Timur Mekhantev - Benzinga

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Articles by Timur Mekhantev

Anthropic’s IPO Could Mark The Peak Of AI Trade. Here’s The Bear Case

The Anthropic IPO targets up to $2 trillion. Here is the bear case: liquidity risk, rich valuation and signs of an AI bubble peak.

Why Guidewire Stock Dropped After Reporting An Upbeat Quarter

Why Guidewire Stock Dropped After Reporting An Upbeat Quarter

The Guidewire stock drop hit 20% after a Q4 earnings beat. See why soft FY27 guidance and a stretched valuation triggered the sell-off.

Why Atlassian Shares Rose 35%: A Blowout Q4 Earnings Report

Why Atlassian Shares Rose 35%: A Blowout Q4 Earnings Report

Atlassian stock rose 35% after a Q4 2026 earnings beat. See the numbers, the AI story, the risks, and what to watch next.

Report On Meta's Cloud Plans Lifts Investor Sentiment

Report On Meta's Cloud Plans Lifts Investor Sentiment

Meta stock surge hit 9% on July 1 after Bloomberg revealed cloud business plans. Here's why $META is rallying and what it means for investors.

Why OpenAI's Listing Timeline Matters For SoftBank Stock

Why OpenAI's Listing Timeline Matters For SoftBank Stock

SoftBank Group Corp. (OTC:SFTBY) dropped Friday after Bloomberg reported citing NYT that OpenAI is planning to postpone its public offering until 2027. As a result, the news hit SoftBank really hard. OpenAI is one of

uniQure Soars After FDA's U-Turn Opens Accelerated Approval Pathway for Huntington's Therapy

uniQure Soars After FDA's U-Turn Opens Accelerated Approval Pathway for Huntington's Therapy

Holding SpaceX Since The IPO? Why I'd Use The Strength To Sell

Holding SpaceX Since The IPO? Why I'd Use The Strength To Sell

If you're holding SpaceX shares from the IPO or Day One, I'd use the strength to sell. Here's why...

5 Catalysts Behind Momentus Stock Surge