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Earlier this week, Teladoc Health reported quarterly results showing a 4% year-on-year revenue decline, missing analyst expectations on both revenue and EBITDA and issuing guidance for the next quarter that also fell short of forecasts. The results highlighted a 9.2% average drop in customer spending over recent years despite user growth, alongside expectations for another period of lower revenue and negative earnings per share, underscoring pressure on Teladoc’s core business model. Now...

Morgan Stanley’s latest research on Peloton Interactive (PTON) kept a bearish stance in place after new product launches, arguing these releases may not generate enough demand to match optimistic expectations for customer additions. Peloton Interactive’s recent Morgan Stanley downgrade comes amid a weaker price trend, with the share price at US$4.90 after a 30-day share price return that declined 7.72% and a 1-year total shareholder return that fell 38.21%. The 3-year total shareholder return...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.03% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.20%. December E-mini S&P futures (ESZ26 ) are down -0.05%, and December E-mini...

With Warren Buffett stepping back at Berkshire Hathaway, policymakers circling AI, and markets flickering between relief rallies and inflation worries, the next phase of returns may hinge on which companies quietly power the software and cloud plumbing behind it all. That focus puts fresh attention on AI-driven enterprise platforms. This article walks through three stocks connected to these headlines and explains why each may be relevant for portfolio decisions right now. The three stocks...

Chevron (CVX) is back in focus after securing updated agreements in Venezuela, committing over US$7.0b to expand its Orinoco Belt footprint as global oil market buffers tighten and geopolitical risks keep crude prices elevated. Chevron’s share price has climbed 21.85% over the past 90 days and 35.71% year to date, contributing to a 1-year total shareholder return of 38.45%. Recent gains have been closely tied to stronger oil prices, the Venezuela agreements and investor reaction to earlier...

LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.

Shares of Steel Dynamics and Nucor each declined Friday as the two steel manufacturers issued quarterly guidance that was below Wall Street expectations even as U.S. steel prices have advanced significantly over the past 12 months. Steel Dynamics stock fell 3.8% to $235.97 on Friday after ending Thursday up 3%. Nucor stock, meanwhile, dropped 4.8% to $252.62 and was one of the worst-performing components in the for the trading session.

Warren Buffett held Coca-Cola through a drawdown that wiped out more than half its value and lasted nearly five years, all while Pepsi looked like the smarter pick. Whether his loyalty to Coke actually paid off depends on a number that surprises most people.

Cloudflare's surging AI-agent traffic, Workers adoption and new monetization tools can help accelerate revenue growth as its market expands.

The latest forecast pushes back against AI slowdown fears

All signs seem to point to an affirmative answer to that question.

The bigger question may be who benefits from caution

Netflix shares plunged more than 5% this morning after Wells Fargo downgraded the stock to underweight and slashed its price target to $57 a share, from $80. "Engagement trends look worrying to us," wrote a team of analysts led by Steven Cahall, who estimated that viewership in the first half of 2026 was down 8% from the same period in 2023.

Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.

The sale was planned months ago, but its timing comes as Oracle's AI business and its stock move in very different directions.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with Wall Street split on what comes next. Here is the case for why the real breakout has not happened yet.

Tesla just ripped 8% in a month on Roadster hype, but prediction markets give that car only a one-in-three shot at arriving by 2027. Before you buy the excitement, understand what the income statement is quietly signaling.

The restaurant giant raised its dividend again, extending a streak that now spans half a century.

WRAP’s Global Durability Accelerator Initiative has already worked with over 35 brands to test over 200 garment styles.

CFTC staff on Thursday made it easier for apps to offer prediction markets without registering as brokers, expanding a model already used by Phantom. The no-action letter lets qualifying “passive software” providers offer access to regulated derivatives, including prediction markets,...

One training choice could complicate future AI control

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here. Global equity markets reached record highs in Q2, with the MSCI ACWI Index rising 14.93%, while global fixed income grew modestly by 0.87%. Geopolitical tensions, particularly in the Middle East, affected energy markets […]

Morgan Stanley (MS) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

USA Rare Earth is partnering with Pasqal and Riven Systems to use quantum machine learning to advance rare earth separation technology.

The AI cloud company is opening multiple financing channels as its infrastructure commitments keep growing.

WDC and SNDK offer distinct paths to AI-driven storage growth, with divergent margins, risks and exposure to HDDs versus NAND flash.

PWR's acquisition spree adds $1.2-$1.4B of expected 2026 revenues as its $53B backlog and raised outlook support growth.

SWK gains from automotive and industrial strength, cost savings and brand investments, while higher expenses and currency risks persist.

Mbappé will help On develop and test football boots and apparel while representing the brand on and off the pitch.