How Oracle’s ‘extremely controversial’ stock could more than double from here
Oracle could be “nearing the end” of its need to raise cash, a Bernstein analyst says. Source：MarketWatch
How GoPro went from viral camera sensation to a victim of smartphone ubiquity
Advancements in smartphone technology have made GoPro cameras irrelevant to “anyone beyond hardcore sports enthusiasts or professional creators,” one analyst…
Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors
Broadcom shares have gained just 6% so far this year, lagging behind the broader chip sector, which has risen 60%. The company’s outlook offered minimal upside…
HPE follows in Dell’s footsteps as it rides the AI server boom to a big earnings beat
Unlike Dell, HPE focuses on enterprise and sovereign customers, which one analyst noted have a better profit profile. Source：MarketWatch
Snowflake’s stock soars as the company blows away estimates with its AI-fueled forecast
Companies looking to build AI tools on top of their data are turning to Snowflake, driving robust revenue growth. Source：MarketWatch
SpaceX’s big AI advantage is why this analyst thinks the stock could double
The company is adding computing infrastructure quickly, an Oppenheimer analyst notes. SpaceX is also getting large technology players to pay handsomely for its…
Why Palantir’s stock is suffering its worst slump since February
After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again. Source：MarketWatch
Rising yields aren’t scaring off investors. Why money is still pouring into bond funds.
The U.S. bond market has been under pressure amid a rise in Treasury yields, but money is still flowing into bond funds. Source：MarketWatch
Here’s another way rising bond yields could take a bite out of Americans’ wallets
Rising yields are a threat to the “Magnificent Seven.” Here’s why that could hurt U.S. consumers. Source：MarketWatch
I offered to buy my friend a birthday drink. She ordered $180 worth of food and expects me to pay. Should I Venmo her for half?
“My offer was cocktails.” Source：MarketWatch
Here’s how much Americans rely on Social Security — at all income levels
Social Security is really important for older Americans. It needs to be tweaked, not restructured. Source：MarketWatch
Medicare Advantage patients who get diagnosed with Alzheimer’s or other serious diseases are ditching their plans — and it can cost them
The annual Medicare openenrollment period runs from Oct. 15 to Dec. 7. Source：MarketWatch