Bulls and Bears: GameStop, Marvell, Robinhood
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks ended the week lower despite a Friday rebound, as surging oil prices, rising Treasury yields and growing expectations for a Federal Reserve rate hike pressured equities. The S&P 500 fell 0.8% for the week, while the Dow Jones Industrial Average dropped 1.6% and the Nasdaq Composite declined 0.7%. Markets came under pressure as Brent crude climbed above $100 a barrel amid continued tensions involving Iran and disruptions around the Strait of Hormuz, while the 10-year Treasury yield approached 5%. Energy costs became a central concern for investors, with U.S. gasoline prices rising and diesel reaching around $6 a gallon, raising fears that higher transportation and fuel costs could keep inflation elevated. At the same time, corporate developments provided some support, with Oracle reporting strong cloud and AI-driven growth and Apple Inc (NASDAQ: AAPL ) unveiling its iPhone 18 lineup, including a new foldable model. Technology and AI-related stocks remained relatively resilient, but broader markets struggled as investors shifted their focus from earnin
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. S. stocks ended the week lower despite a Friday rebound, as surging oil prices, rising Treasury yields and growing expectations for a Federal Reserve rate hike pressured equities. 7%.
Markets came under pressure as Brent crude climbed above $100 a barrel amid continued tensions involving Iran and disruptions around the Strait of Hormuz, while the 10-year Treasury yield approached 5%. S. gasoline prices rising and diesel reaching around $6 a gallon, raising fears that higher transportation and fuel costs could keep inflation elevated. At the same time, corporate developments provided some support, with Oracle reporting strong cloud and AI-driven growth and Apple Inc (NASDAQ: AAPL ) unveiling its iPhone 18 lineup, including a new foldable model.
Technology and AI-related stocks remained relatively resilient, but broader markets struggled as investors shifted their focus from earnings growth toward inflation, interest rates and the economic impact of higher energy prices. The week’s biggest shift came in expectations for the Fed. 3%, slightly above expectations, reinforcing bets that policymakers will raise rates at next week’s meeting. Futures markets put the probability of a quarter-point hike at roughly 85%-90%, up sharply from earlier in the week.
provides daily reports on the stocks most popular with investors. Here are a few of this past week’s most bullish and bearish posts that are worth another look. The Bulls GameStop Delivers Top-Line Beat on Strong Collectibles Growth, by Adam Eckert, reports that GameStop Corp. 8 million analyst estimate.
1% of total revenue. 3 million. 8% a year earlier. 6 million.
Marvell: BofA’s Vivek Arya Sees 180% Rally On $300 Billion AI Market, by Piero Cingari, reports that Marvell Technology Inc. (NASDAQ: MRVL ) could see significant upside as artificial intelligence spending drives demand for networking and custom silicon. Bank of America analyst Vivek Arya raised his price target on Marvell to $365, implying roughly 180% upside, as he expects the company to benefit from an AI infrastructure market that could reach $300 billion by 2030. Arya sees Marvell’s custom ASIC business as a major growth driver, with hyperscaler demand for customized AI chips increasing alongside broader data-center investment.
The analyst also expects Marvell to benefit from rising demand for high-speed optical connectivity, Ethernet and other networking components needed to connect increasingly large AI clusters. Oracle Stock Pops After Q1 Earnings Print, Cloud Revenue Jumps 62%, by Erica Kollman, reports that Oracle Corp. (NYSE: ORCL ) delivered a strong fiscal first quarter as demand for cloud infrastructure and AI workloads continued to drive growth. 6 billion, while cloud infrastructure (IaaS) revenue surged 121%, highlighting continued demand for computing capacity from AI customers.
The company also reported stronger-than-expected overall results, with growth supported by its expanding cloud business and large AI infrastructure commitments. Oracle has been investing heavily to expand data-center capacity and meet demand from major technology customers, with its multibillion-dollar backlog providing additional visibility into future cloud revenue.
For additional bullish calls of the past week, check out the following: AeroVironment Stock Rises After Q1 Earnings Beat Nvidia, Palantir and Rackspace Just Built an AI Trifecta — Here’s the Trade S&P 500 Up 13% Six Months Into Iran War, and History Says That’s Normal The Bears Robinhood Stock Falling on August Figures: Here’s the Reason Why, by Chris Katje, reports that Robinhood Markets Inc. (NASDAQ: HOOD ) shares fell after the brokerage released August operating metrics, with investors focusing on a sharp monthly decline in prediction-market activity.
6 million funded customers, up about 120,000 from July, while total platform assets rose 8% month over month to $384 billion and net deposits reached $4 billion. Equity trading volume climbed 1% from July and 68% year over year to $335 billion, while options contracts traded fell 10% month over month but remained 50% higher year over year at 293 million. 5 billion, although it was down 38% year over year. 7 billion units, despite remaining about 15 times higher year over year.
Casey’s General Stores Stock Tumbles After Q1 Earnings, by Adam Eckert, reports that Casey’s General Stores Inc. (NASDAQ: CASY ) shares fell after the convenience-store chain reported first-quarter results that beat Wall Street expectations but showed slower same-store sales growth. 72. 3%.
CEO Darren Rebelez said prepared-food demand remained strong and the company navigated a volatile fuel environment effectively. 4 billion in available liquidity, including $524 million in cash. For fiscal 2027, the company expects inside same-store sales to grow 2%-5% and fuel gallons sold to be roughly flat, while planning to open at least 120 stores through acquisitions and new construction. 40 in after-hours trading.
Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts, by Erica Kollman, reports that Michael Burry exited his bearish options positions in Nvidia Corp. (NASDAQ: NVDA ) and Palantir Technologies Inc. (NASDAQ: PLTR ), selling all of his December 2026-dated puts as part of a broader move to reduce risk. Burry, known for predicting the 2008 housing-market collapse, had used the put positions to bet against two of the biggest beneficiaries of the artificial-intelligence boom while publicly questioning their valuations and accounting practices.
The latest filings show he also trimmed most of his other holdings, indicating a broader reduction in exposure rather than a simple shift in his view of Nvidia and Palantir. For more bearish takes, be sure to see these posts: Amgen Stock Eyes Worst Day Since October 2000 Why Is Eli Lilly Stock Falling Tuesday? Why Is ServiceTitan Stock Sinking Wednesday? Keep up with all the latest breaking news and trading ideas by following on X.
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