News

Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

A Wall Street analyst upgraded Fox stock to buy, saying its drop on the Roku acquisition news was an overreaction.

These stocks offer high yields, are big names in their respective sectors, and have strong fundamentals.

A major catalyst will arrive for SpaceX in August.

Strategy Inc. (NasdaqGS:MSTR) has adopted a new Digital Credit Capital Framework. The company now allows sales of up to US$1.25b in Bitcoin to fund capital actions. The board has approved up to US$2b in share buybacks and a higher preferred dividend rate. This marks a shift from a pure Bitcoin accumulation policy to active balance sheet management. Strategy Inc. sits at the intersection of enterprise software and Bitcoin exposure, so changes to its capital approach tend to attract close...

Rivian Automotive has begun first public deliveries of its R2 mid-size SUV to customers. The company plans to expand production to a new Georgia plant by 2028 to support R2 output. Rivian is broadening its technology ecosystem through partnerships with AT&T for 5G connectivity and ChargeScape for managed charging services. Rivian Automotive, traded as NasdaqGS:RIVN, is moving the R2 from concept into customers’ driveways, a key step as the company looks to turn its product roadmap into...

BigBear.ai Holdings has delivered a steep share price decline over the past five years, yet the stock still screens as expensive on broad valuation checks. This puts recent optimism around new defense AI contracts up against a weaker long term return profile. Over the past five years, BigBear.ai Holdings' share price has declined about 63%, which means long term holders have not been rewarded despite the current enthusiasm around its AI and defense positioning. New defense related AI...

LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.

Company targets digital infrastructure for critical minerals marketDatavault AI Inc. (NASDAQ:DVLT) has announced a proposed strategic partnership with Patriot Strategic Metals LLC to develop the Strategic Materials Acquisition Platform, a digital infrastructure initiative designed to support the financing, tokenisation, settlement and lifecycle management of strategic mineral assets.

Investing.com -- A reported draft ban on Chinese solar inverter imports could provide a marginal boost to Enphase Energy and SolarEdge Technologies, though Goldman Sachs said the practical implications are more significant for the utility-scale market than residential applications.

AI data centres, memory scarcity and factory capacity are costing consumers –and console makers

CMA CGM will offer ocean transport and carrier services under a nonexclusive agreement with FedEx and the companies will also work together on select air-cargo capacity solutions.

Guggenheim turns bullish on valuation despite AI concernsShares of ServiceNow (NYSE:NOW) rose about 4% on Wednesday after Guggenheim upgraded the enterprise software company to Buy from Neutral, assigning a price target of $125. Following Tuesday’s closing price of $99.

Coca-Cola to become Marriott’s worldwide beverage supplierMarriott International (NASDAQ:MAR) and The Coca-Cola Company (NYSE:KO) have entered into a global beverage supply agreement that will see Coca-Cola products introduced across Marriott’s worldwide hotel portfolio. According to a joint announcement released on July 1, 2026, Coca-Cola will become Marriott’s global beverage partner across multiple categories, including carbonated soft drinks, hydration products and functional beverages.

WM's pricing discipline, renewable energy initiatives and steady dividend growth support long-term expansion while reinforcing its competitive edge.

Enphase reports steady profits and global reach, while Plug Power pursues hydrogen growth despite steep losses. Compare their fundamentals and risk profiles.

Lower gas prices lift confidence in June, putting Five Below, Casey's, Ross Stores and Dollar Tree in focus as shoppers stay selective.

Here is how Analog Devices (ADI) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.

FactSet beats Q3'26 earnings and revenue estimates as organic growth, ASV gains, client demand and stronger cash flow offset margin pressure.

AMCR is partnering with Kelpi to test seaweed-based coatings that could expand its AmFiber portfolio and lower packaging carbon footprints.

Report says Meta is preparing a move into cloud infrastructureShares of Meta Platforms (NASDAQ:META) climbed as much as 8% on Wednesday after a Bloomberg report said the company is preparing to enter the cloud infrastructure market by offering customers access to surplus artificial intelligence computing resources. If launched, the initiative would place Meta in direct competition with leading cloud providers including Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP), w

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]

Based on the average brokerage recommendation (ABR), Lam Research (LRCX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Based on the average brokerage recommendation (ABR), Unity Software (U) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

According to the average brokerage recommendation (ABR), one should invest in Dell Technologies (DELL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The Latin America fintech pioneer is out of favor, but the tailwinds could outweigh the headwinds.

During an interview with CNBC, Karp argued that the frontier AI model developers OpenAI and Anthropic reportedly lack measures to protect their clients' intellectual property.

FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.

Commvault trades at $140.75 and has moved in lockstep with the market. Its shares have returned 13.3% over the last six months while the S&P 500 has gained 8.5%.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.