XLV's lower costs and broader holdings delivered 30% more growth over five years, while BBH's concentrated biotech focus offers higher single-stock upside.
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Elon Musk told a crowd at Tesla's Texas Gigafactory that currency itself will become pointless within a decade, and economists are lining up on both sides of whether that claim deserves serious analysis or a spot on his list of famously missed deadlines.
Technical progress still needs a credible path to revenue.
Falling inflation fears revived demand for non-yielding assets
Artificial-intelligence-powered cloud marketing platform operator Zeta Global spiked and broke out of a cup base on Wednesday. The big move came after the AI marketing company late Tuesday increased its 2026 revenue forecast. "With new momentum from our collaborations with OpenAI, Snowflake, and Palantir, we have reached an inflection point for Zeta, bringing together capabilities and investments we have been building for years," Zeta Chief Executive David Steinberg said in its Aug. 4 earnings release.
Shopify's outlook signaled continued growth above 30% while free cash flow and operating income expanded sharply.
(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be
Don't let their recent poor performances chase you away.
Uber aims to deploy robotaxis in 28 cities in the long term and has committed to over $10 billion of capital over the coming years to scale autonomous vehicles.
Strategy (MSTR) has moved from its long running Bitcoin accumulation playbook to active selling in 2026. The latest disclosures show over 1,600 Bitcoin sold to fund preferred dividends and buybacks. See our latest analysis for Strategy. At a share price of US$97.65, Strategy’s recent 2.9% 1 day share price return and small 7 day gain sit against a much weaker backdrop, with the 90 day share price return down 47.7% and the 1 year total shareholder return down 74%, even after a strong 3 year...
Walt Disney (DIS) is back in focus after fiscal third quarter earnings topped market expectations, with domestic theme parks, entertainment operations, a fresh TikTok partnership and a larger buyback plan drawing close investor attention. See our latest analysis for Walt Disney. At a share price of $98.18, Walt Disney has seen momentum fade this year, with the year to date share price return down 12.22% and the 1 year total shareholder return down 15.82%, despite earnings beats and moves...
Wells Fargo stock has more than doubled over the past three years, yet several valuation checks still point to room between the current share price and an intrinsic value estimate based on the Excess Returns model. Wells Fargo has returned 112.5% over the past three years, which puts extra focus on whether recent gains are already pricing in its prospects. The planned launch of blockchain based tokenized deposits for corporate clients may support expectations for future fee income. However,...

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.
S&P Global (SPGI) has added With Intelligence data and insights into its S&P Capital IQ Pro platform, giving users broader private markets coverage across investors, fund managers and funds, supported by AI powered workflows. See our latest analysis for S&P Global. These product launches and recent earnings arrive while S&P Global’s share price sits at US$412.53, with the 1-month share price return down 6.22% and the year to date share price return down 19.53%. However, the 3-year total...
SK hynix (KOSE:A000660) and Sandisk have introduced a new High Bandwidth Flash technical specification. The standard has been released through the Open Compute Project and is aimed at AI inference systems. Partners including Google and Tenstorrent are involved in defining the guidelines for this HBF standard. SK hynix is a major memory and storage supplier, with products that sit at the core of data centers and AI hardware. The new HBF specification arrives as AI workloads put more pressure...
Lucid shares are down 40% this year.
McDonald's (MCD) Q2 results and commentary highlighted solid global same-store-sales growth, support
Shopify (SHOP) shares have surged as much as 24% in Wednesday's trading session after the leading global commerce company reported strong Q2 results yesterday evening.
Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.
Here's why Wall Street believes a smaller payout could be the first step toward a stronger turnaround.
A Teamsters retiree who never earned six figures in any working year just received a Medicare bill that classifies him alongside corporate executives, and the income that triggered it came from a source most union workers never think to watch.
Vaibhav Global Ltd (BOM:532156) reports a 37% EBITDA surge driven by one-time tariff refunds and digital expansion, while navigating a cautious consumer environment in key markets.
Warren Buffett once said his favorite holding period is “forever,” and he was probably talking about Coca-Cola (NYSE:KO) when he said it. Nearly four decades later, Coca-Cola is still one of Berkshire Hathaway’s longest-held stock, and new CEO Greg Abel kept it even while trimming other positions from the portfolio. That kind of loyalty usually […]
TAT Technologies (NASDAQ:TATT) reported record second-quarter results for 2026 as improving supply-chain conditions helped the aviation aftermarket company convert previously constrained demand into revenue. Management said the company ended June with a record $650 million backlog and long-term agre
Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million
SolarEdge Technologies (NASDAQ:SEDG) reported second-quarter results that marked a return to non-GAAP operating profitability, as higher revenue, improving margins and cost controls offset continued softness in the U.S. residential solar market. Revenue for the quarter ended June 30 was $346.2 mill
Recursion Pharmaceuticals (NASDAQ:RXRX) outlined progress across its clinical pipeline, drug-discovery partnerships and AI-enabled research platform, while lowering its 2026 cash operating expense guidance to $375 million and reaffirming expectations for an operating runway through early 2028. The
CVS Health Corp (CVS) delivered a 40% surge in adjusted EPS, raised its full-year outlook, and outlined a clear path to offset 2027 headwinds with strategic growth initiatives.
SpaceX Corp (NASDAQ:SPCX) shares remained under pressure on Wednesday, with shares falling about 13% to around $109, as analysts remained broadly positive following the company's first earnings report as a public company, arguing the results reinforced its long-term growth outlook despite...
Revenue up 20% year-over-year to $346 million, with gross margin expanding for the sixth consecutive quarter to 28.6%.