High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Buybacks and dividends this big only pay off if today's profits hold. The board is betting they will.
Palantir, Marvell, and Snowflake could be good buys on a pullback.
Donaldson (DCI) has gained 9.1% over the past twelve months and still trades about 20% below its 52-week high. The filtration company behind those numbers sells replacement parts into equipment already in service, and the cash from that stream has been steadily shrinking its share count. The shrinking count is the case for buying the pullback. It is also the part that goes quiet in fiscal 2027.
Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.
Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.
Here’s what could happen to IREN shares next.
If you own Autodesk (ADSK) or Fair Isaac (FICO), you own the same idea: software that customers keep paying more for. Fair Isaac grows by charging more for a score it already owns. Autodesk now grows partly by buying a business it did not have. Both raised guidance, and that fork makes the two raises different kinds of news.
The quarter's numbers are all but settled. The guidance that comes with them isn't.
Legend’s new CEO Ingrid Zhang most recently served as chief commercial officer for Novartis International.
One trades on speculative lunar ambitions with heavy government concentration; the other captures immediate AI infrastructure demand with $1.9B in free cash flow.
Trip.com (TCOM) delivered earnings and revenue surprises of +9.18% and +0.78%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Alibaba's conservative valuation and strong cash position clash with Uber's explosive growth and higher margins, but each carries distinct risks that matter for 2026.
President Donald Trump said the U.S. shouldn’t slow its AI development, arguing that “whoever wins with AI wins” and that maintaining America’s lead over China matters more than added regulation, even as Microsoft Corp. CEO Satya Nadella and other industry...
Cameco generates $775M in free cash flow with a 17% net margin, while USA Rare Earth burns cash as it scales. The valuation gap tells a starkly different investment story.
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
Exxon Mobil (XOM) won approval for its Rose carbon-capture project in Texas, allowing the company to
DeSantis, an independent director and son of late Celsius backer Carl DeSantis, purchased 20,000 shares on Monday at a weighted average of $27.65 and another 16,000 on Tuesday at $27.95.
Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.
In early September 2026, Adobe reported record third-quarter revenue of US$6.76 billion, modest growth in net income, issued fourth-quarter and full-year 2026 guidance, advanced its AI roadmap in Acrobat and Student Spaces, executed multi-billion-dollar share repurchases, and confirmed a leadership transition with Anil Chakravarthy set to become CEO on December 1, 2026. These updates highlight how Adobe is pairing AI-driven product expansion, such as Acrobat’s new productivity agent and...
A number of stocks jumped in the morning session as crude oil prices surged past $103 per barrel, driven by Middle East conflict and pipeline disruptions in Saudi Arabia.
Meta Platforms, Inc. (NASDAQ:META) could be entering a new phase of artificial intelligence monetization. JPMorgan analyst Doug Anmuth highlighted the opportunity on September 10, arguing that the social networking company is moving beyond AI experimentation and toward meaningful commercialization. AI Monetization Push Meta Platforms, Inc. (NASDAQ:META) is already using AI to make its existing advertising […]
These Vanguard funds have all been outperforming the market this year and offer above-average yields.
Boeing's turnaround is real, but its debt load and negative free cash flow raise questions. SpaceX burns cash aggressively yet commands a large forward P/E.
The answer isn't as simple as picking Musk's hottest company.
SEALSQ Corp (LAES) posted 131% revenue growth and a 48% gross margin in H1 2026, while widening losses and a $225 million commercial pipeline frame its post-quantum ambitions.
(Updates with index/price moves, comments and geopolitical news from the first paragraph.) US equ
Strategy's preferred shares make it a messy investment.
The buyback is now the smaller half of the capital return -- and all that buying moved the share count just 0.1% last fiscal year.
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