IonQ vs. Rigetti: Is the Quantum Rally Backed by Fundamentals, or Just Momentum?
IonQ, Inc.
Articles by Sheryar Siddiq
On Holding Just Poached One Of Football’s Biggest Star From NIKE— And Wall Street Is Paying Attention
For nearly two decades, Kylian Mbappé has worn NIKE, Inc. (NYSE:NKE).
AMD Just Joined the Trillion-Dollar Club. Is the Stock Still a Buy, or Is This the Top?
Advanced Micro Devices, Inc.
Paramount Settled the Warner Bros. Antitrust Fight. Is the Deal Finally Close?
Paramount Skydance Corporation (NASDAQ:PSKY)'s $110 billion takeover of Warner Bros. Discovery, Inc.
Redburn Says Its Southwest Sell Thesis Has “Played Out.” So Why Does It Still Prefer Delta and United?
Analyst calls don't often come with an admission that a thesis has run its course, but that's exactly what Rothschild & Co Redburn did on Southwest Airlines Co.
Peter Beck’s Iridium Deal Faces Its Next Big Test
Rocket Lab Corporation (NASDAQ:RKLB) shares rose 8% on September 21 to close at $69.89, their best single-day performance in nearly two months, before rallying another 2% overnight...
GM’s CarPlay U-Turn: A Three-Year Bet Against Buyer Preference Finally Reverses
Three years ago, General Motors Company (NYSE:GM) bet that its own in-house infotainment software could replace Apple CarPlay and Android Auto in the minds and dashboards of its...
Chipotle (CMG) Is Piloting Palantir (PLTR) for Food Safety. Does It Matter for Investors?
Chipotle Mexican Grill Inc (NYSE:CMG) spent this summer doing damage control, including removing affected jalapeños from restaurants after they were linked to a salmonella outbreak...
America’s Rare Earth Bet Nears a Real Test: MP Materials Closes In on GM Deliveries
For years, the "domestic rare earth supply chain" has been more of a policy talking point than a viable business. That's starting to change. MP Materials Corp.
Chewy (CHWY) vs. Petco (WOOF): Proven Growth Story or Turnaround Bet?
On September 14, the two most-watched public companies in pet retail shared the same Goldman Sachs stage and offered very similar messages from very different starting places.
“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft
Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different.
Four Launches From 100: Rocket Lab Gets a Bullish New Call, With Iridium and Mynaric Along for the Ride
Rocket Lab Corporation (NASDAQ:RKLB) is approaching a milestone, and Wall Street recently offered it a new vote of confidence that extends beyond the company's own rockets.
Boeing and Lockheed Martin Both Cash In on the Pentagon’s Contract Calendar
On September 14, the Pentagon announced nearly $1.9 billion in contract awards and potential contract value involving two of its largest prime contractors, showing how the US ...
“Who Can Imagine What Action One Might Take”: Musk’s Latest Non-Answer Sends Tesla and SpaceX Higher
Elon Musk seems to have developed a pattern: when asked explicitly whether he plans to potentially merge Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp.
“Our Targets Haven’t Changed”: Broadcom’s CEO Pushes Back on the AI Slowdown Scare
When Anthropic CEO Dario Amodei wrote a weekend essay proposing that the AI industry should deliberately restrict its pace of progress, few companies were more dependent on the...
Same Conference, Same Day, Same Bet: Chevron and ExxonMobil Double Down on LNG
Two of America's leading energy companies chose the same week, the same city, and virtually the same stage to make the same bet: that the world's demand for liquefied natural ...
The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall
When Anthropic CEO Dario Amodei wrote an essay advocating that the AI sector should purposefully restrict its rate of progress, the initial market reaction appeared to be a simple...
Streaming’s Biggest Rivals Just Became Allies in Washington
Netflix, Inc. (NASDAQ:NFLX), Amazon.com, Inc. (NASDAQ:AMZN), and Alphabet Inc.
Baird Pulls the Plug on Its Sportswear Recovery Thesis, Downgrading NIKE and Dick’s All at Once
Wall Street's patience with the athletic footwear and apparel industry's recovery is wearing thin.
Definium’s LSD Pill Clears a Second Anxiety Trial, and the Psychedelics Sector Is Watching
Definium Therapeutics, Inc.
Musk Says NVIDIA (NVDA) AI Chips Are Headed to Space With SpaceX (SPCX) Next Year
Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together.
Nine Years, Eight Delays, and Now Rocket Thrusters: Tesla Finally Sets a Roadster Date
Tesla, Inc. (NASDAQ:TSLA) has once again set a deadline for its second-generation Roadster.
Tesla’s Cybercab Launch Fizzles, Leaving Waymo as the Robotaxi Leader
Tesla, Inc. (NASDAQ:TSLA) spent nearly two years raising anticipation for the Cybercab.
