Both Micron and Intel posted blowout quarters, but the businesses underneath those headlines are moving in opposite directions. One is riding an AI pricing wave in real time while the other is still paying for a multi-year rebuild.
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Barrick Mining stock has delivered a 180.7% return over the past 3 years, yet the valuation checks are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the shares look cheap on earnings. That gap is front of mind now that the company has also agreed an earn in joint venture on the Kalium Canyon gold project in Nevada with GreenLight Metals. A 180.7% return over 3 years leaves early holders with strong gains and raises...
Tesla is burning cash on AI moonshots while Ford Pro quietly mints commercial profits, and the gap between them creates a tension that changes how you should think about splitting a growth bet between the two.
PBF Energy (NYSE:PBF) reported a significant year-on-year improvement in unaudited production and operating performance for the second quarter of 2026. The company also reported stronger unaudited production and throughput for the first six months of 2026 compared with the same period a year earlier. Management highlighted the operational results as reflecting solid execution and business momentum across PBF Energy's refining operations. These production gains at PBF Energy sit within a...
Target has delivered a strong 50.2% share price return over the past year, yet its valuation signals are split. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium, while earnings-based multiples suggest the stock may still be pricing in some value. Over the past 1 year, Target has returned 50.2%, which puts the recent rally front and center for anyone thinking about valuation today. Expectations around a potential recovery in sales and profitability, highlighted by...
(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday’s unexpectedly weak US employment report.Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaChina Unleashes $28 Trillion Capital Markets to Challenge US in AIGlobal Stock Rally Extends, Oil Advances on Iran: Markets WrapIran Says Hormuz Deal
Specialty materials manufacturer ATI (NYSE:ATI) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 10.6% year on year to $1.26 billion. Its non-GAAP profit of $1.23 per share was 18.3% above analysts’ consensus estimates.
SpaceX still trades at a premium valuation compared to the market.
CEO Alex Karp said the AI titan delivered an "otherworldly" performance in the second quarter.
Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.
Health insurance company Oscar Health (NYSE:OSCR) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 70.4% year on year to $4.88 billion. Its non-GAAP profit of $1.10 per share was significantly above analysts’ consensus estimates.
Roundhill said flows into its $24 billion memory fund, DRAM, show conviction from investors about the AI buildout. But not all are cashing in.
Vitalhub (TSE:VHI) reported second-quarter 2026 revenue of CAD 31.7 million, up 33% from the prior-year period, while annual recurring revenue surpassed CAD 100 million for the first time. Chief Financial Officer Brian Goffenberg said the company ended June with CAD 101.5 million in annual recurrin
The wirehouse’s new spot products are now the least expensive options out there.
US chip export controls were meant to weaken China's AI. CXMT's 466% debut shows the strategy may have backfired.
Reaching $13,000 a month in dividends sounds like a capital problem, but the real trap is choosing the wrong yield tier and watching income quietly erode while you sleep. Three buckets can get you there, each with a very different cost hiding beneath the headline number.
“The Big Short” investor argued that the expected surge in AI traffic may be a “low bar” and questioned who will ultimately pay for the AI.
Deere stock has delivered strong returns over the past few years, yet current valuation checks and an intrinsic value estimate using a Discounted Cash Flow (DCF) approach both suggest the shares trade at a discount to that intrinsic value, even with a relatively low overall value score. Deere has returned 72.7% over the past 5 years, which puts extra focus on whether the current share price still leaves room for further long term value. On one side, expectations for Deere's long term cash...
Burning more coins would tamp down supply inflation, but it might not be enough.
Sony Group and Taiwan's TSMC plan to spend around 1 trillion yen ($6.32 billion) to jointly make next-generation microchips used in image sensors, the Nikkei business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early as 2029 in southern Japan's Kumamoto prefecture, the paper said. The two tech giants said in May they planned to form a joint venture in Japan to develop and manufacture next-generation image sensors, combining Sony's sensor design expertise with TSMC's manufacturing and process technology strengths.
Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlink could become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink’s rapid subscriber growth and strong financi
On Friday, Robinhood’s stock formed a Golden Cross for the first time since January 2024, indicating a potential long-term upward trend.
Asia stocks climbed Monday as September Fed hike odds fell to 44%. Wednesday's CPI report is the week's biggest risk.
Don't let Trump's new tariffs hold you back from investing in global stock ETFs.
Three weeks after a Cabinet secretary declared a parasite outbreak under control, a national salad chain collapsed into bankruptcy and a healthy food brand that never even stocked the recalled lettuce watched its stock crater 35 percent.
Colgate-Palmolive’s second quarter results were met with a cautious market response, as the company’s revenue matched Wall Street’s expectations while non-GAAP profit modestly exceeded consensus. Management attributed the quarter’s performance to continued strength in emerging markets, particularly in India, Brazil, Mexico, and China, as well as resilience in the Hill’s pet nutrition business. However, operating margin contraction and flat sales volumes reflected persistent competitive pressures
Airbnb beat estimates and raised guidance. But it's the AI savings that investors should focus on as the CEO praises the new tech.
Chinese robot maker Unitree has priced its Shanghai initial public offering at 150.8 yuan per share, with subscriptions to start on Monday, as it seeks to raise 6.1 billion yuan ($904 million) in a deal that would see it become the first mainland-listed humanoid robot manufacturer. Below are some facts about Unitree, and why it is leading several Chinese robotics companies towards public listings. WHAT IS UNITREE?
Sandisk's meteoric rise has some wondering if a stock split is next, but the bigger story is whether its AI-fueled momentum can keep powering the rally.
Burger King is back in second place. The chain has passed Wendy's to become the second-largest US burger brand by systemwide sales, a spot it lost six years ago. McDonald's still holds first place by a wide margin. The change showed up in the latest earnings from parent company Restaurant ...