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How Far Could RKLB Stock Fall In The Next Shock?
Trefis11d agobearish
How Far Could RKLB Stock Fall In The Next Shock?

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

SBA Communications (SBAC) Wins Investment Grade While Profits Slide
Insider Monkey12d agobullish
SBA Communications (SBAC) Wins Investment Grade While Profits Slide

On August 3, SBA Communications (NASDAQ:SBAC) reported second-quarter results that told two very different stories at once. The tower operator earned its first-ever investment-grade credit rating from S&P, upgrading to BBB, in the same quarter that net income attributable to the company fell 12.9% year over year to $198.8 million. Diluted earnings per share dropped […]

S&P Global (SPGI) Just Gave Investors Something To Think About
Simply Wall St.14d agoneutral
S&P Global (SPGI) Just Gave Investors Something To Think About

Event overview and why S&P Global matters now S&P Global (SPGI) is back in focus ahead of September 14, 2026, when Chief Financial Officer Eric Aboaf joins Barclays 24th Annual Global Financial Services Conference for a webcast fireside chat and investor meetings. The appearance gives investors another opportunity to hear how management frames the company’s benchmarks, data and index businesses, and to compare that commentary with recent share performance and financial results. Over the past...

Should You Brace For A Fall In American Airlines Stock?
Trefis15d agobearish
Should You Brace For A Fall In American Airlines Stock?

American Airlines (AAL) trades at about $12.97, roughly 29% below its 52-week high after falling about 21.8% over the past month. Over the trailing twelve months it returned -3.5% while the S&P 500 returned 21.1%. In July it reported record quarterly revenue. A record quarter and a cut outlook sit together for a reason, and that reason is also why its falls run deeper than the market's.

Known Unknowns: A Rumsfeldian Breakdown of AI Capex Risks
The Wall Street Journal15d agoneutral
Known Unknowns: A Rumsfeldian Breakdown of AI Capex Risks

"Every time we take a deep dive into this sector, we find that capex is rising faster than we anticipated, financings are becoming more complicated and less transparent, and that returns on investment will take years to realize." Here's how the rating agency breaks down some of the things that could go wrong, taking inspiration from former defense secretary Donald Rumsfeld's quote about the things you know...and those you don't. Unfortunately, as Rumsfeld pointed out, they also "tend to be the difficult ones.”

Trefis15d agobullish
What Are You Actually Buying In Aurora Innovation Stock?

Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.

SoFi, WisdomTree, Ridgepost Capital, Ares, and S&P Global Shares Are Soaring, What You Need To Know
StockStory15d agobullish
SoFi, WisdomTree, Ridgepost Capital, Ares, and S&P Global Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after Federal Reserve Governor Christopher Waller signaled support for holding interest rates steady amid emerging signs of disinflation. During a Reuters NEXT Newsmaker interview, Governor Waller stated that if the positive economic trends seen over the last few months continue in the data due over the next two weeks, he would be inclined to support holding the federal funds target rate at its current setting. Waller pointed out that the three-

What Are You Actually Buying In Applied Digital Stock?
Trefis15d agobullish
What Are You Actually Buying In Applied Digital Stock?

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

What Are You Actually Buying In PayPal Stock?
Trefis15d agobullish
What Are You Actually Buying In PayPal Stock?

PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.

How Far Can JOBY Stock Fall While Its Guidance Goes Up?
Trefis16d agobearish
How Far Can JOBY Stock Fall While Its Guidance Goes Up?

Joby Aviation (JOBY) trades near $6.82, after falling 49% over the past twelve months while the S&P 500 returned 20.5%. The company raised its full-year revenue outlook and the shares kept sliding. The market is repricing the bill that comes before the first paying passenger in one of its own aircraft.

S&P Global (SPGI) Could Deliver Mid-Teens EPS Growth From a Cheaper Valuation
Insider Monkey16d agoneutral
S&P Global (SPGI) Could Deliver Mid-Teens EPS Growth From a Cheaper Valuation

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Why High-Yield Baby Bonds Offer Income Investors a Rare Opportunity
Barrons.com17d agoneutral
Why High-Yield Baby Bonds Offer Income Investors a Rare Opportunity

Have a look at an obscure corner of the corporate bond market that is offering high yields and good credit quality. In fact, yields on the babies are near their highest levels in more than 15 years, and they offer rates that are comparable to junk bonds, but with higher credit quality. One nice feature of Baby Bonds is that they trade like stocks on the NYSE or Nasdaq.