Articles

The last holdout on MP Materials’ stock has turned bullish

Wall Street analysts are now unanimous in being bullish on MP Materials’ stock, after Morgan Stanley’s Carlos De Alba upgraded it to overweight.

If AI is taking our jobs, then why are office vacancy rates falling?

Stock investors are overestimating the job losses from AI. Put office REITs on your radar.

SoFi’s red-hot stock drops after plan to raise $1.5 billion in stock offering

Shares of SoFi Technologies Inc. sank more than 6% in after-hours trading Thursday, after the fintech company announced plans for a $1.5 billion stock offering.

The stock market is verging on a holiday breakout — taking gold and silver with it

If positive seasonality kicks in, investors can expect all-time highs before year-end.

The one thing people are still buying? Beauty products, and Ulta just proved it.

“Masstige” is winning even as consumers cut costs elsewhere.

Why Microsoft’s controversial OpenAI partnership is actually a safety net for the stock

Microsoft has offloaded OpenAI’s risks while keeping the benefits, making it the best Big Tech AI play, according to one analyst

This analyst’s top chip pick isn’t flashy, but it could benefit from ‘unprecedented’ momentum

Applied Materials should benefit from upcycles in both the DRAM and leading-edge foundry industries, TD Cowen says

Even Paramount now thinks Netflix is winning the bidding war for Warner Bros. Discovery

Paramount Skydance had been considered the front-runner in the bidding war for Warner Bros. Discovery, but signaled on Thursday that it felt it was losing to Netflix in a process it deemed unfair.

Costco’s stock turns negative for the year as U.S. sales trends decelerate

Costco’s stock has fallen into the red for 2025, as U.S. comparable sales rose in the latest month, but by less than they did the month before.

Meta’s stock pop could be just the start as Zuckerberg takes aim at ‘black hole’ of spending

Reports that Meta plans to slash its metaverse budget by as much as 30% have eased investor concerns around AI spending and ignited a rally

Strategist who nailed stocks, bonds and oil this year warns of ‘optimism shakeout’ in early 2026

Look for more AI adoption to help broaden the stock market next year, but overly optimistic sentiment may need a reset early on, says strategist Warren Pies.

Jobless claims sink to 3-year low in no-hire, no-fire U.S. economy

The number of people who applied for unemployment benefits around the Thanksgiving holiday fell to a more than three-year low, reinforcing the view that businesses are mostly avoiding layoffs even as they freeze hiring.
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