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Vertiv CEO reassured about strong AI data center demand despite second-quarter revenue pressure.

Bayerische Motoren Werke Aktiengesellschaft (ETR:BMW) said it is preparing a broad transformation program focused on streamlining processes, increasing the use of artificial intelligence and offering voluntary severance packages for indirect employees, while maintaining its production footprint in k

Adidas shares tumbled on Thursday after the sportswear giant missed quarterly profit expectations following higher marketing spending around...

Total costs and expenses rose 55%, driven by $2.4bn in legal charges and $1.18bn in severance expenses.

S&P Global stock has fallen 18.1% year to date, yet the current checks suggest it is neither a clear bargain nor obviously mispriced. The intrinsic value estimate from the Excess Returns model points to roughly fair value, while market multiples lean expensive. The share price decline of 18.1% year to date may already reflect some of the concern around the business, even as investors reassess what a reasonable valuation looks like. Recent moves to expand in emerging markets and data...

Investor Gary Black of The Future Fund LLC says the fair value price for Tesla Inc. (NASDAQ:TSLA) would be $312, reaffirming his concerns with the Elon Musk-led company’s valuation. Tesla’s Valuation Draws Gary Black’s Criticism In a series of posts on the social media platform X, the investor reaffirmed his view of Tesla’s valuation while also criticizing the EV maker’s bullish supporters. “Investors who refuse to compare valuation vs price are doomed to overpay for great companies like $TSLA,”

Perhaps Cathie Wood knows something Wall Street doesn't.

Oil prices bounced between gains and losses on Thursday and world shares were mixed, with South Korea’s Kospi falling again after losing more than 16% over the past two days due to selling of stocks related to artificial intelligence-related. Crude prices remained volatile after the U.S. said early Thursday it had conducted a “heavy wave” of strikes against Iran, responding to an attack on a U.S. base. It was trading around $72 a barrel in late February, before the Iran war began.

Centrus Energy (LEU) is in focus after analysts sharply lowered consensus EPS estimates and now expect year over year declines in earnings and revenue for the June 2026 quarter. See our latest analysis for Centrus Energy. The recent cut to Centrus Energy’s earnings expectations appears to align with weak momentum in the stock, with the share price down 5.87% over the past day and 24.30% over the past 90 days, while the 3 year total shareholder return remains very large. If you are tracking...

Meta said that it’s evaluating various approaches for its cloud business.

Boston Scientific recently reported its second-quarter 2026 results, showing sales of US$5,442 million and net income of US$907 million, alongside issuing a recall of its Rapid Refill Continuous Injection System and initiating a multi-year global restructuring plan aimed at cost efficiencies. While the company raised full-year 2026 net sales growth expectations to approximately 5.5%–6.5%, it also outlined a restructuring program costing up to US$800 million and targeting around US$500...

Earlier this week, Visa reported fiscal third-quarter 2026 results showing net revenue of US$11.63 billion and net income of US$5.63 billion, alongside plans to cut about 2,600 jobs and continue large-scale share repurchases under an existing buyback program. At the same time, Visa launched its new Stablecoin Platform to help institutions mint, store, and move stablecoins, signaling a push to pair cost efficiencies with onchain payment innovation. We’ll now look at how this combination of...

SolarEdge Technologies stock has rebounded over the past year after a deep multi year slump, which sits awkwardly with a mixed valuation read and the fact that the shares still screen as undervalued on market multiples. The recent share price around US$39.04 comes after a steep 5 year decline, so investors are trying to work out whether the current level offers genuine value or just reflects a reset in expectations. SolarEdge Technologies shares are down 86.7% over 5 years, which suggests...

Circle Internet Group stock has fallen sharply over the past year, and recent valuation checks suggest the shares look expensive rather than like a clear bargain. Regulatory headlines and acquisition activity keep the story in focus, but the key question for investors is how these developments compare to what you are paying for the stock today. Circle Internet Group is down 67.8% over the past year, which puts recent price action and sentiment at the center of any valuation...

Zhongji Innolight made a lackluster debut after completing Hong Kong’s largest listing since 2019, as investors calibrate their confidence in artificial-intelligence stocks.

President Donald Trump is still pushing the Federal Reserve for rate cuts, which would be better than a rate increase for Affirm.

The company's robotaxi rollout is slower than anticipated, and that's making investors less forgiving of rising capital expenditures and falling margins.

Shares in China's Zhongji InnoLight fell in the first few minutes of its Hong Kong debut Thursday, after raising at least US$6.8 billion in the city's biggest IPO since 2019.The Shenzhen-listed firm priced shares at HK$980, raising about HK$53.4 billion (US$6.8 billion) in Hong Kong's biggest public offering since Chinese tech behemoth Alibaba listed in 2019.

SummaryView Transcript While the freight market shows resilience, UPS earnings paint a different picture, raising questions about Amazon’s impact and the carrier’s restructuring. Meanwhile, truck OEMs like PACCAR are reporting strong performance, indicating robust demand and favorable pricing ahead. Christopher Versace breaks down the Q2 earnings season in logistics and transportation. UPS stock sold off […] The post Trucking Earnings: Why UPS Is Falling Behind in a Robust Market appeared first

Meta beat on revenue and Zuckerberg called AI a generational opportunity, yet the stock cratered in after-hours trading and wiped out billions from his personal fortune. The gap between the bullish pitch and the brutal numbers tells a complicated story.

The U.S. International Trade Commission has opened an investigation into alleged infringement of Netlist memory patents by Super Micro Computer (NasdaqGS:SMCI) and other companies. The case centers on certain memory technologies that may be used in servers and data center hardware. The ITC process can lead to potential import bans or other trade remedies that affect hardware shipments into the U.S. This investigation adds a new legal and regulatory issue for SMCI investors to monitor through...

Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.

Johnson & Johnson proposed a $5.5b settlement to resolve tens of thousands of ovarian cancer talc lawsuits. The offer aims to address a decade-long legal dispute involving the company’s talcum powder products. The settlement would require approval from a majority of claimants before it can move forward. For investors watching Johnson & Johnson (NYSE:JNJ), this legal development sits alongside a stock that closed at $265.53 and has recently shown strong momentum. The shares are up 3.9% over...

Bank investors like a Fed rate hike. But they didn't get one.

<p>Semiconductors and megacap tech have rolled over, yet the broader market and equal-weight strategies are holding firm.</p>

The chipmaker topped revenue estimates, but cautious guidance, supply constraints, and Apple headwinds weighed on investor sentiment.

Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a ‌raised full-year and long-term outlook. Here are some ‌details: • For the third quarter, Equinix expects revenue of $2.53 billion ​to $2.58 billion, the midpoint of which is below analysts' estimate of $2.58 billion. Equinix raised its forecast for 2026 revenue to a range of $10.21 to $10.29 billion, from $10.14 ‌billion to $10.24 billion.

The pressure on Consumer Staples directly reflects the exhaustion of sector pricing power. Procter & Gamble's (PG) recent earnings miss and conservative outlook underscore escalating consumer pushback against price hikes, which had previously driven sales growth and margin expansion.

Pilgrim's Pride (PPC) delivered earnings and revenue surprises of -14.67% and -5.59%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Intrusion Inc. (INTZ) closed at $0.76 in the latest trading session, marking a -2.19% move from the prior day.