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The chip company widely known for supplying the cellular modem inside your iPhone just did something investors have been waiting years to see. On May 26, Qualcomm (QCOM) rocketed to an all-time intraday high of $258 before closing at a record $248.82, after reports that the company landed an AI data center chip deal with

On May 23, President Donald Trump said a deal with Iran had been “largely negotiated” and details would be announced shortly. Markets wanted to believe it. By May 26, one major Wall Street firm told its clients not to. What Piper Sandler said about the Strait of Hormuz and oil Piper Sandler published a note

The price tag on a comfortable retirement keeps climbing, and a growing number of Americans are struggling to keep up with the target. Northwestern Mutual released its 2026 Planning & Progress Study in April, revealing that the average retirement savings goal has surged to $1.46 million. That figure is a $200,000 jump from the prior

Most people think of Artificial Intelligence (AI)  as a computing story. Chips, GPUs, data centers. The hardware that processes the intelligence. Seagate CEO Dave Mosley wants investors to think about what comes after the processing. All that AI activity — every model trained, every inference run, every video analyzed, every agent deployed — generates data.

Inspire Medical has spent years building a compelling sleep apnea device story, but Bank of America says the stock now faces a reimbursement problem that could take longer to resolve than investors want to hear. BofA Securities downgraded Inspire Medical (INSP) to Underperform from Neutral and lowered its price objective to $39 from $53, according

Restaurant chains have faced financial distress caused by rising costs driven by inflation since the end of the Covid-19 pandemic. Rising inflation led to a 35% increase in labor and food costs from 2019 to 2025, which forced restaurants to pass those costs on to customers, who have not always welcomed the price increases. Higher

Spotify Technology has spent years proving it can build one of the largest music-streaming audiences in the world. Bank of America now thinks the company is entering a more important phase, where the business can turn that scale into higher revenue, stronger margins, and more ways to charge its most engaged users. In a Bank

Even before the jet fuel crisis that already led to thousands of flight cuts and dealt the final blow to Spirit Airlines, aviation has never been a particularly lucrative industry due to the prohibitive costs of both launching and staying in business. Since the start of 2026, the shares of “big three” airlines United and

Walmart shares have pulled back, but Bank of America is telling investors the move may have created a fresh opportunity in one of retail’s biggest names. In a Bank of America note given to TheStreet, analyst Christopher Nardone reiterated a Buy rating on Walmart (WMT) while lowering the firm’s price objective to $144 from $150.