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High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Netflix's stock is undervalued relative to its recent history.
<body><p>STORY: :: Lisa Bernhard, Reuters</p><p>:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler Investments</p><p>Global markets have been volatile this month as investors worry that Alphabet, Microsoft, Amazon and other tech heavyweights may be overspending on data centers as they race to build out AI infrastructure.</p><p>"I actually think they are right to spend," Tengler said. "Make no mistake, we're in an AI arms race. I think you will continue to see spending."</p><p>Speaking with Reuters' Lisa Bernhard, Tengler also discussed this week's Federal Reserve policy meeting, the second under new Chair Kevin Warsh.</p><p>And though markets are pricing in rate hikes before the end of the year, Tengler said she believes Warsh will "persuade his colleagues that raising [rates] would be perilous in this environment."</p></body>
Value stocks are quietly outperforming growth this year, but the companies driving the surge look nothing like traditional value plays. The Russell 1000 Value Index has gained about 20% this year, trouncing its growth counterpart, the Russell 1000 Growth Index, which has declined 1.6%. Value stocks typically trade at a discount to what a company’s profits suggest they are worth; growth stocks aren’t cheap, but are expected to increase earnings at a faster-than-average pace.
United Parcel Service (NYSE:UPS) raised its full-year 2026 outlook after reporting second-quarter revenue and operating-profit growth, citing the completion of its planned reduction of lower-yielding Amazon volume, network reconfiguration efforts and gains in higher-value shipping segments. UPS rep
UPS beat expectations, but the market has concerns over operating margins and U.S. Domestic segment performance.
Apple's (AAPL) market cap topped $5 trillion, becoming only the second company ever to do so. Yahoo Finance Technology Editor Dan Howley outlines the details.
UPS said earnings improved in the second quarter as it fully ended handling low-margin Amazon shipments and continued streamlining its domestic network as it concentrates on high-quality revenue. The post UPS shift away from Amazon shows bigger payoff appeared first on FreightWaves.
Morgan Stanley analysts say despite growing investor anxiety, major tech giants will achieve returns on invested capital between 25% and 50% from their massive trillion-dollar artificial intelligence spending.
Amazon's $13 billion investment has become a windfall.
UPS completed its planned Amazon volume reduction and raised its annual revenue forecast by approximately $1.5 billion.
Amazon is reportedly redirecting resources toward a new frontier model after struggling to generate interest around several Nova products.
Corning's third-quarter sales forecast missed expectations despite continued demand for AI data-center infrastructure.
Great quarter, rough guidance, and a CEO quote that basically writes its own punchline
Existing Nova customers are expected to receive continued support.
META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.
Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
(Updates with Amazon comments in the last two paragraphs.) Amazon.com (AMZN) is scaling back deve
Scott Melker dives into the roadblocks delaying the CLARITY Act, CME’s expansion into near round-the-clock futures trading, and the surge in blockchain activity as token prices cool. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
