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Analyst Color

Top 5 Semiconductor Stocks to Own Into Year End: Bank of America

Top 5 Semiconductor Stocks to Own Into Year End: Bank of America

What's Going On With Intel Stock Wednesday?

What's Going On With Intel Stock Wednesday?

Can Nike Just Do It? Analyst Says Turnaround Progress Is Real, but Too Slow

Can Nike Just Do It? Analyst Says Turnaround Progress Is Real, but Too Slow

What's Going On With Intel Stock Wednesday?

What's Going On With Intel Stock Wednesday?

Can Nike Just Do It? Analyst Says Turnaround Progress Is Real, but Too Slow

Can Nike Just Do It? Analyst Says Turnaround Progress Is Real, but Too Slow

SpaceX’s Starlink Just Got More Powerful, and Cable Giants Comcast, Charter May Feel the Heat

SpaceX’s Starlink Just Got More Powerful, and Cable Giants Comcast, Charter May Feel the Heat

Stock Market Today: Dow Jones, Nasdaq 100 Futures Fall as Investors Investors Digest Fed's Preferred Inflation Gauge and Spending Data— MU, AMD, FNGR in Focus (UPDATED)

Stock Market Today: Dow Jones, Nasdaq 100 Futures Fall as Investors Investors Digest Fed's Preferred Inflation Gauge and Spending Data— MU, AMD, FNGR in Focus (UPDATED)

SpaceX’s Starlink Just Got More Powerful, and Cable Giants Comcast, Charter May Feel the Heat

SpaceX’s Starlink Just Got More Powerful, and Cable Giants Comcast, Charter May Feel the Heat

Stock Market Today: Dow Jones, Nasdaq 100 Futures Fall as Investors Investors Digest Fed's Preferred Inflation Gauge and Spending Data— MU, AMD, FNGR in Focus (UPDATED)

Stock Market Today: Dow Jones, Nasdaq 100 Futures Fall as Investors Investors Digest Fed's Preferred Inflation Gauge and Spending Data— MU, AMD, FNGR in Focus (UPDATED)

Is Apple's Strategy Paying Off? Strong iPhone 18 Pro China Demand Sparks Revenue Upside

AI’s Semiconductor Boom Has a Clear Center of Gravity: Taiwan Semiconductor

AI’s Semiconductor Boom Has a Clear Center of Gravity: Taiwan Semiconductor

Analyst Color Recent News

Micron Options Price in a 6.3% Swing: Is It too Conservative?

Micron Options Price in a 6.3% Swing: Is It too Conservative?

Options traders are pricing in a 6.3% move after Micron's earnings report. The stock swung 9.4% on average after its last 10 reports.

CarMax's Used-Car Sales Growth Blew Past Forecasts. KMX Stock Fell Anyway

CarMax's Used-Car Sales Growth Blew Past Forecasts. KMX Stock Fell Anyway

CarMax shares fell 5% despite strong Q2 results; analysts raised price targets, citing 13% comps and better-than-expected profits per unit.

Is Amazon Really Facing ‘Risk Of Complete Displacement’ by Agentic Commerce?

Is Amazon Really Facing ‘Risk Of Complete Displacement’ by Agentic Commerce?

Why a Rosenblatt analyst says agentic commerce risks to Amazon are overstated.

SpaceX Just Took a 'Major' Step Toward $900 Stock, Top Analyst Says — Starship Success Could Fuel a $12 Trillion Valuation

SpaceX Just Took a 'Major' Step Toward $900 Stock, Top Analyst Says — Starship Success Could Fuel a $12 Trillion Valuation

Citi says SpaceX’s Starship milestone strengthens the case for a $900 stock valuation and a potential $12.2 trillion market cap.

Tom Lee Says Cooling Inflation Could Give US Fed Room to 'Walk Back Hawkishness' — and That's 'Good For Stocks'

Tom Lee Says Cooling Inflation Could Give US Fed Room to 'Walk Back Hawkishness' — and That's 'Good For Stocks'

Tom Lee argues a dovish PCE report will let the Fed 'walk back hawkishness.' Read why this 'contrarian take' could be 'good for stocks.'

Moody’s Mark Zandi Warns Wall Street is 'Too Optimistic' About the American Consumer: 'I Am Getting More Nervous...'

Moody’s Mark Zandi Warns Wall Street is 'Too Optimistic' About the American Consumer: 'I Am Getting More Nervous...'

Moody's Mark Zandi warns Wall Street is "too optimistic" about U.S. consumer resilience amid flat wages, rising rates, and falling savings.

Mark Zuckerberg's Muse Could Charge You for Saving You Money — META President Reveals AI Agent's Potential Monetization Model

Mark Zuckerberg's Muse Could Charge You for Saving You Money — META President Reveals AI Agent's Potential Monetization Model

Meta President Dina Powell McCormick reveals Muse AI will monetize by taking a fee on user savings and offering paid subscriptions.

Micron’s AI Boom Isn’t Done yet, Analysts Say — but Can the Stock Keep Exploding Higher?

Micron (MU) heads into Q4 earnings amid tight supply and strong AI demand. Wall Street sees upside with price targets up to $1,550.

AMZN, MSFT, GOOGL Need $1 Trillion in Revenue To Earn 15% Return on AI Capex — Here's What Goldman Says About Their $1.69 Trillion Backlog

AMZN, MSFT, GOOGL Need $1 Trillion in Revenue To Earn 15% Return on AI Capex — Here's What Goldman Says About Their $1.69 Trillion Backlog

Goldman Sachs notes Big Tech's $1.7T cloud backlog covers 60% of the $1T revenue needed by 2030 to de-risk AI investments.

OpenAI CFO Accidentally Calls Dots as Muse Giving Meta's AI Agent an Unexpected Shoutout in Faux Pas Moment — Shay Boloor Takes a Dig at 'Brand Differentiation'

OpenAI CFO Sarah Friar mistakenly called Dots “Muse” on CNBC, prompting Shay Boloor to mock the AI agent’s brand differentiation.

Mortgage Rates Could Soar to 9%? Economist Says Forget the Fed, the Bond Market Is Now Driving Mortgage Rates

Mortgage Rates Could Soar to 9%? Economist Says Forget the Fed, the Bond Market Is Now Driving Mortgage Rates

Cotality's Selma Hepp says mortgage rates could reach 9% in a severe Treasury market shock.

Jim Cramer Says Wall Street May Be Overreacting to Meta’s Muse AI Threat — This Stock Could Be ‘Mostly Insulated’ From AI Fallout

Jim Cramer Says Wall Street May Be Overreacting to Meta’s Muse AI Threat — This Stock Could Be ‘Mostly Insulated’ From AI Fallout

CNBC host Jim Cramer said Wall Street could be overreacting to the potential threat of Meta Platforms Inc.'s (NASDAQ: META) Muse AI agent on consumer-focused companies.

Stock Market: Will S&P 500 Open Up or Down Today?

Stock Market: Will S&P 500 Open Up or Down Today?

Will S&P 500 open higher? Polymarket odds jump to 72% as Wall Street digests PCE inflation data, Micron earnings, and Q4 seasonal strength.