Finance

Super Micro Computer could be trading well below its intrinsic value, a fresh valuation suggests, hinging on AI server demand and how governance reviews unfold. With bullish and bearish scenarios built around future AI growth and potential restatements, the stock’s near-term fate depends on revenue clarity and the latest investigations.

A top tech analyst just kicked off Sandisk coverage with an Outperform rating and a lofty $1,200 target, betting AI-driven data storage will keep NAND demand tight and drive gains. The bull case hinges on a mix shift to higher-margin enterprise SSDs and stronger earnings momentum, even as cyclical headwinds linger. With Sandisk’s recent run,…

Rivian signals a bold pivot from carmaker to full mobility platform, backed by new financing from Volkswagen and a strategic tie‑up with Uber for autonomous ride‑hailing. The focus shifts to software, charging services, and recurring revenue as it scales beyond one‑off vehicle sales. The real test will be turning partnerships into sustainable, cash‑flowing platforms.

Imagine redirecting every dollar above $100 million in personal wealth into schools, roads, and broadband. On paper it could erase a big part of the infrastructure gap, but experts warn the reality would be messy—squeezing asset prices, rattling markets, and short-circuiting long-term funding. The takeaway: stable, predictable revenue streams beat one-time windfalls for keeping projects…

LiveScore Group posts a revenue milestone but still ends the year in the red, signaling progress without yet delivering sustained profitability. The update highlights stronger top-line growth amid heavy investment, alongside regulatory, tax and competitive headwinds that could temper momentum as the market evolves.

Strapped importers are turning promised tariff payouts into immediate cash, pledging future refunds as loan collateral. As an automated payout system nears rollout, billions hang in the balance and lenders brace for a high-stakes race to keep businesses afloat amid continued uncertainty.

Broadcom is stepping deeper into AI infrastructure with fresh ties to Anthropic and Google, a move that pairs bespoke accelerators with ultra-fast networking to power hyperscale data centers. The partnerships spotlight the chipmaker’s bets on AI-ready hardware and a growing footprint in enterprise AI workloads.

Geopolitical shocks around the Strait of Hormuz are adding a fresh layer of volatility to gold, as markets weigh safe‑haven demand against a backdrop of higher yields. With inflation dynamics and policy bets in play, bullion movements could hinge on how long energy disruptions last.

Stocks closed modestly higher as traders weigh fresh diplomacy against renewed Gulf tensions. With oil on the move and a flood of bank earnings ahead, markets tread carefully between relief and the risk of shocks.

Converting a traditional IRA to a Roth can unlock tax-free growth, but a common pitfall can erase much of the benefit: using the converted funds to cover the tax bill. Fund the tax outside the IRA, and plan the timing to keep the conversion’s upside intact.

Micron’s rally sits on AI-driven demand for high-bandwidth memory, but the path ahead hinges on how tight supply proves against looming capacity adds. With longer-term contracts and rival moves in play, the memory story could redefine margins for years to come.

Goldman Sachs eyes its first cryptocurrency ETF, pairing direct bitcoin exposure with an options-based income overlay. In a market of volatility and growing bank competition, this setup could reshape how institutions access regulated crypto exposure.

Pershing Square moves forward with a dual listing that could raise up to $10 billion, bridging its management arm with a new fund amid ongoing market volatility. The plan signals a Buffett‑style, long‑hold shift—placing bets on a handful of durable, undervalued companies.

Tesla’s stock stirred on a mix of an upgrade and fresh AI-driven moves, yet analysts keep eyes on execution risks. A European regulator’s nod for FSD and a new software feature signal near-term catalysts as the company doubles down on long‑term AI and robotaxi bets.

Seven-figure retirement balances are a rarity, and gaps in income, education, and homeownership shape who gets there. A small share sit at the top while many households hover far below, sparking questions about how to broaden retirement security for everyone. The new figures spotlight a long road to a more equitable save-and-retire landscape.

Broadcom has lined up multiyear AI infrastructure deals with major hyperscalers, positioning its chips and networking gear at the heart of next‑gen data centers. The debate now centers on whether its software and scale can justify a lofty valuation, especially in the face of execution risks and concentrated customers. This excerpt offers a look at…

More Americans are keeping credit card balances alive by paying only the minimum each month, a trend that’s especially common among younger adults. The habit can quietly inflate costs and even hurt credit scores, all while households feel thinner financial cushions. Practical steps you can take today could help break the cycle and protect your…

Goldman nudges Amazon’s price target lower but leaves the Buy rating intact, signaling cautious optimism ahead of the next earnings wave. Four key levers—AWS growth, energy-cost pressures, the Leo rollout, and ad monetization—will shape whether the upside materializes in 2026.

March brought a notable dip in assets under management for T. Rowe Price as client redemptions rose and market moves weighed on performance. With first-quarter results looming, investors are watching how flows, returns and fee margins could shape the firm’s near-term outlook.

Peter Thiel’s hedge fund quietly exited stakes in two AI-linked tech giants, reshaping a once-concentrated portfolio. Is this a shift in conviction or routine rebalancing, and what could it signal for the AI rally in tech stocks?

Netflix is drawing fresh bullish attention as analysts push higher targets and spotlight a faster, stronger monetization path through advertising, live sports, and interactive formats. With engagement on the rise, the streaming giant could be setting up a more resilient growth story amid mixed market signals.