News

SpaceX investors, with their heads in the clouds after a first-quarter earnings call that included trillion-dollar AI-fueled revenue projections, have to come back to Earth to deal with more mundane matters, such as trading technicalities. A huge lump of SpaceX stock is unlocking, which will likely create even more volatility for shares of Elon Musk’s rocket and AI company. SpaceX stock dropped 12% on Wednesday after reporting a very solid inaugural quarter as a publicly traded company.

Axon Enterprise stock has delivered a very strong 230.1% return over the past five years, yet the current valuation checks point to a company that screens as expensive on a Discounted Cash Flow (DCF) basis and only about fair when judged by market multiples. For investors, the recent share price recovery sits against an intrinsic value estimate that suggests the stock trades at a premium. Axon Enterprise has returned 230.1% over five years, which puts extra weight on whether today’s price...

Alphabet just posted its first-ever negative free cash flow and is racing back to debt markets for the third time in nine months. What looks like financial strain may actually reveal something surprising about how the AI arms race is being won.

MercadoLibre (NasdaqGS: MELI) reported more than US$10b in quarterly revenue for the first time, marking a new operational milestone. Management linked the revenue figure to deeper engagement in its core e-commerce markets and record fintech payment volumes across Latin America. The scale of the quarter highlights MercadoLibre's expanding role in regional digital commerce and payments ecosystems. MercadoLibre is not the only stock tied to this kind of long term growth theme, so it is worth...

Cisco, Intrusion and RADCOM face a mixed earnings setup as AI networking demand rises, while cautious IT spending, costs and deployment delays weigh.

E.l.f. Beauty (NYSE:ELF) lifted its fiscal 2027 sales outlook as it approaches the US$2b annual sales mark. Management plans to use tariff refunds to support marketing and pricing initiatives. The revised forecast and reinvestment plans highlight management's view of the current business trajectory. For readers looking to explore more ideas in related areas, a natural next stop is 8 dividend fortresses NYSE:ELF Earnings & Revenue Growth as at Aug 2026 e.l.f. Beauty sits in the mass...

Eos Energy Enterprises stock presents a split valuation picture today. The Discounted Cash Flow (DCF) intrinsic value estimate points to about 14.1% upside from the current price, while market based multiples suggest the shares trade on the expensive side and the broader checks are cautious. Over the past 5 years the share price has dropped about 74.6%, which means long term holders have seen a significant erosion in value even after more recent moves. The growing project backlog and recent...

Advanced Micro Devices has delivered a very strong run over the past five years, yet its current share price and valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples suggest the stock screens expensive. Over the last five years, AMD has returned about 352.6%, which puts extra focus on whether today’s price still leaves enough room for future cash flows to justify that gain. Expectations...

Infineon Technologies guidance puts AI and automotive demand in focus Infineon Technologies (XTRA:IFX) has drawn fresh attention after issuing fourth quarter and fiscal 2026 revenue guidance, alongside record quarterly revenue linked to AI data center demand and automotive related orders. See our latest analysis for Infineon Technologies. Despite record guidance and AI focused orders, Infineon Technologies’ 1 day share price return declined 5.71% to €60.08, extending a 30 day share price loss...

SpaceX's first lockup expiration was supposed to flood the market with newly unlocked shares and crush the stock, but something unexpected happened instead, and satellite peers are now joining the rally.

Newly filed court exhibits show OpenAI’s legal strategy in Apple’s trade secrets lawsuit: argue that Apple’s own security and offboarding practices — including allowing an Apple manager to access a former engineer’s iCloud account after he left the company —undermine its claims that the allegedly stolen information was properly protected.

According to a Bloomberg report, no final decision has been made on the size of the offering.

ACN's multi-year Dabur deal embeds AI across data, operations and decision-making to drive efficiency, agility and profitable long-term growth.

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

NYSE Sr Market Strategist Michael Reinking joins Kristen Scholer on NYSE Live to discuss the Dow Jones record

The help that flattered the June quarter is gone from the second half, and what replaces it depends on suppliers the company does not control.

The contract expands IonQ’s government business by adding commercial synthetic aperture radar services to support U. S.

Record quarterly revenue, accelerating enterprise adoption of its OASYS platform and stronger commercial execution prompted SoundHound AI to increase its 2026 revenue guidance. Key Investor TakeawaysSoundHound AI (NASDAQ:SOUN) reported record second-quarter revenue of $61.

Siemens AG (SIEGY) posts all-time high orders of EUR27.9 billion, raises fiscal 2026 EPS outlook to EUR11.20-EUR11.50 amid robust growth across all industrial businesses.

AMC's record free cash flow, debt reduction and premium theater investments are strengthening its financial flexibility. Can stronger cash generation power its next growth phase?

The newly public rocket company is doubling down on its operations in Grimes County, Texas, where it is also headquartered, in an effort to produce the chips it needs for its spacecraft.

WPP PLC (WPP) reports sequential improvement in Q2, strong new business wins, and strategic investments in AI and high-growth areas despite ongoing client losses and margin pressures.

SBM Offshore NV (SBFFF) nearly doubles directional EBITDA to $1.3 billion, secures major new contracts, and boosts full-year outlook amid a volatile market.

Wall Street analysts are screaming 83% upside for Micron, but the math behind reaching $1,500 by 2028 hinges on three very specific dominoes that have to fall in exactly the right order.

SpaceX disclosed that it bought $295 million of Tesla Inc. Megapack batteries during the second quarter, highlighting the circular flow of capital, hardware and equity across two of Elon Musk’s biggest companies. Tesla Purchases Deepen Musk Company Ties The rocket...

Although the revenue and EPS for Restaurant Brands (QSR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Wellington Management fixed income portfolio manager Brij Khurana weighs in on what the bond market (^TYX, ^TNX, ^FVX) could be signaling about SpaceX's (SPCX) debt sales plans, especially as shares of Elon Musk's space venture continue to slide lower.

BlackRock (NYSE: $BLK) says it plans to implement a one-for-three reverse share split on its iShares Ethereum Trust...

Software stocks feel the pain after a slew of earnings. Some were good and some were bad but it doesn’t matter to investors.