GENNIEFY
Market News
Latest financial news and analysis from global markets
HOOD
Robinhood CFO talks OpenAI access as retail investors demand bigger 'seat' at IPO table
CFO Shiv Verma touts 'Robinhood Effect' and private market expansion as shares tumble 14% on Q1 earnings miss.
BAC
How The Narrative On McKesson (MCK) Is Shifting Around Biosimilars And Valuation Premium
McKesson's fair value estimate has shifted only slightly, moving from US$991.67 to US$990.87, which keeps the core valuation picture broadly intact. Around that small model change, analysts are adjusting individual price targets in different directions as they weigh the value of the biosimilar pipeline, co manufacturing optionality, and the current premium to the three year average. Read on to see how these price target moves fit into the evolving McKesson story and what to watch next in the...
PLTR
Palantir Cleveland Cliffs Deal Tests Industrial AI Adoption Story
Palantir Technologies (NasdaqGS:PLTR) has entered a multi year partnership with Cleveland Cliffs to deploy its AI platform across steel manufacturing operations. The agreement focuses on using Palantir software to support AI driven transformation of production and operational workflows at the U.S. steelmaker. This development expands Palantir's commercial footprint further into core U.S. industrial and manufacturing sectors. For investors tracking Palantir, the Cleveland Cliffs deal adds...
NEE
Is It Too Late To Consider NextEra Energy (NEE) After A 48% One-Year Surge?
If you are wondering whether NextEra Energy at around US$96.51 is still a fair deal or starting to look stretched, the current numbers offer a useful starting point. The stock has returned 6.5% over the last 7 days, 5.6% over the last 30 days, 19.3% year to date, and 47.8% over the last year. This performance has sharpened the focus on what you are actually paying for its future prospects and risks. Recent coverage has focused on NextEra Energy as one of the larger US utilities, with...
LOW
Is Lowe's (LOW) Fairly Priced After Recent Share Price Swings?
Wondering if Lowe's Companies at around US$240 per share is offering fair value or if the market is mispricing it? This breakdown focuses squarely on what the current price could mean for you. The stock has had a mixed run recently, with a 4.3% decline over the past week, a 4.3% gain over the last 30 days, and returns of 9.8% over 1 year, 23.7% over 3 years, and 31.9% over 5 years. Recent headlines around Lowe's have kept attention on how the company is positioned in US home improvement...
NEARUSDT
Tuesday’s Cascade Shows Why AI Is Not Crypto’s Real Problem As DeFi Drains Pile Up
Bloomberg's Seyffart says crypto's real problem is hacks, not AI, after Sweat Economy and others drain on Tuesday.
ETHUSDT
Tuesday’s Cascade Shows Why AI Is Not Crypto’s Real Problem As DeFi Drains Pile Up
Bloomberg's Seyffart says crypto's real problem is hacks, not AI, after Sweat Economy and others drain on Tuesday.
BAC
How The Ollie’s Bargain Outlet (OLLI) Story Is Shifting On Mixed Targets And 2026 Guidance
The updated fair value estimate for Ollie's Bargain Outlet Holdings moves slightly lower from US$139.27 to US$138.53 per share, a trim of about 0.5%. This modest adjustment lines up with mixed analyst views, where solid operational commentary is balanced by more restrained price targets as different firms weigh the same data in different ways. Read on to see how these shifting targets fit into the broader Ollie's story and how you can track the evolving market narrative. Analyst Price Targets...
NVDA
Meta earnings under the microscope
Roth Capital Partners managing director, senior research analyst Rohit Kulkarni, joins Josh Lipton on Asking for a Trend to break down Meta (META) in detail.
ETSY
Ebay Beats on Quarterly Profit, Sales, Merchandise Volume. The Stock Is Falling.
Global online marketplace eBay posted better-than-expected profits, sales, and gross merchandise volume for its first quarter. For the current second quarter, eBay expects gross merchandise volume of $21.3 billion to $21.7 billion, up 8% to 10% from the year-ago second quarter but below its GMV of $22.2 billion in the first quarter. For its first quarter ended March 31, eBay reported adjusted earnings of $1.66 a share, up 21%, on revenue of $3.1 billion, up 19%.
COIN
Visa Stock Soars Because AI Agents Will Pay With Cards
Visa stock led all Dow Jones Industrial Average stocks on Wednesday after it blew away fiscal second-quarter earnings forecasts late Tuesday on the strongest revenue growth since 2022. The digital payment network, long seen as a potential casualty of fintech innovation, provided a shot of confidence that it will be a long-term winner in the AI era. "People overwhelmingly choose to pay with cards face-to-face and online, and they will prefer their (AI) agents to pay with cards, and merchants want this too," CEO Ryan McInerney said on the Q2 earnings call, according to a FactSet transcript.
V
Visa Stock Soars Because AI Agents Will Pay With Cards
Visa stock led all Dow Jones Industrial Average stocks on Wednesday after it blew away fiscal second-quarter earnings forecasts late Tuesday on the strongest revenue growth since 2022. The digital payment network, long seen as a potential casualty of fintech innovation, provided a shot of confidence that it will be a long-term winner in the AI era. "People overwhelmingly choose to pay with cards face-to-face and online, and they will prefer their (AI) agents to pay with cards, and merchants want this too," CEO Ryan McInerney said on the Q2 earnings call, according to a FactSet transcript.