The tech trade is becoming rocky, and Citi thinks it’s time for investors to trim positions in the sector.
OpenAI is reportedly delaying its IPO. Here’s when Kalshi traders think it will announce
Speculators think the OpenAI IPO will come early next year, with only one-in-three odds it happens in 2026 but a high likelihood it is done by June 2027.
There’s a big rotation out of tech happening. How to trade it as the second quarter ends
Jeff Kilburg of KKM Financial breaks down this options trade that creates an income stream during the market rotation.
Jeremy Grantham says this is ‘the most expensive market in ‘American history’
Jeremy Grantham says soaring valuations around AI makes the U.S. stock market historically expensive.
Another DeepSeek moment? What’s really behind the tech sell-off
Another Chinese model looks nearly as good as Anthropic for a fraction of the price, analysts say
Here are Friday’s biggest analyst calls: SpaceX, Nvidia, Apple, Tesla, Crocs, Microsoft, Robinhood & more
Here are Friday’s biggest calls on Wall Street.
Goldman Sachs says buy this gambling stock, sees it adding to its sharp 2026 gains
The investment bank initiated coverage of the gaming name with a buy rating.
Robinhood is expensive relative to peers. BTIG says the premium is ‘warranted’
Robinhood stock may look expensive, but it has room to run due to the trading platform’s new product rollouts and other bids to court young clients, per BTIG.
Nike’s turnaround ‘not enough’ to remain bullish on the stock, KeyBanc says
Nike has made some progress under its “Win Now” strategy, but signs of opportunities to drive considerable upside to the stock are still missing, per KeyBanc.
Friday’s big stock stories: What’s likely to move the market in the next trading session
On Thursday, the Nasdaq Composite fell for a fourth straight day as shares of Apple and Microsoft slid.