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Piper Sandler Cuts Cisco Price Target Amid Growth Peak Concerns
Piper Sandler Cuts Cisco Price Target Amid Growth Peak Concerns
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TheStreet
Michael Burry sends stark warning on AI hyperscalers
Michael Burry did not short a stock this time. He went through the fine print of five balance sheets and published what he found on September 19.
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TheStreet
Financial winter ahead? Stocks to buy and trim now
Dale Smothers, CEO of RDS Wealth, breaks down his current portfolio moves stock by stock, including what he’s buying right now, what he’s trimming for seasonal reasons.
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TheStreet
Citi doubles down on Micron stock ahead of earnings
Micron has been one of the most volatile stocks in the AI trade all year. Something Citi published on September 23 changes how that volatility reads.
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TheStreet
AMD just hit a milestone that reshuffles the AI chip race
The stock's latest achievement puts it in rare company; the company's current ranking is where the real story starts.
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TheStreet
Bank of America backs Meta stock after Muse surprise
Muse is changing how Wall Street sees Meta’s AI bet
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TheStreet
MongoDB investors have one number to watch
When management takes the stage in New York, demand from an unexpected source could change how Wall Street prices the stock.
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TheStreet
Michael Burry keeps pointing at unloved stocks for a reason
While shorting the market's favorites, he's quietly going all in on names most investors have written off.
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Reuters
Tech stocks rise on renewed AI fever; higher oil, bond yields temper rally
By Amanda Cooper LONDON, Sept 22 (Reuters) - Technology shares got a boost from a resurgence of optimism over AI on Tuesday, while the broader equity market struggled to make much headway as oil rose back above $100 a barrel and bond yields headed higher once more.
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TheStreet
Jim Cramer sends strong signal to Oracle stock investors
Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.
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TheStreet
Bank of America hikes S&P 500 target after Al trade cracks
The bank raised its 2026 year-end target to 7,400 and set a 12-month goal of 7,800, closing out a losing bet against Alphabet and Meta in the process.
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Trendline
Michael Burry Warns Hyperscalers Concealing $3 Trillion in AI Liabilities, Overlooked by Wall Street
Michael Burry Warns Hyperscalers Concealing $3 Trillion in AI Liabilities, Overlooked by Wall Street
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