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

Nvidia Shares Steady After Holiday as AI Demand Faces Scrutiny
Analysis Daniel Marsh

Nvidia Shares Steady After Holiday as AI Demand Faces Scrutiny

Nvidia shares closed at $215.33 Friday, down 4.4% from May 15, despite record revenue. Markets reopen Tuesday with Nasdaq futures up 0.86%.

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SoFi Stock Rebounds as CEO Noto Pitches Growth, Rate Concerns Persist
Analysis Daniel Marsh

SoFi Stock Rebounds as CEO Noto Pitches Growth, Rate Concerns Persist

SoFi Technologies shares climbed 2.4% on Wednesday after CEO Anthony Noto addressed the J.P. Morgan conference, but rising rates and flat 2026 guidance remain headwinds.

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Recursion Pharmaceuticals Hits New Low Amid Revenue Drop and FDA Watch
Analysis Daniel Marsh

Recursion Pharmaceuticals Hits New Low Amid Revenue Drop and FDA Watch

Recursion Pharmaceuticals shares fell to a 52-week low Tuesday after Q1 revenue dropped 56% year-over-year. The AI-driven biotech firm awaits FDA feedback on key trials.

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BofA Turns Bearish on Salesforce, Flags AI Risk to Growth Model
Analysis Daniel Marsh

BofA Turns Bearish on Salesforce, Flags AI Risk to Growth Model

BofA Securities reinstated Salesforce with an Underperform rating and $160 target, citing AI risks to its growth model. Shares rose despite the bearish note.

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SoFi Technologies Faces Pivotal Week After Volatile Friday Close
Analysis Daniel Marsh

SoFi Technologies Faces Pivotal Week After Volatile Friday Close

SoFi Technologies shares slipped 2.56% to $15.61 on Friday, entering a crucial week as the company prepares to present at J.P. Morgan's tech conference.

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P&G's 70-Year Dividend Streak Faces Analyst Scrutiny Amid Cost Headwinds
Analysis Daniel Marsh

P&G's 70-Year Dividend Streak Faces Analyst Scrutiny Amid Cost Headwinds

P&G raised its dividend for the 70th consecutive year, but Wall Street remains cautious on cost pressures and tariff risks.

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McDonald's Stock Edges Higher Amidst Broader Market Decline; Focus on Value Strategy
Analysis Daniel Marsh

McDonald's Stock Edges Higher Amidst Broader Market Decline; Focus on Value Strategy

McDonald's shares closed up Friday despite a broader market selloff, as the company's value strategy and Q1 earnings beat offer some support.

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BigBear.ai Shares Dip 5% as Defense AI Optimism Fades
Analysis Daniel Marsh

BigBear.ai Shares Dip 5% as Defense AI Optimism Fades

BigBear.ai shares dropped 5% to $4.16 after flat Q1 revenue and a wider loss, despite a 14% backlog increase driven by a $53 million classified contract.

BBAI PLTR AI
SELLAS Stock Surges as REGAL Trial Nears Final Analysis
Analysis Daniel Marsh

SELLAS Stock Surges as REGAL Trial Nears Final Analysis

SELLAS Life Sciences shares rose after hours as its REGAL leukemia trial recorded 78 of 80 events needed for final analysis. The company reported a Q1 net loss of $8.4 million but has $107.1 million in cash.

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ServiceNow's $30B AI Revenue Goal Faces KeyBanc Skepticism
Analysis Daniel Marsh

ServiceNow's $30B AI Revenue Goal Faces KeyBanc Skepticism

KeyBanc stays bearish on ServiceNow even after the company projected over $30 billion in subscription revenue by 2030, flagging slowing bookings growth.

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Realty Income's New 150M Share Plan: A Strategic Shift in Capital Structure
Analysis Daniel Marsh

Realty Income's New 150M Share Plan: A Strategic Shift in Capital Structure

Realty Income's new ATM program for up to 150 million shares could dilute existing holders by 16% as it seeks to fund a raised $9.5 billion investment plan for 2026.

NANO Nuclear's AI Data Center Deal Faces Reality Check on May 14
Analysis Daniel Marsh

NANO Nuclear's AI Data Center Deal Faces Reality Check on May 14

NANO Nuclear Energy stock surged on a Super Micro AI data center pact, but the non-binding MOU and pending NRC licensing leave investors waiting for real progress in the May 14 earnings update.

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