Latest equity articles, breaking news, in-depth analysis and updates from Stocktwits
Peter Schiff Warns ‘Mother Of All Bond Bear Markets’ Is Coming — ‘Something’s Going To Break’
Schiff's warning came after Treasury bonds sold off despite a weak September jobs report, lower-than-expected inflation readings and sharply reduced expectations for an October Federal Reserve rate hike.
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Jim Cramer Warns Q3 ‘Earnings Deluge’ May Not Be As Strong As Previous Quarter — ‘Much More Difficult Backdrop’
Cramer’s warning comes as major U.S. banks prepare to kick off the third quarter earnings cycle on Oct. 14.
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Dan Ives Says Tesla Could Have A ‘Golden Year’ In 2027 — Robotaxis, Optimus And Cybercab In Focus
During an interview with CNBC, Ives said that the bigger question now is whether Tesla can translate stabilizing EV demand into its broader autonomous-driving and AI ambitions.
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Trump Says US Will Not Impose A Diesel Export Ban As G7 Countries Agree To Release 100M Barrels Of Diesel And Oil Stocks: Report
The G7 said the coordinated release will begin immediately and continue for four months, with a “substantial” amount of diesel released within the first 20 days.
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Fed's Beth Hammack Warns Americans Are Developing An 'Inflationary Mindset' — Here's Why That's A Problem
During an interview with PBS, Hammack said she remains concerned about inflation, noting that the Fed has been missing its inflation mandate for more than five years.
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AAPL To Flag AI Requests For Data Access On Macs Amid Complaints Over META's Muse Agent
Apple said it will introduce additional safeguards around its Full Disk Access feature, requiring more explicit user action before an app can obtain broad access to files, messages, mail and other data.
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MRNA Stock Eyes Best Year Ever: Analyst Calls China’s AI Drug Lead ‘Baseless’ As Moderna Awaits Cancer Data
Laidlaw analyst Yale Jen flagged possible data in other cancers from 2027, while warning that personalized manufacturing costs, capacity and reimbursement could limit commercial success.
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CrowdStrike President Warns AI Models Are Learning To Evade Oversight, Act Deceptively — ‘We’re Going To See Big Incidents’
During an interview with CNBC, CrowdStrike President Michael Sentonas said organizations are still learning what frontier and open-weight models are capable of.
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Mag 7 Voices: Huang Defends AI Spending, Pichai Ramps Up Gemini, Nadella Calls Copilot A ‘New OS For Work’ This Week
Nvidia, Alphabet and Meta signed the White House’s voluntary AI safety accord, while Microsoft and Amazon attended the White House lunch without signing.
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Stocktwits Defense Watch: BA, RTX, LHX Score Major Deals As ONDS Expands Counter-Drone Push
Defense Secretary Pete Hegseth announced a new Autonomous Warfare Command to speed up the U.S. military’s adoption of drones, robotics, and AI.
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Stocktwits Zero To Sixty — Tesla Deliveries Clear The Street, BYD Widens The Gap, Rivian Holds Forecast, Ford And GM EV Sales Fall Hard
Tesla and Rivian beat third-quarter delivery estimates, BYD widened its battery-electric lead, and Ford and GM gave back last year’s U.S. tax-credit rush this week.
Tesla closed about 5% higher on Friday while RIVN slipped 3% after announcing its Q3 delivery numbers.
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Stocktwits Biotech Dealmaker — Novartis, Sanofi And Novo Sign Week’s Biggest Deals
Biotech companies this week spent on experimental therapies, including autoimmune drugs, next-generation obesity pills and cancer combinations.
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GME Pops 2% After-Hours After Ryan Cohen Buys $17M Worth Of Shares
According to a Securities and Exchange Commission filing, Cohen bought 700,000 GME shares at $24.41 per share.
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The Stocktwits Weekly Spread: What Shaped Yields And The Dollar This Week
Benchmark 10-year and 30-year yields remained stubbornly above the 5% level in the week ending Oct. 2, with weak employment data providing a mild hiatus in the upward yield trajectory.
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Novo Nordisk Holds Its 2026 Outlook As FDA Review Of Its Blood Disorder Drug Runs Long
The FDA has told Novo that its review of the biologics license application is still underway and has not given a new date for a decision.
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Anthropic Is Spending $100M To Build The AI Workforce It Needs For Its Next Phase
The company plans to train 10,000 engineers from its business partners as it pushes Claude deeper into corporate operations.
