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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
DraftKings has seen a sharp reset in sentiment, with the stock down heavily over recent years, which puts a spotlight on whether today’s share price still lines up with the scale of its sales. With the business pushing further into prediction markets and reinforcing its compliance infrastructure, the real question for investors is how much revenue power the market is baking into the current valuation. Over the past 5 years, DraftKings shareholders have seen the stock fall 57.6%, which raises...
Lucid Group (NasdaqGS:LCID) agreed to partner with Bolt to deploy 25,000 autonomous vehicles across multiple European markets. The collaboration focuses on co-developing a SAE Level 4-ready fleet using Lucid's software-defined vehicle platform within Bolt's ride-hailing network. Bolt plans to integrate Lucid powered autonomous cars into its existing app-based mobility services once the joint programme reaches commercial readiness. The Lucid and Bolt plan for 25,000 autonomous cars across...
Investing.com -- UBS now expects artificial intelligence capital expenditure to reach nearly $1 trillion in 2026 before climbing to around $1.4 trillion in 2027, with surging memory costs accounting for most of the increase.
Dow Inc. has delivered a mixed ride for shareholders, with the stock currently at US$28.73 after sizeable swings over different time frames. With that backdrop, the real question for anyone looking at Dow today is how well the current share price lines up with the cash flows the business is expected to produce. Over the past 5 years, Dow shareholders have seen the share price fall 33.5%, which puts the spotlight firmly on what the company’s cash generation can realistically support from...
QUALCOMM (NasdaqGS:QCOM) has joined Advantech and other partners in the new WEDA edge AI ecosystem to support scalable deployments across varied hardware. The WEDA collaboration focuses on simplifying edge AI solutions by standardising tools and reference designs for industrial and enterprise use cases. QUALCOMM is also participating in up to 29 cross sector agreements between US and Vietnamese firms announced during a recent state visit. The WEDA edge AI alliance and the US Vietnam trade...
Silicon Motion Technology (SIMO) is lining up a busy September conference tour, speaking at Citi, B. Riley, Piper Sandler, and UBS events. This schedule is putting fresh attention on its NAND controller business and recent share performance. Recent moves have been choppy. Silicon Motion Technology’s share price has climbed 12.07% over the past month after a period where the 90 day return declined 15.40%. At the same time, a very strong year to date share price return of 190.22% and a 3 year...
NANO Nuclear Energy (NasdaqCM:NNE) appointed Marilyn Diaz as Director of Fuel Facilities Operations, according to a company announcement. Diaz brings senior regulatory experience from her tenure at the U.S. Nuclear Regulatory Commission to NANO Nuclear's fuel operations team. The hire supports NANO Nuclear's plan to build capabilities across the nuclear fuel supply chain and aligns with U.S. energy security goals. Marilyn Diaz joining as Director of Fuel Facilities Operations is important,...
Hudbay Minerals (TSX:HBM) faces record copper prices as a global supply shortfall tightens conditions for producers in 2026. Chile, the world's largest copper producer, has reported its weakest copper output in 19 years, intensifying supply concerns. Record copper pricing alongside Chile's multi decade low output could reshape Hudbay's opportunity set and risk profile. Take a look at 2 other big wins we have identified for Hudbay Minerals. For broader context on how peers might respond to...
Amazon.com (NasdaqGS:AMZN) plans to transition its air cargo fleet from Boeing 767 aircraft to Airbus A330 freighters. Air Transport Services Group will acquire and convert 30 Airbus A330 jets into freighters to support Amazon's air network. ATSG expects to begin operating the Airbus A330 cargo aircraft for Amazon in 2027 as part of the refreshed fleet. Amazon's move to Airbus A330 freighters is a key shift in its air logistics strategy that investors may want to weigh against the rest of...
Investing.com -- The U.S. State Department has approved a potential $2.7 billion military sale to Ukraine covering air defense upgrades, weapons, and related equipment and services, according to a congressional notification late Friday.
The Public Utilities Commission of Ohio issued an order authorizing the acquisition of AES Ohio’s parent company by a consortium led by Global Infrastructure Partners, a part of BlackRock, and the EQT Infrastructure VI fund. The $33 billion acquisition, first announced in March, is not final, a spokeswoman for Dayton electric utility AES Ohio said Thursday, Sept. 17. But approval by the Public ...
Vanguard offers broad global exposure, while iShares focuses strictly on developed markets outside of North America. Here's how the two compare.
Board change puts governance in focus PepsiCo (PEP) has drawn fresh attention after appointing Johnson & Johnson chief Joaquin Duato as an independent director and Audit Committee member, steering conversation toward board oversight and long term decision making. Recent trading has been rough for PepsiCo, with the share price falling 9.0% over the past 30 days and 8.8% year to date. The 1 year total shareholder return is down 4.8% and the 3 year total shareholder return has declined 17.5%,...
Intuit (NasdaqGS:INTU) is deepening its footprint in collision repair after Solera Global Corp. upgraded Qapter's link with QuickBooks Online. The expanded connection allows repair shops to push Qapter repair orders directly into Intuit QuickBooks Online for billing and accounting. Solera says the tighter workflow sync targets recurring issues around invoice accuracy and manual data entry in body shop operations. The upgraded Qapter and QuickBooks Online integration is only one piece of how...
