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Qnity Electronics (NYSE:Q) has formed a new partnership with the University of Delaware to support engineering talent development and semiconductor research. The company has also appointed semiconductor veteran Kate Dei Cas as President of its Semiconductor Technologies segment. These updates follow recent attention on Qnity Electronics financial results and guidance, and bring fresh focus to its talent and R&D plans. Qnity Electronics operates in the semiconductor sector, where access to...

Merck (NYSE:MRK) is approaching a major patent cliff for cancer drug Keytruda from 2028. The company is increasing acquisitions and partnerships to broaden its portfolio beyond oncology. Merck is building pipelines in areas such as hematology, infectious diseases, cardiopulmonary, vaccines, and obesity. For investors watching large pharmaceutical companies, Merck sits at an important turning point. Keytruda has been a central product for years, and the upcoming patent expirations put more...

Quanta Services stock has delivered a very large 5 year gain while current valuation checks and an intrinsic value estimate from a Discounted Cash Flow (DCF) model both indicate the shares trade at a premium to that estimate. Quanta Services has returned about 6.4x over the past 5 years, which sets a high bar for any further upside to be justified by fundamentals. Recent acquisitions and higher investor expectations for future revenue and cash flow can support the current share price. At the...

Lockheed Martin stock has delivered an 86.2% total return over the past five years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading below that intrinsic value by a meaningful margin. An 86.2% return over five years leaves existing holders with solid gains, while raising the question of whether the current price still leaves room for further upside. A multiyear, up to US$58.62b PAC-3 missile contract...

The options market is pricing a sizable swing for the streaming giant, and if you hold the shares, you are already carrying that full two-sided risk.

Visa’s $2.4 billion cash acquisition of BioCatch on August 3, 2026, represents an 85% premium over the company’s 2024 valuation, signaling a strategic pivot to control the plumbing of future commerce. By securing this asset, Visa is positioning behavioral biometrics not merely as a fraud-prevention tool, but as the foundational agent identity layer for a […]

A sixfold jump in capital spending overshadowed stronger results and a more ambitious long-term revenue target.

The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.

(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2

A shakeup in Google's AI division has prompted one of its chief scientists and other AI colleagues to leave and create a company Google will invest in.

Goldman Sachs stock has doubled off its "Liberation Day" lows, powered by equity trading, M&A, and blockbuster IPOs.

Goldman Sachs stock has doubled off its "Liberation Day" lows, powered by equity trading, M&A, and blockbuster IPOs.

At the time of writing, spot gold was trading more than 4.3% higher at $4,252 an ounce, its highest level since June 18.

One Stop Systems (NASDAQ:OSS) reported second-quarter 2026 revenue growth of 62.3% from continuing operations and raised its full-year revenue growth outlook, citing record bookings, expanding customer relationships and increased demand for ruggedized artificial intelligence and high-performance com

BDX's Medical Essentials and Interventional strength may drive third-quarter fiscal 2026 results, but China, vaccines and projected declines weigh on expectations.

Arc, Circle's institutional blockchain, goes live September 16th with a validator cohort built from TradFi giants.

Billionaire investor Mark Cuban turned to AI chatbot Grok on Monday to test the economics behind New York City Mayor Zohran Mamdani‘s proposal for city-owned grocery stores, asking whether the concept could break even after estimating store margins and operating...

Financial stocks were advancing in Wednesday afternoon trading, with the NYSE Financial Index rising

Can FIX sustain industry-leading margins through disciplined bidding, strong demand and its record backlog?

The Cosmos EV is now slated for release in the second half of 2027. CEO Silivo Napoli said he's focused on getting the EV right as well as its nearer-term robotaxi project with Uber and Nuro.

(Updates with latest market prices and developments.) US benchmark equity indexes were mixed intr

(Bloomberg) -- Ares Management Corp. is leading a $2.2 billion direct loan to help finance a healthcare services acquisition, in one of the biggest deals since the private credit market was roiled by record redemptions this year.Most Read from BloombergSpaceX’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 Bell Met With Michigan on Parasite Weeks Before RecallBe

Catalyst's Q2 earnings per share are strained by merger costs and loan declines, but higher net interest income, improving credit quality and deposit growth support results.

GSIT's Q1 loss per share widened year over year due to margin pressure and higher R&D spending, while steady SRAM demand and Gemini-II commercialization progress provided support.

Energy stocks were lower Wednesday afternoon, with the NYSE Energy Sector Index falling 1.7% and the

SpaceX reported its first quarterly results as a public company, beating on revenue but falling 11% as investors focused on heavy capital spending. Its 18,712 bitcoin lost roughly $195 million in value during the quarter. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Stocks took a turn lower, reversing earlier gains in midday trading. The Nasdaq Composite fell 0.5%, while the S&P 500 was roughly flat after opening the session higher. The Dow Jones Industrial Average was up 0.

Lumentum shares are already up about 130% in 2026, while strong earnings growth and a $1,100 analyst target suggest Wall Street sees further upside.

SpaceX stock has been weak for weeks. Analysts are sticking with their price targets. The average analyst price target for SpaceX stock is about $227 a share, according to FactSet, down $1 since SpaceX reported better-than-expected second-quarter numbers on Tuesday evening.

More capable AI could create multiple different profit opportunities.