Nvidia Just Gave Lumentum Stock a New AI Catalyst GF Securities expects Nvidia’s co-packaged optics shipments to accelerate sharply, creating a potential new demand engine for Lumentum’s optical components. Barchart · Oct 4
What a 20-Year Deal With Amazon Means for Constellation Energy Stock The deal will see Amazon investing $3 billion in the company's nuclear plant in Calvert Cliffs. Barchart · Oct 4
How to Play DJT Stock as Trump Media Finally Files for TAE Merger Trump Media’s shares have lost plenty of altitude, but with the TAE merger moving ahead, could it put some spark back into this headline-loving stock? Barchart · Oct 4
FOMC Minutes, Interest Rates and Other Key Things to Watch this Week Markets enter a data-light week focused on services sector assessment and Fed policy insights. Monday's comprehensive services PMI and ISM Non-Manufacturing data reveal business activity trends. Barchart · Oct 4
Amazon Stock Is Underperforming Amid Agentic AI Fears. How to Play AMZN Here. Amazon has underperformed the market this year, among other things, due to the threat from AI agents. However, Rosenblatt Securities believes that the fears are overblown. Barchart · Oct 4
Carnival Corp Generates Strong Free Cash Flow - What's the Best CCL Play? Carnival Corp (CCL) generated strong revenue and free cash flow (FCF) for Q3 ending Aug. 31, and CCL stock looks cheap, even after its recent spike. One way to play CCL is to sell short out-of-the-money puts. Barchart · Oct 4
Analyst Sees 6 Million iPhone Duo Sales This Year. Why That’s Not Enough to Move AAPL Stock. Counterpoint Research expects Apple to sell about 6 million iPhone Duo units this year, which at a $1,999 starting price would imply at least $12 billion in hardware revenue from a late-October launch window. Barchart · Oct 4
Netflix’s Own Co-CEO Just Warned of Slowing Growth Netflix shares were down following co-CEO Sarandos admitting slower growth and a rating cut from an analyst. Barchart · Oct 4
Meta vs. Microsoft: One AI Agent Has a Problem the Other Doesn’t. Microsoft may have the edge over Meta in AI agents due to stronger enterprise adoption and monetization potential. Barchart · Oct 4
CoreWeave vs. Nebius: Nebius Is Winning the Customers CoreWeave Can’t Serve Strong AI infrastructure demand favors Nebius over CoreWeave due to its healthier balance sheet and faster expansion capacity. Barchart · Oct 4
Be a Contrarian and Load Up on Nike Stock on the Dip as the Payoffs Get Attractive Nike stock is slumping today after yet another disappointing earnings report. With the stock now falling towards $30 levels, it looks like a good contrarian buy for patient investors Barchart · Oct 4
There’s a New Sheriff in Town and He’s Named Jensen Huang: How Nvidia Plans to Protect Against ‘Killer’ AI Agents Nvidia's new Open Agent Safety Platform promises to get rogue AI agents under control. It's also a smart business move that tells us a lot about Jensen Huang and where he thinks the industry is headed. Barchart · Oct 4
Marvell Stock Investors Have 1 Date to Watch. Here’s What Could Be Revealed. Marvell Technology is heading into an event on Oct. 6 that could reveal much more about its longer-term AI opportunity. Barchart · Oct 4
Nebius Acquires Inferize to Expand Its AI Product Portfolio. What That Means for NBIS Stock Holders. Nebius buys Inferize to cut the idle GPU tax and boost Token Factory. Here is what the deal means for Nebius stock now. Barchart · Oct 4
Barchart · Oct 3 500 Reasons to Buy Little-Known KIDZ AI Stock KIDZ AI is expanding beyond EdTech into AI infrastructure and autonomous mobility, creating new opportunities for its beaten-down stock.
Barchart · Oct 3 SoFi Stock: Why the Opportunity May Be Too Good to Ignore The sharp correction in SOFI stock has created a more attractive risk-reward setup as the company is shifting toward a capital-light revenue model.
Barchart · Oct 3 Dear Apple Stock Fans, Mark Your Calendars for October 13 Apple is preparing a notable smart-home expansion for Oct. 13, adding a fresh dimension to its product ecosystem.
Barchart · Oct 3 A Nearly $12 Billion AI Deal Could Be Another Reason to Buy Nvidia Stock A nearly $12 billion AI infrastructure deal between Akamai and Anthropic could benefit Nvidia.
Barchart · Oct 3 UiPath Gets Hit With Downgrade Following Investor Day. Why Analysts Weren’t Impressed. UiPath’s AI ambitions met cautious investor sentiment, with pricing concerns and competitive pressure prompting a more skeptical analyst outlook.
Barchart · Oct 3 Does S&P Stand for SPooky During October? The legend of seasonal bearishness during October for the S&P 500 prompted my latest discussion with Barchart's AI analyst CARL.
Barchart · Oct 3 SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock. Anthropic could spend up to $84.5 billion on SpaceX computing power. Here is what the deal means for SpaceX and its AI ambitions.
Barchart · Oct 2 Nike vs. Starbucks: One Beaten-Down Icon Is Primed for an Explosive Rebound One has a higher yield and lower valuation, but the other seems to have a safer path to a comeback.
Barchart · Oct 2 Hogs Bounce Higher on Friday Lean hog futures found some buyers to close out the week, with contracts $1.10 to $1.57 higher on the week. October was 37 cents in the green on Friday, with a weekly loss of 35 cents. USDA’s national base hog price was reported at $77.23 on Friday afternoon, up 30...
Barchart · Oct 2 Cattle Fall Back on Friday Live cattle futures posted losses of 45 cents to $2.67 across the board on Friday, giving back the gains from the week, as October was just a tick lower wk/wk. October options expired on Friday. Cash trade saw some light $348-350 dressed action in the North so far this week...
Barchart · Oct 2 Wheat Post Mixed Friday Trade The wheat complex was mixed on Friday, KC leading the way to the downside. Chicago SRW contracts settled the session with contracts steady to as much as 3 cents higher with the deferreds the leaders, as December was 20 ¼ cents lower on the week. KC HRW futures were steady...