Quarterly revenue may get most of the attention, but there's a better metric to look at this time around.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Uniquement les titres à fort signal — événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Quarterly revenue may get most of the attention, but there's a better metric to look at this time around.
Barrick and Newmont are reported to be in advanced discussions to add Barrick's Fourmile gold discovery to their existing Nevada Gold Mines joint venture. Fourmile is viewed as a major recent gold find, and combining it with the joint venture could reshape how both companies manage reserves and production in Nevada. The talks focus on expanding an already large Nevada partnership between Barrick and Newmont, rather than creating a new structure. For Newmont (NYSE:NEM), the potential...
The U.S. Federal Trade Commission has opened a formal antitrust investigation into Arm Holdings' licensing practices for its semiconductor technology. The probe focuses on how Arm structures and prices access to its chip designs for customers across the global electronics industry. The investigation introduces fresh regulatory risk around Arm's core licensing model at a time when scrutiny of large technology suppliers is increasing worldwide. For investors following Arm Holdings...
Apple and Intel have reportedly reached a foundry agreement that could trigger a multi billion euro order for ASML Holding's lithography systems. The potential order is tied to future advanced chip production at Intel that would support Apple device processors. This reported demand arrives as some existing customers delay adoption of ASML's High NA EUV tools. ASML Holding (NasdaqGS:ASML) sits at the center of high end chip manufacturing, and this reported Apple Intel link puts that role...
Key snapshot on Enbridge stock Enbridge (TSX:ENB) continues to attract attention as an energy infrastructure utility. It has a CA$76.13 share price, a market value of about CA$168.3b, and a mix of pipelines, gas distribution, and renewable power assets. See our latest analysis for Enbridge. While the share price is slightly down over the last day, recent momentum has been positive, with a 7 day share price return of 3.82% and a year to date share price return of 15.24%, alongside a 5 year...
SoundHound AI (NasdaqGM:SOUN) has launched its OASYS platform, targeting agentic AI deployments across multiple industries. The company is also pursuing a prospective partnership with Richtech Robotics to integrate its agentic voice AI into hospitality and service robots. These moves aim to connect SoundHound AI's existing products into a unified ecosystem for enterprise and real world use cases. SoundHound AI focuses on voice enabled artificial intelligence for enterprises that want more...
RTX stock reaction and recent performance snapshot RTX (RTX) has been drawing attention recently as investors reassess the aerospace and defense company’s valuation after a period of weaker share performance, with the stock down about 14% over the past 3 months. See our latest analysis for RTX. RTX’s share price has come under pressure recently, with a 30 day share price return down 13.7% and the year to date share price return down 8.6%. At the same time, the 1 year total shareholder return...
Cloudflare isn't a cheap, smooth ride, but it's quietly evolving into a full-stack artificial intelligence (AI)-era infrastructure platform that the market still hasn't properly priced in.
People who work harder should enjoy greater financial success, but the country also has a responsibility to make sure children have access to basic opportunities, former White House communications director and SkyBridge Capital founder Anthony Scaramucci said. “I’m not for...
AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.
WTI crude touched $114.58 a barrel on April 7, 2026 before sliding back to $99.89 by April 27, a roughly $29 swing inside three weeks. That is the kind of move that makes investors want commodity exposure, and also the kind that makes them remember why direct futures contracts are a headache. Roll yield, contango, ... If You Want Commodity Exposure Without Futures Contracts, Start Here
Buffett suggests that most investors should keep at least a small cash position in their portfolios. Here's the Vanguard ETF that does the job.
Verizon has dropped two new generous offers for customers after it quietly raised the price of its Unlimited Ultimate phone plan, a move that comes as more U.S. consumers are switching carriers to escape rising costs. On May 7, Verizon’s Unlimited Ultimate plan, which has a three-year price ...
The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers. Then came AI. And now, if Nvidia (NASDAQ:NVDA) CEO Jensen Huang is right, we haven’t seen anything yet. So here’s the ... The Staggering Number Jensen Huang Just Revealed Changes Everything About AI
Reebok, one of the nation’s most recognizable sneaker brands, is experiencing a cultural resurgence thanks to NBA veteran Shaquille O’Neal, according to Yahoo Finance. O’Neal is the company’s first-ever president of Reebok Basketball. In addition to his role,...
Nvidia Corp has become the world's second-largest asset by market value after its market cap soared to above $5.5 trillion ahead of next week's highly awaited earnings report. Nvidia Outstrips Silver According to an X post by The Kobeissi Letter...
While Coca-Cola and PepsiCo remain the titans of the beverage industry, they now face significantly increased competion for consumers. Energy drinks and functional beverages now fight for shelf space alongside traditional sodas. In addition, Keurig Dr. Pepper's Dr. Pepper has become the second-best ...