Contemptible, Outrageous, Vile”: Robinhood and AMC Clash Over Who Controls a Stock’s Identity
A public company typically has limited control over third-party financial products that reference its shares, but Robinhood Markets, Inc.
Biogen (BIIB) and AbbVie (ABBV) Get Wolfe Upgrades—Which Pharma Stock Has More Upside?
Wolfe Research upgraded two prominent pharmaceutical companies to Outperform on August 13. The firm upgraded both Biogen Inc. (NASDAQ:BIIB) and AbbVie Inc.
Boeing (BA) and RTX (RTX) Gain From Pentagon Missile Buildup, But Is the Upside Priced In?
On August 14, the Pentagon announced framework agreements with The Boeing Company (NYSE:BA) and RTX Corporation (NYSE:RTX) to increase component production for the SM-3 Block ...
U.S. Steel and Materials Stocks Swing as U.S.-Canada Trade War Escalates With 50% Tariffs
Steel and materials markets fluctuated between rallies and pullbacks as the US-Canada trade relationship shifted from near agreement to open dispute.
Novartis’ Failed Cholesterol Drug Trial Sends Ionis and Amgen Tumbling
Few concepts in cardiovascular medicine have sparked as much optimism as Lp(a)-lowering medications.
Snowflake’s Blowout Quarter Adds to a Software Sector Already Rallying on AI
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc.
Amazon’s Zoox Enters San Francisco’s Crowded Robotaxi Market, Taking Direct Aim at Waymo and Tesla
According to an August 29 report, Amazon.com Inc.
A Tale of Two Dollars: Why Dollar General Outpaced Dollar Tree This Quarter
As continuous inflation squeezes household budgets, the discount retail sector should potentially benefit across the board, with middle- and lower-income consumers looking for...
BioMarin Shares Jump 5% After Global Patent Settlement With Ascendis
BioMarin Pharmaceutical Inc.
Teva’s (TEVA) $125 Million BioXcel Bid Offers Upside, but FDA and Auction Risks Remain
Teva Pharmaceutical Industries Limited (NYSE:TEVA) has agreed to serve as the stalking-horse bidder for substantially all of BioXcel Therapeutics, Inc.
Meta May Overtake Google Search in Ad Revenue This Year, Bernstein Says
According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc.
Gilead Wins Appeals Court Ruling Blocking Imported HIV Drug Sales
On August 13, a federal appeals court ruled in favor of Gilead Sciences, Inc.
Stellantis’ Belvidere Reopening Slips Again as Brampton Faces Possible Closure
Stellantis N.V. (NYSE:STLA)'s long-idled Belvidere Assembly Plant in Illinois has been a case study for how a plant reopening can be pushed further into the future.
Birkenstock Proves Premium Still Sells, Even as the Rest of Retail Struggles
While much of the clothing and footwear industry has spent this earnings season explaining away low consumer demand, Birkenstock Holding plc (NYSE:BIRK) showed an entirely different...
Michael Burry Says He Sold Alibaba, Calling It Pricey Before $10.2 Billion Share Sale
Michael Burry, the investor famous for his subprime mortgage bets detailed in "The Big Short," said on August 23 that he has sold his stake in Alibaba Group Holding Limited (NYSE...
The Canary in Foot Locker’s Coalmine: DICK’S Guidance Cut Drags NIKE Down With It
On August 25, DICK’S Sporting Goods, Inc. (NYSE:DKS) not only missed Wall Street numbers, but also sent a warning signal to NIKE, Inc.
Healthcare’s Best Week Since June Traces Back to a Single Moderna and Merck Cancer Trial
The health-care sector was on track for its strongest week since June 26, with the Health Care index rising more than 4% in the five trading days leading up to August 21, compared...
Klarna Recently Went for Its Worst Week Ever, Down More Than 30%
Shares of Klarna Group plc (NYSE:KLAR) were headed for their worst week as a public company recently, with more than a 30% decline over the five trading days leading to August...
Coinbase and Robinhood Rally as Bitcoin Marches Toward Its Best Week in Months
Crypto-related stocks surged significantly on August 21, as bitcoin extended its rally, putting the digital currency on track to finish the week more than 20% higher.
Barclays Analysis: Major Record Labels Narrow Streaming Growth Gap With Spotify
According to Barclays' 12th Global Music Results Wrap, released August 21, major music companies reported an average streaming growth of 8.3% in the second quarter of 2026, with...
IBM Introduces New Mainframe Processor Combining Its Own Tech With Arm Architecture
On August 24, International Business Machines Corporation (NYSE:IBM) introduced its next-generation dual-architecture processor for IBM Z and LinuxONE, the first processor milestone...