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Amber Kanwar’s Weekly Setup: Rogers earnings and a look at the Iran war’s impact on inflation
The S&P 500 surged to a fresh record as investors brace for the U.S.–Iran ceasefire deadline, while AI breakthroughs from Anthropic and earnings from IBM and Intel shape market sentiment.
Software stock dogs have joined market rally. There's a classic investing lesson in the rebound
After a steep AI‑driven sell‑off, cybersecurity and enterprise software stocks rebounded last week, lifting the broader market that had just reclaimed US‑Iran war losses and kept the S&P 500 at record
1 big thing we're watching in this week's market just as important as Iran
Wall Street’s rally faces a dual test: Iran’s renewed shutdown of the Strait of Hormuz and a jam‑packed earnings week that includes heavyweights like Capital One, Boeing, Intel and Tesla. As Trump dis
Morgan Stanley: Netflix Pullback Is Timing, Not Demand
Morgan Stanley reiterated its Overweight rating on Netflix with a $115 price target, calling the post-earnings stock decline a timing issue tied to price increases flowing through the business rather
Red‑state lawmakers push gold‑as‑legal‑tender bills
Red‑state lawmakers in Georgia, Arizona, Oklahoma, Iowa and Utah are pushing bills that would let citizens pay with gold or silver, framing the move as a hedge against inflation and a way to broaden p
Bitcoin Falls to $75K as Iran Closes Hormuz Strait
Bitcoin slipped to $75,000 as Iran shut the Strait of Hormuz again, reigniting oil‑price anxieties and triggering $260 million in crypto liquidations. Traders watch a 21‑week EMA barrier and a potenti
Top Wall Street analysts are bullish on these 3 stocks for the long haul
Even as Middle‑East tensions rattled markets, top Wall Street analysts are betting on AI‑driven hardware, lifting Lumentum’s price target to $950 and keeping Broadcom’s buy rating after its Meta, Goog
Can Sensex, Nifty extend gains on Monday? Oil prices, 5 factors to guide Dalal Street this week
Indian equities closed the week over 2% higher as a possible Iran‑US de‑escalation, plunging oil prices and strong Q4 earnings from HDFC, ICICI and Yes banks lifted sentiment. A firmer rupee and techn
Fast‑growing Company to Outperform Nvidia Next Decade
A bullish analyst highlights an unnamed fast‑growing company that could outpace Nvidia over the next decade, while Yahoo Finance reports Netflix’s shares have slumped amid a sluggish growth outlook. T
Trade Desk Down 40% YTD; Author Holds Off Buying
The Trade Desk's shares have tumbled 40% this year, prompting the author to admire its business but pause on buying. At the same time, MarketWatch and Mint discuss broader economic headwinds—tax code
$1,000 to 6 Cheap Stocks in a Rocky Market
Market volatility is exposing deep discounts on six consumer stocks, offering a low‑cost entry point for investors. Meanwhile, corporate profits sit at record highs but face four looming risk factors,
VOO vs MGK: S&P 500 Stability vs Mega‑Cap Growth
Vanguard’s VOO and MGK cater to opposite investor appetites: VOO offers the stability of the S&P 500 with lower volatility and a higher dividend yield, while MGK leans into mega‑cap growth for higher
Tesla's Price Targets Are Coming Down, but Many Analysts Still See Plenty of Upside
Analysts are trimming Tesla's price target to just under $399, reflecting its 11% YTD dip and waning confidence in EV margins, while a subset still sees over 20% upside, with some projecting a $500+ p
Netflix Shares Fall 10% After Hastings Leaves Board
Netflix stock dropped 10% after a quarterly guidance miss and co‑founder Reed Hastings announced he will not stand for board re‑election, marking a pivotal shift for the streaming leader.
Bitcoin falls back to $76,000 as Iran shuts Hormuz again
Iran's sudden re‑closure of the Strait of Hormuz reignited tensions, prompting gunfire on tankers and a sharp oil price plunge, while a massive $593 million short‑liquidation drove Bitcoin down to $76
Stripe blockchain stablecoins aiming AWS for money
Stripe is intensifying its crypto push, adding blockchain and stablecoin services to become a cloud‑like infrastructure for money. The company is targeting the Global South, where cross‑border payment
Mortgage rates show signs of falling after Iran war peak
Mortgage lenders are trimming new‑deal rates after a sharp rise driven by the Iran war, as market hopes of a cease‑fire lower swap rates and ease inflation fears. First‑time buyers such as Amy Worrell
How Much Is UnitedHealth Group Stock Expected to Move After Earnings?
UnitedHealth Group (UNH) is set to report Q1 results Tuesday, with analysts forecasting flat $109.8B revenue and a 9% dip in EPS to $6.55. Options pricing suggests the stock could swing up to 6% eithe
Oracle, AMD, Tesla, Palantir Surge, Nasdaq Hits Record
A fresh wave of optimism has lifted beaten‑down AI‑linked stocks, with Oracle jumping nearly 30%, Tesla 15%, AMD and Palantir each up about 14% as the Nasdaq hits a record high. The rally, fueled by r
Dow Up 850 Points, S&P & Nasdaq Record as Iran Talks
The Dow surged over 850 points while the S&P 500 and Nasdaq each hit fresh record highs, spurred by Iran’s declaration that the Strait of Hormuz is open and the prospect of U.S.–Iran peace talks. Oil
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