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Centene Corporation recently reported past second-quarter 2026 results showing revenue of US$53,579 million and net income of US$1,091 million, while also announcing a partial US$500 million redemption of its 4.25% Notes due 2027 and leadership changes on its board. The company’s raised full-year 2026 revenue and earnings guidance, alongside institutional investor focus on Medicaid margin recovery, has sharpened attention on its managed care profitability trajectory. Now we’ll examine how...

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand ‌for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix are set to hold a combined $263 billion ‌in net cash by year-end, more than double the estimated $102 billion of AI bellwether Nvidia and exceeding the combined cash of the other six "Magnificent Seven" U.S. technology companies, LSEG data and Reuters calculations showed.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.

Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?

Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.

SanDisk Corp. (NASDAQ:SNDK) expects PC and smartphone shipments to decline sharply in 2026, but CEO David Goeckeler said rising storage capacity and market stabilization next year could support renewed NAND demand. SanDisk Sees PC and Smartphone Shipments Falling On Wednesday, during SanDisk’s fourth-quarter earnings call, Goeckeler said the company expects unit shipments for both PCs and smartphones to decline by the "mid-teens" this calendar year as the consumer technology markets adjust. Stil

A grey divorce at 60 can cut your retirement savings in half and leave you with a compressed timeline that punishes the wrong investment choices. Here is how three ETFs can rebuild both the growth and the income you lost.

Sunrun (NASDAQ:RUN) reported second-quarter results marked by a record storage attachment rate, positive cash generation excluding safe-harbor equipment investments, and a reduced full-year outlook as the company shifts toward a larger direct-sales business. Chief Executive Officer Mary Powell said

Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti

Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.

Plenty of that is a result of the firm’s expanded product lineup and a bull market that has all three major indices up double digits so far this year.

In his first earnings report following a full quarter as CEO, Disney’s Josh D’Amaro got to claim some welcome wins for the House of Mouse: booming profits for its Experiences division, solid streaming growth and strong box office revenue, thanks to the blockbuster Toy Story 5. Separately, Disney announced a “first of its kind” content-sharing deal with TikTok, the company’s next move to find the cutting edge of culture after its ill-fated IP-licensing deal with OpenAI’s Sora video generator went kaput earlier this year. Sign up for The Daily Upside at no cost for premium analysis on all your favorite stocks. With subscriber growth topping out and churn on the rise, media giants are desperate to scale their advertising businesses (D’Amaro also hinted yesterday that Disney is building a Tubi and Roku Channel-esque FAST service).

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings

Revenue rose 37.7% to $3.04 billion as gross margin fell to 63.4% from 65.6%

Applied Materials has surged 22% off its July lows, yet still sits nearly $200 below its recent peak with a binary earnings event days away that could either justify the bulls or hand the bears their moment.

Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.

VNQ's 0.13% expense ratio looks like a bargain until you see what the IRS quietly collects every quarter, and it has nothing to do with management fees.

A Tuesday phone call ended 26 years of steady paychecks, and now a severance check sits on the kitchen table with no real retirement plan behind it. Four income ETFs can turn that lump sum into monthly cash flow, but each one comes with trade-offs that could quietly erode what you worked decades to build.

Eli Lilly and Company will release its second-quarter earnings report before the opening bell on Wednesday, Aug. 5. Analysts expect the company to report quarterly earnings of $6.58 per share, up from $6.31 per share in the year-ago period. The...

SpaceX’s lockup expiration threatens to more than double its public float.

ZIM Integrated Shipping Services stock has posted a very strong 220.1% return over the past three years, yet the valuation checks send mixed signals. The Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside compared to the current price, while market based multiples and a low overall value score suggest the shares are not straightforwardly cheap. Over the past three years the stock has returned 220.1%, which puts extra focus on whether recent gains already reflect...

Alphabet's spending plan boost is great news for several companies.

SVOL's 20% monthly yield sounds like a dream until you look at what the fund quietly hands back to investors, who is already running for the exits, and what happens to your principal when volatility decides to wake up.

News (NASDAQ:NWS) reported record fourth-quarter profitability for fiscal 2026, with revenue rising 11% year over year to $2.3 billion and total segment EBITDA increasing 31% to $423 million. Net income from continuing operations climbed 167% to $230 million, while reported earnings per share rose t

Everspin Tech (NASDAQ:MRAM) reported record second-quarter revenue as growth in MRAM product sales and initial revenue from a new U.S. defense-related subcontract lifted results above the company’s guidance range. For the quarter ended June 30, 2026, Everspin posted revenue of $18.7 million, up 42%

MercadoLibre (NASDAQ:MELI) reported second-quarter 2026 net revenue of more than $10 billion for the first time, representing 50% year-over-year growth, while the company continued to emphasize investments in commerce, fintech, logistics and artificial intelligence over near-term margin expansion.

Most Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.

(Bloomberg) -- DeepSeek plans to implement a significant price increase across its AI services, an unusual shift from the Chinese tech sector that has put pressure on US competitors with its aggressive pricing.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Billion Unlock H