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David Ellison To Put PSKY Executives In Charge Of Warner Bros. Film Business After $110B Deal, Says Report
Paramount Pictures chiefs Dana Goldberg and Josh Greenstein are reportedly set to oversee the expanded studio, while Warner Bros. leaders Michael De Luca and Pamela Abdy will depart.
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S&P 500, Nasdaq, Dow End Week Higher As Weak Jobs Report Cools Rate Hike Bets — NVDA, BA, SPCX, RIVN, APLD In Focus
The U.S. economy added 29,000 jobs last month, with unemployment rising to 4.2%, lower than what economists expected.
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Trump Administration Reportedly Prepares $4B Federal Loan to Expand Vistra’s Nuclear Capacity
The federal government is set to provide Vistra Corp. with approximately $4 billion in loans to upgrade nuclear power facilities across Ohio and Pennsylvania to meet rising energy demands.
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Boeing 737 MAX Software Glitch Does Not Pose In-Flight Safety Issue, Says FAA — BA Stock In Focus
The software problem had raised concerns over 737 MAX jets landing under certain circumstances.
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SPCX Stock Climbs As Three Thursday Launches Meet Start Of Google’s $920 Million AI Pact
Over roughly 13 hours starting Thursday, SpaceX flew three missions: NASA’s Crew-13, Transporter-18, and NROL-97.
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Rate Hike Bets Have Substantially Dropped As Fed's Jefferson And Williams' Speeches Grant Confidence
Prominent Federal Reserve officials emphasized a patient, data-driven approach this week, prompting financial markets to significantly scale back expectations for an October interest rate increase.
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META Parts Ways With Virtue AI Hires Just Four Months After Recruiting Them, Says Report
The departures come as Meta reshapes its AI strategy and faces renewed calls for stronger regulation of frontier AI, reported Semafor.
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STX, WDC Stocks Sink On Toshiba’s Reported Plan To Double AI Hard-Disk Capacity: Analysts Call The Drop Overdone
Morgan Stanley, Rosenblatt, and Citi kept positive ratings on STX and WDC stocks, arguing that Toshiba’s plan is unlikely to close the industry’s supply gap.
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NVDA Is ‘Best In Breed’ Stock On Sale, Hightower Advisors' Stephanie Link Says
Market analysts highlight Nvidia as an attractive investment opportunity as its valuation drops to historic lows.
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FHTX Stock Extends Sell-Off After Lilly Collaboration Ends — Wedbush Slashes Target By 80%
Wedbush downgraded Foghorn to ‘Neutral’ from ‘Outperform,’ stating that its bullish thesis no longer applies after the partnership with Lilly ended.
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TD Cowen Cuts Alaska Air, Delta And United Price Targets Ahead Of Q3 Earnings
Fuel costs remain a key watchpoint for airlines as TD Cowen assesses the sector's 2027 earnings and free-cash-flow outlook.
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Hassett Says Longer Term Rates May Have Some Upside — Says Real Return On Capital Goes Up When Economy Is Booming
The National Economic Council director told Bloomberg that September’s jobs report was just about as expected, while arguing that strong economic growth raises real returns.
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FDA Flags Evolus’ Jeuveau Instagram Promotion As Misleading, Seeks Corrective Action
The FDA objected to claims suggesting Jeuveau could make frown lines gone, deliver complete results, and begin working within two days.
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Spire Launches First Satellites Built At US Facility On SpaceX Mission: Here Are The Key Highlights
Spire’s latest launch puts its new domestic satellite production capabilities into operation as the company continues to expand its U.S. manufacturing footprint.
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Crude Dips Below $100, Trump Says Europe Agreed To Release ‘Massive Amount’ Of Diesel
Europe reportedly discussed releasing 50 million barrels of diesel and 50 million barrels of crude, helping ease near-term supply concerns.
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APLD Stock Jumps After Applied Digital Adds 75 MW At Polaris Forge 1 — ‘Power Is Only The Starting Point,’ Says CEO
Applied Digital completed the second phase of Building 2 at its Polaris Forge 1 campus, adding 75 MW of critical IT load across three data halls.
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SpaceX, AI Weigh On Telecom Valuations, Scotiabank Says — Cuts Targets Across Major US Communication Names
The revisions from Scotiabank come as Verizon, T-Mobile and AT&T expand satellite connectivity through a joint venture.
