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Wall Street analyst wonders: Why wouldn’t Uber acquire Instacart?
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Small cap stocks unlikely to deliver sustained outperformance yet - BofA
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Wedbush’s Ives sees AI boom in Middle East as turning point for U.S. tech giants
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Barclays still expects U.S. activity growth to slow
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Mizuho lifts price targets for AI server stocks
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Use recent counter-trend rally in S&P 500 to buy defensive stocks
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Buy selloff in U.S. stocks after Moody’s cut: Morgan Stanley’s Wilson
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JPMorgan cuts Netflix stock as recent outperformance reduces risk-reward appeal
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China urges U.S. to act ’responsibly’ after Moody’s downgrade
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Qualcomm says it will build custom data center CPUs that link with Nvidia chips
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How competition among ASIC service providers can help Google save billions in TPU
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Nvidia’s Huang sees no evidence of AI chip leakage to China
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BT set to sell TNT Sports stake to Warner Bros Discovery – FT
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Moody’s downgrades U.S. Sovereign Credit Rating amid fiscal pressures
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UnitedHealth gains as insider buys spurs dip buying
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Clean energy tax credit proposal positive for Sunrun - Clear Street
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New AI players will emerge, but Google will remain dominant - Pichai
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Cisco cut to Neutral at New Street Research as ’recovery played out’
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HSBC lifts Carnival Corp. rating as it is now ‘in calmer waters’
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Berkshire Hathaway more than doubles Constellation Brands stake
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UBS upgrades Caterpillar as trade risks ease, but macro uncertainty remains
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JPMorgan: Companies missing estimates are being penalized more than typical
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Market reaction to Coinbase hack ’likely overblown’: Mizuho
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Michael Burry turns bearish on Nvidia and China
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iPhone 17 to be made in India and China, not the U.S.- Wedbush’s Ives
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What are the key similarities and differences between 2025 and 2000
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American Axle to pursue secondary listing in U.K. after Dowlais deal
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MannKind (MNKD) Chief Medical Officer Blank to step down
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DOJ probing Live Nation for possible collusion - Bloomberg
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Constellation Brands jumps as Berkshire raises stake
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CrowdStrike CEO Kurtz said ’not riding off into sunset’, remains large shareholder
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JetBlue downgraded as risk/reward now more balanced: Raymond James
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CoreWeave gets additional $4B commitment from OpenAI, boosting deal to nearly $16B
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Alcoa Corp: UBS downgrades stock, says alumina ’down and out’
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Pinterest: Wolfe Research upgrades stock as macro overhang more muted
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Analysts raise price targets on CoreWeave after blowout Q1, despite CapEx concerns
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Rubrik rating cut: Mizuho says stock is now fairly valued
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JPMorgan flags signs of fatigue among retail investors
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Analysts see long-term upside in Alibaba despite earnings miss
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Petrobras upgraded to Buy at Jefferies as cost-cutting improves risk-reward
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Here are 3 key reasons why markets are rallying
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Tech rally in U.S. and China stocks gaining traction as tariffs ease
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Roth MKM starts Rubrik at Buy; Mizuho downgrades on valuation concerns
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Walmart earnings top estimates as CFO flags upcoming tariff-driven price hikes
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U.S. factory gate prices slumped 0.5% in April
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UnitedHealth stock falls on criminal probe, Mizuho sees risk of Dow removal
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Cathie Wood’s ARK buys $9.4 million of red-hot eToro IPO in debut
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Boeing stock target raised at Wolfe after 'a big beautiful order' from Qatar
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Wall Street mixed on Burberry as UBS upgrades, Deutsche Bank downgrades the stock
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Coinbase discloses security breach, expects impact of up to $400m
