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In-depth stock market analysis, technical indicators, and investment commentary. Expert insights on market trends, valuations, and trading strategies.

Fox One's World Cup Subscriber Surge Faces Retention Test
Analysis Daniel Marsh

Fox One's World Cup Subscriber Surge Faces Retention Test

Fox's World Cup streaming push drew over 1M new Fox One subscribers, but retention after the tournament ends is the key metric for investors.

FOXA CMCSA SRAD
Ohio Tops CNBC Business Rankings; Power and Infrastructure Key
Analysis Daniel Marsh

Ohio Tops CNBC Business Rankings; Power and Infrastructure Key

Ohio leads CNBC's 2026 state business list, with infrastructure and energy access at the forefront. Data-center expansion and manufacturing projects signal growth but also spark tax and power-price concerns.

AEP INTC JOBY
Eli Lilly's $50 Obesity Drug Strategy: Volume vs. Price
Analysis Daniel Marsh

Eli Lilly's $50 Obesity Drug Strategy: Volume vs. Price

Eli Lilly's stock hovers near record highs as a new Medicare program offers $50/month access to its obesity drugs. First-quarter revenue surged 56%, but lower realized prices trimmed growth.

LLY NVO VKTX
Rocket Lab's Bull Case Hits $293, But Neutron Risk Looms
Analysis Daniel Marsh

Rocket Lab's Bull Case Hits $293, But Neutron Risk Looms

Morgan Stanley lifted its bull-case target on Rocket Lab to $293, citing a SpaceX-like transformation. However, the stock's high valuation and Neutron rocket risks remain key concerns.

RKLB
Opendoor Stock Holds Near $4.79 in Heavy Volume; Options Signal Mixed Sentiment
Analysis Daniel Marsh

Opendoor Stock Holds Near $4.79 in Heavy Volume; Options Signal Mixed Sentiment

Opendoor Technologies (NASDAQ: OPEN) held near $4.79 in heavy trading volume, while options flow remained mixed and analysts' average target sits at $4.82.

OPEN Z RKT COMP SPY QQQ
Micron Faces Cycle Risk as Memory Boom Tests Investor Conviction
Analysis Daniel Marsh

Micron Faces Cycle Risk as Memory Boom Tests Investor Conviction

Micron Technology (MU) stock has fallen 25% from its June high as investors question whether memory pricing can sustain recent earnings growth.

MU AMD INTC F SOXX
Oracle shares slide as AI contract backlog fails to reassure investors
Analysis Daniel Marsh

Oracle shares slide as AI contract backlog fails to reassure investors

Oracle shares dropped 1.9% as its massive AI contract backlog and planned capital spending continue to weigh on investor sentiment, widening the discount between market cap and obligations.

ORCL MSFT AMZN QQQ SPY
Grab Board Exit Intensifies Focus on Taiwan Deal and Cash Position
Analysis Daniel Marsh

Grab Board Exit Intensifies Focus on Taiwan Deal and Cash Position

Grab shares fell in premarket trading following Dara Khosrowshahi's board resignation, which analysts link to the company's pending purchase of Delivery Hero's Taiwan business.

GRAB UBER
Reddit Shares Rally as Q2 Earnings Approach; Analyst Targets Signal Potential Upside
Analysis Daniel Marsh

Reddit Shares Rally as Q2 Earnings Approach; Analyst Targets Signal Potential Upside

Reddit shares climbed 3% on Monday, outperforming the broader tech index, as FactSet's median target of $235 suggests a 17% upside from current levels.

RDDT
Costco's P/E Multiple Nearly Triples Dollar General's: Bernstein Picks Both
Analysis Daniel Marsh

Costco's P/E Multiple Nearly Triples Dollar General's: Bernstein Picks Both

Bernstein names Costco and Dollar General as top retail picks for the second half of 2026, with Costco trading at a P/E nearly three times that of Dollar General.

COST DG
Pfizer's Dividend Sustainability in Focus After HSBC Downgrade
Analysis Daniel Marsh

Pfizer's Dividend Sustainability in Focus After HSBC Downgrade

Pfizer shares slid after HSBC downgraded the stock, turning investor attention to the sustainability of its 7.3% dividend yield amid a payout ratio near 60% of adjusted EPS guidance.

PFE HSBC MRK ABBV
Snap Shares Rally 9.8% in Holiday-Shortened Week; Ad Revenue in Focus
Analysis Daniel Marsh

Snap Shares Rally 9.8% in Holiday-Shortened Week; Ad Revenue in Focus

Snap shares surged 9.8% in a holiday-shortened week, outperforming Meta and Pinterest. Focus remains on ad revenue as North America daily active users decline.

SNAP META PINS