News

Ziff Davis stock has climbed 58.5% year to date, yet its valuation checks lean expensive and raise questions about how much upside is already reflected in the price. The 58.5% year to date gain can signal renewed confidence in the story, but it also increases the risk that expectations are running ahead of fundamentals. Recent portfolio moves and capital returns can support the long term earnings profile, while pressure on key digital media assets and changing ad economics may weigh on what...

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

BlackRock (NYSE:BLK) agreed a major infrastructure partnership with Meta to build a large AI focused data center campus in El Paso. The deal includes significant joint investment and shared ownership of the new AI oriented facilities. The El Paso campus is planned as a core hub for supporting Meta's AI workloads and related digital infrastructure. The partnership underscores BlackRock's push into large scale digital infrastructure alongside global technology companies. Consider broadening...

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Archer Aviation is set to acquire three Boeing subsidiaries, and the two companies have also entered into a collaboration and technology-sharing arrangement.

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

AI's biggest opportunity could also be its biggest hidden risk. Here's what investors need to know before the next shakeout.

No relief in sight on the chip front.

No relief in sight on the chip front.

The deal values Lancium, which owns the first operational Stargate site in Abilene, Texas, at around $10 billion

AEM's 25% rally reflects stronger gold prices and earnings, but rising costs and lower production could temper its momentum.

MPLX's growth pipeline and rising gas and NGL investments support cash-flow growth, but higher spending and leverage raise execution risks.

While the long-term opportunity looks promising, the company still has a long road ahead before it becomes profitable.

Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion

Investing.com -- Bernstein reiterated an Outperform rating on Microsoft and raised its price target to $660 from $647 in a note on Monday, pushing back on a key part of the bear case that the company is overbuilding AI capacity.

Liquidia, PBF Energy and Forum Energy Technologies pair low beta with positive momentum and growth drivers amid market volatility.

AbCellera Biologics (NASDAQ:ABCL) reported top-line four-week results from a Phase II trial of ABCL-635, an investigational non-hormonal treatment for moderate to severe vasomotor symptoms, or hot flashes, associated with menopause. The randomized, double-blind, placebo-controlled study enrolled 92

Bitdeer Technologies Group (NASDAQ:BTDR) reported higher second-quarter revenue and a sharp improvement in adjusted EBITDA as growth in self-mining capacity and AI Cloud operations offset continued pressure on gross margins from depreciation and Bitcoin mining economics. The company also highlighte

(Bloomberg) -- Michael Saylor’s Strategy Inc. spent another week revising the company’s capital structure by selling more Bitcoin and common shares to bolster its cash reserve. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Condi

DraftKings Inc. (NASDAQ:DKNG) missed revenue expectations last week, but prediction markets dominated the earnings call. To Joel Shulman, founder and chief investment officer of ERShares and portfolio manager of the XOVR ETF, the message was clear: DraftKings is now treating...

The AI-focused hedge fund has now committed $500 million to Source Foundry, a Stanford-founded startup aiming to challenge ASML in chip manufacturing equipment

Nasdaq has lagged behind the broader market over the past year, yet analysts remain highly bullish about the stock’s prospects.

SMR's regulatory progress, supplier network and $1.9B liquidity support its outlook despite weak revenues and execution risks.

While the rest of the market chased AI headlines and flinched at every tariff rumor, three famously unglamorous stocks kept raising their dividends and quietly compounding wealth. Here is why August may be the right moment to pay attention.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

In a major partnership, Galaxy Digital and Sharplink have launched a new $125 million fund that will deploy capital across onchain yield strategies and selected crypto investments. As part of the partnership, Galaxy Sharplink Onchain Yield Fund has started with $125 million in committed capital. Sharplink is providing $100 million from its staked Ethereum treasury,

After a catastrophic margin call forced Situational Awareness to liquidate near the bottom, two of its former high-conviction AI holdings are now surging back with momentum that is making the forced selling look like a very costly mistake.

Chinese tech firms raised $217 billion through IPOs and bond sales over two years, but still trail U.S. peers by more than 6-to-1

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]