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DiamondRock Hospitality, Vertiv, Mueller Water Products and Phibro Animal Health stand out for strong interest coverage as Treasury yields rise.

NuScale's recent breakthrough moved its small modular reactor one step closer to commercial deployment.

JPMorgan trades at a cheaper valuation, but Nu's 43% revenue growth and positive free cash flow tell a starkly different profitability story.

A Reuters report about SK Hynix possibly producing memory chips on Intel's Ohio campus sent shares of both companies surging, but the real story is what the deal's structure could mean for Micron and the future of U.S. chip manufacturing.

Uber Technologies (NYSE:UBER) and Costco Wholesale (NASDAQ:COST) have expanded their US delivery partnership to 47 states, up from 17, making nearly 600 Costco locations available through the Uber Eats platform. The companies said the expanded service allows Costco members to place orders for on-demand or scheduled delivery through the Uber Eats app.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

SPCX's $8.05 billion in announced defense awards, Starshield contracts and Golden Dome role put its expanding military-space business in focus.

Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Investing.com -- In a note to clients on Wednesday, Melius Research made the case that Intel shares could roughly double from current levels, arguing the chipmaker's foundry business is becoming increasingly valuable amid an AI-driven scramble for domestic chip production.

If all goes to plan, SpaceX will test its huge fully-reusable rocket, Starship, again on Sept. 22. It will be the 14th test for Starship. It will be the first time the upper stage enters a stable Earth orbit, completing six orbits on a 10-hour mission.

Chasing the biggest dividend yields can quietly sabotage long-term income, and three mega-cap businesses with some of the smallest payouts on the market reveal exactly why the math works against most income investors.

This beaten-down growth stock could still produce incredible earnings growth at an attractive valuation.

West Pharmaceutical Services has outperformed the Nasdaq over the past year, and analysts are highly optimistic about the stock’s prospects.

One builds the machines; the other builds the chips. Their vastly different margins and valuations reveal which supply-chain player offers better returns.

CoreWeave’s business model came under scrutiny over whether its growth reflects genuine technical differentiation or temporary scarcity in AI compute. Alexandra Damsker argued that CoreWeave’s “quality” advantage is overstated, describing…

Bitcoin and other cryptocurrencies fell Wednesday after the Clarity Act, a key crypto regulation bill, failed in the Senate on Tuesday, but Wall Street doesn’t view this as a fatal blow to crypto-related stocks. The Clarity Act has been one of the crypto industry’s top legislative priorities, and executives had been pushing for the bill to become law this year. With the bill failing to advance out of the Senate, the question for investors now is what it means for the future of cryptocurrency-related stocks.

Shopify leads in its niche, but it may not necessarily compare well to all the tech giants.

Baker Hughes’ strong market performance has been accompanied by solid Wall Street optimism, with analysts largely bullish on the stock despite its recent pullback.

Keysight Technologies has notably outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.

Delta Air Lines has soared past the broader industrial sector over the past year, while strong Wall Street optimism continues to support the stock’s growth outlook.

Qorvo has had a strong run in 2026, and the sharp move has pushed a straightforward question to the front of the queue for investors who care most about cash generation. Are the cash flows that Qorvo can realistically produce over time enough to justify where the stock trades today? With the share price up 36.8% year to date, a much larger slice of your potential return now depends on whether Qorvo’s current valuation lines up with its cash producing power. Progress toward a merger with...

Schrodinger (SDGR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Biogen has outpaced the broader S&P 500 Index over the past year, and analysts remain reasonably upbeat about the stock’s prospects.

Given its $5 trillion market cap, the answer might surprise you.

Stock futures were rising on Wednesday as investors opted to buy the dip ahead of the Federal Reserve’s policy decision. Nasdaq 100 futures added 0.4%. Brent international futures slid 0.6% to $108.13 a barrel and West Texas Intermediate U.S. futures dropped 1.1% to $104.66 a barrel.

Does Ackman know something Wall Street doesn't?

The analyst update is not particularly significant on its own, but it helps highlight a Tesla business that deserves more attention.

It’s been a rough stretch for Intel shares as investors wonder how the chip manufacturer will sustain its lofty valuation.

Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.