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Northrop Grumman Downgraded To ‘Sector Perform’ – RBC Says 6% Sales Growth From 2026 Through 2028 Could Be Best-Case Scenario
RBC expects Northrop’s sales growth to remain broadly in line with its defense peers through 2028, according to TheFly.
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David Ellison Says ‘We’re Not Rewriting History’ With Paramount, Warner Bros. Merger — ‘Together, We Are Skydance’
Ellison said the combined company will give Paramount and Warner Bros. “a more powerful engine” to grow and reach broader audiences worldwide.
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Rivian Q3 Deliveries Hit Record — Retail Says Sub-$50K R2 Could Make It Stronger Rival To Tesla
Rivian posted its strongest quarterly delivery performance yet and maintained its full-year 2026 deliveries outlook.
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Tesla Q3 Deliveries Beat Street Estimate, Gene Munster Says ‘EV Winter’ Is Thawing — Sees 15% Growth In Full Year 2027
Gene Munster said improving demand, stronger value and growing interest in FSD could support faster delivery growth next year.
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Dow Jumps 400 Points, Nasdaq Hits Record High After Jobs Report — BlackRock’s Rosenberg Calls Data ‘Dovish’
The September payroll expansion sharply missed expectations, with U.S. payrolls increasing by just 29,000, well below the 90,000 increase economists expected.
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NVDA Stock Hits Record High After Morgan Stanley Names Nvidia Top Pick, Says AI Trends Play To Its ‘Strengths’
The firm maintained an ‘Overweight’ rating and a $300 price target on Nvidia.
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RCL Stock Gains 17% In A Week: Citi Drops Upside Catalyst Watch As Investors Warm To Sandals Deal
Citi had placed RCL on its positive 90-day Catalyst Watch in September ahead of the company's Q3 earnings, according to The Fly.
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APP Stock On Track For 9-Day Losing Streak After Unity Ad Dispute Ruling — Wedbush Flags Competitive Shift
Wedbush analyst Alicia Reese said the ruling highlights a “conspicuous” competitive shift as Unity’s advertising business gains traction and could pressure AppLovin’s MAX take rate.
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WDC, STX Stocks Slide Up To 10% — What’s The Toshiba Connection?
Western Digital and Seagate shares fell in premarket trading after Nikkei reported that Toshiba outlined a $380 million expansion that would double its AI data-center hard-drive capacity by fiscal 2027.
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NKE Stock Cracks Premarket: Analysts Slash Targets On Weak Outlook – Citi Calls Nike A ‘Cost-Cutting’ Story
The latest analyst notes point to a tougher Nike turnaround, with firms flagging weak sales trends, pressure across key categories and a more challenging earnings outlook.
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Summit Teams Up With Daiichi Sankyo, AstraZeneca For Cancer Therapy Trial – CEO Calls It An ‘Important Expansion’
The firms will begin their collaboration with a Phase 3 study of Ivonescimab in combination with Datroway in first-line triple-negative breast cancer
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XYZ, COIN, MSTR Stocks Get Wall Street Target Hikes — Baird Calls Jack Dorsey-Led Block A ‘Bullish Fresh Pick’
Citi more than doubled its price target on MSTR stock after revising its 12-month Bitcoin forecast to $113,000.
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Broadcom Reportedly Lines Up $60B AI Chip Financing As Anthropic Expands Compute
According to Bloomberg, banks are preparing a syndication for a $42 billion senior-secured tranche as Broadcom seeks financing to help Anthropic and other AI companies access chips and infrastructure.
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Stocktwits Space Race Weekly: SPCX Holds Pole Position As ASTS, RKLB, PL, RDW, FLY Lose Altitude
Planet launched Google’s Suncatcher prototype to test TPUs in orbit, and Redwire explored orbital computing and robotics.
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Fed’s Jefferson Says Higher Yields Signal Investors Are Reassessing Outlook — Next Rate Move ‘May Take More Time’
The Fed vice chair sees inflation risks tilted higher while growth and employment remain solid, as artificial intelligence investment supports the economy but adds to some price pressures.
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ASTS Stock Heads Its Worst Week In Over A Month: This Analyst Has Slashed Price Target By Over 20% On Pricing Concerns
B. Riley turned cautious on AST SpaceMobile as rising competition, pricing uncertainty and launch delays add pressure to the company’s satellite-network expansion plans.