Plus, does the Inverse Cramer apply to his prediction market takes?
Plus, William Blair’s memory “supercycle” winner, a stock Morgan Stanley says has “ongoing execution issues”, Netflix’s new deal, the top IPOs of tomorrow, and more.
Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.
A fast-growing battlefield niche could become a real earnings driver for CACI.
Credit-card rate caps could pressure banks but history suggests compromise.
Fixing housing affordability requires trade-offs policymakers struggle to accept.
Autonomous AI agents create powerful new cybersecurity vulnerabilities.
BTIG says SPHR is building a scalable growth engine beyond the Strip.
JPMorgan says Chevron’s execution is finally showing up.
A fresh spinoff gets a fresh upgrade, citing a very unusual moat.
Politics rattled the stock, but the fundamentals barely flinched.
Plus, how analysts feel after saying 100bps instead of 1% for the first time...
Plus, why Wells Fargo sees a turnaround for DraftKings, Morgan Stanley’s casualty of the “grocery wars”, and more.
Headlines turned toxic for this Korean retail giant, but customers didn’t leave — leaving analysts rethinking the risk.
Weight-loss drugs could quietly reduce fuel costs across major US airlines.
An award-winning finance writer argues valuations are starting points, not forecasts.
A recent collapse shows objective metrics can hide stark subjectivity.
Is this firm's recent breach a security scare or a buying window?
KLA Corporation has been one of the standout winners in semiconductor equipment. Bernstein says its run might not be over.
A small-cap is taking aim at one of the largest defense shifts in decades.
How is the internet's favorite forum turning data into dollars?
Why Morgan Stanley just hit the upgrade button twice on this cyber security stock.
Our three Sunday stories include a high-conviction Europe screen, a growth stock resetting expectations, and a global shakeup that could keep metals running.
Our 5 top tweets of the week include Wall Street's 'jump the shark' moment, why diversification doesn't always work, the prediction market problem in a nutshell, and more.
