The Fed blackout is over and the floodgates have opened but Waller is apring us.
The Fed blackout is over and the floodgates have opened but Waller is apring us.
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ORCL's debt risk spikes amid AI spend, but massive backlog offers multi-year revenue.
NOW drops 9.4% on downgrade; AI competition sparks valuation fears. Buy the dip?
Market rallies on strong earnings, but watch for overvaluation risks. Investors eye key metrics.
NVDA's 73% revenue growth vs. S&P 500's P/E suggests a buying opp. AI fatigue may be the cause.
UPS shares dip on labor costs & lost Amazon deal. AMAT & CAT surge on AI & data center demand, showing strong growth.
NOW downgrade sparks sell-off; APPN, TWLO, BL, IOT drop 5-6%. AI disruption hits SaaS valuations.
AI disruption hits SaaS stocks like WK, ESTC, NTNX. NTNX down 31.8% YTD, 58.5% from high.
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