Analyst Says FedEx Selloff Misreads Revenue Beat and Margin
A CNBC analyst contends the FedEx selloff reflects misinterpretation of the income statement, not a collapse in deman...
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25,978 articlesA CNBC analyst contends the FedEx selloff reflects misinterpretation of the income statement, not a collapse in deman...
Poet Technologies faces a pivotal year as AI-driven optical interconnects scale. This report analyzes catalysts, risk...
Palantir has won a landmark Army data overhaul deal worth $10 billion, signaling a decade-long shift in defense IT an...
Broadcom’s surge in AI-driven sales dwarfs Marvell’s growth, setting a clear benchmark for the AI boom. The contrast ...
Michael Burry has added a Micron short, expanding a wager that AI-driven chip stocks may soon pull back. The move com...
A Chinese AI model is reported to rival US leaders in performance, sparking a reassessment of investments in data cen...
Micron Technology now carries roughly double the weight of Meta Platforms in QQQ, driven by free-float rules that tri...
PepsiCo is set to report Q2 2026 results before the market opens on July 9, 2026, with a fresh price target and impro...
Markets rally as AI progress accelerates, steering investment toward compute, energy, and robotics. Analysts warn the...
Ethereum bulls face a critical test as ETH approaches a long-standing resistance near the $2,000 mark. This ethereum ...
A major capital shift is unfolding as chipmakers gain ground while hyperscalers slow. NVIDIA and Micron are set to be...
Strategy insists it isn’t retreating from its bitcoin holdings as it navigates debt risk thresholds tied to bitcoin’s...