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CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Investor focus is on whether a $55 billion backlog can outweigh delivery delays, heavy leverage and valuation risk.

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Buffett Keeps Buying Domino's as Expansion and Digital Sales Strengthen Case

Cramer Flags Credit Risk in Oracle’s AI Data‑Center Bet

Palantir’s AI Surge Faces Valuation Test as Shares Slip to Key Levels

Super Micro Stock Tests Support as AI Bull Case Meets Margin Pressure

Becton Dickinson Beats on EPS, Lifts 2026 Outlook, Maps Buybacks From Waters Deal

Meta’s Q3 Beat Overshadowed as AI Spending Outlook Triggers Sharp Selloff

ServiceNow Beats Q3 Targets, Lifts Outlook as Board Approves 5-for-1 Stock Split

Analysts Rally Behind Vertiv After Q3 Beat on AI Data‑Center Demand

Qualcomm Enters AI Data Centers With New Accelerators as Stock Hits Highs

Vertiv Tops Q3 Estimates as Orders Surge, Stock Whipsaws on Sky-High Hopes

Apple Sets Record as iPhone 17 Momentum Triggers Analyst Upgrades

Intel’s 2025 Rally Tested by Bank of America Downgrade

Oklo Pulls Back After Canaccord Starts Coverage With Buy and $175 Target

Jefferies Cuts Apple to Underperform, Citing Overly Bullish iPhone Expectations

Robinhood Hits Record Highs After Fresh Analyst Upgrades

DocuSign Shares Slide as OpenAI’s DocuGPT Targets Contract Management

BofA Starts Atlassian at Neutral, Flagging Questions on Post–Data Center Growth

Uranium Prices Top $80 as U.S. Policy Signals Drive Rally in Nuclear-Fuel Stocks