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26,995 signal articles · 146 in last 24h · 130,097 total before filter · latest 16m ago
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Eli Lilly sends strong message on vaccine strategy
TheStreet92d agoneutral
Eli Lilly sends strong message on vaccine strategy

Shingles is no minor inconvenience. Ask anyone who has had it and they will tell you the burning, nerve-rattling pain can last for days. But what if surviving shingles was only half the battle? New research suggests the virus behind it could raise your risk of stroke and dementia years after the ...

Morgan Stanley slashes targets on 3 software stocks after earnings
TheStreet92d agoneutral
Morgan Stanley slashes targets on 3 software stocks after earnings

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

2 New ‘Strong Buy’ IPO Stocks J.P. Morgan Is Bullish On
TipRanks92d agobullish
2 New ‘Strong Buy’ IPO Stocks J.P. Morgan Is Bullish On

As 2026 opened, investors were upbeat on the prospects for new IPOs. Markets were stable, capital costs were declining, and several high-profile “mega-IPOs” seemed imminent – conditions that pointed toward a breakout year.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks and new investing opportunities with the TipRanks Smart Investor Newsletter

GE Vernova CEO sends rattling message on data centers
TheStreet92d agoneutral
GE Vernova CEO sends rattling message on data centers

GE Vernova's CEO stepped onto one of Wall Street's most-watched stages earlier this week and delivered a message that investors weren't ready to hear. At the 42nd Bernstein Strategic Decisions Conference on May 27, the energy technology company's CEO Scott Strazik didn't offer the usual round of ...

InvestorPlace92d agobullish
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open

Editor’s Note: Cerebras just went public… and SpaceX, Anthropic, and OpenAI, representing over $3 trillion in combined valuation, are lined up behind it. A lot of investors are getting excited about this AI IPO boom, but master trader Jonathan Rose thinks that excitement is a trap. I invited him to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint. He also shares where the smart money actually goes when these deals price, and what that has to do with the live

June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes Loom
24/7 Wall St.92d agoneutral
June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes Loom

The host of Reuters Morning Bid opened the week with a framing that might make investors pause. The current macro environment looks calmer on the surface than the underlying conditions actually warrant, and June is when that gap may close. Two pressures are converging at the same time: energy reserves are depleting due to the ... June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes Loom

BofA resets MongoDB stock price target after earnings
TheStreet92d agoneutral
BofA resets MongoDB stock price target after earnings

On May 29, Bank of America reiterated its Buy rating and raised its price target to $390 from $375 for MongoDB (MDB), arguing that the company's latest results reinforce the view that MongoDB remains a "share gainer" in the next-generation database market. BofA pointed to stronger-than-expected ...

Micron, SanDisk get a number Wall Street rarely writes
TheStreet92d agoneutral
Micron, SanDisk get a number Wall Street rarely writes

Wall Street has a comfortable habit when it comes to memory chips. For 40 years, analysts treated companies like Micron the way you'd treat a fishing boat: useful, occasionally lucrative, but always at the mercy of a tide nobody controls. Prices boom, everyone piles in, supply floods the market, ...

Morgan Stanley revisits NetApp stock price target after earnings
TheStreet92d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

Trump and Kevin Warsh Plan a Huge Giveaway to Retirees. There’s Only One Problem
24/7 Wall St.92d agoneutral
Trump and Kevin Warsh Plan a Huge Giveaway to Retirees. There’s Only One Problem

Inflation has a way of turning economics into personal finance. For retirees living on fixed incomes, every increase in the price of groceries, gasoline, utilities, and healthcare stretches a monthly Social Security check a little further than it was designed to go. And after years of inflation shocks, Americans are once again watching prices climb. ... Trump and Kevin Warsh Plan a Huge Giveaway to Retirees. There’s Only One Problem

Bidenflation Hit Harder, but Trumpflation May Last Longer
24/7 Wall St.92d agoneutral
Bidenflation Hit Harder, but Trumpflation May Last Longer

Inflation may be one of the few issues capable of uniting Americans across party lines. Voters can argue endlessly about tax policy, government spending, tariffs, or regulation. But when the cost of groceries, gasoline, and housing starts climbing faster than paychecks, political loyalties often take a back seat to household budgets. That’s because inflation isn’t ... Bidenflation Hit Harder, but Trumpflation May Last Longer

Big Tech Is Suddenly Impacting Niche Market for US Dividends
Bloomberg92d agoneutral
Big Tech Is Suddenly Impacting Niche Market for US Dividends

(Bloomberg) -- The dominance of a few technology giants in the benchmark S&P 500 Index is now carrying over into the niche market for dividend futures and options. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceThe bigg

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg92d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

EM’s Record Rally Leads Two Hedge Funds to Turn Away Investors
Bloomberg92d agobullish
EM’s Record Rally Leads Two Hedge Funds to Turn Away Investors

(Bloomberg) -- There’s so much cash going to emerging markets that a pair of hedge funds that specialize in hard-to-reach debt are starting to turn away investors.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceShiprock

Investing.com92d agoneutral
Will higher treasury yields threaten the market’s climb?

Investing.com -- A sharp jump in long-term U.S. Treasury yields has raised questions about whether higher interest rates could undermine the stock market’s advance, though investors have so far looked past the move as earnings and AI-driven growth continue to support sentiment.