News

Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road’s long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining flat. Despite underperforming the S&P, the strategy focuses on established industrial companies with strong growth potential and attractive cash […]

NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

McDonald's (MCD) just reported second quarter results that kept revenue and earnings growing, while also revealing slower US comparable sales and rising competitive pressure from Burger King. At the same time, management is reshaping leadership and execution. See our latest analysis for McDonald's. Against that backdrop, McDonald's share price has softened, with the year to date share price return down 9.7% even though the stock has seen a 27.4% total shareholder return over five years. This...

Celsius Holdings stock is under pressure after a long slide in returns, while the valuation checks suggest the shares still do not screen as a clear bargain. With management changes following weak recent performance and a low value score, investors are weighing whether the current price fairly reflects the risks around execution and growth. Celsius Holdings has fallen 55.4% over the past 3 years, which raises the question of whether the pullback has fully reset expectations or if investors...

RKLB faces government spending, competition and supply-chain risks despite benefiting from a major Space Force award.

Riot Platforms, the Bitcoin miner-turned-data center operator, discloses a $9.1 billion compute supply deal with a frontier artificial-intelligence giant. That customer is Anthropic, a source familiar with the matter confirmed to Barron’s.

Bank of America (NYSE:BAC) is tightening its lending approach to data center projects as community opposition and permitting disputes increase. A senior infrastructure finance executive said local resistance and regulatory delays are now a key focus in financing decisions for data center deals. The shift comes as AI related data center construction faces growing scrutiny over land use, power demand, and local environmental impact. For a broader view on how the AI build out and rising...

Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...

J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.

Why RTX stock is back in focus after fresh missile defense contract RTX (RTX) is drawing renewed investor attention after its Raytheon business secured a US$745 million Missile Defense Agency contract for Standard Missile-3 Block IIA interceptors, along with expanded U.S. production capacity. See our latest analysis for RTX. The fresh missile defense contract arrives at a time when RTX's share price has shown firm momentum, with a 30 day share price return of 14.39% and a year to date share...

Anniversary spotlight and what it means for JB Hunt stock J.B. Hunt Transport Services (JBHT) marked its 65th anniversary by ringing the Nasdaq Opening Bell in New York, putting fresh attention on a stock that has drawn strong interest over the past year. For investors, this anniversary moment highlights how a long operating history, a broad mix of transportation and logistics services, and ongoing investment in technology and supply chain solutions all sit behind the current share price. See...

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR

Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.

Intuitive Surgical is down more than 30% this year, and one investor keeps buying anyway, convinced that a once-per-decade hardware cycle and an $8.6 billion cash fortress make the drawdown a gift rather than a warning.

AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.

The bulls are back in control of Microsoft stock.

Analyst Edison Lee cut his price target to $263.66, suggesting roughly 16% downside from Apple's most recent close

Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over the same period. In the first quarter, market volatility highlighted investment opportunities, […]

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.

What is Berkshire's new CEO waiting for to put more cash to work?

Omada Health (NASDAQ:OMDA) highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships

The cluster will use Nvidia HGX B300 systems and Spectrum-X Ethernet networking and is expected to come online in Q1 2027.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.

In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

The Vingroup unit, established in November 2025, will fly its satellites on a SpaceX Transporter rideshare mission next year

Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.