Stocks
Equities analysis, sector rotation, and individual stock coverage
OpenAI Seeks $30 Billion Funding at $1.4 Trillion Valuation Following IPO Delay
The ChatGPT maker raises capital to $40 billion annualized revenue run rate while rival Anthropic prepares for a potential $2 trillion listing.
StocksGoldman Sachs CEO Succession Tension Grows as Solomon May Resist Handover
Goldman Sachs' record performance under David Solomon creates a governance dilemma as President John Waldron waits for the top job amid a potential leadership transition.
StocksAnthropic Plans $518B AI Infrastructure Spend; Pre-IPO Perps Flat Near $2T Valuation
Anthropic’s prospectus reveals massive capex plans and heavy 2025 losses, yet pre-IPO perpetual futures remain stable near a $2 trillion implied valuation.
StocksApollo Chief Economist Warns AI Agents Could Drain Cheap Bank Deposits
Torsten Slok highlights a potential structural shift in banking liquidity as autonomous AI agents begin to optimize cash management, challenging traditional deposit stability.
StocksKodiak Sciences Surges 90% as Wet AMD Trial Data Challenges Regeneron’s Eylea
Kodiak Sciences stock jumped over 90% following positive Phase 3 trial results for its wet age-related macular degeneration treatment, positioning it as a significant competitor to Regeneron’s blockbuster drug Eylea.
StocksCiti Forecasts $11 Billion Optical Networking Boom Driven by Google and Nvidia
Citi analysts project significant growth in the optical networking sector, attributing the surge to increased capital expenditure from tech giants Google and Nvidia.
StocksTesla Begins Semi Deliveries; Targets 50,000 Units Annually
Tesla initiates customer deliveries of its electric semi-truck, targeting 50,000 units per year at the Nevada Gigafactory to challenge legacy trucking giants.
StocksGarmin (GRMN) Joins IBD 50 List After 41% July Rally
GPS and wearables maker Garmin earns a spot on Investor's Business Daily's top growth stock list, following a massive 41% single-day surge in late July.
StocksStock Market Fights Back as Trump-Xi Meeting Yields This; Oracle Loses Key Level on AI Move
Equities rallied following the Trump-Xi meeting, while Oracle shares broke through critical technical support amid AI sector volatility.
StocksTesla Shares Slip as Semi Joins Model Lineup; Nasdaq Pressured
TSLA underperformed the S&P 500 as the Semi entered showcases, coinciding with a broader pullback in growth equities ahead of macro data.
StocksJPMorgan Upgrades CoreWeave (CRWV) Citing AI Cloud Pricing Power
JPMorgan upgrades CoreWeave, highlighting strong pricing dynamics and sustained demand for GPU capacity in the AI infrastructure sector.
StocksMeta Gets Price-Target Boost to $920 as JPMorgan Cites Muse AI Potential
JPMorgan raises its Meta target by $100 following strong market reception of the new Muse AI agent, though shares dip in premarket trading.