Analysis

Identical themes, opposite reactions. Why the market rewarded Meta's $135B capex plan while punishing Microsoft's infrastructure push.

New research reveals LLMs struggle as autonomous traders. The AI-Trader benchmark exposes weak returns and poor risk management across US stocks, crypto, and A-shares.

Citigroup flips bullish on Palantir with a $235 price target, citing 51% government revenue growth and underappreciated AI demand.

Jefferies cuts Adobe to hold on AI competition fears while Bank of America downgrades Digital Realty on data center growth constraints.

The Information predicts OpenAI will buy Pinterest in 2026, sending shares higher as traders bet on a deal for the image-rich platform.

Raymond James cut Apple to Market Perform from Outperform, saying the stock's 31x forward multiple leaves little room for upside despite strong fundamentals.

A comprehensive short and medium-term technical analysis of Berkshire Hathaway stock as Warren Buffett steps down and Greg Abel takes the helm, examining price action, key levels, and the road ahead.

A comprehensive medium-term analysis of CrowdStrike's stock decline, examining valuation concerns, insider selling, technical weakness, and competitive pressures heading into 2026.

Bank of America sees global chip sales hitting $1 trillion in 2026, with NVDA, AVGO, LRCX, KLAC, ADI, and CDNS positioned to lead.

Strategists expect double-digit gains next year, with the average target at 7,629 and the most bullish calls reaching 8,000+. Here's what's driving the optimism.