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28,808 signal articles · 43 in last 24h · 141,441 total before filter · latest 20m ago
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Cerebras Systems seeks up to $26.6B valuation in US IPO
Proactive131d agoneutral
Cerebras Systems seeks up to $26.6B valuation in US IPO

Cerebras Systems is targeting a valuation of as much as $26.62 billion in its planned U.S. initial public offering, according to its prospectus filings. The semiconductor company, which is positioning itself as a rival to Nvidia in AI hardware, is looking to sell 28 million shares of its...

Citi's data could change how you invest at S&P 500 highs
TheStreet131d agoneutral
Citi's data could change how you invest at S&P 500 highs

A new analysis from Citi Wealth's Investment Lab challenges one of investing’s most ingrained habits: waiting for a pullback before putting money to work. Drawing from six-and-a-half decades of data dating back to 1960, the findings paint a picture most casual investors would find counterintuitive, ...

Redesigning America's Digital Infrastructure
WSJ131d agoneutralVIDEO
Redesigning America's Digital Infrastructure

Joe Gebbia, Airbnb co-founder and U.S. Chief Design Officer, and design pioneer Peter Arnell discuss their work with the National Design Studio, a newly formed federal initiative aimed at modernizing the United States government's digital infrastructure.

Hess Midstream Partners Q1 Earnings Call Highlights
MarketBeat131d agoneutral
Hess Midstream Partners Q1 Earnings Call Highlights

Hess Midstream Partners (NYSE:HESM) reported first-quarter 2026 results that management said met expectations despite severe winter weather early in the period, while also outlining a lower 2026 capital spending plan and higher adjusted free cash flow outlook. First-quarter operational performance

Gold Slides, 30-Year Yield Hits 5.1% as Rate Fears Take Over
24/7 Wall St.131d agoneutral
Gold Slides, 30-Year Yield Hits 5.1% as Rate Fears Take Over

The PHLX Gold/Silver Sector (^XAU) is under pressure Monday as precious metals pull back across the board. SPDR Gold Shares (NYSEARCA: GLD) ETF is down 1.3% to roughly $418, while iShares Silver Trust (NYSEARCA: SLV) ETF is off 2.3% near $67 as the market reassesses what the Strait of Hormuz disruption actually means for inflation, rates ... Gold Slides, 30-Year Yield Hits 5.1% as Rate Fears Take Over

Alphabet Eyes 20% Upside as Cloud Backlog Surges
24/7 Wall St.131d agobullish
Alphabet Eyes 20% Upside as Cloud Backlog Surges

Alphabet (NASDAQ:GOOG) just delivered a standout Q1, and our model points to additional upside. After a 9.97% single-day jump on the Q1 print, GOOG now trades at $381.94. Our 24/7 Wall St. price target for Alphabet is $460, implying 20.44% upside over the next 12 months. Our recommendation is buy, with a 90% confidence level. ... Alphabet Eyes 20% Upside as Cloud Backlog Surges

Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead
24/7 Wall St.131d agoneutral
Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

Altria (NYSE:MO) has staged one of the most surprising rebounds in the consumer defensive sector. After bottoming near $58.19 in November 2025, the stock has ripped back to $72.65, posting a 28.09% year-to-date gain. After a strong Q1 2026 print and reaffirmed guidance, the question is whether the run has more room. Our 24/7 Wall ... Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

Morgan Stanley resets Apple stock price target after earnings
TheStreet131d agoneutral
Morgan Stanley resets Apple stock price target after earnings

Apple just delivered a quarter that surprised even its skeptics. Services grew faster than expected. Margins held up better than feared. And for a company that has spent much of 2026 navigating tariff concerns and AI doubts, the results landed exactly when it needed them to. Morgan Stanley noticed. ...

Investing.com131d agoneutral
Iran shock affecting firms differently, not sectors

Investing.com -- The ongoing Iran conflict has introduced volatility, particularly through higher oil prices and supply chain disruptions. Companies across industries report rising freight and raw material costs, with some supply chains expected to take months to normalize.

Analysts See 10% Upside for Alphabet Following Q1 Earnings
24/7 Wall St.131d agoneutral
Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings

Chipotle Stock Is Just Getting Started As Sales Rebound In Q1
24/7 Wall St.131d agoneutral
Chipotle Stock Is Just Getting Started As Sales Rebound In Q1

After a brutal year for shareholders, Chipotle Mexican Grill (NYSE:CMG) just delivered its first quarter of positive transaction growth in over a year. With the stock down 34.46% over the past 12 months and trading near multi-year lows, I think the setup looks compelling. Our 24/7 Wall St. price target for Chipotle is $43.34, implying ... Chipotle Stock Is Just Getting Started As Sales Rebound In Q1

Caterpillar Surges 190%—Analysts Say Hold for Now
24/7 Wall St.131d agobullish
Caterpillar Surges 190%—Analysts Say Hold for Now

The industrial giant has gone on a tear. Caterpillar (NYSE:CAT) sits at $890.11 after a blowout Q1 2026 earnings report, up 25.88% in the past month and 190.94% over the past year. Our 24/7 Wall St. price target for Caterpillar is $874.20 over the next 12 months, implying -1.79% downside. Our recommendation is hold, with ... Caterpillar Surges 190%—Analysts Say Hold for Now

“The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power
24/7 Wall St.131d agoneutral
“The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power

It is unusual for the Treasury Secretary to call the heads of the largest Wall Street banks into a room to discuss a software system. It is even more unusual when the Federal Reserve Chair joins him. Treasury Secretary Scott Bessent and Fed Chair Jerome Powell recently gathered the CEOs of major Wall Street banks ... “The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power

Stocks have never posted a losing year after a midterm election since 1950. Here’s why that matters heading into 2026 elections.
24/7 Wall St.131d agoneutral
Stocks have never posted a losing year after a midterm election since 1950. Here’s why that matters heading into 2026 elections.

Markets hate uncertainty. But they have a remarkably consistent way of handling it. Since 1950, the S&P 500 has not posted a single negative one-year return in the 12 months following a midterm election. Not one. Through 19 midterm cycles spanning Eisenhower to Biden — across recessions, oil shocks, impeachments, wars and a financial crisis ... Stocks have never posted a losing year after a midterm election since 1950. Here’s why that matters heading into 2026 elections.