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NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

The firm attributes big outperformance to concentrated exposure to AI infrastructure suppliers and a disciplined strategy of trimming and small optionality stakes.

Lilly’s Foundayo Start Trails Wegovy as Street Stays Positive

Morgan Stanley Backs Meta as Top Pick Despite Heavier AI Spend

Netflix Moves to Double Its NFL Games to Four

Goldman and Citi Lift Verizon Price Targets to $55 as Focus Shifts to Cash Flow

Kratos and Airbus Team on AI Combat Drone for Germany as Early Stock Pop Fades

SoundHound AI’s Upbeat Outlook Meets Pushback as Cramer Labels It a Meme Stock

AppLovin Moves to Build Its Own Social Network After TikTok Bid Fell Through

Twilio’s Q4 Beat and 2026 Outlook Trigger Target Resets

AppLovin Jumps After CapitalWatch Walkback as Jefferies Reaffirms Bullish Call

Energy Fuels Jumps Near 12-Year High After DOE Nuclear Campus Initiative

Meridian Growth Fund Posts Slight Q4 Loss, Trails Russell 2500 Growth

Meta’s AI Spending Draws Scrutiny as Analysts Reaffirm Bullish Calls

Cramer Touts Meta’s ‘Terrific’ Quarter, Links It With Microsoft Before Earnings

Netflix Shares Slide After Q3 EPS Miss Tied to $620 Million Brazil Tax Hit

Longleaf Partners’ Q3 Letter: Fund Lags Benchmarks as Buybacks Drive Value Plan

Wall Street Turns More Bullish on Netflix Ahead of Oct. 21 Earnings

Cramer Spotlights Comerica–Fifth Third Merger, Backs Ford and Palantir, Says Amazon Event Could Matter

Cramer Endorses Small Bet on DraftKings as Shares Test 52-Week Lows

UnitedHealth Rolls Out Consumer Platform, Reaffirms Outlook, and Details Medicare Advantage Pullbacks