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Silver prices surged nearly 4% to $61.81 at the time of writing amid easing geopolitical tensions and a decline in oil prices as markets eyed the reopening of the Strait of Hormuz.
Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.
Dollar General stock has recovered over the past year but is still well below its level of five years ago, while both intrinsic value estimates and market multiples currently point to it trading at a discount to what the business may be worth. Recent earnings and management changes have put fresh attention on whether that discount is still justified. Over the past 5 years, Dollar General shares have declined 41.9%, which leaves long term holders under pressure even after the more recent...
Wayfair Inc. has reported its second-quarter 2026 results, with sales rising to US$3,519 million from US$3,273 million a year earlier, while swinging from a US$15 million net income to a US$1 million net loss. Despite this small quarterly loss, management highlighted its strongest post-pandemic U.S. revenue growth, improving margins, and rapid expansion of its premium Perigold brand and physical stores as key operational gains. Next, we’ll examine how this acceleration in U.S. revenue growth...
Zeta Global Holdings has been on a strong multi year run, yet its current checks suggest the stock now looks closer to fairly priced rather than a clear bargain. Over the last 5 years, Zeta Global Holdings has delivered a very large total return of about 3.1x, which means recent buyers are starting from a much higher base than long term holders did. The newly secured US$1b credit facility can support acquisitions and share buybacks that may help earnings power over time. However, the higher...
How Amgen’s latest earnings event sets the stage for investors Amgen (AMGN) just released its second quarter 2026 results, reporting revenue of US$10.05b and net income of US$2.38b, alongside updated full year guidance that gives investors fresh numbers to work with. For the first half of 2026, Amgen reported revenue of US$18.67b and net income of US$4.19b. Basic earnings per share from continuing operations were US$7.77, with diluted EPS at US$7.71 for the period. The company now expects...
Nike is struggling after a twenty-five-year market underperformance caused by strategic missteps, weak product innovation, and China challenges.
Pinterest Inc (NYSE:PINS) beat on revenue, beat on earnings, beat on users, raised its margin target for the year and then watched its shares fall more than 8% in extended trading. Revenue of $1.18 billion was up 18% year on year against expectations of $1.15 billion. Adjusted earnings of...
The Dow Jones and S&P 500 closed at record highs on Tuesday as optimism grew over reopening the Strait of Hormuz.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...
If you’re seeking steady income from your investments, good luck finding it in traditional U.S. index funds tracking the The current dividend yield on that tech-stock-laden benchmark is only 1.1%. Yes, there are solid U.S. stock dividend-focused exchange-traded funds like which has a 2.2% trailing 12-month yield, and which yields 3.1%. It also sports a 14% five-year annualized return versus the Vanguard’s U.S. dividend ETF’s 12.2% and Schwab’s 9.5%, with international stocks beating U.S. ones over that period.
A Polymarket prediction that sought to gauge where the State Street SPDR S&P 500 ETF Trust (SPY) will end in August showed traders were most bullish on the ETF rising above $780.
Wood continues to bet big on Tesla's disruptive potential.
Airbnb is strengthening its investment case as resilient business momentum keeps Wall Street paying close attention.
Johnson & Johnson (JNJ) is back in focus after longtime executive Jennifer Taubert retired as Executive Vice President, Worldwide Chairman, Innovative Medicine, with experienced biopharmaceutical leader Tom Cavanaugh set to succeed her. See our latest analysis for Johnson & Johnson. Johnson & Johnson’s share price has had a strong run in 2026, with a year to date share price return of 22.95% and a 90 day share price return of 13.49%, while the 1 year total shareholder return of 53.04%...
TransMedics Group stock has delivered a 170.9% gain over the past five years, yet the broader valuation checks currently lean toward the shares being undervalued rather than fully priced in. With recent returns mixed over shorter periods, the market seems less certain than the long term chart suggests about what the current price of US$80.75 really reflects. The 170.9% return over five years signals that long term holders in TransMedics Group have already seen substantial value creation,...
