News

AutoZone is in focus after analysts modestly trimmed their implied valuation ranges, with updated price targets now clustered around US$3,450 to US$3,637 compared with prior levels that pointed closer to US$3,867.91. These moves are tied to a more cautious tone on near term execution, especially around comparable sales and pressure on the do it yourself customer, even as some firms still outline a longer term case for the stock. Read on to see how these shifting targets fit into the broader...

The risk of a sudden reversal in AI growth looms large over Oracle stock.

The credit is bigger this year. The bill at the register still isn’t zero.

A CEO apologizing for a chip shortage sounds like bad news -- unless fuller factories are a big part of the profit story.

This ETF provides the kind of growth and income profile that could do really well.

Baron Capital founder and CEO Ron Baron is a long-time investor in both Tesla Inc and SpaceX. When it comes to a potential merger of the two companies, Baron says CEO Elon Musk knows best. Ron Baron on SpaceX/Tesla Merger...

Cathie Wood remains very bullish on Tesla stock.

General Motors has delivered a strong multi‑year return for shareholders. The question now is whether the current US$82.20 share price is adequately supported by the cash the business is expected to generate. With fresh attention on its software, battery and driver assistance plans, investors are asking if the recent market optimism lines up with the company’s underlying cash flow profile. General Motors has returned 160.0% over the past 3 years, which makes the link between that share price...

Axon Enterprise has seen its share price climb a long way over the past few years, yet more recent declines and fresh funding plans now put a sharper focus on what its cash flows really support. With the stock around US$447.76 at the last close, the key issue for readers is whether the current market value lines up with what the business is expected to generate in cash over time. Over the past 5 years the share price has gained 149.1%, which raises the question of how much future cash...

These pipeline companies are cashing in on the AI data center power boom.

Tesla Inc’s solar strategy is getting a much bigger test in Texas. Just a day before Elon Musk declared that "solar is so obviously the future," a Houston-area school board was preparing to vote on Tesla’s proposed $10.1 billion Project...

Cathie Wood just bought more shares of Archer Aviation for her company's flagship ETF.

Earlier this month, Quanta Services, Inc. appointed Ellen Rubin, an AI and cloud infrastructure veteran and current Operating Partner at Glasswing Ventures, to its Board of Directors, adding experience from Amazon Web Services, multiple enterprise software start-ups, and Allegion’s boardroom. Her background in AI, hybrid cloud, and security could help Quanta align its power infrastructure and utility solutions more closely with the technical needs of data centers and other AI-related...

AngloGold Ashanti has delivered a very strong multi year share price run, and the question now is whether that kind of move is still backed by the cash the business can generate. For anyone looking at the stock today, the issue is less about past gains and more about whether current cash flows can justify paying around US$103 per share. Over the past 5 years the share price has risen by about 7x, which puts a lot of weight on the cash flow story behind AngloGold Ashanti. The business depends...

Circle Internet Group (NYSE:CRCL) launched Arc, a purpose-built open Layer 1 blockchain for financial markets, as its public mainnet. Arc integrates Circle's USDC and EURC stablecoins for payments, FX, trading, lending, and asset issuance with dollar-denominated gas fees. The network is backed by an institutional validator set that includes BlackRock, DTCC, Mastercard, Visa, and other financial players. More than 100 ecosystem partners, including banks, payment networks, asset managers,...

On July 21, Interactive Brokers Group (NASDAQ:IBKR) reported results for the quarter ended June 30, with earnings of $0.69 per diluted share, up from $0.51 a year earlier. Net revenues rose to $1.90 billion from $1.48 billion. That is a big leap for a business that was already highly profitable, and the pretax margin still […]

Tech stocks delivered huge returns over the past decade, but there's a catch.

Selling a business for an estimated $19 million sounds like the hard part is already over. For one 35-year-old, though, figuring out what to do with the money may be just as complicated. About 70% of the value they expect...

The stock sits below where it closed on day one, even though revenue nearly doubled last quarter.

On August 18, Infosys (NYSE:INFY) announced a long-term deal to manage the enterprise software behind Knorr-Bremse AG, a maker of braking systems for rail and commercial vehicles. The work stretches from ERP and data platforms to engineering and product lifecycle tools, and it runs on Infosys Topaz, the company’s AI offering. It is a nice […]

September 15, 2026, marked a shift in AI governance when OpenAI Chief Global Affairs Officer Chris Lehane confirmed during a Washington briefing that OpenAI, Anthropic, and Google DeepMind have been coordinating on safety protocols for several weeks. This confirmation moves the industry from abstract discussion toward active coalition-building, though the proposed structure remains unformalized. While […]

On September 17, CoreWeave (NASDAQ:CRWV) said it has kept signing customers at higher prices since June 30. Its third quarter contracts run just three to six months, yet they price out around $40 million of annualized revenue per megawatt of power. That is a striking number for an AI cloud that is still losing money. […]

During the September 16 episode of Mad Money, a caller holding Dominion Energy, Inc. (NYSE:D) shares asked for thoughts on NextEra Energy, Inc. (NYSE:NEE) and its outlook regarding the upcoming conversion of Dominion shares into NextEra stock if the merger is approved. Jim Cramer was quick to say: Take the money and run. Honestly, I […]

On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers inside a car. The goal is to make that kind of monitoring cheap enough to spread beyond premium models and into everyday vehicles. It is a big job for a package that […]

On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland. The site will grow in stages to 165 MW of contracted capacity, and construction on the first 50 MW is already under way. It is a big physical commitment from a company that sells […]

Grab Holdings is back in focus after a fresh valuation update trimmed its fair value estimate from US$5.97 to US$5.82, alongside a wide spread in current analyst price targets between US$4.90 and US$6.25. This range reflects how differently analysts are weighing execution risks and potential rewards around Superbank and recent acquisitions. As you read on, you will see how these shifting targets feed into the broader story and how to track the evolving narrative around Grab Holdings over...

BigBear.ai Holdings has seen its share price move sharply over the past few years, and the swing now raises a straightforward question for you as an investor. Is the current US$2.80 price tag justified by the sales the business is generating today and is expected to produce over time? Over the past 3 years the stock has delivered a gain of 97.2%, which puts the spotlight squarely on whether that share price journey lines up with the revenue base behind it. The company’s ability to convert...

On September 10, Atlassian Corporation (NASDAQ:TEAM) rolled out a set of tools built around a question most software companies still can’t answer well: once you let AI agents loose on a codebase, who is actually watching them? The new capabilities, spanning Jira and Atlassian’s DX platform, are meant to give engineering teams a way to […]

An educated professional was preparing to retire shortly after turning 65 when she discovered something that upended her plans: Medicare is not free. Until she began the enrollment process, she had assumed the program provided seniors with complete health coverage...

On September 15, Nasdaq (NASDAQ:NDAQ) said its Verafin unit had partnered with Stablecore to fuse traditional banking data with digital asset activity inside one financial crime detection platform. The pitch is simple: crooks now move money between bank accounts and crypto to cover their tracks, and most compliance software still can’t see both sides of […]