News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 30, 18:25 ET. Back to the newest
- Is Arista Networks Stock Really Expensive?
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- Strong Growth Momentum and Rising Revisions Fuel Bright Earnings Outlook
The Q3 results we have already seen from 60% of S&P 500 members through Friday, October 30th, reconfirm the broad-based growth momentum we have become used to in the last few reporting cycles. Upcoming notable reports include Tech bellwethers like Apple, Advanced Micro Devices, a…
- What Would It Take For Onto Stock To Do It Again?
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- Stock Market Today, Oct. 30: Intel Plunges Nearly 29% as Weak Outlook Rattles Wall Street
Intel's steepest sell-off in decades rattled the semiconductor industry, but its latest earnings reveal a surprising divide between strong demand and mounting challenges.
- Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
- Why GE Vernova Stock Fell on Friday
GE Vernova reported blowout quarterly numbers and a $9 billion acquisition, but investors are still finding reasons to sell.
- Former SEC Chair: Broadcom’s $63 Billion Package Feels Like “That 08 Off-Balance Sheet Craze”
Key TakeawaysBanks plan to sell as much as about $21 billion of bonds for the $63 billion package Broadcom put together to finance Anthropic’s chips, Bloomberg reported. Former SEC Chair Gary Gensler compared the package to the off-balance-sheet deals of 2008 and raised concerns …
- Dow Jones Futures: Stock Market Sells Off As Apple, Palantir, Midterm Elections Loom; What To Do
Techs led another stock market sell-off. It's a time to be defensive. Apple, Palantir, jobs and midterm elections loom.
- B. Riley Cut Its Applied Digital Target to $51. It Still Sees 185% Upside
Key TakeawaysB. Riley cut its Applied Digital price target to $51 from $75 on Oct.
- B. Riley’s $64 Target Says IREN’s Selloff Went Too Far
Key TakeawaysB. Riley cut its IREN price target to $64 from $91 on Oct.
- IBM vs. ServiceNow: Which Technology Stock Is a Better Buy in 2026?
IBM trades at 18.9x forward earnings while ServiceNow commands 36.3x, but growth rates and risk profiles tell a different story for 2026 investors.
- The selloff in tech stocks is shifting into overdrive
Technology stocks had been priced for perfection. They are now getting hammered.
- 8 Months Ago, A Major Wall Street Bank Said Buy Marvell. It’s Up More Than 150%. Here’s Where We See the Stock Going
BofA upgraded Marvell into a brutal slide and the stock went on a wild ride that has left investors wondering whether the latest pullback is another gift or the beginning of something worse.
- Tech Selloff Wipes Out $1 Trillion In Value
AI worries sting major indices. Intel clocks it worst day since 1974. Nvidia loses $5 trillion market cap
- S&P 500 Top Movers: Gainers and Losers in Today's US Session
S&P 500 top percentage movers in today's US session, led by FDXF gainer and INTC decliner, with gainers and losers ranked by latest prices.
- Lightning Round: Archer Aviation isn't a bad buy here, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stocks including: JFrog, Archer Aviation, Forgent Power Solutions, Oracle, and Tractor Supply Company.
- Arista Networks vs. Figma: Which Technology Stock Is a Better Buy in 2026?
Arista boasts 39% net margins and zero debt, while Figma burns cash despite 41% revenue growth, a stark contrast in profitability profiles.
- Jim Cramer looks ahead to next week's market game plan
'Mad Money' host Jim Cramer looks ahead to next week's market moving moments.
- Big Tech Holds $3 Trillion in Spending Commitments for AI Boom
The five largest players in the data center race have committed more than $3 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.
- Bloom Energy Just Joined the S&P 500. Here's What History Says Happens Next.
The green energy stock has a bright future.
- Top 3 Founder Led Stocks With Revenue Growth Over 17% To Watch
When the world’s largest crypto exchange can be hit by a multi billion dollar hack and still promise to plug the hole, one thing jumps out: investors are relying heavily on leadership they trust. That is the opening for backing founders who built their businesses and still steer …
- S&P 500 Most-Active Stocks: Oct. 30, 2026
S&P 500 most-active stocks on Oct. 30, 2026 included Reddit and Marvell double-digit declines, while AT&T, Pfizer and Keurig Dr Pepper rose.
- How Earnings Beat Will Impact Digital Realty Trust (DLR) Investors
Digital Realty Trust reported third quarter 2026 revenue of US$1.9b and funds from operations of US$2.10 per share, ahead of analyst expectations, and raised its full year 2026 revenue guidance to a range of US$7.05b to US$7.125b. Record leasing bookings, a large contracted backl…
- Cramer: Broadcom’s $63 Billion Anthropic Financing Works Because “There Is Only One Hock”
Key TakeawaysBank of America, Citigroup, Morgan Stanley and Blackstone committed $63 billion to a vehicle that will buy Broadcom’s AI chips and networking gear and lease them to Anthropic. Some banks reportedly considered pulling out until Broadcom CEO Hock Tan agreed to higher i…
- Broadcom Stock Outlook Hinges On AI Chip Growth And Anthropic Partnership
Broadcom Inc. recently reported sharp growth in AI semiconductor revenue, expanded custom accelerator work with Anthropic and Meta, and shipped 89 security fixes in TrueSource Spring Enterprise while rolling out new application security and patch automation capabilities. In the s…
- Why Buying Bloom Energy Stock After Its Post-Earnings Selloff Could Be a Good Idea
Bloom delivered record revenue and raised its full-year outlook, but negative quarterly free cash flow and a premium valuation are testing investor confidence.
- FuelCell Energy Sinks 12% Despite Completing $49 Million Export-Import Bank Financing; Bloom Energy Tumbles 10%, Plug Power Falls 4%
Fresh export financing and a booming AI power business should be reasons to celebrate, yet fuel cell stocks are getting crushed anyway. Here is what is rattling investors and what it means for the group heading into Plug Power's earnings test.
- 2 AI Stocks Poised to Surge on the Halloween Effect
Micron and NVIDIA could benefit from the Halloween effect as AI demand, surging revenues and expanding margins strengthen their growth prospects.
- If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most resilient semiconductor plays from the one with the most to lose.
- Apple, Super Micro, AMD, Palantir Step Up To Earnings Plate After Tech Sell-Off
Apple stock continues to show relative strength ahead of its upcoming earnings report amid a sell-off in semiconductor stocks.