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Dan Ives says AI buildout only in 3rd inning. Here are his top 5 plays from here 

AI is coming for cybersecurity, but that’s actually a good thing for the sector, analyst says.

Author Posted on October 7, 2026Categories Uncategorized

These bargain stocks will shine when AI trade falters, says Ariel’s John Rogers

The runup in AI stocks is the “same situation” as the tech bubble of 1999-2000, said Ariel Investments’ John Rogers.

Author Posted on October 7, 2026Categories Uncategorized

This wearable AI stock is set to rally thanks to a broader business focus, Jefferies says

A maker of energy efficient computer chips is likely to soar as smart-device hardware and AI compute businesses continue to gain traction, one analyst says.

Author Posted on October 7, 2026Categories Uncategorized

Micron to nearly triple as investors wake up to value, D.A. Davidson says: ‘If you don’t buy it, they will’

Micron Technology is poised for more gains. The chipmaker is in future sales for memory and storage solutions, one analyst says.

Author Posted on October 7, 2026Categories Uncategorized

Here are Wednesday’s biggest analyst calls: Nvidia, SpaceX, Apple, Tesla, Marvell, Flutter, Micron & more

Here are Wednesday’s biggest calls on Wall Street.

Author Posted on October 7, 2026Categories Uncategorized

This data infrastructure app has had a strong 2026. It could get even better, Evercore ISI says

The investment firm upgraded the data infrastructure stock to outperform from in line.

Author Posted on October 7, 2026Categories Uncategorized

Marvell just gave a bullish outlook. It led TD Cowen to upgrade the stock

The bank upgraded the chip stock to buy from hold.

Author Posted on October 7, 2026Categories Uncategorized

Wednesday’s big stock stories: What’s likely to move the market in the next trading session

A rally in tech stocks and cooler Treasury yields lifted the S&P 500 to an all-time high and a record close on Tuesday.

Author Posted on October 6, 2026Categories Uncategorized

This photonics stock is already up 600% in one year. Now it’s breaking out again

We have a clear breakout from a consolidation area going back to April.

Author Posted on October 6, 2026Categories Uncategorized

Private credit woes aren’t dampening demand for alternatives, says Goldman Sachs Asset Management

Why investors remain happy with alternative investments, and how some opportunities are emerging in private credit, according to a leading Wall Street bank.

Author Posted on October 6, 2026Categories Uncategorized

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RSS MarketWatch: Stock Market News

  • Anthropic’s slowing growth could be the AI trade’s latest red flag October 15, 2026
    Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors’ AI jitters
    Christine Ji
  • Rocket Lab’s stock slides as the company pushes back Neutron’s first launch October 15, 2026
    Neutron, a medium-lift rocket meant to rival SpaceX’s Falcon 9, will no longer launch this year.
    William Gavin
  • The AI trade is splintering as inflation fears rattle hyped-up tech stocks October 14, 2026
    Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.
    Christine Ji
  • My sister moved in with our mother, 78, and says she deserves the $925,000 family home. Is she right? October 14, 2026
    “The house is worth $925,000 and mom owns it outright. She also has $480,000 in investments.”
    Quentin Fottrell
  • ‘Some people did everything right’: I lost my home in the Great Recession. I rent in my 50s. Why is that judged as failure? October 14, 2026
    ”I earn $110,000 a year.”
    Quentin Fottrell
  • You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go. October 14, 2026
    For most of U.S. history, an all-stock and a 60-40 portfolio have run neck-and-neck for trailing 30-year returns.
    Mark Hulbert
  • Your Social Security check will rise an average of $75 a month — will it be able to keep up with inflation? October 14, 2026
    The 3.6% COLA for 2027 is aimed at helping more than 68 million beneficiaries keep pace with the cost of living
    Jessica Hall
  • Big banks see risks in financing the AI boom, but are happy to keep writing the checks October 14, 2026
    The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to slow down.
    Tomi Kilgore
  • CoreWeave’s AI bonds tumble, raising red flags for the wider market October 14, 2026
    CoreWeave’s bonds issued a few months ago fell to 81 cents on the dollar earlier Wednesday, yielding more than 15%.
    Christine Idzelis
  • From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast October 14, 2026
    Buckle up: Small-cap stocks just hit a market milestone they’d rather avoid.
    Isabel Wang

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