Analysis Take-Two’s $8.2 Billion Bet Rests on a Single November Day
Five S&P 500 names carry the same top-tier consensus rating, yet the market has rewarded them in wildly different ways. Take-Two Interactive sits at the head of that list —...
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BMW Scraps Diesel From Its Best-Selling Sedan as US Demand Offsets China’s Drag
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Nvidia Moves to Insure the AI Boom It Created
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Analysis
SAP’s Platform Buildout Collides With a Market Demanding AI Payoff
With roughly three weeks left before SAP SE reports third-quarter results, Europe’s largest software maker is pressing ahead on two...
Analysis
Ocugen’s October Gauntlet: A Bahamian Green Light, a Packed Conference Slate, and the Overhang of a Share Vote
Ocugen shares slipped 2.2% on Thursday to close at EUR 0.8940, a retreat that neither company-specific news nor sector developments...
Analysis
Micron’s Memory Boom Draws Huge Commitments, but Wall Street Still Sees a Fight Ahead
Micron Technology is being pulled in two directions at once: customers are locking in supply at unprecedented scale, while investors...
Asian Markets
XPeng’s 41,256 September Deliveries Can’t Outrun China’s Price War
XPeng closed out September with 41,256 vehicles handed over to customers, a 5 percent bump over August, yet the headline...
Analysis
SK Hynix Rides Micron’s Record Quarter as Won Strength Clouds Near-Term Estimates
A record-breaking quarter from Micron Technology has injected fresh momentum into the memory chip space, lifting SK Hynix shares 3.2%...
Analysis
Bayer Balances Fresh Pipeline Wins Against a Missouri Courtroom Test
Bayer investors are being pulled in two directions at once. On one side sits a pharma pipeline that just notched...
Analysis
Citi’s Sell Call Exposes the Fault Lines Beneath Moderna’s 540% Run
Moderna’s stock ran into a wall on Wednesday, shedding 5.3% to close at EUR 169.88 after Citigroup stripped the biotech...
Analysis
SpaceX Analysts See AI Compute Leasing Becoming the Company’s Biggest Revenue Source by 2027
Wall Street is waking up to a business at SpaceX that has nothing to do with rockets. Within two days,...
Analysis
North American Money Eyes Bremen: OHB’s Pullback Masks a Bigger Story
European space stocks rarely make it onto the radar of institutional investors in North America. That may be starting to...
Analysis
Ocugen Heads to Munich With a $10 Target — and a Shareholder Quorum Still Missing
Ocugen’s leadership is taking its case on the road. The biotech said today that executives will appear at two upcoming...