strong First Half Performance

Edwards Lifesciences Lifts 2025 Outlook On Strong First Half Performance

Edwards Lifesciences beat Q2 estimates and raised its 2025 sales outlook as TAVR and TMTT segments drove double-digit revenue growth.

Southwest's Rocky Q3 Outlook Sparks Doubts Over Steep Q4 Profit Climb

Southwest's Rocky Q3 Outlook Sparks Doubts Over Steep Q4 Profit Climb

Southwest's weak Q3 outlook and steep Q4 revenue targets raise concerns over its ability to meet full-year profitability goals.

Coursera's Upbeat Outlook Drives Stock Higher

Coursera's Upbeat Outlook Drives Stock Higher

Coursera shares soar over 32% as strong Q2 results and rising consumer momentum boost long-term growth expectations.

Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations

Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations

Union Pacific Corp. (NYSE: UNP) is showing strong growth in operations and finances, supported by productivity gains and a earnings beat. Analysts raise price forecast and see potential for merger with Norfolk Southern.

Gilead's Newly Approved HIV Prevention Drug Poised To Add Billions To Future Sales

Gilead's Newly Approved HIV Prevention Drug Poised To Add Billions To Future Sales

Gilead upgraded to Buy by Needham as Yeztugo gains physician favor, with sales forecast to reach $6.4 billion by 2035, exceeding prior estimates.

Apple Faces Existential Threat If It Fails To Act On GenAI

Apple Faces Existential Threat If It Fails To Act On GenAI

Apple (AAPL) under pressure from investors to catch up in GenAI race with rivals like Google and Meta. Fiscal Q3 earnings call seen as critical.

Why Palantir Is The 'AI All-Star' You Need To Watch

Why Palantir Is The 'AI All-Star' You Need To Watch

Palantir gains spotlight as it eyes a $24B revenue future, fueled by AI momentum, margin strength, and rising defense tech prominence.

Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years

Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years

Intel Corp shares tanked on Friday after disappointing Q2 earnings. Analysts have mixed views on the company's competitiveness.

Sarepta Gets Thumbs Down From Regulators Regarding Elevidys Gene Therapy

Sarepta Gets Thumbs Down From Regulators Regarding Elevidys Gene Therapy

Sarepta and Roche face a regulatory setback as the EMA's CHMP issues a negative opinion on Elevidys for Duchenne muscular dystrophy patients.

Trump's Rare Fed Visit Sparks Talks Of A $7 Trillion Problem

Trump's Rare Fed Visit Sparks Talks Of A $7 Trillion Problem

President Trump's rare Fed visit reignites pressure on Powell to cut rates, with U.S. deficit nearing $7.1 trillion.

Opendoor, Kohl's Stocks Recover As A 'Growing Sense Of FOMO' Could Fuel More Meme Stock Rallies

Opendoor, Kohl's Stocks Recover As A 'Growing Sense Of FOMO' Could Fuel More Meme Stock Rallies

Opendoor stock was up 18% in Thursday's midday trading. Shares of Kohl's were also higher, trading up by 8% at the time of publication.

Freeport-McMoRan Eyes Major Gains From US Copper Tariff

Freeport-McMoRan Eyes Major Gains From US Copper Tariff

Freeport-McMoRan Inc. reported strong Q2 results, sparking positive outlook from analysts like RBC's Sam Crittenden who reaffirmed a $54 price forecast.

Buy IBM Stock On 'Short-Term Weakness,' Analyst Asserts After Q2 Performance

Buy IBM Stock On 'Short-Term Weakness,' Analyst Asserts After Q2 Performance

Wedbush analyst maintains Outperform rating and $325 price forecast for IBM. Strong fiscal Q2 results and reaffirmed full-year guidance. AI book of business accelerates to $7.5 billion.

ICON Stock Up After Q2 Results Signal Growing Confidence In Biopharma Recovery

ICON Stock Up After Q2 Results Signal Growing Confidence In Biopharma Recovery

ICON lifts its 2025 revenue forecast, beats booking targets in Q2 and expands its share buyback plan as market conditions remain variable.

