Business News
Markets, macro and movers — curated.
Analyst Moves on CRWD, MRVL, and INTU Ahead of Earnings Week
Jefferies and Wells Fargo raise targets on CRWD and MRVL while Jefferies cuts INTU, all three reporting earnings this week.
NVDA a "Huge Bargain" at 19-20x Earnings, With Value Building Outside Tech
An 8,100 S&P target holds, Nvidia looks cheap versus its 50% growth, and value is spreading into healthcare and industrials outside tech.
Washington Shifts to Economic Pressure on Iran as Markets Brace for NVDA Earnings
The US pivots to economic isolation of Iran while investors weigh NVDA earnings, Fed signals, and a $1 trillion Treasury buyback plan.
Alibaba (BABA) Chart Breakdown and a Bullish September Call Vertical Trade
Alibaba (BABA) breaks its upward channel and key support; here are the levels to watch and a bullish September call spread setup.
Iran Sanctions, Canada Tariff War, and Nvidia's Make-or-Break Earnings Week
Markets await Iran sanctions, a Canada trade war restarts, and Nvidia earnings loom over an S&P 500 index carrying more than 7% NVDA weight.
What Nvidia Must Deliver on Earnings: The Vera Rubin Ramp
What Nvidia (NVDA) needs to say on earnings to move the stock, from the Vera Rubin ramp to guidance, moats, and rivals.
The Bond Market Warning: Why Gold Is Becoming Money Again
Rising sovereign bond yields signal falling trust in government debt, pushing gold toward a global settlement role while currencies get debased.
Microsoft's AI Story Turns From Promise to Proof: Why the Stock Still Looks Cheap
Microsoft's AI push now shows in real numbers - Azure growth, Copilot revenue, and strong cash flow back heavy CapEx spending.
Nuclear Energy and Metals: The Next Winners of the AI Trade
Why a slowing but growing economy, strong earnings, and the AI energy crunch point to nuclear power, gold, and silver as top plays.
Memory Stocks Still Have Room to Run as Backlogs Swell and AI Demand Outpaces Supply
Memory chip makers face record margins and huge backlogs, with the supply-demand gap possibly lasting to 2029-2031 on AI demand.
Gold's Debt-Driven Rally: Still in the First Inning
Gold's 30% year-over-year rise is driven by US debt fears, central bank buying, and dollar weakness, with room to reach $5,000-$5,200.
Bitcoin Breaks Out: Smart Money, Better Fundamentals, and the Clarity Act Catalyst
Bitcoin's four-day breakout, the technical levels that confirm a bull run, and why the Clarity Act vote could be crypto's biggest catalyst.
Analog Devices (ADI): Record $4B Quarter Driven by Data Centers and Industrial Chips
ADI posts its first $4 billion quarter with 40% revenue growth led by data center and industrial segments, amid AI spending risks.
Why Meta Is the Cheapest Mag 7 Stock and Where Its Next Growth Comes From
The bull case for Meta (META): cheap valuation, a strong ad core, AI-driven ads, and non-advertising upside from models, APIs, and cloud compute.
Bitcoin's Coiled Spring Breakout, the Clarity Act, and Miners Shifting to AI
Why Bitcoin's low-volatility "coiled spring" snapped upward, what regulatory clarity means for crypto, and how miners face AI competition.
Gold Surges on Weaker Dollar as Shoppers Chase Value in Retail Earnings
Gold hit a 3-month high on a softer dollar and debt worries, Bitcoin rallied 20%, and retail earnings showed selective, value-seeking shoppers.
Apple's iPhone 18, First Foldable, and the Road to 2027
Apple's iPhone 18 lineup, its first foldable at $2,000-$2,500, camera upgrades, China risk, rising memory costs, and the 2027 redesign.
The Coming Bust: Silver to $200, Gold to $7,000, and Japan as the Wild Card
A market forecast for silver at $200, gold at $7,000, falling rates, and a debt-driven bust with Japan as the likely trigger.
Memory Stock Setups: Micron, Seagate, and SanDisk Ahead of Earnings
Technical and options views on memory stocks MU, STX, and SNDK, including pre-earnings rally trades and hedging plans for September seasonality.
Coinbase Rides Bitcoin's Rally While Building a Buffer Against Crypto Swings
Coinbase (COIN) jumped over 25% with Bitcoin this week, but demand is down 45% year over year as it works to diversify revenue.