News

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 […]

Paul Tudor Jones has warned stock buyers about 2036, and Bank of America data backs him up.

Investment firm Pershing Square Inc. founder Bill Ackman said Wednesday that Nike Inc.’s decision to add Deputy CEO of LVMH’s Moët Hennessy division Alexandre Arnault to its board was a “great development” for the retailer, which is working through a...

Dealers sold an estimated 78,895 new battery-electric vehicles last month, up 2.5% from July yet down 46.9% from August 2025, Cox Automotive noted.

With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.

The bank’s latest warning exposes a fragile balance beneath prices.

AI safety just moved from theory to big-ticket budget line as Anthropic and Accenture commit at least US$1b to third party model evaluation. That kind of spending can reshape where governance, risk and compliance money flows. Ignore it and you risk missing where a fresh cluster of contracts and partnerships could appear. This article spotlights three stocks exposed to that news and explains why each might warrant closer attention. The stocks highlighted below are only a first cut and the full...

Kraft Heinz (NYSE:KHC) has been removed from both the Nasdaq Composite and NASDAQ-100 indexes, effective immediately. The exit from these Nasdaq benchmarks reduces KHC's presence in index-tracking funds that mirror those indices. The change may influence how some institutional investors and ETFs that follow Nasdaq indices gain exposure to Kraft Heinz. The removal of Kraft Heinz from the Nasdaq Composite and NASDAQ-100 is a meaningful shift that needs to be weighed against the rest of our...

Royal Caribbean Group previously announced a total dividend of US$1.50 per share, with an ex-dividend date of 17 September 2026, extending a quarterly payout pattern in place since 2024 and supported by a dividend payout ratio of about 31%. This consistency in dividends, backed by profitability metrics, highlights management’s emphasis on cash returns to shareholders alongside reinvestment in the cruise business. Next, we’ll explore how this sizable, recurring dividend commitment shapes...

Wells Fargo shares have climbed strongly over the past few years, which puts the focus on a simple question for anyone looking at the stock today: Is the current price still aligned with the returns the bank earns on the capital it deploys? Over the past 3 years the stock has returned 124.6%, which puts real weight on whether the business is generating enough return on its capital base to back up that kind of move. Recent commentary around net interest margin running ahead of earlier...

First Solar has seen a sharp pullback this year after a strong multi year run, which puts fresh attention on whether the current share price still lines up with the cash it is expected to generate. With sentiment being pushed around by policy headlines and industry headlines, the key issue is what that means for the stock when viewed purely through its cash flows. Over the past 5 years the stock has gained 115.0%, which makes the question of what investors are paying for its future cash...

The fair value estimate for CD Projekt Red has been adjusted from PLN 232.06 to PLN 242.75, which provides an updated reference point when thinking about price targets. This shift sits alongside divided analyst commentary, with some research pointing to higher potential value and others, such as Morgan Stanley with its PLN 180 target, highlighting more caution at current levels. Read on to see what is driving these differences and how you can track the evolving narrative around CD Projekt...