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Micron has turned into ‘the most important stock in the market.’ So is it time to worry?4:37 While investors are concerned about a memory peak, analysts say the stock still looks cheap relative to various earnings scenarios. 10 U.S. metro areas where builders are slashing prices on new homes2:30 Existing-home prices just hit a new record high — but there are plenty of newly built homes selling at a discount, as desperate builders cut prices. Palo Alto Networks’ stock has been on a tear — and it could go even higher, according to these bulls1:58 The company’s shares have roughly doubled over the past three months, as investors have warmed to the idea that AI is increasing the need for cybersecurity products. Americans say they need $1.2 million to retire. Most are too deep in debt to get there.1:26 More than 80% of Americans worry about running out of money in retirement: “It really keeps them up at night.” Alphabet’s stock falls as Gemini delays suggest Google is struggling to keep up in the AI race23:49 Alphabet shares fell more than 4% on Thursday, reflecting concerns that the Google parent company is falling further behind in the artificial-intelligence race. He backed Tesla and SpaceX before anyone else — here is the ‘impossible’ bet he is making now23:17 Veteran venture capitalist Tim Draper weighs in on the AI bubble and four huge opportunities he missed. Netflix is getting stingier about its viewing data, and Wall Street isn’t happy22:45 Netflix’s stock is falling in the wake of mixed earnings and a new plan to cut back on the publication of ‘What We Watched’ reports. |
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