News

NET stock has a very high valuation and faces tough competition.

(Updates with market moves at the end of the day.) US equity benchmarks ended mostly lower Wednes

pipeline operator Kinder Morgan beat Wall Street ‌expectations for second-quarter profit ‌on Wednesday, helped by higher volumes of ​natural gas transported through its pipelines. pipeline companies are gaining from booming oil and gas output in ‌the Permian Basin ⁠and rising natural gas demand due to record LNG ⁠exports and surging electricity use from AI operations, cryptocurrency mining and ​data centers.

ServiceNow reported Q2 earnings and revenue that topped estimates but the software maker's guidance came in slightly below views.

Baird's bullish call sends CoreWeave and Nebius stocks higher

General Motors (GM) is back in focus after its latest quarter delivered higher North American EBIT margins, a 29.8% jump in adjusted EBIT, and a raised full year 2026 earnings and EPS outlook. See our latest analysis for General Motors. At a share price of $79.52, GM has seen a 4.91% 1 day share price return and a 3.45% 7 day share price return. Its 1 year total shareholder return of 64.14% and 3 year total shareholder return of 116.25% point to strong longer term momentum, with recent...

Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services from ‌enterprises worldwide thanks to the AI boom. Revenue at Google Cloud rose 82% to $24.8 billion ‌during the quarter ended June, accelerating from the 63% jump reported in the preceding three months. The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land ‌major deals with firms, including Anthropic.

The electric vehicle maker's shares have soared almost 25-fold in the past decade.

3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.

Cerebras Rockets After Landmark CrowdStrike Partnership Boosts AI Push

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

PJP surged 45% in one year, but VHT's lower costs and higher dividend yield appeal to long-term income investors seeking broad sector exposure.

Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028 suggests the rally may have a second act worth understanding before the window closes.

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

The European Commission has approved Paramount Skydance’s acquisition of Warner Bros. Discovery, subject to major structural commitments to preserve competition in theatrical film distribution across Europe.

Reddit is growing faster, but the question is how long it will be before its revenue growth decelerates.

Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.

REET has delivered stronger recent returns, while VNQ offers a higher dividend yield.

MCD fell to a 52-week low near $264, down 23% from March highs, ahead of Aug. 4 earnings. Valuation looks cheaper, but FCF yield still falls short of GARP standards. Better to wait for post-earnings clarity before buying the dip.

Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies

Archer trades at a staggering 1,890 P/S ratio, while Lucid burns cash three times faster, a stark contrast in risk profiles.

The double dose of positive news includes a landmark nuclear deal between the U.S. and Saudi Arabia.

Microsoft, Nvidia-backed AI nuclear program lifts Oklo, X-Energy shares

Joby Aviation gains as Virgin Atlantic backs UK air taxi rollout

SCHD has been the default dividend ETF for millions of investors, but a rival fund from one of Wall Street's largest active managers has quietly built a gap that is becoming difficult to ignore.

Google is doing a great job of converting AI Overview and AI Mode traffic into Search revenue, Gene Munster said in a post on X.

Archer's new autonomous aircraft could open a large commercial market, but investors shouldn't confuse an exciting reveal for revenue.

Commitment to terminate its stake in European distribution venture with Universal Pictures eased regulators’ concerns.

Expect Cinderella-branded mac and cheese, Olaf-themed marshmallows, and co-branded streaming content on Disney+.

The award covers 12 launches from Alaska with six options, running through 2028