In the past week, Leidos Holdings reported Q2 2026 results showing revenue rising to US$4.56 billion while GAAP net income and EPS eased year on year, alongside a raised full-year 2026 revenue outlook to US$18.20–US$18.40 billion. At the same time, the company secured new defense and intelligence work, from hypersonic missile tracking payloads to AI and ISR support contracts, while maintaining dividends and launching a fresh 20 million-share repurchase authorization, underscoring its focus...
Fidelity National Information Services (NYSE:FIS) reported second-quarter results marked by stronger Banking Solutions growth, expanding margins and sharply higher cash flow, while reducing its full-year outlook for Capital Markets because of weaker professional-services sales and slower backlog con
Energy Transfer (NYSE:ET) reported second-quarter adjusted EBITDA of approximately $5.1 billion, up from about $3.9 billion a year earlier, supported by record gathering, NGL transportation and export, and crude oil transportation volumes. Distributable cash flow attributable to partners, as adjuste
Emerson Electric (NYSE:EMR) reported third-quarter fiscal 2026 results that exceeded its expectations, citing broad-based order growth, stronger demand in North America and Asia, and continued momentum in power generation, semiconductors and test and measurement. President and Chief Executive Offic
DaVita (NYSE:DVA) reported second-quarter results that management said were broadly in line with expectations, supported by accelerating treatment-volume growth and lower mortality among patients. The kidney-care company reaffirmed its full-year 2026 guidance, while outlining plans to expand access
A wallet reportedly tied to MicroStrategy moved 1,030 BTC worth $66 million, days after the firm sold 1,638 Bitcoin.
<body><p>STORY: :: Joey Roulette, U.S. Business of Space Correspondent</p><p>:: Washington, D.C./ August 4, 2026</p><p>"SpaceX's first earnings call really affirmed that the company is very serious about all the plans that it wants to do in the artificial intelligence sector building data centers in space and on land. And it affirmed that Starlink remains the primary driver of the company's overall revenue that's going to fund all of these expensive projects."</p><p>"So SpaceX's overall revenue roughly doubled, and that was driven mainly by Starlink, which accounted for about 66% of its quarterly revenue. And so overall that's $7.8 billion in revenue this quarter, which is up from about $4.1 billion from the previous year."</p><p>"While SpaceX is bringing in that much money, it's also spending a lot more. $18 billion in spending overall, which is up from $2.8 billion a year prior. They're building out lots of data centers and AI infrastructure on Earth. And then they're also investing heavily in their plans to move all of those systems into space with their Starmind AI satellites, which is a longer term goal."</p><p>"But AI aside, Starlink is still the most powerful unit within SpaceX that's funding these giant development efforts."</p><p>"Subscribers have jumped to 12 million, which is millions more than last year. And we're expecting those numbers to even grow, because SpaceX wants to put thousands of other upgraded Starlink satellites in space that Elon Musk says will expand the network's capacity by like 10 times."</p><p>"However, one thing Elon said on the earnings call was that they aim to launch some of those first AI satellites as soon as next year. But it's going to take a lot more to actually build up enough power to have a data center that rivals those on Earth, and that can take several years. So what SpaceX is focused on right now is competing in the AI industry as an infrastructure provider."</p></body>
It expects revenue of roughly €16.3 billion for the current fiscal year as the race to build AI infrastructure keeps adding fuel to red-hot semiconductor demand.
Despite Texas Instruments trailing the semiconductor industry’s returns, it has outpaced the S&P 500 Index. That performance, coupled with its long-term growth story, has kept analysts moderately bullish on the stock.
Fiserv said on Tuesday that it is partnering with Mastercard to give merchants a single connection to Mastercard’s advanced services across online, mobile and in-store channels.
On Tuesday, Advanced Micro Devices, Inc. (NASDAQ:AMD) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Joseph Moore asked if the company was currently constrained by server CPU supply and whether the tight market could continue into next year. Su said the server CPU supply chain has remain
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