Salesforce (CRM) shares jumped more than 22% this week after a blockbuster earnings report and a splashy new AI partnership. Two days later, Morgan Stanley raised its price target on the stock by 27%, yet kept the same cautious rating it has held for years. That gap, between a euphoric market and a skeptical analyst,
While Vienna has been spending the last 100 years hitting back at accusations that it’s “dull” (including a viral 2025 campaign promising any tourist who still felt that way after a visit their money back), the reality is that the Central European capital is anything but. 2025 was a record tourist year in which over
Treasury Secretary Scott Bessent moved fast to calm the bond market this month. Two of the biggest names on Wall Street just moved just as fast to say it probably will not be enough. A rebuttal that landed within days of his own announcement. The pushback lands at an awkward moment for Bessent. The national
Nvidia reported earnings on Aug. 26. Wall Street expected it to beat. Bank of America was not particularly interested in that part of the story. The firm’s note, published ahead of the report, was really about one thing: whether the market had correctly priced the scale of what Nvidia has been doing with its balance
Cathie Wood, chief of Ark Investment Management, often trims her biggest winners after sharp rallies. This week, she’s selling Tempus AI (TEM), taking some shares off the table after the healthcare AI stock surged nearly 30% in days and became the second-largest holding in her fund. Last year, the flagship Ark Innovation ETF gained 35.49%,
Artificial intelligence is making it easier to do a lot of things. Committing crimes may be one of them. As AI systems become more capable, the tools available to criminals are changing in ways that go beyond individual attacks becoming more convincing. The bigger shift is economic. Tasks that once required time, money, and specialized
Target stock trailed the broader markets by a wide margin in recent years, before staging a rebound over the last 12 months. Sales were sluggish as customers were shopping elsewhere, driving the stock lower. Something changed in the fiscal second quarter of 2027 (ended in July). Traffic rose, sales grew, and profit came in stronger
Wall Street has spent much of 2026 debating whether AMD is an Nvidia alternative or a genuinely different bet. On Aug. 25, one of the Street’s higher-ranked chip analysts made his position clear. AMD shares jumped roughly 4% on the day. The upgrade came with a specific argument about where server chip revenue is headed
Alphabet (GOOG) stock entered 2026 with a remarkably tough act to follow. Its stock soared nearly 66% in 2025, according to Yahoo Finance, with investors buying into its bull case, backed by Google’s growing AI position, robust cloud business, and resilient Search franchise. It’s still up more than 10% this year, based on Seeking Alpha
Every valuation is a story that someone agreed to believe. In private markets, that story gets told in a conference room, signed by a handful of investors, and then repeated for years as if it were a fact. Nobody has to test it. There is no daily quote, no crowd of skeptics pricing the risk