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Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

The bank maintained its Overweight rating after a strong quarter, but 65 million additional fully diluted shares reduced the value assigned to each share.

Investing.com -- Morgan Stanley downgraded its view on cross-border e-commerce platform Global-e Online to Equal-weight from Overweight, saying the market now better reflects the company’s durable growth and competitive position. The bank nevertheless raised its price target to $44 from $37 as it rolled its valuation framework forward to 2028 and incorporated the impact of the Passport acquisition.

(Bloomberg) -- The price of a key Chinese steel product has dropped to the lowest in almost a decade as a prolonged property downturn sapped construction demand and swelled inventories.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Div

(Bloomberg) -- Circle Internet Group Inc. reported second-quarter revenue that missed Wall Street expectations after circulation of its stablecoin USDC fell from a peak amid a protracted slide in cryptocurrency markets. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Spl

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

Morgan Stanley said that it sees Spotify’s shares being down year-to-date ahead of the company’s likely new product in the coming months, including new AI features, presenting “an attractive opportunity.”

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

EVR posts record Q2 revenues on stronger deal activity and higher AUM, but rising expenses and special charges weighed on earnings.

Wall Street is watching Akamai Technologies closely after a blockbuster deal reshaped the company's growth story earlier this year. Morgan Stanley reaffirmed its “Overweight” rating on Akamai (AKAM) in a July 27 research note shared with me, keeping its price target at $165, roughly 48% above the ...

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

(Bloomberg) -- Wall Street is racing to roll out complex investment products tied to SpaceX shares that aim to shield buyers from future losses amid a sharp selloff following its market debut.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Compe

Analysts raised price targets, but concerns over lower margins, and weak package volumes kept investors cautious about the company's outlook.

(Bloomberg) -- SpaceX shares erased one-fifth of their value since the record setting debut of Elon Musk’s rocket, satellite and artificial intelligence company, as investors shunned riskier technology firms.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets

Morgan Stanley kept Alibaba a top pick after cutting its target to $180, now about 60% above the share price.

Rollins' (ROL) Q2 results fell short of expectations as a slower-than-usual start to the peak summer

Crypto-linked equities traded lower in pre-market trading, with BitMine, Strategy, Circle, Coinbase, Robinhood and Block in the red.

Bitcoin (CRYPTO: $BTC) and other digital assets were under pressure to end the week amid a global rout in technolog...

(Bloomberg) -- A selloff in Asian chip stocks gathered pace, as Taiwan Semiconductor Manufacturing Co.’s strong results failed to clear investors’ lofty expectations, stoking worries over heavy spending and a weaker outlook for profitability. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Onl

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All three major US stock indexes were up in late-morning trading Wednesday, as technology stocks led

A fresh Morgan Stanley analysis just upended the thesis that sent neocloud stocks spiraling, and Nebius is responding with a business model shift that changes the growth math entirely.

The firm’s Ethereum ETF plans to stake 50%-80% of its ETH holdings, with staking rewards distributed to shareholders.

A series of big bank results kicked off the second quarter earnings season on Tuesday.

US banks could deliver broad earnings beats as strong capital markets activity, resilient economic conditions and improving wealth management flows support second-half 2026 and fiscal 2027 earnings revisions, Bank of America analysts wrote in a note ahead of the sector’s upcoming earnings...

US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...

Honeywell Aerospace (HONA) officially became an independent, publicly traded company on June 29, 2026, and Wall Street has already made up its mind on the stock. The company separated from Honeywell International on June 29, 2026, and landed on the Nasdaq as HONA. The parent kept the HON ticker and ...

Endava’s fair value estimate has been revised lower from £6.51 to £5.66, a reduction of around 13% that crystallises how analyst expectations have shifted after recent updates. This change sits alongside a mix of cautious and constructive commentary, with some analysts focusing on execution risks and repeated guidance cuts, while others still see room for upside if demand pressures ease. Read on to see how this evolving narrative could matter for your view on Endava and what to watch...

Rivian stock dropped around 10% after it announced the public offering. The proceeds from the stock sale will go toward paying off a government loan.

(Bloomberg) -- US stock futures pointed to renewed weakness in technology shares after Samsung Electronics Co.’s earnings failed to satisfy investors, renewing pressure on chipmakers across global markets.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Senten