Trending Tickers

The stocks getting the most buzz right now, with AI buy/sell/hold ratings on every mention.

Workday $WDAY Surges 18% on Silver Lake Buyout Talks

Workday is up 18% on PE buyout rumors while Apple opens its Houston factory with Tim Cook and a $600B promise. Two very different stock stories, one very loud day.

Aug 13, 20262 min read

WDAYAAPLNVDAPWR

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NVDA +20% YTD: Greifeld Loves the $500B AI Bet, But Has One Big Fear

NVDA is up 20% YTD and Wall Street loves the $500B compute financing play. But one former Nasdaq CEO just named the risk nobody is pricing in.

Aug 12, 20262 min read

NVDACRWVMU

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SMCI, CRWV, and CAVA: 3 Earnings Beats Wall Street Can't Ignore

SMCI popped 9.4%, CRWV jumped 12%, and CAVA rose 6.8% after hours. Here's what the numbers actually say.

Aug 12, 20262 min read

SMCICRWVCAVAKKR

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Uber $UBER, Meta $META, Netflix $NFLX: 3 Stocks Joseph Carlson Is Buying Now

Uber trades at 20x forward PE with 20% revenue growth. Meta's AI spend is misunderstood. Netflix is being ignored. Joseph Carlson thinks Wall Street is wrong on all three.

Aug 11, 20262 min read

UBERMETANFLX

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Apple $AAPL: Gene Munster Sees 8-10% Revenue Upside in 2026

Jefferies just cut Apple to Underperform. Deepwater's Gene Munster says that's exactly wrong. Here's who has the better math.

Aug 10, 20262 min read

AAPL

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HIMS, CRWV, and CAVA Report This Week: What to Expect

HIMS faces an FTC lawsuit and slowing subscribers. CRWV is chasing a revenue record. CAVA just wants salad to matter again.

Aug 9, 20262 min read

HIMSCRWVCAVASG

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NVDA Posts 2nd Highest Weekly Close Ever While PLTR Goes Beast Mode

NVDA just broke a major resistance wall. PLTR went earnings beast mode. But one segment of semis could spoil the whole party.

Aug 9, 20262 min read

NVDAPLTRMU

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Trade Desk Crashes 17%, Datadog Down 18%: Ad Tech Is Cracking

Trade Desk guided $158M below expectations. Datadog erased $18B in market cap. YouTube sees both sides. Here's who to trust.

Aug 7, 20262 min read

TTDDDOGSOUNAMAT

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Arista Networks $ANET Posts First $3B Quarter: Is It a Buy?

Arista Networks just crossed the $3B quarterly revenue mark for the first time. YouTube's finance crowd is split on whether the rally has legs.

Aug 6, 20262 min read

ANETWDCSNDKNVDA

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Shopify Soars 18% While Disney and Uber Also Beat: 3 Stocks to Watch

Shopify popped 18%, Disney beat by 20 cents, and Uber crushed EPS estimates by 44%. Here's what the social chatter is missing.

Aug 5, 20262 min read

SHOPDISUBERSPCX

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Apple vs. OpenAI: $AAPL Sues for Trade Secrets in 30-Day War

Apple is going scorched earth on OpenAI in federal court, demanding records in 30 days and depositions in 50. This one is personal.

Aug 4, 20262 min read

AAPLMSFTPG

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Palantir Q2: $1.94B Revenue, 150% U.S. Growth, and CEO Drama

Palantir beat on every line, raised full-year guidance, and watched its U.S. commercial business grow 150% YoY. The social buzz is loud and getting louder.

Aug 3, 20262 min read

PLTRAMZNMSFTGOOGL

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