Since May 2021, the S&P 500 has delivered a total return of 80.2%. But one standout stock has more than doubled the market - over the past five years, Ryder has surged 168% to $227.81 per share. Its momentum hasn’t stopped as it’s also gained 34.6% in the last six months thanks to its solid quarterly results, beating the S&P by 24.5%.
Boeing has been a component of the Dow Jones Industrial Average for almost four decades. As one of just 30 American stocks in one of the most widely followed bellwether indexes in the world, it is a part of many investors’ portfolios. Still, Boeing has faced challenges. It used to pay dividends ...
Lam Research has been on fire lately. In the past six months alone, the company’s stock price has rocketed 86.6%, reaching $286.10 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Centrus Energy Corp. has already reported Q1 2026 results, with revenue rising to US$76.7 million while net income fell to US$10.0 million and earnings per share declined versus a year earlier. Despite the weaker bottom line, the company raised its full-year 2026 revenue outlook to US$450 million–US$500 million and secured a US$900 million-plus HALEU enrichment award from the U.S. Department of Energy, reinforcing its role in U.S. nuclear fuel supply. Next, we’ll examine how this upgraded...
Aehr Test Systems (NasdaqCM:AEHR) received a substantial US$41 million order from a hyperscaler customer for its AI chip testing equipment. The company reported a record total backlog of US$92 million, reflecting contracted demand for its test systems. The contract and backlog relate to equipment used in testing chips that support AI workloads. Aehr Test Systems focuses on test and burn in equipment used in semiconductor manufacturing, including chips that power AI workloads. Demand for AI...
Lundin Mining (TSX:LUN) has appointed Michael Steinmann, CEO of Pan American Silver, to its Board of Directors. Steinmann brings experience in mine construction, corporate planning, and sustainability oversight across base and precious metals operations, including in South America. Lundin Mining shares recently closed at CA$38.65, with the stock up 4.0% over the past week and 30.1% year to date. Over the past year the share price has risen significantly and over five years the return has...
BlackRock has discussed investing $5 billion to $10 billion in SpaceX's initial public offering next month, the Information news outlet reported on Saturday, citing people familiar with the matter. SpaceX is targeting a raise of about $75 billion at a valuation of roughly $1.75 trillion, potentially making it the biggest-ever stock market flotation. BlackRock declined to comment.
In recent weeks, Western Digital reported a strong fiscal third-quarter with earnings surpassing analyst expectations, supported by robust AI-driven demand for high-capacity storage and an announced 20% increase in its quarterly dividend. These results highlight how the company’s mix of advanced HDD technologies and expanding role in AI infrastructure is reshaping its earnings profile and capital return priorities. We’ll now examine how Western Digital’s stronger earnings and higher dividend...
FDA issues new regulatory guidance that supports commercialization of Philip Morris International's ZYN Ultra and IQOS in the U.S. The agency indicates it will not prioritize enforcement against nicotine pouch and e-vapor products with accepted premarket tobacco applications. This update reduces regulatory uncertainty around NYSE:PM smoke free products and is reflected in stronger Q1 results and improved sentiment among market participants. For investors watching NYSE:PM, this FDA shift...
Caterpillar (NYSE:CAT) has released its 2025 Annual and Sustainability Reports, coinciding with the company’s centennial year. The reports highlight record full year sales, refreshed plans for profitable growth, and progress toward 2030 sustainability goals. Caterpillar outlined advances in remanufacturing, reaffirmed its focus on employee safety, and announced a $100 million commitment to workforce skills development. Caterpillar enters its 100th year with record full year sales and a...
Adobe launched a next generation productivity agent integrated into Acrobat, aimed at reshaping how users work with PDFs using AI. The company also introduced PDF Spaces, a new way to organize, share, and interact with documents in customizable hubs. These updates expand Adobe's AI powered document tools for professionals, enterprises, and everyday users of NasdaqGS:ADBE. Adobe, trading on NasdaqGS:ADBE, is rolling out these features while its stock sits at $247.6, with the share price down...
Moderna (MRNA) is back in focus after Phase 3 data showed its mRNA flu vaccine outperformed standard shots in older adults, while separate hantavirus research tied to a cruise ship outbreak added further attention. See our latest analysis for Moderna. The latest flu and hantavirus updates come after a powerful run, with the stock showing a 58.91% year-to-date share price return and a very large 1-year total shareholder return. However, longer-term total shareholder returns over 3 and 5 years...
Eli Lilly recently reported detailed late-phase trial results showing that people with obesity were able to maintain long-term weight loss after switching to oral Foundayo or lower-dose Zepbound, while also committing an additional US$4.50 billion to expand its Indiana manufacturing network for obesity and genetic medicines. The combination of durable weight maintenance data for Foundayo and Zepbound and large-scale production expansion underscores how central obesity treatments have become...