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"Cautious optimism" is the phrase Jay Mehta uses to describe the current market environment. He has his eyes on Mag 7 earnings this week in companies like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN), along with the profitability path each will show in their reports. Jay adds that there is…
Futurum's Shay Boloor believes Anthropic relieved some heartburn in the stock market and remains bullish on the AI trade. As for his Big 3, he labels Vertiv (VRT) as "the best way to play the AI power theme," lists Nebius (NBIS) as "absolutely one of the winners" in the neocloud…
Tom Essaye previews UPS (UPS) earnings, focusing on its shift away from lower-margin Amazon (AMZN) business toward higher-margin operations, improving margins and strong shipping demand despite higher fuel costs. He sees UPS benefiting from a strong economy and rotation into cyclicals. Tom White de…
Veradermics (MANE) CEO Reid Waldman highlights positive Phase 3 data for VDPHL01, its oral treatment candidate for male and female pattern hair loss. More than 80% of patients showed visible improvement, with some seeing benefits as early as two months. With $820 million in cash and runway into 203…
Marley Kayden recaps Verizon (VZ) earnings, which came in mixed but showed more confidence in the company's future through a guidance raise. As SpaceX (SPCX) poses a threat to Verizon and other telecom companies, Verizon's CEO believes it's a threat that is years in the making. Marley explains why …
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