Benchmark raised its price target on Datadog to $330 from $260 on Thursday, July 2, a Street high, while keeping its buy rating unchanged. The stock was already up more than 90% year to date before this call landed, meaning Benchmark is not calling a bottom, but arguing the rally still has room to run.
OpenAI is now worth $852 billion. The people who built that valuation are a small group of venture capitalists, early employees, and institutional investors. A much larger group of workers had their jobs, wages, and industries reshaped to help get it there. Most of them have no financial stake in the outcome. On July 2,
Palantir Technologies is betting big on a simple idea: The U.S. government should never have to depend on someone else’s AI model to protect the country. That idea is now a formal partnership. Palantir (PLTR) recently announced it is teaming with NVIDIA to give federal agencies and companies that run critical U.S. infrastructure their own
Apple (AAPL) is reportedly prepping for a 2027 hardware push that will go beyond the usual chip refresh. The Cupertino giant is testing new iPad Pro models and working on a redesigned MacBook Pro, a Bloomberg report cited by Seeking Alpha noted, setting up what could become one of its more important product cycles in
For most of the past three years, Jim Cramer kept his distance from Moderna, treating the biotech stock with skepticism bordering on avoidance. The Cambridge, Massachusetts, company had become synonymous with the pandemic trade, and Cramer’s enthusiasm faded as demand for Covid-era vaccines dried up. That changed on his “Mad Money” show on July 1,
U.S. equities have been solid so far in 2026, and according to JPMorgan’s global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now. The bank’s analysts back that outlook with two specific picks for the
The number of airlines that had to shut down since the start of 2026 and the fuel crisis set off by the U.S. strike on Iran keeps rising. While the collapse of Spirit Airlines is the most high-profile case, Mexican holiday carrier Magnicharters also filed for bankruptcy protection in Mexico City in May while British cargo airline European
While the first half of 2026 saw the collapse of several small and mid-size airlines, sometimes plans to launch a new one end up getting shut down even before a single plane gets off the ground. Envisioned as the world’s first zero-emission regional airline by British green investor Dale Vince, British carrier Ecojet Airlines entered
Exxon Mobil (XOM) officially moved its legal home from New Jersey to Texas this week. The move became official on July 1, as shareholders had already approved it. Exxon also won a major legal battle. On June 23, the U.S. Supreme Court ruled 6-3 in Exxon’s favor. The ruling revives an old lawsuit over refineries
Semiconductor stocks have been the most crowded corner of the AI trade in 2026. Memory company margins are at records, and chip ETFs have rallied sharply. The consensus view on Wall Street has been straightforward: As long as the biggest cloud platforms keep spending on AI infrastructure, demand for chips has nowhere to go but