Today: 19 June 2026

Walmart Analysts Hold $140 Target but Watch Gas Prices

Walmart Analysts Hold $140 Target but Watch Gas Prices

Walmart shares fell 1.1% to $118.91 Tuesday after reporting Q1 sales up 7.3% to $177.8 billion and global e-commerce up 26%. Walmart+ sign-ups hit a record, but Q2 adjusted EPS guidance came in at 72 to 74 cents. Evercore ISI and Morgan Stanley kept $140 price targets; BofA cut its target to $144. CFO John David Rainey warned of possible higher retail price inflation due to ongoing high costs.
26 May 2026
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Okta Shares See Sharp Analyst Shift Ahead of Results, Eyes on AI Security Demand

Okta Shares See Sharp Analyst Shift Ahead of Results, Eyes on AI Security Demand

Arete Research upgraded Okta to Buy from Sell and raised its price target to $127 ahead of Okta’s fiscal Q1 earnings, due May 28. Okta shares rose 0.7% to $92.89 in early Nasdaq trading. Analysts expect Q1 adjusted earnings of 85 cents per share and revenue near $752 million. Wall Street is watching if AI agents will drive new demand for identity-security software.
26 May 2026
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Honeywell’s Quantum Offshoot Is Targeting $12.7 Billion In Public Debut

Honeywell’s Quantum Offshoot Is Targeting $12.7 Billion In Public Debut

Quantinuum aims to raise up to $1.05 billion in a U.S. IPO, targeting a $12.7 billion valuation. The Commerce Department plans to grant the company $100 million as part of new federal quantum-computing incentives. Quantinuum reported a net loss of $192.6 million on $30.9 million in revenue for 2025. Honeywell will retain about 49% of voting rights after the IPO.
26 May 2026
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Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm Holdings shares fell 1.3% to $302.44 Tuesday after touching $323.89, following a sharp rally that saw the stock surge 46.5% last week. The company reported record quarterly revenue of $1.49 billion and said customer demand for its AGI CPU more than doubled in six weeks, naming Meta as lead partner. Nvidia posted record quarterly revenue of $81.6 billion and announced a new Arm-based CPU targeting AI workloads.
26 May 2026
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Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell faces AI earnings test after record run

Dell shares rose 3.4% to $305.21 Tuesday, extending Friday’s record close as investors await Thursday’s earnings report. Options pricing signals a possible 10% swing after results, with Wall Street focused on AI server demand and margins. Visible Alpha expects quarterly revenue of $36.18 billion and adjusted earnings of $2.97 per share. Dell’s stock has more than doubled this year on AI infrastructure demand.
26 May 2026
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Fidelity Adds State Street Backing in Active ETF Race

Fidelity Adds State Street Backing in Active ETF Race

Fidelity International appointed Elisa Prezzavento as director of ETF product strategy and development in London, hiring her from State Street. Europe-domiciled active ETF assets rose to €85.6 billion by March 31, just 3.1% of the region’s ETF market, according to Morningstar. Fidelity manages $11.3 billion in active ETF assets, ranking second in Europe.
26 May 2026
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Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

New Age Alpha Advisors increased its Vertiv stake by 466% in Q4, while Intermede and Nixon Peabody Trust Co. cut holdings, recent 13F filings show. Vertiv raised its 2026 outlook after Q1 net sales rose 30% to $2.65 billion, driven by AI data center demand. Shares traded at $327.46 in early New York action, with a market cap near $128.4 billion. The stock remains priced at over 82 times earnings.
26 May 2026
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Robinhood Stock Slides After Crypto Slump Hits Earnings — What Investors Need to Know

Robinhood’s Canada crypto move gets approval, next challenge looms for HOOD

Robinhood Markets is set to enter Canada after WonderFi Technologies said regulators cleared the sale of Coinsquare Capital Markets, with closing expected around June 1. The $179 million deal gives Robinhood access to Canadian crypto firms Bitbuy and Coinsquare. Shares traded at $73.64 premarket, valuing the company at $67.4 billion. Robinhood’s crypto revenue fell 47% last quarter, while net revenue rose 15% to $1.07 billion.
26 May 2026
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Why SoFi Technologies Stock Is Slipping After Its PrimaryBid Deal

SoFi slides 45%, with one key metric in focus

SoFi Technologies reported record Q1 results, with adjusted net revenue up 41% to $1.09 billion and net income at $167 million, but shares held flat premarket at $15.62. Management kept 2026 guidance unchanged despite the strong quarter. Loan platform volume dropped to $3 billion, raising concerns about private credit demand. Tech Platform revenue fell 27% as a major client exited.
26 May 2026
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Uber eyed as possible Delivery Hero buyer, DoorDash rivalry in view

