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Analyst Color
Wall Street Takes the Chainsaw to Nvidia Targets: One Bank Slashes $465 to $186
Wall Street Now Values Nvidia Like a Package-Delivery Company, Data Shows
Jim Cramer Says Jensen Huang's NVIDIA Exit 'Had to Happen'
Wall Street Now Values Nvidia Like a Package-Delivery Company, Data Shows
Jim Cramer Says Jensen Huang's NVIDIA Exit 'Had to Happen'
Stock Market Today: NVDA Stock Sinks Nasdaq, S&P 500 Futures as Board Weighs Jensen Huang’s Future — CRWV, TTEK, FNV in Focus (UPDATED)
Nvidia Stock’s 'Very Sad Day,' Analyst Cuts Price Target by $100
Stock Market Today: NVDA Stock Sinks Nasdaq, S&P 500 Futures as Board Weighs Jensen Huang’s Future — CRWV, TTEK, FNV in Focus (UPDATED)
Nvidia Stock’s 'Very Sad Day,' Analyst Cuts Price Target by $100
CoreWeave Stock Is Falling Thursday: What's Going On?
Why Is Alibaba Stock Falling Thursday?
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Analyst Color Recent News
EnerSys, Ultralife Deal Helps Grow Market Share As Data Centers Drive Momentum
EnerSys beat Q2 earnings but missed revenue; BTIG retained Buy, cut price target. Data centers, defense and Ultralife deal support growth.
Oddity Tech’s Q3 Beat Can’t Offset Il Makiage Troubles, Stock Drops 14%
Oddity Tech shares fell after a Q3 beat, but unresolved Il Makiage ad issues cloud growth. Needham maintained Hold; 2026 revenue to drop.
AMD Stock Rallies as 'Godfather of AI' Jensen Huang Leaves Nvidia
AMD stock rose 3.5% as Jensen Huang left Nvidia. The Nvidia-to-AMD ratio hit its lowest since March 2023, erasing 94% of Nvidia's post-ChatGPT lead.
GameStop an AI Stock? Dan Ives Says ‘Market Has Not Priced’ In Opportunities
Tech analyst Dan Ives expects video game retailer GameStop to "pivot" into AI, a story that investors are missing.
Americans Are Cashing In on Home Equity at the Fastest Pace Since the Financial Crisis
Home equity borrowing jumped 14% to $481 billion, the fastest pace since the financial crisis. Jefferies sees Home Depot and Lowe's as winners.
Nvidia Faces A 'Black Eye Moment,' Dan Ives Says, as 'Writing Is On The Wall' for Jensen Huang; Projects $225 Stock Valuation Without CEO
Dan Ives says Nvidia faces a 'black eye moment,' predicting CEO Jensen Huang's removal and projecting a $225 NVDA stock valuation.
Jensen’s ‘Affair’ Wiped Out $300 Billion In Nvidia Market Value, Top Economist Says, as Market Concentration Is Highest ‘Since 1932’
Economist Justin Wolfers explains how a single affair at Nvidia erased $300 billion, exposing the highest US market concentration since 1932.
Social Security Could Pay Full Benefits Until 2059 Under AARP Scenario as $10.8 Trillion In Potential Revenue Was Missed Due to Shrinking Taxable Payroll
An AARP report says Social Security could pay full benefits until 2059 under a different payroll tax scenario, as a retirement adviser urges bipartisan action to address its funding gap.
Michael Burry Declares ‘Don Has Fallen’ Amid Nvidia CEO Row, But Gene Munster Says NVDA Can Thrive ‘With or Without Jensen’
Michael Burry warns of NVDA 'key-man risk' amid the Jensen Huang scandal, while Gene Munster says Nvidia is the 'best bang for your buck'.
Warren Buffett’s 1979 Warning May Be the Perfect Lesson for Today’s AI Boom, Says Howard Marks: ‘Uncertainty Actually is the Friend’
Howard Marks says Warren Buffett's 1979 warning on uncertainty is the perfect lesson for investors navigating today's AI boom.
Stock Market: Will S&P 500 Open Up or Down Today?
Will S&P 500 open higher? Polymarket odds dip to 33% as Wall Street digests Nvidia CEO ouster rumors, a tech futures drop, and falling oil.
Anthropic Perp Rallies 8%: Traders Price the Claude Maker at $1.8 Trillion
Anthropic's Polymarket perp rose 8% to imply a $1.84 trillion valuation as IPO demand builds and CoreWeave (CRWV) lifts AI stocks.
CoreWeave Is No Lehman, One Bull Says — That’s Plain ‘Fearmongering’
CoreWeave's 168% revenue growth and improving margins challenge Lehman comparisons, but financing costs remain a key investor risk.
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