News

Toast (TOST) just landed a nationwide rollout with Kung Fu Tea, which plans to deploy Toast hardware, payment processing and kitchen display systems across more than 330 beverage shops in the United States. The Kung Fu Tea rollout lands at a time when Toast’s share price has slipped, with a 7 day share price return of down 7.4% and a 30 day share price return of down 15.4%. However, the 90 day share price return of 20.6% and 3 year total shareholder return of 59.8% point to momentum that has...

General Motors (GM) is back in the spotlight after fresh commentary highlighted its push into software and in-car digital services, with OnStar, Super Cruise and smartphone integration reshaping how investors view the automaker. Recent enthusiasm around General Motors' software push sits against a bumpier tape, with the share price down 5.1% over the past day and 4.0% over the week. Yet a 40.6% one year total shareholder return and 160.0% three year total shareholder return suggest momentum...

Motorola Solutions (NYSE:MSI) secured a long term statewide public safety technology contract with Louisiana covering multiple agencies. The agreement expands Louisiana's existing land mobile radio network partnership to include body cameras, evidence management tools and smart radios. New features in the rollout include real time situational awareness platforms and language translation capabilities for frontline personnel. The Louisiana public safety contract reshapes how the state buys...

Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...

Quanta Services (NYSE:PWR) appointed Ellen Rubin, an experienced AI and cloud technology executive, to its Board of Directors. Rubin brings leadership experience from several AI and cloud-focused companies, including roles tied to large scale data infrastructure. The board refresh comes as Quanta targets more work related to power, data centers, and energy needs linked to AI computing. Ellen Rubin’s board appointment tells only part of the story about how Quanta is reshaping its AI focused...

AT&T is branching beyond its usual telecom offerings with a benefit that could catch some customers off guard.

Motorola Solutions (NYSE:MSI) is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy said at a Truist conference.

Palantir just posted revenue growth above 90% year-over-year with a Rule of 40 score that has Wall Street rubbing its eyes, yet the five-year model tells a far more complicated story than the bull hype suggests.

Uranium mining sits at the narrow end of the funnel feeding the AI-driven reactor buildout, and three US-listed juniors are racing to fill a supply gap that utilities cannot contract their way out of. Not all three are equally close to producing a single pound.

Both Amgen and Merck write quarterly checks and raise them every year, but only one has the portfolio depth to keep growing that payout through the next brutal round of patent expirations. The answer may surprise investors who have been watching Merck's blockbuster momentum.

Industrywide concerns about AI development affected Micron this week.

Apple stock just got a price target cut due to the memory processor crunch.

On September 17, Coherent Corp. (NYSE:COHR) announced an upgraded Pluggable Optical Line System that covers the full C-band and fits in a compact QSFP module, the same slot ordinary transceivers use. That is a lot of networking gear shrunk into a plug, and it follows a quarter of 34% revenue growth. Here is what the […]

What would have happened if you invested in the S&P 500 right before two of the worst market crashes in recent history?

The company run by Khosrowshahi's family was nationalized by the Iranian government during the revolution.

The stock market continues sideways, but with some optimistic moves that suggest the coming week could be a week of change

If history is any guide, the Bitcoin bottom is already in, and $100,000 is within reach.

Your screener shows Blackstone yielding over 4%, but the actual check that lands in your account follows a completely different logic than that number suggests, and confusing the two has burned plenty of income investors.

Non-discretionary sale tied to restricted stock unit vesting for tax withholding. Chaudhry retains $5.15 billion in beneficial ownership through family trusts.

Dalio made his fortune by understanding historical trends and applying that comprehension to present conditions.

Firefly Aerospace has seen its share price fall sharply over the past year, which puts a spotlight on a basic question. Is the current US$20.97 price tag still in line with what the business is generating in sales? The stock has declined 53.6% over the past year, which raises fresh doubts about how much investors are willing to pay for each dollar of revenue. A new multi-launch agreement for Alpha rockets from Sweden’s Esrange Space Center, along with radar work tied to the U.S. Space Force,...

Recursion Pharmaceuticals (RXRX) is back on traders’ screens after a sharp daily move, with the share price closing at US$3.83. Recent returns have been mixed over the past week and month. For context, Recursion Pharmaceuticals has delivered an 8.19% 1-day share price return and a 19.69% 7-day share price return, yet the total shareholder return over the past year is down 22%. This hints at short-term momentum building against a more difficult long-term backdrop and shifting views on the...

XPeng’s central valuation estimate has been reset, with Fair Value moving from US$22.36 to US$19.06. This change reframes how investors may think about potential upside in the stock. The wide spread in updated Street targets, now roughly between US$12 and US$24, reflects differing views on XPeng’s ability to balance growth plans, robotics optionality and the execution questions raised in recent research. As you read on, you will see how to track these shifting assumptions and follow the...

IonQ (NYSE: IONQ) and partners Oak Ridge National Laboratory, NVIDIA, and the University of Tennessee built a generative AI system that writes quantum optimization circuits. The joint team reports that the AI driven circuit synthesis cuts out manual trial and error tuning for complex quantum optimization tasks. The research, benchmarked at scale, received a best paper award at a major industry conference, signaling peer recognition of its impact. This new generative AI circuit writer is only...

GM is bringing Apple CarPlay and Android Auto back to its vehicles, reversing one of the more unpopular decisions in the automaker's recent history.

While it's challenging to be bullish, this industry-leading business has positive traits investors can appreciate.

Bill Ackman's Pershing Square Inc., a recent IPO, broke out past a buy point Friday in a rocky market.  The hedge fund billionaire's publicly traded investment vehicle, Pershing Square Inc., rallied an impressive 27% for the week after bullish analyst upgrades.

Carl Icahn keeps piling into his own holding company even as its units sink to multi-year lows, and the reasons behind his accumulation are far more complicated than a simple vote of confidence.

Robinhood stock surged in an end-of-week crypto rally. SpaceX is testing an aggressive entry. They lead five stocks near buy points.

The Nvidia chief makes the case for engineering solutions—not new laws or industry speed bumps—to address AI safety concerns.