News

Amgen (NasdaqGS:AMGN) has reported a major cybersecurity breach that exposed sensitive patient health information. At the same time, regulators are reviewing the clinical data supporting its rare inflammatory disease drug Tavneos, following the retraction of a pivotal publication. Together, the data breach and questions over Tavneos data raise regulatory, reputational, and operational risks for Amgen. Amgen is a large biopharmaceutical company with a broad portfolio of therapies, including...

Paramount Skydance (PSKY) just reported its second quarter results, with sales of US$6.91b and net income of US$41m. Sales for the first half reached US$14.26b, with net income of US$209m. See our latest analysis for Paramount Skydance. Despite the Q2 earnings beat and progress toward the Warner Bros. Discovery acquisition, Paramount Skydance’s recent 7 day share price return of 5.41% sits against a weaker backdrop. The year to date share price return is down 36.42% and the 5 year total...

Coupang, Inc. has reported its second-quarter 2026 results, with revenue rising to US$8,856 million from US$8,524 million a year earlier but shifting from net income of US$32 million to a net loss of US$570 million, and basic and diluted loss per share of US$0.32 from prior earnings per share of US$0.02. Over the first half of 2026, Coupang’s revenue grew to US$17,360 million from US$16,432 million, yet the company moved from net income of US$139 million to a net loss of US$836 million,...

As the two best-known cola manufacturers, Coca-Cola and PepsiCo have been locked in a struggle for decades. While Pepsi often ranks second, the corporate powerhouse continues to chase Coca-Cola consumers at an impressive pace. And although Coca-Cola remains ahead, it's had its share of stumbles — ...

JEPQ's monthly checks look generous until the IRS shows up and takes a cut that most yield-focused investors never see coming. Before you chase that 10% distribution rate, find out what the fund's structure quietly costs you.

Defense and intelligence demand accelerates as company raises full-year guidance.

An Albuquerque nonprofit wants TXNM Energy Inc. to dole out $240 million in rate credits to customers after state regulators voided a $400 million sale in the utility company’s stock to Blackstone Inc. In a Monday filing with the Public Regulation Commission, Albuquerque-based Prosperity Works cites a $350 million termination fee baked into an agreement for private equity firm Blackstone Inc. ...

Upstart (NASDAQ:UPST) reported second-quarter 2026 results marked by accelerating loan originations, higher contribution margins and a return to GAAP profitability, while reaffirming its full-year financial outlook despite a higher macroeconomic risk indicator. Chief Executive Officer Paul Gu said

TransMedics Group (NASDAQ:TMDX) reported record second-quarter revenue as growth in liver procedures, clinical services and transplant logistics offset increased spending on product development, international expansion and infrastructure. Total revenue for the quarter ended June 30 rose 21% year ov

Silver Standard Resources (NASDAQ:SSRM), operating as SSR Mining, said its second-quarter results were in line with expectations as the company completed its exit from Türkiye, strengthened its cash position and outlined plans to increase investment in mine-life extensions across its Americas-focuse

SpaceX (NASDAQ:SPCX) reported second-quarter 2026 revenue of $7.8 billion, up 92% from a year earlier, while its quarterly net loss narrowed by $467 million to $541 million. Adjusted EBITDA rose 191% year over year to $3.5 billion, according to the company’s earnings call. Chief Financial Officer B

Asian equities climbed again Wednesday, tracking another record on Wall Street, as tech firms continued to enjoy a revival after a month-long rout, with confidence also boosted by the prospect of an imminent deal to reopen the Strait of Hormuz.Crude tumbled more than five percent Tuesday -- and are down more than 10 percent this week -- after US Treasury Secretary Scott Bessent said a deal could be reached imminently with Tehran on re-opening the Strait of Hormuz to shipping traffic. 

Bank of America (NYSE:BAC) disclosed that it may face monetary penalties tied to deficiencies in its anti money laundering program. The bank indicated that a resolution with the Office of the Comptroller of the Currency, or OCC, could be near. This disclosure marks a change from earlier statements that suggested any regulatory outcome was not expected to have a material financial impact. Bank of America is one of the largest U.S. banks, with a broad mix of consumer, commercial, and...

Albemarle stock has delivered a strong 79.4% return over the past year, yet its low valuation score and an overvalued read on market multiples suggest the current price may not offer obvious value. The 79.4% 1 year return highlights how quickly sentiment around Albemarle has swung back in favour of the stock, which can leave less room for error if expectations cool. For a chemicals producer like Albemarle, expectations for long term demand and margins can support today’s price, while any...

Powell Industries (POWL) has attracted fresh attention after reporting record new orders of US$934 million in its third quarter. This pushed backlog beyond US$2 billion and coincided with modest earnings and revenue misses. See our latest analysis for Powell Industries. Despite the record backlog, Powell Industries’ share price has been volatile, with a 1-day share price return that declined 4.16% after earnings, a 30-day share price return down 14.52% and a 90-day share price return down...

Interactive Brokers Group has delivered very strong share price gains over the last five years, yet both its intrinsic value estimate from the Excess Returns model and its market multiples currently point to the stock trading at a premium to those fundamentals. Interactive Brokers Group has returned about 471.1% over the last five years, which sets a very high bar for any further upside to be supported by the underlying valuation. The recent move to open client connectivity to a wide range...

Palantir's 30% stock surge wiped out $3 billion in short seller gains after a strong earnings beat and raised guidance.

Venture capitalist Chamath Palihapitiya said artificial intelligence (AI) may have entered a self-improvement cycle that could accelerate AI capabilities rapidly, predicting breakthroughs and falling model costs over the next 18 months. Chamath Sees AI Feedback Loop On Sunday, Palihapitiya, founder...

Moby summary of Leidos Holdings, Inc.'s Q2 2026 earnings call

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

Both companies view robotics as a big part of their future, but Nvidia has some advantages that Tesla doesn't.

Moby summary of TransDigm Group Incorporated's Q3 2026 earnings call

SOXL rewarded patient semiconductor bulls with one of the most explosive yearly returns on U.S. exchanges, then erased a fifth of that gain in a single month. Understanding exactly why reveals the hidden engine that makes this fund a wealth builder and a wealth destroyer at the same time.

Devon Energy reported second-quarter net earnings of $1.9 billion as production reached the upper end of its forecast following the completion of its merger with Coterra Energy.

Moby summary of Grab Holdings Limited's Q2 2026 earnings call

Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...

AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.

Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began ‌testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into ‌China, two of the sources said.

The Dow and S&P 500 closed at record highs as AI-linked earnings lifted stocks leaving questions about when the bubble will burst.

Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.