John Ondercin

The Circle-Coinbase nexus is being closely watched by analysts and investors as a potential trailblazer of the global crypto economy. Circle Internet Group and Coinbase Global (COIN) have emerged as central figures in the ongoing institutional integration of the digital assets landscape. However, updates about the proposed Clarity Act in March 2026 caused significant declines … Read more

Walmart is facing increased scrutiny from market analysts, who say its current stock price may be overvalued compared to peers. The retail giant is trading at a price-to-earnings ratio of around 40 to 44, a level that reflects strong expectations for future growth.  However, some experts warn that sustaining such growth could be difficult, potentially … Read more

On Tuesday, British semiconductor and software design firm Arm Holdings (NASDAQ: ARM) unveiled the Arm AGI CPU. The launch marks a milestone as the first in-house, production-ready semiconductor in Arm’s 36-year history.  Since its founding in 1990, the company has generated revenue by licensing its intellectual property to companies like Apple, Nvidia, and Qualcomm. ARM … Read more

Bank of America (BofA) Securities has reinstated coverage on Microsoft (MSFT) with a Buy rating and a $500 price target, implying approximately 31% upside from current trading levels near $383. The firm’s analyst, Tal Liani, cites Microsoft’s central role in the AI supercycle, highlighting its dual advantage: Azure as the compute backbone for enterprise AI … Read more

Amazon has seen its price target slightly reduced by Wolfe Research on March 2, 2026. The firm lowered its target to $245 from $250, while still keeping an outperform rating on the stock.  The change comes as rising fuel costs continue to affect Amazon’s large logistics and delivery network. Higher transportation expenses can put pressure … Read more

Lockheed Martin (NYSE: LMT) stock price pulled back 1.1% during midday trading on Tuesday, March 24, 2026. The closing price of $610.17 was a 1.1% decrease from the previous day’s close of $616.25. While this may appear as volatility to short-term investors, long-term investors perceive it as a structural shift, characterized by record-shattering backlogs in … Read more

The United Kingdom has started using artificial intelligence from Palantir Technologies to fight financial crime.  The Financial Conduct Authority has launched a three-month pilot program using Palantir’s Foundry AI system. The goal is to improve the detection of fraud, money laundering, and insider trading across the country’s financial sector.  The system will analyze large amounts … Read more