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Bloomberg13d agoneutral
Trump Readies Tariffs and Price Floors to Bolster US Polysilicon

(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be

Wells Fargo (WFC) Stock May Be 25% Undervalued On Tokenized Deposits Launch
Simply Wall St.13d agoneutral
Wells Fargo (WFC) Stock May Be 25% Undervalued On Tokenized Deposits Launch

Wells Fargo stock has more than doubled over the past three years, yet several valuation checks still point to room between the current share price and an intrinsic value estimate based on the Excess Returns model. Wells Fargo has returned 112.5% over the past three years, which puts extra focus on whether recent gains are already pricing in its prospects. The planned launch of blockchain based tokenized deposits for corporate clients may support expectations for future fee income. However,...

S&P Global (SPGI) Adds With Intelligence Data As Valuation Questions Linger
Simply Wall St.13d agoneutral
S&P Global (SPGI) Adds With Intelligence Data As Valuation Questions Linger

S&P Global (SPGI) has added With Intelligence data and insights into its S&P Capital IQ Pro platform, giving users broader private markets coverage across investors, fund managers and funds, supported by AI powered workflows. See our latest analysis for S&P Global. These product launches and recent earnings arrive while S&P Global’s share price sits at US$412.53, with the 1-month share price return down 6.22% and the year to date share price return down 19.53%. However, the 3-year total...

SK Hynix (KOSE:A000660) Helps Set An Open Standard For AI Flash Memory
Simply Wall St.13d agoneutral
SK Hynix (KOSE:A000660) Helps Set An Open Standard For AI Flash Memory

SK hynix (KOSE:A000660) and Sandisk have introduced a new High Bandwidth Flash technical specification. The standard has been released through the Open Compute Project and is aimed at AI inference systems. Partners including Google and Tenstorrent are involved in defining the guidelines for this HBF standard. SK hynix is a major memory and storage supplier, with products that sit at the core of data centers and AI hardware. The new HBF specification arrives as AI workloads put more pressure...

Nat-Gas Prices Edge Higher on Warmer US Weather Forecasts
Barchart13d agoneutral
Nat-Gas Prices Edge Higher on Warmer US Weather Forecasts

September Nymex natural gas (NGU26 ) closed up +0.006 (+0.22%) on Wednesday. Nat-gas prices settled slightly higher on Wednesday amid forecasts for warmer US weather, potentially boosting nat-gas demand from electricity providers to power an expected increase in air conditioning use. The Commodity Weather Group said on Wednesday that forecasts...

Why Wall Street Prices Coca-Cola and PepsiCo Differently
Insider Monkey13d agoneutral
Why Wall Street Prices Coca-Cola and PepsiCo Differently

Warren Buffett once said his favorite holding period is “forever,” and he was probably talking about Coca-Cola (NYSE:KO) when he said it. Nearly four decades later, Coca-Cola is still one of Berkshire Hathaway’s longest-held stock, and new CEO Greg Abel kept it even while trimming other positions from the portfolio. That kind of loyalty usually […]

TAT Technologies Q2 Earnings Call Highlights
MarketBeat13d agoneutral
TAT Technologies Q2 Earnings Call Highlights

TAT Technologies (NASDAQ:TATT) reported record second-quarter results for 2026 as improving supply-chain conditions helped the aviation aftermarket company convert previously constrained demand into revenue. Management said the company ended June with a record $650 million backlog and long-term agre

Taboola.com Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Taboola.com Q2 Earnings Call Highlights

Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million

SolarEdge Technologies Q2 Earnings Call Highlights
MarketBeat13d agoneutral
SolarEdge Technologies Q2 Earnings Call Highlights

SolarEdge Technologies (NASDAQ:SEDG) reported second-quarter results that marked a return to non-GAAP operating profitability, as higher revenue, improving margins and cost controls offset continued softness in the U.S. residential solar market. Revenue for the quarter ended June 30 was $346.2 mill

Recursion Pharmaceuticals Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Recursion Pharmaceuticals Q2 Earnings Call Highlights

Recursion Pharmaceuticals (NASDAQ:RXRX) outlined progress across its clinical pipeline, drug-discovery partnerships and AI-enabled research platform, while lowering its 2026 cash operating expense guidance to $375 million and reaffirming expectations for an operating runway through early 2028. The

SpaceX shares plummet after earnings as analysts back long-term outlook
Proactive13d agoneutral
SpaceX shares plummet after earnings as analysts back long-term outlook

SpaceX Corp (NASDAQ:SPCX) shares remained under pressure on Wednesday, with shares falling about 13% to around $109, as analysts remained broadly positive following the company's first earnings report as a public company, arguing the results reinforced its long-term growth outlook despite...

Why Hedge Funds Prefer Robinhood (HOOD) Stock Over SoFi
Insider Monkey13d agoneutral
Why Hedge Funds Prefer Robinhood (HOOD) Stock Over SoFi

You probably think of Robinhood (NASDAQ:HOOD) as the free stock trading app, or maybe the crypto one. That’s not really the story anymore. The fastest-growing part of the business right now is prediction markets, something almost nobody was talking about a couple years ago. Event contracts brought in $156 million in FQ2 2026, more than […]