Dell Technologies just had one of the most eventful weeks in its stock's history. A presidential endorsement, an all-time high, and a 107% year-to-date gain. And now, just days before earnings, one of Wall Street's most closely watched analysts has changed his rating.

There's a recurring fear in fintech circles that the ground beneath Visa Inc. could eventually shift. The worry is that a mix of cryptocurrencies, digital wallets, and AI-driven payment rails might bypass traditional card networks altogether, potentially turning today's dominance into something that belongs to a pre-digital era.

Carvana investors had their confidence shaken last quarter after the online auto retailer missed analyst fourth-quarter expectations.

SanDisk has been one of the most extraordinary stock stories of 2026. Up nearly 295% year to date, the memory chip company has ridden a NAND pricing supercycle into territory that would have seemed impossible a year ago.