Author name: cs charm

Quick Read Oklo (OKLO) crashed 81% and NuScale (SMR) collapsed 86% in one year, both still generating near-zero revenue with no commercial reactors online. NuScale’s NRC certification moat proved worthless without orders, as revenue fell 99% and shares outstanding nearly tripled through dilution. Analysts still target 137% upside for Oklo and 81% for NuScale, but

It may be hard to believe, considering the chaos and economic uncertainty during President Donald Trump’s second term, but his time in office has correlated with strong stock market performance. This year is no exception, with the benchmark S&P 500 up by a healthy 14% year to date, above its historical average of about 10%.

Quick Read Dimon cut JPMorgan’s Q3 buybacks from $7B to $1B while warning fiscal deficits, sticky inflation, and geopolitical tensions continue shifting beneath the surface. Microsoft, NVIDIA, Apple, and Meta added 300 S&P 500 index points over three quarters while the remaining 496 members shed about 150. Wilson warns bond volatility could pull the S&P

Warren Buffett isn’t the kind of person who likes to say, “See, I told you so.” However, he has had ample opportunity to do so through the years. Buffett didn’t earn the nickname of “the Oracle of Omaha” for nothing. The legendary investor could soon be tempted to use those five words. The stock market

S&P 500 record high stock market cover. Photo by BeInCrypto Fidelity’s Jurrien Timmer says the Investment Clock has moved “past midnight” as tighter financial conditions begin to cool earnings-led gains. He flagged 2018 and 2022 as the last two cycles with that setup. Fidelity’s Investment Clock plots financial conditions against earnings growth, and it reads

Investors are awaiting the release of key US consumer price data, which is due later in the day (SPENCER PLATT) Asian stocks stuttered Wednesday as investors fought to claw back the previous day’s steep tech losses, with focus turning to US inflation data and upcoming earnings from key AI-linked firms. Tech firms took a hammering

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua International and Global Growth Fund”. The letter can be downloaded here. The broad equity markets posted modest gains in the third quarter, despite significant volatility and rotation beneath the surface.

Market players energetically bought into Valero Energy (NYSE:VLO) on the second trading day of the week. A key reason for this was a very substantial price target raise on the stock by an analyst at a high-profile American bank. Buoyed by that positive development, Valero’s stock closed the day nearly 5% higher. Fueling a rally

SpaceX (SPCX) shares are giving up most of the gains the stock has accumulated since early October while an AI-related trade has been unraveling this week. The South Korean stock market tumbled on Tuesday, with memory chipmakers Samsung (005930.KS) and SK Hynix (SKHY) bearing the brunt, down 7.4% and 10.1%, respectively.  The sell-off comes after

Johnson & Johnson (JNJ) stock is tumbling even after the healthcare giant raised its forecast again for full-year earnings and revenue.  Investors are focused on the company’s medtech unit, which posted disappointing sales growth of 2.5%. Johnson & Johnson stock was up more than 27% this year before Tuesday’s pullback. That trails only Merck (MRK)

Quick Read AMAT turned a $1,000 investment into nearly $19,000 over 10 years, a 1,792% return driven by AI chip demand pushing fiscal Q3 revenue to a record $9.1B. AMAT crushed the S&P 500 at every time horizon, but a 2021 buyer waited four years before AI demand delivered most gains in a single year.