Stock Market

Medtronic plc (NYSE: MDT) is capturing Wall Street’s attention after UBS upgraded the medical device giant to a Buy rating from Neutral, citing a credible turnaround underway. The upgrade arrives on the heels of the company’s strongest annual revenue growth in a decade, prompting investors to reassess whether the Dublin-headquartered conglomerate has finally broken out … Read more

Berkshire’s Operating Earnings Rise 16%, But Currency Swings Drive Most of the Gain Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) reported second-quarter operating earnings of $12.98 billion, a 16% increase from $11.16 billion a year earlier. While the headline figure looks impressive, a closer look reveals that approximately $1.2 billion of the $1.8 billion total increase stemmed … Read more

Eli Lilly (LLY) delivered a second-quarter performance robust enough to shift the narrative surrounding its stock. For months, investors fixated on a sluggish U.S. launch for its new oral obesity pill, Foundayo. That concern hasn’t vanished, but Bank of America analysts argue it’s no longer the dominant driver. Instead, BofA points to a massive, underappreciated … Read more

Marvell’s AI Infrastructure Play: Growth vs. Valuation Reality Marvell Technology (MRVL) sits at a critical inflection point. The semiconductor company’s stock traded at $211.02 as of August 6, 2026, carrying a trailing P/E of 64.45 and forward P/E of 46.30. While the bullish thesis centers on accelerating AI infrastructure demand, the premium valuation demands flawless … Read more

Core Scientific (NASDAQ: CORZ) shareholders who spurned a $9 billion all-stock acquisition offer from CoreWeave in late 2025 are seeing their contrarian stance validated in real time. On July 28, 2026, the bitcoin-miner-turned-data-center-landlord announced a landmark infrastructure partnership with Advanced Micro Devices (NASDAQ: AMD) that grants the semiconductor giant access to more than 500 megawatts … Read more

Credit Markets Flash Caution as DeepSeek Undermines AI Capex Narrative The Magnificent Seven stocks—Nvidia (NVDA), Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), and Tesla (TSLA)—have spent years convincing investors that their tremendous artificial intelligence spending would translate into sustainable growth, powerful cash flows, and fatter valuations. That assumption is now up … Read more

Financial media bombards us with shorthand phrases every day. Terms like “bullish,” “bubble,” and “beat expectations” act as mental shortcuts, but they often strip away the nuance required for sound investment decisions. As Sam Ro argues, a single word can be dangerously imprecise when it describes complex market dynamics, leading investors to make incorrect assumptions … Read more

The Concentration Risk No One Wants to Discuss NYU Stern professor and serial entrepreneur Scott Galloway—widely known as “Prof G”—has issued a stark warning: the U.S. stock market could crash within 24 months, and the catalyst is the very technology driving today’s rally—artificial intelligence. His core argument is simple but terrifying for passive investors: approximately … Read more

Five Top Stocks Approaching Buy Points: Nucor, ASML, and More Stand Out Without Earnings Risk Investors seeking opportunities in today’s market are closely watching several key stocks near buy points, notably Nucor (NUE), ASML Holding (ASML), Freeport McMoRan (FCX), Quanta Services (PWR), and Ralph Lauren (RL). With their earnings results already in the rearview mirror, … Read more