Credo Technology: The AI Chip Stock Outrunning Nvidia in 2026
CRDO surged 11% on April 14 as Jefferies initiated coverage and AI data center demand drove triple-digit revenue growth — here’s what’s behind the rally.
Stock Market
Stock market news and analysis, with explanations of company developments, earnings and the forces moving share prices. Start with Market Education if you are new to investing. Find your way around ECMSource.
Stocks and Bonds Send a Rare Recession Warning in 2026
A rare alignment of stock and bond market warning signals — mirroring patterns seen before every U.S. recession since 1970 — is putting capital markets on edge.
Goldman Sachs Q1 2026: Record Trading Revenue Can’t Calm a Wary Market
Goldman Sachs beat Q1 2026 estimates with record $5.33B equity trading revenue and 19% profit growth — but the stock still slid. Here’s why Wall Street is cautious.
JPMorgan Leads Big Bank Surge in Q1 2026 as Dimon Sounds Alarm
JPMorgan profits surged 15% to $16.5B in Q1 2026, leading a blockbuster quarter for Wall Street banks. But CEO Dimon is warning of an increasingly complex risk environment.
Netflix Q1 2026 Earnings Preview: What Investors Are Watching
Netflix reports Q1 2026 earnings on April 16. Here’s what Wall Street is watching: ad-tier growth, engagement metrics, margins, and macro risks.
Apple, Meta, and Alphabet Face the AI Test in Q1 2026 Earnings
Apple, Meta, and Alphabet report Q1 2026 earnings this month. Here’s what Wall Street expects and why AI returns are the central question.
March Home Sales Miss: What It Means for Housing Stocks
U.S. existing home sales fell 3.6% in March—far worse than the 0.7% consensus estimate. What the miss means for homebuilder stocks, REITs, and mortgage markets.
Pharma Giants Race to Harness AI — What It Means for Drug Stocks
From protein folding to clinical trials, AI is transforming drug discovery. Novo Nordisk’s OpenAI deal is the latest signal for pharma investors.
Big Pharma’s Tariff Reckoning: Drug Stocks Brace for 100% Duties
The Trump administration’s 100% pharmaceutical tariff threat is testing drug stock valuations, global supply chains, and corporate bond markets.
Is OpenAI Worth $852 Billion? Investors Push Back
OpenAI’s private market valuation has ballooned to $852 billion, but some of its own backers are questioning the math as the company shifts strategic focus.