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The Brief

Stock

Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case
Stock

Marvell MRVL Stock: $385 Bull Case vs $110 Bear Case

Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real disagreement is about something else…

July 19, 2026
Dow falls nearly 400 points as chip selloff deepens, Wall Street posts weekly loss
Stock

Dow falls nearly 400 points as chip selloff deepens, Wall Street posts weekly loss

US stocks closed lower on Friday, capping a weak week for Wall Street as a deepening selloff in semiconductor stocks and renewed concerns over artificial…

July 18, 2026
Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts
Stock

Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts

Some of Wall Street’s fastest-growing companies are turning expansion into something more tangible: cash. Nvidia, Micron Technology, CrowdStrike and Palo Alto Networks have each reported…

July 18, 2026
The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks
Stock

The $55B quarter: how trading, AI, and dealmaking drove record earnings for Big Banks

Wall Street’s biggest banks are proving that even geopolitical uncertainty and volatile markets can be highly profitable when trading desks stay busy and artificial intelligence…

July 18, 2026
Markets are trying to define direction after weak inflation…
Stock

Markets are trying to define direction after weak inflation…

The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh’s first congressional testimony, big-bank earnings, a…

July 18, 2026
SpaceX stock: $800 bull vs $115 bear after Starship abort
Stock

SpaceX stock: $800 bull vs $115 bear after Starship abort

The comforting story about SpaceX stock is that Thursday’s aborted Starship launch was just an engineering hiccup and the dip is a buying opportunity. Both…

July 18, 2026
Burberry share price has dipped after earnings: what next?
Stock

Burberry share price has dipped after earnings: what next?

Burberry Group share price slipped by over 3% today as the luxury goods company published a strong trading statement that came out short of expectations.…

July 17, 2026
SpaceX stock slips further after Starship test flight scrub: Is the 19% dip a buy?
Stock

SpaceX stock slips further after Starship test flight scrub: Is the 19% dip a buy?

SpaceX shares fell in after-hours trading after closing below their IPO price for the first time on Thursday. The decline came after the company’s 13th…

July 17, 2026
Volvo Group reports higher Q2 earnings, lifts truck market outlook
Stock

Volvo Group reports higher Q2 earnings, lifts truck market outlook

Volvo Group reported stronger second-quarter financial results, driven by higher profitability and robust truck order intake in North America despite continued external cost pressures. Net…

July 17, 2026
Stripe IPO 2026: the $53B PayPal bid changes the $159B math
Stock

Stripe IPO 2026: the $53B PayPal bid changes the $159B math

The most common misreading of this week’s news is that Stripe’s $53 billion bid for PayPal is the warm-up act for a Stripe IPO —…

July 17, 2026
HIMS stock: $40 bull case vs $21 bear case after a 67% run
Stock

HIMS stock: $40 bull case vs $21 bear case after a 67% run

The obvious read on HIMS stock — up roughly 67% in the second quarter alone — is that Wall Street is bullish. The numbers say…

July 17, 2026
ETH price: $7,500 bull case vs $1,198 bear case for 2026
Stock

ETH price: $7,500 bull case vs $1,198 bear case for 2026

The lazy read on the ETH price at $1,576 — down roughly 46% this year — is that the analyst community has gone bearish with…

July 17, 2026
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