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The Latest Breaking News from Brent Thill

Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’

Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: “We’ve never invested this much on anything before.”

Fortune

Why This Analyst Thinks Amazon Is a Cheap Stock to Buy Now

Amazon might be one of the most undervalued tech giants in the market right now, according to a top-rated Wall Street analyst who sees major upside ahead.

Barchart

Meta Platforms Breaks Into Overbought Territory on Post-Earnings Rally. Is There Room for More Gains Ahead?

Meta stock is rallying on a strong Q4 release and upbeat future guidance. A Jefferies analyst explains what could drive META shares much higher from here in 2026.

Barchart

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Nasdaq Adds 211 Points as Greenland Tensions Ease: Stock Market Today

Wall Street continues to cheer easing geopolitical tensions and President Trump's assurances that there will be no new tariffs on Europe.

Kiplinger

Stocks Hit Fresh Highs Ahead of the Fed As Earnings Pump Optimism: Stock Market Today

SHW and UNH were two of the best Dow Jones stocks Tuesday, thanks to solid earnings reports, and MSFT closed with a $4 trillion market cap.

Kiplinger

JD Vance values TikTok the same as Snapchat’s parent, and Wall Street loses its mind. ‘This is crazy’

“This is crazy. I mean, the number’s got to be wrong. It doesn’t make any sense.”

Fortune

Palantir Bears Get Cramer's Blunt Warning: 'Karp Knows All'

The shorts may be circling, but Jim Cramer has a message for them: don't get cocky. The CNBC host fired off a blunt warning on X, declaring, "Shorts momentarily ‘winning' with Palantir Technologies Inc (NASDAQ:PLTR). They best not overplay their hand. Karp knows all." That confidence in CEO Alex Karp…

Benzinga

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Is Palantir Stock a Buy Below $140?

Palantir stock has tanked over 20% from its all-time high but Jefferies analyst Brent Thill argues it could crash much further from current levels.

Barchart

Unity Stock Jumps After Jefferies Upgrade—Here's What Changed

Unity Software Inc. (NYSE:U) stock gained momentum on Wednesday after Jefferies analyst Brent Thill raised the price target from $29 to $35 while maintaining a Buy rating.

Benzinga

Palantir’s Valuation ‘Doesn’t Make Any Sense,” Warns Analysts. Should You Still Buy PLTR Stock Before May 5?

A Jefferies analyst says Palantir is a well-run company with strong fundamentals but its valuation does not make sense. Wall Street at large is bearish at PLTR shares at writing.

Barchart

Why This Analyst Thinks Palantir Stock Will Plunge More Than 30% in 2025

With analysts forecasting over 30% downside potential this year, Palantir’s high-flying run may be headed for a reality check.

Barchart

Stock Market Today: Investors Adjust to Earnings and Guidance

The stock market struggles in a good way when it's measuring what's happening on the ground.

Kiplinger

Meta Adds Dana White to Its Board, Ends Fact-Checking: What to Know

Meta stock is lower Tuesday after the Facebook parent said it is adding UFC CEO Dana White to its board of directors and ending fact-checking on its platforms.

Kiplinger

What Analysts Are Saying About Oracle Stock

Oracle (NYSE:ORCL) has been analyzed by 31 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.

Benzinga

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Barchart

This 'Magnificent 7' Stock is a Buy for 32% Upside Potential

This standout stock from the 'Magnificent 7' group is recommended for purchase with a projected 32% upside potential.

Kiplinger

Stock Market Today: Markets Tumble Amid Slower Economic Growth and Rising Prices

Disappointing readings on GDP and inflation helped tank equities.

Kiplinger

Meta Stock Slides as AI Spending Ramps Up: What To Know

Meta stock plunged after the Facebook parent increased spending on artificial intelligence and the metaverse.

Kiplinger

Stock Market Today: Stocks Swing Lower as March Jobs Report Looms

The main indexes turned negative in mid-afternoon trading as all eyes turned to tomorrow morning's key employment update.

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The Guardian - UK

Google considering charge for internet searches with AI, reports say

Cost of artificial intelligence service could mean leaders in sector turning to subscription models

Kiplinger

Stock Market Today: Higher Close for Stocks, Palantir Soars on AI Optimism

While the main indexes made modest moves Tuesday, Palantir Technologies soared 30% after earnings.

Fortune

‘If you’re in tech, buckle up—it’s gonna be a tough ride’: The analyst who says Big Tech's layoffs show 'a new reality' sees 'more cuts' ahead

“The new reality is that demand is fading,” Jefferies analyst Brent Thill told Fortune. If we're headed for a recession, “it’s only inevitable that we’re going to have more cuts.”

Benzinga

What's Going On With Datadog Stock Today?

Datadog Inc (NASDAQ: DDOG) shares are trading higher Thursday amid overall market strength in the technology and software sector.

Benzinga

4 Investors Make The Case For Microsoft Stock After Analyst Slashes Price Target

Microsoft Corp (NASDAQ: MSFT) was featured as the call of the day Monday on CNBC's "Fast Money Halftime Report."

Benzinga

Jefferies Sees Potential In Microsoft's Power Platform

Jefferies analyst Brent Thill notes Microsoft Corp's (NASDAQ: MSFT) emerging Power Platform has "an outsized impact via a halo effect" on the entire Microsoft suite.

People

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