Tesla Stock Faces 'Critical Milestone' Ahead: Here's What Analysts Are Flagging As Next Key Catalyst

Tesla Stock Faces 'Critical Milestone' Ahead: Here's What Analysts Are Flagging As Next Key Catalyst

What's the next key moment for Tesla? Analysts highlight this item as the key from Q2 results and for the future of the company.

Why Is Testing Giant Labcorp Stock Surging On Thursday?

Why Is Testing Giant Labcorp Stock Surging On Thursday?

Labcorp beat Q2 earnings and revenue estimates and raised full-year guidance, supported by margin expansion and continued acquisition activity.

Chipotle Mexican Grill Q2 Sales Decline, June-July Boost Keeps Analysts Bullish

Chipotle Mexican Grill Q2 Sales Decline, June-July Boost Keeps Analysts Bullish

Shares of Chipotle Mexican Grill tanked on Thursday after reporting a revenue miss for the second quarter. Analysts noted mixed results, with improving trends in June and July but a cut in FY25 guidance due to macro volatility.

AI-Focused Waystar, Iodine Deal Wins Praise For Margin Upside

AI-Focused Waystar, Iodine Deal Wins Praise For Margin Upside

Waystar to acquire Iodine Software for $1.25 billion to enhance AI tools; deal expected to be accretive to growth and margins by 2027.

West Pharma Lifts Outlook On Surging GLP-1 Demand, Stock Soars

West Pharma Lifts Outlook On Surging GLP-1 Demand, Stock Soars

West Pharmaceutical raised its 2025 EPS and sales guidance after Q2 earnings and revenue topped estimates, fueled by strong demand for high-value products.

Coke's Sweet Switch: Cane Sugar Beverage, Fairlife Ramp On The Way

Coke's Sweet Switch: Cane Sugar Beverage, Fairlife Ramp On The Way

Coca‑Cola will roll out a cane sugar–based Coke and expects Fairlife's capacity ramp to boost North America volumes and cash flow in 2026, though shares dipped.

Alphabet Q2 Earnings: Revenue, EPS Beat Estimates, Google Parent Raises CapEx Outlook Due To 'Strong And Growing' Cloud Demand

Alphabet Q2 Earnings: Revenue, EPS Beat Estimates, Google Parent Raises CapEx Outlook Due To 'Strong And Growing' Cloud Demand

Google parent Alphabet reports second-quarter revenue of $96.43 billion, beating analyst estimates of $93.72 billion.

Trump's Japan Trade Deal Just Triggered A 2008-Style Bond Market Earthquake

Trump's Japan Trade Deal Just Triggered A 2008-Style Bond Market Earthquake

Japan saw 10-year bond yields surge to levels not seen since 2008 as markets reeled from a new trade deal and political drama.

What's Going On With Hims & Hers Stock Wednesday?

What's Going On With Hims & Hers Stock Wednesday?

HIMS stock up 16% on Wednesday, continuing month-long gains. Novo Nordisk ends partnership, cites misleading marketing and safety concerns.

Galaxy Digital (GLXY) Stock Continues Upward Trend On Partnership, Analyst Optimism

Galaxy Digital (GLXY) Stock Continues Upward Trend On Partnership, Analyst Optimism

Shares of digital asset financial services firm Galaxy Digital Inc (NASDAQ:GLXY) are trading higher on Wednesday, continuing a rally sparked by news earlier in the week. The momentum follows Monday’s announcement of a strategic partnership and bullish analyst reports.

Elevidys Halt Sparks Analyst Downgrades—Sarepta Races To Revise Label

Elevidys Halt Sparks Analyst Downgrades—Sarepta Races To Revise Label

Analysts downgraded Sarepta as FDA pause on Elevidys raises regulatory uncertainty, leading to significant stock pressure and valuation cuts.