$BABA — Alibaba Trading around $107, well off its 52-week high of $192.67. Goldman Sachs just named it one of its top China internet picks for H2 2026, and Michael Burry has been adding to his stake, citing Alibaba's AI strategy and buyback program as undervalued. The company is pushing hard into physical AI with new robotics models. Bullish analyst consensus, but Chinese retail sales just posted their first YoY decline in three years, which is a real headwind for the e-commerce side of the business.
$FSLY — Fastly Trading near $18, well off its 52-week high of $34.82 but far above its 52-week low of $6.29. A new Skyfire partnership tying AI agent identity and payments into Fastly's edge cloud has investors debating valuation again. Worth noting: multiple top executives have recently sold meaningful chunks of stock — insider selling into strength is a detail worth weighing against the bullish AI-edge narrative.
$PENG — Penguin Solutions Stifel just raised its price target to $66 from $24, and Rosenblatt raised theirs to $65 from $54. The stock jumped over 20% on June 2 alongside the target hikes. A CFO transition is in progress, which adds some near-term uncertainty even as Wall Street gets more bullish on the AI infrastructure story.
$PLTR — Palantir Currently around $128, down from its all-time high of $207.18 hit last November. Just received an analyst upgrade this past week even as Rocket Companies was downgraded the same day — Palantir remains one of the most closely watched defense-AI names on the Street.
$RGTI — Rigetti Computing The quantum computing trade has been on fire. Currently around $21, well below its 52-week high of $58.15 but far above its 52-week low of $10.30. Rigetti has secured potential funding of up to $100 million under the CHIPS Act, a meaningful government endorsement. Quantum stocks broadly (IONQ, RGTI, QBTS, QUBT) have been surging this week. Watch for high volatility — this group moves fast on sector-wide sentiment, not just company news.
$RKT — Rocket Companies A genuinely two-sided story right now. The stock jumped 8.3% on June 18, but BTIG downgraded it from Buy to Neutral on June 16, citing a tougher 2026 rate backdrop and weakening pending home sales. The broader analyst consensus is still bullish with a $20 median price target versus the current ~$13-14 price, but near-term housing data is soft. This is a name where the macro (mortgage rates, housing data) matters more than company-specific news.
$ZETA — Zeta Global Currently around $18.90, up about 2% recently. B. Riley raised its price target to $30 from $28, and Q1 saw 50% revenue growth with a 42% rise in adjusted EBITDA. Zeta just expanded its Athena AI platform to agencies. One thing to watch: insider selling has been a recurring theme in recent weeks even as the stock has performed well.
$WMT — Walmart Trading around $117, with 29 of 38 analysts calling it a Strong Buy. Shares dipped recently after Chinese food safety regulators flagged issues at Sam's Club in China, and the Walton family just executed a large insider share sale on June 18. Fundamentally strong, but those two headlines are worth knowing if you're tracking near-term sentiment.
$COST — Costco just posted its highest quarterly revenue growth in years — up 11.6% YoY with comps up 9.8% — yet the stock fell after earnings anyway, which is the kind of "good news, bad reaction" setup worth flagging. Analysts are currently split on the stock following the report.
⚠️ Not financial advice — this is independent market context, not a repost of any specific trader's options calls. DYOR.
@gisbert_ruben Tú no eres el que durante la Dana se revolcó en el barro para mentir y hacer bulos con la información? Porque te debemos creer en algún caso?
@gisbert_ruben Tú no eres el que durante la Dana se revolcó en el barro para mentir y hacer bulos con la información? Porque te debemos creer en algún caso?
Si vas a comprar una vivienda en 2026:
🥉 Tirar el dinero
· Piso reformado en Barcelona (+450.000€)
· Piso reformado en Madrid (+500.000€)
· Obra nueva premium (+550.000€)
→ Pagas decenas de miles de euros por no tener que hacer obras.
🥈 Tiene sentido
· Piso listo para entrar (300.000-400.000€)
→ Llegas, colocas los muebles y empiezas a vivir.
🥇 La compra inteligente ↓↓
ÚLTIMA HORA: La IA ahora puede analizar acciones como los analistas de Wall Street (gratis).
Aquí tienes 10 disparatadas indicaciones de Claude que reemplazan las terminales Bloomberg de $2,000 al mes (Guardar para más tarde).
Emma García brota en directo contra Gloria Camila.
"Al final paso de preguntarte porque pones unas caras y a mi me importa una mierda todo esto, además sabías que hablaríamos de esto"
"Si no quieres justificarte en televisión no hables de tu vida, yo hablo de otro tema y ya está"