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597
Retail - Cyclical
Market Today: Lululemon Plunge and Defense Contract Cancellations
Stocks:
LULU
LDOS
ORCL
WOLF
CRWV
2 hours ago
Faizan Farooque
Media - Diversified
Disney's 'Snow White' Falters at Box Office, Stock Slips on Friday
Production costs are estimated between $240 million and $270 million.
Stocks:
DIS
2 hours ago
Faizan Farooque
Vehicles & Parts
Cathie Wood Reaffirms Tesla $2,600 Target Despite 39% Stock Decline
Cathie Wood projects Tesla will reach $2,600 per share within five years.
Stocks:
TSLA
3 hours ago
Faizan Farooque
Semiconductors
Wolfspeed Shares Plunge 52% After $192 Million Tax Refund, Company Reaffirms Q3 Guidance
Refund relates to Section 48D tax credits for fiscal 2023 and 2024, with over $600 million more expected in fiscal 2026.
Stocks:
WOLF
3 hours ago
Faizan Farooque
Retail - Cyclical
Lululemon Shares Tumble 15% After Weak Guidance Despite Strong Q4 Results
CEO cited economic uncertainty and inflation as key reasons for lower U.S. traffic.
Stocks:
LULU
4 hours ago
Faizan Farooque
Vehicles & Parts
RBC Maintains Tesla Price Target Despite Forecasted Delivery Decline in First Quarter
RBC Capital maintained its Outperform rating on Tesla with a $320 price target.
Stocks:
TSLA
4 hours ago
Muslim Farooque
Vehicles & Parts
Tesla Readies for Global Protest as Q1 Delivery Concerns Mount
Protests targeting Tesla and Elon Musk coincide with weak delivery outlook and growing tariff-related pressures
Stocks:
TSLA
4 hours ago
Muslim Farooque
Vehicles & Parts
Tesla Shares Slide on Lower Q1 Delivery Outlook Across Key Markets
Tesla shares fell as Q1 delivery estimates miss forecasts across major markets, despite long-term optimism from RBC
Stocks:
TSLA
4 hours ago
Faizan Farooque
Interactive Media
Baidu to Deploy 1,000 Apollo Go Robotaxis in Dubai by 2028 Under RTA Deal
The rollout begins with 100 autonomous vehicles by the end of 2025.
Stocks:
BIDU
4 hours ago
Muslim Farooque
Semiconductors
Wolfspeed Drops Nearly 50% as Market Reacts to Financial Update and Funding Outlook
Wolfspeed shares plunge after company updates capital strategy, eyes tax credits and ongoing funding negotiations
Stocks:
WOLF
5 hours ago
Restaurants
Dutch Bros Faces Challenges Amid Economic Concerns and Market Volatility
Stocks:
BROS
SBUX
KDP
5 hours ago
Faizan Farooque
Interactive Media
Playtika Upgraded by BofA, Shares Surge With 23% Upside to $6.50 Target
Bank of America upgraded Playtika from “underperform” to “buy.”
Stocks:
PLTK
6 hours ago
Nauman khan
Retail - Defensive
Amazon Plans Biggest Prime Day Yet for 10th Anniversary
Amazon Eyes Longer Prime Day Sale to Boost Revenue
Stocks:
WMT
AMZN
TGT
6 hours ago
Faizan Farooque
Semiconductors
Report: Nvidia's H20 Chip Faces Supply Crunch in China Amid Soaring Demand
H3C, a major Chinese server maker, warned of a potential shortage of Nvidia's H20 chips.
Stocks:
NVDA
6 hours ago
Muslim Farooque
Retail - Cyclical
Piper Sandler Proposes eBay and Etsy Tie-Up to Compete With Amazon
Piper Sandler outlines benefits of an eBay-Etsy merger, citing scale, buyer overlap, and earnings potential by 2026
Stocks:
EBAY
ETSY
6 hours ago
Muslim Farooque
Twenty-Five Years After Dot-Com Crash, Goldman Sachs Defends Tech Valuations
Goldman Sachs downplays tech bubble concerns, pointing to profit-backed valuations and long-term sector resilience
Stocks:
XLK
VGT
6 hours ago
Nauman khan
S&P 500 Falls 1.5%, Nasdaq Plummets 2% Amid Inflation and Tariff Fears
Wall Street Sinks as Hot Inflation Data Sparks Market Selloff
Stocks:
SPY
DIA
6 hours ago
Faizan Farooque
Retail - Cyclical
Amazon MGM Studios Chief Salke Departs, Duties Split Between Film and TV Heads
Salke stepped down and signed a production deal with Amazon MGM Studios.
Stocks:
AMZN
6 hours ago
Muslim Farooque
Semiconductors
Brave Eagle CIO Says Nvidia Valuation Offers Opportunity After Recent Decline
Nvidia's price-to-earnings multiple drops as Brave Eagle Wealth sees potential buying opportunity amid broader market pullback
Stocks:
NVDA
7 hours ago
Khac Phu Nguyen
Semiconductors
Intel Exits. SK hynix Takes Over. A New Flash War Begins.
The $8.85B deal that reshapes enterprise storage--and sets the stage for a battle of NAND supremacy.
Stocks:
HXSCL
INTC
7 hours ago
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