November 26, 2025Meta Stock Analysis: AI Growth Potential vs. Regulatory RisksMeta Platforms targets a $2T valuation driven by AI momentum. We analyze the bullish investment case alongside emerging regulatory challenges.Read More
November 26, 2025Nvidia Navigates TPU Chatter: Volatility vs. Long-Term AI DemandNvidia navigates volatility from Meta-Google TPU reports. We analyze the market reaction, strategic positioning, and the durable outlook for AI demand.Read More
November 26, 2025AMD Volatility: Custom Chip News vs. Data Center StrengthAMD faces volatility from Meta & Google chip reports. We analyze the impact on stock sentiment against AMD's MI350 roadmap and data center strength.Read More
November 26, 2025Dell Rallies on Aggressive AI Forecast, Shrugging Off Revenue StumbleDell Technologies (NYSE: DELL) shares surge as a $25 billion AI server forecast overshadows a Q3 revenue miss. Read our expert analysis on earnings, analyst reactions, and the diverging fortunes of Dell and HP Inc.Read More
November 24, 2025Oscar Health (OSCR) Soars 20% on Reports of ACA Subsidy Extension ProposalOscar Health stock jumps 20% following reports of a proposed two-year extension to Obamacare subsidies. Read our deep-dive analysis on the impact, institutional moves, and analyst reactions.Read More
November 24, 2025Eli Lilly hits $1T; tests employer route for GLP-1 accessIn the past 24 hours, Eli Lilly briefly joined the $1T club while moving to sell Zepbound via employers. Here’s what today’s valuation and access shift mean for LLY’s outlook.Read More