Uber runs into price ceiling on $11.6B Delivery Hero move

Delivery Hero shares traded at €37.91 in Frankfurt Tuesday, above Uber’s €33-a-share bid, as investors anticipated a higher offer. Uber recently doubled its stake to 19.5% and confirmed an indicative proposal, while some shareholders rejected €38 a share. DoorDash has also shown interest in Delivery Hero’s Middle East assets. Delivery Hero is reviewing options, including asset sales or a full sale.
26 May 2026
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ServiceNow AI move puts pressure on Salesforce

ServiceNow Stock Draws Large Institutional Interest, Latest Filings Suggest Change

Institutional investors including Glenview Trust, Coldstream Capital, and MMBG Investment Advisors sharply increased ServiceNow stakes in the fourth quarter, SEC filings show. ServiceNow shares last traded near $102, valuing the firm at about $106 billion. First-quarter revenue rose 22% to $3.77 billion. Analysts and investors are weighing the company’s AI prospects against sector caution.
26 May 2026
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Google Faces $450 Test as AI Rally Meets EU Risk

Google Faces $450 Test as AI Rally Meets EU Risk

Alphabet shares edged up 0.13% pre-market to $383.47 after closing at $382.97, as analysts raised price targets following strong Q1 results. Revenue rose 22% to $109.9 billion, with Google Cloud sales up 63% and EPS at $5.11. Investors await the U.S. open amid AI-driven optimism and concerns over a possible EU fine. Capital spending is projected at up to $190 billion this year.
26 May 2026
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Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar

Daiwa Securities upgraded Bloom Energy to Outperform and raised its target to $324, citing shifts in orders and margins amid surging AI power demand. Bloom and Nebius Group signed a deal for up to 328 MW of fuel-cell capacity, with Nebius potentially paying $2.6 billion over 10 years. Bloom shares traded at $314 premarket after closing at $302.49 on May 22. First-quarter revenue rose 130% to $751.1 million.
26 May 2026
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Why Is Bitcoin Down Today? BTC Slips Below $80,000 as Hot Inflation, Yields and ETF Wobbles Hit Crypto

Saylor’s Bitcoin Machine Picks Up Bonds, Not Bitcoin — Wall Street Notices

Strategy Inc. paused bitcoin purchases this week to buy back $1.5 billion of its 2029 convertible notes, paying about $1.38 billion in cash. The company recently added 24,869 bitcoin for $2.01 billion, raising its holdings to 843,738 tokens—over 4% of total supply. Shares fell 3% to $159.89 as bitcoin traded near $77,100. TD Cowen raised its price target to $400, citing strong treasury activity.
26 May 2026
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CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave shares rose after GF Securities initiated coverage with a “Buy” rating, citing strong demand and major customer contracts. The Nvidia-backed AI cloud firm reported Q1 revenue of $2.08 billion and a $99.4 billion backlog. Rival Nebius posted Q1 revenue of $399 million, up 684% year-on-year, and raised its 2026 capital spending forecast to up to $25 billion.
26 May 2026
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Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta raised its 2026 AI infrastructure spending forecast to $125–$145 billion, citing higher component and data center costs. Shares fell as much as 12% after the update, closing down 8.6% the next session. Wolfe Research projects over $26 billion in new 2027 revenue from AI, but analysts question when returns will materialize. CEO Mark Zuckerberg defended the investment, saying returns often lag large-scale product rollouts.
26 May 2026
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Stock Market Today

  • Credo Technology Group Holding (CRDO) Stock Seen 109.1% Overvalued After Strong Price Rally
    June 18, 2026, 9:56 PM EDT. Credo Technology Group Holding (CRDO) stock surged 162.89% over three months, reaching a high of $271.83 per share. Despite strong momentum and a 3-year return exceeding 10 times initial value, analysts at Simply Wall St rate the stock as 109.1% overvalued with a fair value of $130.00. This significant gap reflects market expectations for future growth in AI connectivity and product pipelines priced into shares. While profitability remains solid, risks include delays in product launches through 2027-28 and shifts in AI infrastructure spending. Investors are urged to weigh the company's rapid growth against these uncertainties before investing.

Latest articles

Kardigan pops in first Nasdaq trading after $400 million IPO

Kardigan pops in first Nasdaq trading after $400 million IPO

19 June 2026
Kardigan surged 37.5% above its $16 IPO price to close at $22 after raising $400 million in an upsized Nasdaq debut, signaling renewed investor appetite for large biotech IPOs as the company advances three late-stage cardiovascular drug candidates.
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