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The wave of layoffs that made their way through the tech sector has raised a lot of questions. Most notably, what's the cause of the latest wave of cuts? Some would argue that a correction from overhiring during the COVID days is to blame, while others might point the finger at the rise of generative ... The Latest Tech Layoffs Look Less Cyclical and More Like the First Wave of AI‑Driven Efficiency...

NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)'s 50-day moving average. But here's what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock trades ... Everyone's Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead...

Our AstraZeneca (NASDAQ:AZN) call comes one day after the British drugmaker reported Q1 2026 revenue of $15.29 billion, up 13% year over year, and reaffirmed full-year guidance. With shares at $185.20, the stock has cooled from its 52-week high of $210.50. Our 24/7 Wall St. price target for AstraZeneca is $227.39, implying 22.78% upside over ... AstraZeneca Is a Buy as More Than 20 Phase III Readouts Loom...

Altria Group (NYSE:MO), Coca-Cola (NYSE:KO), and Genuine Parts Company (NYSE:GPC) are three of the most reliable dividend payers in the market. Each has raised its dividend for decades without interruption, earning the rare “Dividend King” title. Together, a $10,000 position in each generates roughly $1,307 in annual passive income at current prices. But what has ... Want $1,307 in Passive Income? Invest $10,000 Into These 3 Dividend Kings...

Shares of Hertz (NASDAQ:HTZ) are up 13% on Thursday at roughly $6.35, while Avis Budget Group (NASDAQ:CAR) stock is only up 2% to around $184.50. The contrast here is notable. Yesterday, both names cratered together, with Avis stock down 18% and Hertz stock down 5% in sympathy. Today, the two stocks are moving at different ... Hertz Gains 13% on Uber Robotaxi Deal While Avis Rises 2%: A Tale of Two Rental Car Stocks...

Executive compensation is one of the clearest windows into how corporate America rewards power, performance, and leverage. For investors, CEO pay is not just a headline-grabbing number. It can also say something about a company's board, incentive structure, shareholder priorities, and overall corporate culture. But even by modern executive-pay standards, some of the numbers in ... America's Highest-Paid CEOs Make Up to 6,569 Times More Than Their Workers...

BlackRock COO Rob Goldstein has drawn a line through the software-as-a-service (SaaS) universe, and investors holding tech-heavy portfolios should pay attention. Speaking on Bloomberg's Odd Lots with host Tracy Alloway, the head of BlackRock (NYSE:BLK) Solutions and the Aladdin platform argued that a specific slice of SaaS faces structural disruption from generative AI: the layer ... BlackRock's Rob Goldstein: 'Convenience-Layer' SaaS Companies Are 'In Trouble' From AI...

On Morning Brew Daily, one host summed up the reaction to Amazon (NASDAQ:AMZN) Q1 2026 earnings with a line every long-term shareholder has probably thought at some point: “10, 20 years ago, this company just sold used stuff online, well, actually just books in the '90s. And now it does pretty much everything in the ... Amazon Now Does Everything: From Books to Satellites to $615 Million Movies...

Chipotle (NYSE:CMG) has had a rough stretch. Shares trade at around $34, down 10% year-to-date and 33% over the past year after 2025 became the first full year of negative comp sales in company history. But the burrito chain just delivered a fresh quarter that hints at a turn. Q1 2026 revenue came in at ... Chipotle Is Finding New Ways to Win, The High-End Bull Case Says the Stock Could Run Another 60%...

Charles Schwab's Nathan Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research, summed up the split tape after Wednesday's mega-cap tech reports with a clear thesis on the Schwab Market Update Audio episode “Mag 7 Earnings, GDP, and Inflation In-Focus.” Four titans reported, all four beat, and only one stock ... 3 of 4 Mag 7 Tech Giants Slumped on CapEx Concerns Despite Beating Earnings...

