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Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism
Simply Wall St.9d agoneutral
Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism

Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits close to the current share price and mixed signals from other metrics. After a sharp move in the tech sector and fresh optimism around Microsoft’s cloud and AI businesses, investors are weighing that strong track record against a relatively low overall value score. A...

Cerebras Systems (CBRS) Partners With Lovable, Is The Stock Still A Bargain?
Simply Wall St.9d agoneutral
Cerebras Systems (CBRS) Partners With Lovable, Is The Stock Still A Bargain?

Cerebras Systems (CBRS) is back in focus after announcing a partnership with Lovable to power its software creation platform using Cerebras hardware tailored for low latency AI inference. See our latest analysis for Cerebras Systems. The partnership news landed alongside a sharp 1-day share price return of 7.30%, yet Cerebras Systems still has a year to date share price return that is down 27.11%. Together with earlier data center agreements, the recent 30-day share price return of 5.42%...

Bitcoin ETF News: BlackRock Captured 81% of ETF Inflows in August Surge
99bitcoins9d agobullish
Bitcoin ETF News: BlackRock Captured 81% of ETF Inflows in August Surge

In Thailand crypto news today, the Southeast Asian nation has adopted a 0% personal income tax rate on capital gains from cryptocurrency trades conducted through Securities and Exchange Commission of Thailand-licensed exchanges, brokers, and dealers. Published in the Royal Gazette under Ministerial Regulation No. 399, the exemption applies to qualifying ...

Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?
Insider Monkey9d agobullish
Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?

Michael Burry’s latest stock moves are out and Wall Street is paying attention. According to media reports, Burry has piled into (NASDAQ:LULU) and MercadoLibre (NASDAQ:MELI). Lululemon: Down 40% This Year Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just […]

2 Services Stocks for Long-Term Investors and 1 We Find Risky
StockStory9d agoneutral
2 Services Stocks for Long-Term Investors and 1 We Find Risky

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 16.8% over the past six months. At the same time, the S&P 500 was up 10.9%.

SpaceX Stock Touches IPO Price
Investopedia9d agoneutral
SpaceX Stock Touches IPO Price

Shares of SpaceX on Monday rose above $135, the price at which the company sold shares to the public in mid-June, for the first time since July 16.

Applied Materials’ dividends: History, yield & payout ratio explained
TheStreet9d agoneutral
Applied Materials’ dividends: History, yield & payout ratio explained

Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on ...

Evaluating Datadog’s Reincorporation Proposal and Governance Roadmap
Insider Monkey9d agoneutral
Evaluating Datadog’s Reincorporation Proposal and Governance Roadmap

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

First Phosphate uplists to Nasdaq Global Market, targets feasibility study by end of 2026
Proactive9d agoneutralVIDEO
First Phosphate uplists to Nasdaq Global Market, targets feasibility study by end of 2026

First Phosphate Corp (NASDAQ:PHOS)(CSE:PHOS)(OTCQX:FRSPF) has uplisted to the Nasdaq Global Market, with CEO John Passalacqua telling Proactive's Stephen Gunnion that the move transforms the company into a primary US security, opening it up to portfolio managers who can only buy US-listed stocks or securities on specific exchanges. Passalacqua described the uplisting as consistent with the company transitioning from small cap to mid cap status. Passalacqua said the Nasdaq Global Market listing improves both liquidity and visibility as First Phosphate advances its Bégin-Lamarche phosphate project, and provides access to US and international capital markets. He noted that many of the company's anticipated customers and business partners are based in the US and Europe, making a presence on a leading transnational exchange strategically important. On operational milestones, Passalacqua said the company's priority is delivering a feasibility study, which it hopes to complete by end of 2026 or early 2027. He added that First Phosphate is fully capitalized to move through permitting and reach a final investment decision over the next couple of years. First Phosphate's stated ambition is to build a North American mine-to-market lithium iron phosphate (LFP) supply chain. Passalacqua said the Nasdaq listing supports that goal by giving the company the profile of larger peers in the critical minerals and technology space. #FirstPhosphate #PHOS #phosphate #LFP #criticalMinerals #Nasdaq #miningStocks #batteryMaterials #Canada #resourceInvesting