News

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

Accenture has seen its share price move around in recent years, and that raises a simple question for you as an investor. Is the current US$190.29 price tag aligned with the cash the business is expected to generate over time, based on a Discounted Cash Flow (DCF) view of its value? Over the past 5 years the stock has fallen 39%, which puts extra focus on whether the current valuation is still grounded in the cash flows the company can plausibly produce. The new Gemini Enterprise Business...

The Federal Trade Commission announced that Amazon will expand payments to eligible customers as part of last year's $2.5 billion settlement.

NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.

Starship is becoming central to the long-term bull case

Pfizer (PFE) heads into its Morgan Stanley Global Healthcare Conference presentation on 14 September with investors watching how management frames dividend priorities, recent pipeline setbacks, and the evolving role of newer oncology partnerships. At a share price of US$27.64, Pfizer has logged a 9.8% year to date share price return and a 22.5% total shareholder return over the past 12 months. This represents a rebound that has built momentum over the last three months as dividend messaging,...

CoreWeave (CRWV) has just priced and upsized a US$3.7b convertible note offering due 2033, a funding move that immediately puts questions around leverage, dilution, and future capital needs in sharper focus for shareholders. CoreWeave’s fresh funding news lands after a tough run for the ticker, with the share price down 32.28% over 90 days and 14.26% over 30 days, and a 1-year total shareholder return that has declined 34.20% despite a basically flat year to date share price return near...

Pan American Silver Corp. reported its June 30, 2026 mineral estimates, outlining approximately 511.1 million ounces of silver and 6.3 million ounces of gold in proven and probable reserves, alongside large measured, indicated and inferred resource bases that now include its 44% share of Juanicipio after acquiring MAG Silver. The update highlights how extensive 2026 drilling and targeted near-mine exploration have offset depletion and added new veins and zones at key operations such as La...

Teradyne (NasdaqGS:TER) has opened a new office in Bengaluru, India, to support domestic semiconductor and electronics manufacturing. The Bengaluru site is set up as a local hub for customer engagement, applications support, and technical training for Indian clients. The move aligns with Indian government efforts to expand local semiconductor fabrication and attract manufacturing investment into the country. Teradyne's new Bengaluru office is one development, and there is more to understand...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Wall Street sees CrowdStrike’s latest AI launches reinforcing its position as a strategic cybersecurity platform as enterprise demand for AI security expands, per TheFly.

Markets have become accustomed to corporate leaders eventually moving on, but few departures carry the weight of Warren Buffett leaving the chairman’s office at Berkshire Hathaway (NYSE.BRK-A)(NYSE:BRK-B). Buffett has been synonymous with Berkshire since taking control in 1965, turning a struggling textile company into a near-$1 trillion conglomerate. Now, at 96, he is handing over […]

A piece of the company is winding down its operations under CVS Health.

Pfizer has raised its dividend every year for over a decade, then something changed. Before you count on that 6% yield, find out what the payout's own behavior is quietly signaling about the company's financial confidence.

LULU refreshes product strategy with new styles, faster replenishment and brand investments as it targets full-price sales growth.

New stock exposure levels and monitoring distribution days in the daily Market Pulse are two ways to stay on top of investing trends.

Micron Technology's (MU) AI-driven memory demand continues to outpace supply, supporting a potential

Equifax's growth outlook is backed by Workforce Solutions demand, AI-driven products and savings and broad-based international revenue gains.

Bitcoin mining and digital infrastructure executives outlined how access to energized power, land and existing substations is positioning their companies to pursue artificial intelligence and high-performance computing deployments, while also warning that much of the widely cited data-center demand

PGIM just launched an actively managed SMID-cap ETF with Jennison Associates at the helm, promising to do what passive indexes cannot in the messiest corner of the market. But with no holdings disclosed, no expense ratio published, and only days of trading history, investors face a stark question about how much trust is worth paying for.

Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a major repricing. Here is what has to happen for SMCI to add another 58% from here.

Robinhood’s Abhishek Fatehpuria on winning the modern financial consumer at TechCrunch Disrupt 2026. Register now to save up to $200 before September 25 at 11:59 p.m. PT.

UAL partners with DISH to stream live football via Starlink-enabled seatback screens, expanding inflight entertainment across 200+ aircraft.

Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the structural engines behind those gains are still running. The question is whether a payments network, a cloud giant, and a membership warehouse can defy the law of large numbers for another ten years.

More than 40% of U.S. insurers polled by the ratings firm at the end of last year said they plan to increase their exposure to private debt. It found that life and property insurers rated by Moody's hold roughly $8 billion and $2 billion respectively in data center-related assets. Moody's estimates that the overall U.S. insurance sector has as much as $20 billion of exposure to data centers.

KBH's fiscal third-quarter results are likely to reflect lower deliveries and ASP, while its built-to-order model supports activity.

Five Below raised its fiscal 2026 outlook after a Q2 beat, as stronger traffic, margins and product newness lifted its earnings trajectory.

Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.

The target implies 219% upside from Cipher’s latest price. Morgan Stanley did not disclose revised estimates, valuation assumptions or a new rationale for the increase.

Brookfield (BN) shares are trading at a 40% discount to management's estimate of current plan value