News

American Express (NYSE:AXP) and Accor’s ALL loyalty program have launched a global partnership that introduces points transfer and elite status matching across multiple countries. Separately, American Express is working with Bottomline to integrate the Paymode network into its Business IQ for Payments (BIP) platform, aimed at digitizing and streamlining U.S. B2B transactions. These moves put American Express at the intersection of travel loyalty and B2B payment infrastructure, two areas...

Kraft Heinz recently entered a long-term collaboration with The Walt Disney Company covering food service, media, and branded experiences across Disney’s parks, resorts, and events. At the same time, several research sources highlight Kraft Heinz as an apparently undervalued value stock based on its earnings outlook and relatively low valuation multiples versus peers. We’ll now examine how the new Disney collaboration may influence Kraft Heinz’s turnaround-focused investment narrative and...

Northrop Grumman (NOC) has drawn fresh attention after reporting better-than-expected quarterly earnings and revenue, lifting full-year sales guidance and highlighting a record backlog following substantial contract awards across key defense programs. See our latest analysis for Northrop Grumman. The stronger second quarter and raised sales guidance come after a mixed stretch for Northrop Grumman’s stock, with the share price down about 10% year to date and the 1 year total shareholder return...

QuantumScape Corp (QS) advances in automotive and data center markets despite financial hurdles, with key partnerships and production milestones.

BlackRock cements its role in the AI data center sector, financing Meta’s $12B Texas project and closing a $40B Aligned acquisition.

Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.

Alphabet's latest report makes it a no-brainer.

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

BAE Systems (LSE:BA.) has secured a new contract to supply two Bofors 40Mk4 naval gun systems to the Brazilian Navy, putting fresh attention on how this kind of order feeds into the wider stock story. See our latest analysis for BAE Systems. Recent contracts in Brazil and Korea, alongside new air combat and helmet technologies, have arrived during a period where BAE Systems’ short term momentum has picked up, with a 7 day share price return of 6.12%. The 5 year total shareholder return of...

Billionaire investor Bill Ackman believes the market’s anxiety over Tesla Inc.‘s upcoming autonomous fleet has severely mispriced Uber Technologies Inc., creating a highly lucrative entry point for investors. Rather than spelling the end for the ride-hailing giant, Ackman argues that...

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

The plant-based beverage maker is progressing toward profitability.

The robust pace of Alphabet’s spending is a positive signal for its vendors and partners, particularly chipmakers.

<p>The region powered gains in VXUS this year.</p>

Stellantis is often lost among global rivals when investors look for opportunity. That said, Stellantis' stock could easily outperform its rivals after being massively sold off and as its turnaround gains traction.

By selling directly to refiners and joint-venture partners, Venezuela captures higher realized prices while reshaping crude trading flows and Gulf Coast refining economics.

South Korea’s economic growth slowed in the second quarter after robust first-quarter, but remained resilient as brisk chip exports offset weak private consumption and construction investment.

The Q2 earnings season is displaying exceptional momentum, characterized by widespread beat rates and an accelerating growth pace. These early results strongly validate the underlying health and resilience of the corporate earnings picture.

With its eye on an AI- and robotics-driven future, automaker Tesla boosted its spending to $5.8 billion in the second quarter, sending its free cash flow into the red for the first time in two years despite a surge in revenue. “This is a massive cap ex year, but I’m confident all the things we’re investing in will yield incredible returns,” Chief Executive Elon Musk told investors on a call Wednesday. Tesla reported negative free cash flow of $1.1 billion in the second quarter, while its net income fell 5%.

July 22 (Reuters) - ServiceNow has acquired roughly 5% of BusinessNext in a deal that values the software provider at $700 million, as the Indian company looks to expand its autonomous banking tools

The choice is clear for investors who want a better shot at outperforming the market in the long run.

A passive stake disclosure sent the AI cloud provider soaring. The fine print matters.

Most ETFs that chase outperformance get crushed when the market turns, yet one momentum fund keeps defying that logic cycle after cycle. The explanation behind how it sidesteps the worst downturns while still beating the index is more straightforward than you might expect.

S&P 500 member United Rentals soared on stronger-than-forecast Q2 results after Wednesday's close as Google got a late-day haircut. AI data center construction has helped supercharge earnings for URI, which provides a one-stop shop for large construction projects. Google's plan to keep boosting capital spending suggests the demand environment for heavy machinery will keep shining, even as it may slow the pay-off for AI hyperscalers.

President Donald Trump said that the Qatar-gifted Boeing 747 will be taken out of service for about a month so it can be upgraded, but experts think it could take longer. Trump’s Jet May Not Be Able to Improve in...

The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.

AMD and Anthropic announced a multi year AI chip partnership valued at up to $5b. Anthropic plans to deploy up to 2 gigawatts of AMD GPUs using Helios rack scale solutions. The companies will co engineer to optimize Claude AI workloads on AMD accelerators. AMD will make a substantial investment in Anthropic as part of the agreement. Advanced Micro Devices, NasdaqGS:AMD, is moving deeper into AI infrastructure through this large collaboration with Anthropic. The deal arrives with the stock...

Google's cloud business grew by more than 80 percent, the company said on Wednesday, which exceeded investor expectations who are looking for signs that the company's AI investments are paying off. "Our AI investments are redefining what’s possible across every part of our business," Pichai said.

Southwest (LUV) delivered earnings and revenue surprises of +80.77% and -1.68%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Goosehead (GSHD) delivered earnings and revenue surprises of +23.08% and +9.70%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?