Evercore says live events and short-form video could give Netflix another way to keep users coming back.
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Investors rotated from AI hardware toward enterprise software as slower model development reduced fears of rapid software disruption.

The key “affordability” rate briefly touched its highest level since 2007 on Monday.

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

Elmet Group shares soared after the Defense Department announced a $450 million investment aimed at expanding U.S. tungsten production and reducing reliance on China.

Eli Lilly (LLY) trades near $1,120, about 13% below the high it set in August, and the question is whether to step in. The stock's record after sharp falls is clean but short. That record asks for the better part of a year and more pain before it pays. And this fall is not the kind of fall that record is built on.

In early September 2026, DocuSign reported second-quarter revenue of US$875.75 million and net income of US$77.72 million, raised its full-year revenue guidance, advanced AI-powered Intelligent Agreement Management integrations, expanded education-focused partnerships, and completed a US$2.38 billion share repurchase program covering just over 20% of its shares. By simultaneously opening its Model Context Protocol Server to leading AI agents and deepening real-world IAM use cases with...

The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.

A wave of worry among top executives about the speed of artificial intelligence development had Wall Street selling shares of chip firms and buying software stocks. The Nasdaq Composite fell 0.6%. The selling was mostly limited to stocks tied to the AI trade, after Anthropic’s Dario Amodei pushed for top AI upstarts to work together on setting guardrails on development.

The apparel company reports earnings early next month.

Broadcom paid its former landlord, PRP Real Assets, $325 million for the 660,000-square-foot research campus in one of the largest office sales in Southern California in recent years.

UnitedHealth (UNH) has spent the past year repairing margins rather than chasing growth. The shares rebounded well ahead of any actual margin recovery: up about 38% over the past six months, though down about 6% over the past three, and still behind the S&P 500 over the past twelve months, 12.2% for the stock against 18.6% for the index. What argues for owning them now shows up in cash running ahead of reported profit.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Teledyne (NYSE:TDY) and the rest of the inspection instruments stocks fared in Q2.

Affirm shares rally on a bullish Wolfe Research report. Here’s why analyst Darrin Peller recommends buying AFRM stock at the current price.

SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at agricultural machinery stocks, starting with Deere (NYSE:DE).
Adobe rose to $262.83 as investors rotated toward software, while AI-first ARR surged more than 150% in the latest quarter.

These four PEG value stocks combine discounted valuations with strong growth prospects, offering investors potential opportunities amid market volatility.

NVIDIA's stronger AI growth, higher ROE and lower leverage give it an edge over Oracle as both benefit from booming AI demand.

The stock has lost half its value in the past 12 months, but it's coming off an incredibly strong quarter.

ISRG is using AI, software, data and advanced instruments to strengthen da Vinci 5 and stay ahead as robotic surgery competition intensifies.
Existing-device eligibility broadens distribution while weakening the argument that better AI automatically produces immediate hardware replacements.
Netflix Stock Rallies As Analyst Raises Target, Points To Stronger Subscriber Trends

Brookfield buys minority stake in AREP, boosting data center development.

CVS Health is looking more attractive -- and it sports an appealing dividend, too, recently yielding 2.8%.

A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.

AI CEOs want the industry to pump the brakes on capability gains. Nvidia, Intel, and AMD didn't like the sound of that. Bitcoin didn't seem to mind.

Palantir's year-long consolidation, surging commercial AI demand, record bookings and exceptional profitability strengthen its case as a buying opportunity.
The security opportunity is growing, but today's rally raises the financial performance required to justify the valuation.