Oracle (ORCL) stock dropped 29% YTD despite $17.2B Q3 revenue and $553B AI backlog. Analysts split on whether massive spending pays off. Analysis inside.
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Gold tumbled 2.2% Monday after Trump ordered a Hormuz blockade following failed US-Iran talks. Rising inflation and dollar strength add pressure.
Microsoft (MSFT) stock analysis: Q3 EPS hits $4.14, Azure climbs 39% YoY, $625B AI backlog reveals dual monetization strategy through cloud and Copilot.
Cathie Wood’s ARK bought $11M in Palantir (PLTR) and sold $10M AMD (AMD) stock. Analysts clash over whether PLTR is a bubble or bargain.
Oil prices jumped above $100 per barrel after US announced blockade of Iranian vessels in Strait of Hormuz. Markets react to escalating tensions.
TSMC (TSM) stock targets fourth straight record quarter with Q1 net income forecast at $17.1B. AI demand drives 50% profit surge year-over-year.
Bitcoin dropped to $70,900 and stock futures fell after Trump’s Strait of Hormuz blockade announcement. Oil surged 8% as U.S.-Iran tensions escalate.
Strategy (MSTR) stock signals another Bitcoin purchase as Saylor posts cryptic message. Company holds 766,970 BTC with $14.5B unrealized loss in Q1 2026.
Markets rally for second week as bank earnings begin. Oil near $98, software down 30% YTD, chips up 20%. JPMorgan, Goldman Sachs, and more report this week.
Micron (MU), AMD, and TSMC (TSM) post record AI-driven revenues but trade below peak sector valuations. Analysis of their growth potential and value.