Intel's (NASDAQ:INTC) market capitalization has climbed to roughly $476 billion, a record valuation that has Wall Street debating whether the chipmaker has earned its seat at the AI-era table or whether retail and institutional money has run ahead of the fundamentals. Bloomberg semiconductor reporter Ian King, speaking on Bloomberg Businessweek, framed the rally bluntly: investors ... Intel's Record $475B Valuation Raises One Big Question...

I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm's May 6 Earnings Could Unlock $250 as AI Workloads Accelerate...

It took quite a few months, but Nvidia (NASDAQ:NVDA) found its way back into the $5 trillion club. Until now, it's the only member, and while there's a risk that Jensen Huang's GPU empire might get the boot from the club again as shares show signs of looking lower, I do think that it's the ... Nvidia is Back in the $5 Trillion Club. It Might Not Take Long Before $9 Trillion...

Microsoft's (NASDAQ:MSFT) fiscal third-quarter earnings report had every ingredient of a rally catalyst. Instead, the stock did the opposite. Shares are trading around $400 through midday on April 30, down nearly 6% since the company's earnings call despite a fourth consecutive beat. The disconnect between fundamentals and the stock reaction deserves scrutiny, because on almost ... Opinion: Microsoft Probably Should Have Rallied After Those Solid Earnings...

The hosts of The Best One Yet podcast captured the magnitude of Meta's AI ambitions in a single line during their “MAMA Stocks” segment: Meta Platforms (NASDAQ:META) is “the most profitable company in history that you've never paid a dollar to.” The framing matters because Mark Zuckerberg just told investors he plans to spend a ... Meta's $135 Billion AI Budget Could Buy Ford, GM and Chrysler Combined...

Semiconductor analyst Jay Goldberg of Seaport Research delivered a sober warning on Marketplace Morning Report's segment Chipping away at Nvidia's chip dominance: “There is the potential for this to entirely disrupt Nvidia, so I think it is a pretty significant risk.” The comment lands at a sensitive moment for NVIDIA (NASDAQ:NVDA) shareholders, who have ridden ... Wall Street Analyst Warns Hyperscaler Custom Chips Pose 'Significant Risk' to NVIDIA's Dominance...

XRP (CRYPTO: XRP) is trading around $1.37 today while Bitcoin (CRYPTO: BTC) trades near $76,000. Both are well off their highs—XRP down from $3.65 in July 2025 and Bitcoin from $126,000 last October—but both have started showing signs of recovery. So, if you have $5,000 to invest in crypto right now, which one gives you ... $5,000 in XRP at $1.37 vs Bitcoin at $76K: Which is the Best Crypto to Buy?...

Meta Platforms (NASDAQ:META) stock fell after JPMorgan downgraded it to Neutral from Overweight, cutting the price target to $725 from $825. The call came the morning after a blowout Q1 2026 earnings report, framing a sharp tension for investors: aggressive artificial intelligence capital expenditure (CapEx) versus visible returns. The rating cut diverges from peers. Cantor ... JPMorgan Downgrades Meta to Neutral: Are AI CapEx Concerns Finally Catching Up?...

Three Wall Street firms lifted their price targets on Qualcomm (NASDAQ:QCOM) stock to $160 on Thursday, April 30, following the chipmaker's fiscal second quarter (Q2 FY2026) report. Citi, JPMorgan, and Wells Fargo all raised their targets, yet each kept their ratings at Neutral or Equal Weight. The unanimous price target raise to $160 reflects optimism ... Wall Street Lifts Qualcomm Price Target to $160 on AI Ramp: Is the Hyperscaler Catalyst Real?...

At least 14 Wall Street firms issued price target hikes on Amazon (NASDAQ:AMZN) stock following the company's Q1 2026 earnings beat reported on April 29. New price argets now cluster between $310 and $350, with TD Cowen leading at $350 from $300. The synchronized analyst upgrade wave centers on Amazon Web Services (AWS) reaccelerating to ... Wall Street Floods Amazon With Price Target Hikes After Q1 Beat: Is AWS Truly the AI Infrastructure Winner?...