During Q3 2026 four equities (stimulated by perceived AI growth opportunities) — $MSFT, $NVDA, $AAPL and $META — added about 300 points to the gain in the S&P index, representing more than 200% of the index’s total gain. The other 496 stocks subtracted approximately 150 points: Back to AI “concentration” credit risks — specifically that private …
Read in context ›Meta Platforms Stock (META)
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1,026 articlesDaily Diary Mentions
155 mentionsMore Tales From Nvidia: In the Stock Market It Is AI All the Time… and More (Issue #257!) Upside, Downside Movers in the Morning Upside – $KOD +60% (pivotal Phase 3 DAYBREAK wet-AMD trial met its primary noninferiority endpoints, with most patients reaching a 24-week dosing interval) – $ARAY +39% (agrees to explore integrating Samsung NeuroLogica volumetric imaging technology with the CyberKnife platform) – $MEDS +28% (launches a GLP-1 care app offering telehealth consultations and access to branded medications) …
Read in context ›Feeling Less Fearful? Or Just Complacent? It’s been a while since I provided an update on CNN’s (mine) Fear & Greed Index. So, let’s do it! The headline number of 38 is 11 points off the low of 27 set on 9/16. The stock market is up a bit in that time, too, but are we feeling less fearful? The stocks …
Read in context ›Selected Street Research Cintas ($CTAS) price target raised to $222 from $214 at Baird Okta ($OKTA) price target raised to $215 from $180 at BarclaysPaychex price target lowered to $113 from $118 at BMO CapitalMcDonald’s price target lowered to $310 from $335 at BMO CapitalNebius upgraded to Outperform from Neutral at BNP Paribas Okta price target raised to …
Read in context ›More Tales From Nvidia: I’m Not Trying to Call the Stocks But Consider That Muse Was Offered for Free! (Issue #253) “Muse personal AI agent is free to use with a generous weekly usage limit (such as up to 100 million tokens per week), though paid subscription tiers are available if you need higher usage capacity.” – From AI Does Anyone Do Their Homework Anymore? Not that I am or have been trying to call the …
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