Tesla just posted record deliveries while its operating income collapsed and free cash flow went negative, yet BYD keeps selling more electrified vehicles than any company on earth. Which bet actually wins the next twelve months depends on one question neither company can fully answer yet.
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While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.
On August 4, 2026, the 9th U.S. Circuit Court of Appeals issued a ruling in Amazon v. Perplexity AI (No. 26-1444) that fundamentally alters the legal landscape for the agentic economy. In a decision authored by Circuit Judge Milan Smith, the court vacated a preliminary injunction that had previously blocked Perplexity’s Comet AI shopping agent […]
The Norway conversion carries high revenue density and low remaining capex, but Volta’s partial credit support and termination rights leave Bitdeer with more tenant exposure than peer transactions.
Cook told investors that memory prices will continue to rise.
Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...
Third-quarter revenue increased 7% to $25.2 billion, driven by growth from the company’s experiences unit.
Shopify (SHOP) reported second-quarter earnings above Wall Street's expectations on Wednesday, while
On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.
Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.
The March start date means Paramount will owe more than $1 billion in daily penalties before a judge ever rules on the deal
Brookfield Asset Management (TSX:BAM) has filed a $611.49 million shelf registration for 12,750,000 Class A Limited Voting Shares tied to an employee stock ownership plan. This ESOP related move brings potential equity issuance into focus for investors. See our latest analysis for Brookfield Asset Management. The ESOP-related shelf registration comes at a time when Brookfield Asset Management’s share price has shown stronger short term momentum. The 1 month share price return of 11.27% and 3...
Cipher Digital reported early delivery progress at its Black Pearl data center site. The company announced plans for a major new data center project near San Antonio, Texas. Cipher Digital launched an $810 million secured notes offering to support its expansion plans. Regulatory reviews in Texas have introduced uncertainty around proposed data center approvals. Cipher Digital, traded as NasdaqGS:CIFR, is pushing ahead with an expanded data center footprint while scrutiny in Texas adds a new...
Recent interest in Analog Devices (ADI) has been driven by analyst optimism, supported by upward earnings estimate revisions and a history of earnings surprises that suggest the upcoming quarterly report could attract close attention. See our latest analysis for Analog Devices. Analog Devices’ recent 1-day share price return of 5.09% and 7-day share price return of 7.62% comes after a softer 90-day share price return that declined 6.91%, while the 1-year total shareholder return of 74.63%...
Virgin Galactic Holdings (SPCE) has been drawing fresh attention after recent price moves, with the stock last closing at $2.95. Investors are reassessing this space tourism company as they weigh recent returns and ongoing losses. See our latest analysis for Virgin Galactic Holdings. The latest move in Virgin Galactic Holdings' share price follows a period where short term momentum has improved, with a 7 day share price return of 18.47% and a 90 day share price return of 10.90%. However, the...
Novo Nordisk stock has given investors a mixed ride, with solid 1 year gains but a sharp decline over 3 years, even as the broader valuation checks still suggest the shares lean cheap compared with fundamentals. Recent news on blockbuster diabetes and obesity drugs on one side and a failed late stage cardiovascular trial on the other keeps the market focused on what price fairly reflects this balance. Over the past 3 years the share price is down 48.1%, which means long term holders are...
In the second quarter of 2026, the restaurant brand’s total revenue rose 4% to $7.09bn.
LivePerson is urging its stockholders to vote for its proposed acquisition by SoundHound AI (NasdaqGM:SOUN). The company is highlighting potential benefits and transaction impact ahead of a scheduled investor town hall. The town hall is expected to address shareholder questions about financial, operational and contingency plans if the deal is not approved. SoundHound AI focuses on voice and conversational artificial intelligence, an area that has drawn wider attention as companies explore...
Walmart's $175 million fuel-cost hit squeezes first-quarter margins, but unchanged fiscal 2027 guidance signals improving profitability ahead.

Disney (DIS) shares are getting some gains Wednesday morning after the House of Mouse reported streaming and its theme parks to be the main growth drivers in its fiscal third quarter, Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to examine the experiences demand at Disney parks and the companies performance under its latest CEO Josh D'Amaro.
Goldman Sachs names 2 European stocks with more than 100% upside, led by Ceres Power at 168% and Rheinmetall at 102%.
CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op
ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.
AbbVie's blockbuster drugs are surging while a major acquisition looms, but a trailing P/E of 71 and one model pricing the stock nearly $50 below current levels raises a real question about whether the rally has room left to run.
SpaceX’s AI infrastructure business reached 1.4 GW of nameplate capacity as compute spending drove quarterly capital expenditures above $18 billion.
Brinker International (EAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Pan American Silver (PAAS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Nebius Group (NBIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.