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Market News
Latest financial news and analysis from global markets
NVDA
Apple iPhone Sales Appear Unstoppable
CounterPoint, the well-regarded electronics research firm, shows that, study after study, in China, the US, and globally, sales of the iPhone continue to outpace those of all competitors. The most recent data comes from a survey of smartphone buyers from the major wireless carriers. The carriers include Verizon (NYSE: VZ), AT&T (NYSE: T), and T-Mobile. ... Apple iPhone Sales Appear Unstoppable
GOOGL
Is The Power Grid Now Nvidia's Biggest Growth Constraint?
Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.
NVDA
Is The Power Grid Now Nvidia's Biggest Growth Constraint?
Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.
TGT
The Path to $160: The Upside Case for Walmart
Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.
COST
The Path to $160: The Upside Case for Walmart
Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.
AMZN
The Path to $160: The Upside Case for Walmart
Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.
WMT
The Path to $160: The Upside Case for Walmart
Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.
BTCUSDT
Winklevoss twins invest $100M in Gemini stock Q1 2026
Gemini stock surged in premarket trading after the founders' capital fund bought shares at $14 each, paid in bitcoin
BTCUSDT
Trump filing shows Q1 buys in Coinbase, MARA and Strategy shares
A May 8 ethics filing disclosed that Trump family-linked holdings purchased shares in Coinbase, MARA and Strategy during the first quarter of 2026, as Congress debates crypto ethics rules.
MSFT
Anthropic Valuation Is Key For Alphabet
Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet
GOOGL
Anthropic Valuation Is Key For Alphabet
Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet
AAPL
Anthropic Valuation Is Key For Alphabet
Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet