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Market News
Latest financial news and analysis from global markets
GOOGL
AI Was Supposed to Kill Google Search — Instead It Reignited Growth
Here’s What Happened Alphabet (NASDAQ:GOOG) reported Q1 FY2026 results after the close on April 29, 2026, and investors loved what they saw. EPS came in at $5.11 against a $2.63 consensus, revenue topped estimates, and shares jumped 6.08% in early trading. The headline story might not have been Search — the segment AI was supposed ... AI Was Supposed to Kill Google Search — Instead It Reignited Growth
NVDA
AI Was Supposed to Kill Google Search — Instead It Reignited Growth
Here’s What Happened Alphabet (NASDAQ:GOOG) reported Q1 FY2026 results after the close on April 29, 2026, and investors loved what they saw. EPS came in at $5.11 against a $2.63 consensus, revenue topped estimates, and shares jumped 6.08% in early trading. The headline story might not have been Search — the segment AI was supposed ... AI Was Supposed to Kill Google Search — Instead It Reignited Growth
NVDA
Meta Platforms Just Made a Brilliant Move the Market Will Likely Read Wrong
Meta Platforms (NASDAQ: META) reported Q1 2026 results after the close on April 29, beating on both lines. Yet the stock opened down 9.79% this morning at $603.61. The market is fixating on a raised capex outlook and a planned debt deal. I think it is missing the bigger picture. Meta is locking in cheap, ... Meta Platforms Just Made a Brilliant Move the Market Will Likely Read Wrong
MS
CoreWeave eyes $3.1B leveraged loan backing OpenAI, Cohere contracts
CoreWeave is in the market with a roughly $3.1 billion term loan B via a Morgan Stanley-led arranger group, according to sources. A Q&A call is scheduled for April 30 at 2 p.m. ET, and commitments are due by 5 p.m. ET on Wednesday, May 6. Price talk for the 5.5-year TLB is S+500, with a 0% floor and an OID of 99. That implies a yield to maturity of 9.21%. The loan is non-callable for one year, followed by hard calls of 102 and 101 in years two and three, respectively. Amortization is sculpted to
INTC
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
The AI boom is still gaining steam.
AMZN
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
The AI boom is still gaining steam.
MSFT
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
The AI boom is still gaining steam.
GOOGL
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
The AI boom is still gaining steam.
NVDA
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
The AI boom is still gaining steam.
HOOD
ARK Invest Ditches $6 Million in Crypto ETFs For $39 Million HOOD Shares After Shaky Robinhood Earnings
ARK Invest bought $39M of Robinhood stock and trimmed $6M of its spot Bitcoin ETF after Q1 crypto revenue dropped 47%.
W
Wayfair Inc. (W): Bares Capital Trims Position
We just covered the 10 Best Small-Cap Value Stocks to Buy According to Bares Capital and Wayfair Inc. (NYSE:W) ranks 5th on this list. Wayfair Inc. (NYSE:W) is a long-term holding in the 13F portfolio of Bares Capital. The fund first disclosed a stake in the company back in the first quarter of 2019. This […]
ETSY
Etsy Inc. (ETSY): One of the Premier Stocks to Buy According to Bares Capital
We just covered the 10 Best Small-Cap Value Stocks to Buy According to Bares Capital and Etsy, Inc. (NYSE:ETSY) ranks 3rd on this list. Etsy, Inc. (NYSE:ETSY) has been a constant feature in the 13F portfolio of Bares Capital since the second quarter of 2021. Back then, this holding comprised a little over 400,000 shares. […]