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The central argument in JPMorgan's midyear note is that the AI investment boom has generated earnings revisions at a pace without modern precedent.
2026/06/26
BTIG launches Robinhood (HOOD) coverage with Buy rating and $125 target, projecting 20%+ annual asset growth driven by demographics and product expansion. The post
Nike shares have lost about a third of their value in 2026 as analysts question the pace of its turnaround.
NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout
Mastercard (NYSE:MA) is back in every payments headline this month, propped up by the same international expansion narrative that has earned it a premium multiple
The AI trade has gone from unstoppable to unpredictable in a matter of weeks. After driving one of the strongest rallies in market history, artificial intelligence
Tesla (NASDAQ: TSLA) and Google (NASDAQ: GOOGL) both reported Q1 FY2026 earnings that sharpened the autonomy debate in opposite directions. Tesla leaned on a global
The Invesco KBW High Dividend Yield Financial ETF (NASDAQ:KBWD) is the income vehicle of choice for investors who want double-digit yields from financials without
TLDR Elon Musk said Robotaxi and unsupervised FSD revenue will be “material in a significant way” in 2027 Tesla currently trades at a P/E ratio of around 344, with
News Corporation owns one of the fastest-growing professional information businesses in the media industry, but the stock is priced like a newspaper company, trading