AbbVie (NYSE:ABBV) shared new real-world and pediatric safety data for VRAYLAR in MDD and bipolar I at Psych Congress 2026. The findings covered routine clinical practice settings, including patients with complex comorbidities and underserved groups. Pediatric data for VRAYLAR added information on safety and use in younger patients with mood disorders. The fresh VRAYLAR real-world and pediatric results sit against a wider backdrop our research has uncovered. Check out 4 warning signs that...
In mid-September 2026, Luck Stone announced it had expanded its collaboration with Caterpillar to roll out autonomous hauling technology to two additional Virginia quarries, building on a site where autonomous Cat trucks have already moved more than 3.50 billion tons without reported injuries. This expansion, including the first-ever deployment of Caterpillar’s autonomous haulage on Cat 775 trucks, highlights how the company is pairing automation with workforce skill development to address...
Oscar Health (NYSE:OSCR) used its Investor Day to unveil the Lucy Healthcare Marketplace, an AI-driven platform for carriers, brokers, and consumers. Management outlined a plan to double earnings per share by 2027, describing it as a core pillar of Oscar Health's next phase. CEO statements at the event argued that traditional employer-sponsored health insurance is ending, and Oscar Health aims to focus on individual coverage. The Lucy Healthcare Marketplace launch and Oscar Health's shift...
Cleveland-Cliffs Inc. recently confirmed a US$1.00 billion modernization program for its Middletown Works steel facility in Ohio, supported by a US$500.00 million award from the U.S. Department of Energy, to be deployed over four years while keeping production online. This rescoping of a prior decarbonization initiative highlights Cleveland-Cliffs’ focus on updating legacy operations and improving the sustainability profile of one of its key U.S. plants. Next, we’ll examine how this US$1.00...
Microchip Technology (NasdaqGS:MCHP) has been selected by AnalogAI, which will use its memBrain SAGE neuromorphic hardware IP in new edge AI processors. The collaboration centers on compute in memory technology that targets training and inference for adaptive robots, drones and vehicles. AnalogAI plans to integrate memBrain SAGE into real world, low power AI systems designed for deployment at the network edge. Microchip Technology’s win with AnalogAI around the memBrain SAGE neuromorphic IP...
Walt Disney has been reshaping its streaming and technology footprint, while the share price has lagged over several time frames. This puts the focus squarely on what the current valuation implies about its cash flows. With a Discounted Cash Flow (DCF) view available, the question now is whether the cash the business can generate over time lines up with where the stock trades today. Over the past 5 years, Walt Disney's share price has declined 39.8%, which puts pressure on the case that its...
Albertsons Cos. this month named Meg Whitman, former CEO of eBay and Hewlett Packard Enterprise, as executive chair of the company’s board of directors. Whitman — who lives in Albuquerque with her husband, Dr. Griffith Harsh, a professor and chair of the Department of Neurosurgery at the University of New Mexico — was described as an “ideal leader” by the company’s former chair and newly ...
KKR & Co. Inc. (NYSE:KKR) sees continued growth opportunities across private credit, asset-based finance and private investment-grade lending as higher interest rates, demand for financing and evolving institutional allocations support the asset class, according to Chris Sheldon, the firm’s Co-Head
Aehr trades at a steep premium despite recent losses, while Super Micro's valuation looks cheap relative to its growth, but both carry hidden risks.
Investor Ross Gerber highlighted Nvidia Corp.’s CEO Jensen Huang’s charisma at Salesforce Inc.’s Dreamforce 2026, saying a playful exchange with Salesforce CEO Marc Benioff showed part of what he sees in Nvidia’s leadership. Gerber Points To Huang’s Stage Presence "This...
Japanese export stocks are caught in a rare crosswind. The Bank of Japan has lifted rates to 1.25%, yet the yen still trades weak against the dollar, while energy costs and government support push in opposite directions on profits and demand. That mix can punish some companies and create openings for others. This article examines three stocks exposed to these forces and explains why each one may warrant a closer look at this time. The three stocks below are only a small sample of what this...
Lockheed Martin (NYSE:LMT) is set to benefit from a US government plan to sell up to 48 F-35 jets to Saudi Arabia, following a notification to Congress in 2026. The proposed Saudi package would mark the first sale of F-35 aircraft to the kingdom, expanding US fifth generation fighter exports in the Gulf. Lockheed Martin also marked the rollout of Germany's first F-35A in 2026, a key step in Berlin's transition to the aircraft. The initial Saudi F-35 sale and Germany's first F-35A rollout...
Amgen’s updated analyst model now points to a fair value price target of US$388.03, compared with the prior US$371.93. This provides a slightly higher anchor for how the stock is being valued today. This shift comes as recent research highlights a split view, with some analysts focusing on strong commercial execution and others stressing that questions around patents and the pipeline may already be reflected in the share price. As you read on, you will see how to interpret these moving...
BioCryst Pharmaceuticals (NASDAQ:BCRX) is shifting its strategy toward external innovation as it seeks to expand beyond its ORLADEYO hereditary angioedema, or HAE, franchise, newly appointed Chief Executive Officer Charlie Gayer said at a Morgan Stanley event. Gayer, who became CEO on Jan. 1, said
In a move that signals the final maturation of digital asset infrastructure, S&P Global announced on September 17, 2026, its acquisition of OpenZeppelin. This is not merely a corporate consolidation; it is the formal emergence of a ‘credit rating for code’—a necessary evolution for institutional tokenization to move from experimental sandbox to the bedrock of […]