News

French Bonds: A Lesson In Selectivity

Higher bond yields are creating new investment opportunities. But it’s important to understand what’s actually driving yields higher in this environment. Read more here...

SeekingAlpha·10:50

AI Cloud Stocks Sink as Gartner Warns Most Neoclouds Won’t Survive Independently: IREN and CoreWeave Fall 5%, Nebius Drops 4%

Gartner just dropped a report predicting most AI cloud providers will lose their independence before the decade ends, and three neocloud stocks are already paying the price this morning as investors weigh whether the business model itself is broken.

Yahoo·09:34

A Guide to Cloud Computing ETF Investing

AI adoption, surging infrastructure spending and accelerating cloud revenues are boosting the cloud computing industry. Here are four cloud ETFs to watch.

Yahoo·09:00

Spot-On: Is The Tech Sell-Off Overdone?

SeekingAlpha·06:40

Banks And Tech Stocks Dominate

Tech stocks follow South Korea’s Kospi’s decline. Bank stocks are mixed after earnings.

SeekingAlpha·15:30

Yes, The Technology Sector Will Lead S&P Profit Growth (Again)

The MoneyShow Chart of the Day shows that profits at S&P 500 Index companies are expected to rise 24.4% in Q3. But earnings in the IT sector could soar as much as 62%! Read more here...

SeekingAlpha·11:10

3 Things I Think I Think

Here are some things I think I am thinking about this weekend: valuations, TIPS and the narratives that just got ruined...

SeekingAlpha·20:45

Cloudflare Just Gained 28% in a Month: Is It Too Late to Buy NET Stock Now?

Cloudflare's network just crossed a threshold that changes the math on who actually uses the internet, and investors are betting that milestone turns into something much bigger than a one-month stock surge.

Yahoo·14:51

Nebius Rallies 9% on an Inference Deal While Its Earnings Multiple Sits Near 197x; CoreWeave Gains 4%, Oracle Advances 3%

Nebius stock is surging on an AI deal with no disclosed price tag, and the reason the market barely blinked at the mystery price reveals exactly how investors are betting on the future of rented computing capacity.

Yahoo·13:57

Nebius Climbs 4% Despite Michael Burry’s Bigger Bearish Bet; CoreWeave Ticks Up, Cloudflare Slips

Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80 early in the session, leaving NBIS shares up 189% year to date. That rally runs in the opposite direction from how a larger, more leveraged position from […]

Yahoo·11:56

What's Going On With MongoDB Stock Tuesday?

MongoDB stock rebounds premarket after CEO Chirantan Desai exits for Meta. Company reaffirms FY27 guidance. Analyst outlook & levels inside.

Benzinga·04:33

When Strong Earnings Meet Crowded Markets

In this article, Russ Koesterich looks at the strong second quarter earnings season and discusses why positioning mattered as much as fundamentals. Read more here.

SeekingAlpha·22:45

Fastly Sinks 8% as Selling After Investor Day Cuts Into a 164% YTD Run; Cloudflare Holds Flat

Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.

Yahoo·10:02