Nvidia just delivered what analysts are calling one of the most consequential quarters in semiconductor history. The stock was already up nearly 20% year-to-date before the results landed. And JPMorgan’s Harlan Sur still sees 25%…
Economic challenges, such as rising labor and product costs driven by inflation and increasing lease rates, have impacted pet supplies retail operators, forcing several to file for bankruptcy protection, despite financial strength in the industry.…
Cummins (CMI) used its 2026 Analyst Day in New York on May 21 to pull forward a story it has been telling for two years: it sells engines, but it increasingly sells power. The Columbus,…
“Speed of light.” That’s a phrase that gets thrown around in corporate turnaround stories so often that it has almost lost meaning: “We’re moving faster.” Most of the time, it is conference room language —…
Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing,…
The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI…
When most restaurant chains have been sounding the alarm on the American consumer, Starbucks just posted one of its strongest quarters in recent memory. The numbers were hard to ignore. Global comparable store sales grew…
Paul Tudor Jones doesn’t appear to be locked into one stock. That may be the real story. The billionaire investor’s Tudor Investment Corp. reported a massive first-quarter options book that includes big stakes connected to…
Changes in Wall Street price targets usually arrive in small increments. A few dollars up, a few dollars down, and sometimes a rating left untouched. UBS skipped that script with Jazz Pharmaceuticals (JAZZ). On May…
Jamie Dimon does not mince words. He never has. The JPMorgan Chasechairman and chief executive officer has spent decades writing some of the most closely read annual letters on Wall Street. His 2025 shareholder letter…