Meta cuts Reality Labs spending by 30%, focusing on profitable AI and core app projects while maintaining ad growth.

Wells Fargo says Oracle’s $500 billion AI pipeline could supercharge OCI’s growth, setting the stage for a massive stock surge.

Alphabet’s rally looks unstoppable, but chasing a stock near record highs could be a risky move.

Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof.

Lumentum rides the AI surge, delivering robust profits and eye-catching analyst upgrades.

Robinhood’s leap into prediction markets could unlock a powerful new growth engine.

ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.

Wedbush's dramatic upgrade of Fannie Mae may signal a massive opportunity for investors, but it does not come without massive risks too.

Cadence is becoming a stealth winner of the agentic AI wave, as chip design complexity pushes demand for its tools higher.

Merck and Qualcomm combine strong cash flow with steady dividend growth, signaling potential for meaningful payout increases ahead.