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Blue Macellari of asset manager T. Rowe Price said agency rulemaking could replace the CLARITY Act and move faster.

Any slowdown in future demand could hit ASML the hardest, since it makes the building blocks of the factories that produce AI chips.

Combining different dividend stock selection strategies can produce an elite portfolio.

Goldman Sachs has cut its delivery forecast for Tesla, Inc. (NASDAQ:TSLA) while citing weaker sales trends across the company’s most important markets. The investment bank slashed its Q3 delivery forecast to 435,000 vehicles from 490,000. It also lowered its Q4 delivery forecast to 475,000 vehicles from 515,000. The question now is whether Tesla’s demand weakness […]

Cisco Systems, Inc. (NASDAQ:CSCO) is seeking to expand Splunk’s role in enterprise AI. That matters because it could give the networking giant another avenue to monetize the AI infrastructure buildout beyond hardware sales. At the 2026 Splunk conference in Denver this week (Sept. 14-17), Cisco introduced the Cisco AI POD for Splunk. This solution brings […]

Regal Rexnord has delivered a 13.7% gain over the past 5 years, yet its recent pullback raises a simple question for you as an investor. Is the current share price of US$148.05 adequately explained by the cash flows the business is expected to generate? A 13.7% return over 5 years puts real money on the line for holders, so the crucial issue is whether those cash flows still justify staying invested at today's level. Regal Rexnord's ability to turn earnings into cash, and decide how much of...

What the Nvidia chief told reporters in Scotland does not match what his company put in writing last month.

Earlier this year, Nvidia invested $2 billion in semiconductor company Marvell Technology.

When financial anxiety overshadows retirement enjoyment, you know it's time to make a change.

The bank’s call landed hours after internal documents leaked.

One niche player burned cash and posted a net loss; the other generated $3.8 billion in free cash flow.

Here’s the bull thesis Wall Street thinks investors are missing

Earlier in September 2026, Roblox Corporation announced “Roblox Everywhere,” a program that will let creators publish their experiences as standalone applications across multiple platforms, expanding distribution beyond the core Roblox app. This shift could reshape how value is shared on the platform by turning individual Roblox experiences into app-like products that reach users who may never open the main Roblox client. We’ll now explore how opening Roblox experiences as standalone apps...

Centrus Energy (NYSE:LEU) agreed to a multi year HALEU supply contract with Antares Nuclear to fuel advanced reactor projects. The company also signed an agreement with Radiant that links its HALEU output to advanced reactors and national security uses. Both arrangements include prepayments intended to expand Centrus Energy's domestic high assay low enriched uranium production capacity. The new Antares and Radiant HALEU deals change the story, but they should not be your only focus. Check...

Trade disputes, tech regulations and shifting rules on critical exports are pulling global supply chains in new directions, turning onshoring from a buzzword into a real capital spending theme. That creates a window for investors who want exposure to solid manufacturers linked to domestic production rather than far flung networks. This article examines three large cap stocks connected to these developments and outlines key reasons each one may warrant closer review at this time. The three...

Earlier this month, Tempus AI announced a multi‑year initiative to build a research platform of 100,000 whole genomes linked to longitudinal clinical, imaging, pathology and outcome data, with plans to eventually scale toward one million genomes and offer broad access via its Tempus Lens environment by mid‑2027. This move extends Tempus AI beyond targeted panels into whole‑genome sequencing, creating a model‑ready, multimodal dataset specifically tailored for AI‑driven disease and drug...

In recent commentary, Novanta (NASDAQ:NOVT) has been highlighted for its multi-year annual revenue growth of 10.7% and a gross margin of 44.4%, reflecting perceived market share gains and strong product positioning. This attention centers on Novanta’s combination of demand acceleration expectations and high-margin products, which analysts view as evidence of superior competitive capabilities. Next, we will examine how this focus on Novanta’s revenue momentum and margins may influence the...

The analyst fair value estimate for Iovance Biotherapeutics has shifted from US$9.33 to US$10.00 per share, reflecting a fresh round of updated models. Recent research points to Amtagvi revenue trends, margin progression, and the potential impact of upcoming data such as IOV-LUN-202 as key reasons behind the new cluster of price targets in the US$10 to US$15 range. Read on to see how these moves fit into the broader analyst narrative and how to track the next set of updates. Analyst Price...

Earlier this month, Univar Solutions USA LLC announced an expanded agreement to distribute Dow’s SupraCare™ polymers and specialty additives for homecare and industrial cleaning formulators across the US and Canada, while Dow also outlined progress on its Transform to Outperform efficiency program. This combination of broader market access for high-performance cleaning ingredients and a technology-driven cost-saving plan underscores how Dow is pairing product innovation with operational...

Walmart (NasdaqGS:WMT) unit Sam's Club has introduced Predictive Precision Targeting to support first party data-driven advertising for brands. The new Sam's Club capability is pitched as offering measurable performance insights for advertisers using member shopping and engagement data. Walmart and several large retailers are facing scrutiny in 2026 for scaling back diversity, equity, and inclusion initiatives across their operations. The rollout of Predictive Precision Targeting at Sam's...

IonQ's implied volatility just hit its lowest point in a year, making options unusually cheap. With an earnings report looming on November 4, here's a long put strategy that could pay off if the stock's momentum cools.

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session. Reuters reported that the two companies have expanded their agreement to increase production capacity for […]

If you pay attention to history, the rate hike doesn't bode well for the markets.

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate. The new price target represents more than 40% upside from the share […]

Nvidia and Micron are both great options for next year.

Investors normally expect about 10% from the market in any given year, but all of that already showed up in the first half...

Blockbuster IPOs rarely live up to the hype.

History may not repeat, but it rhymes.

Ross Stores (ROST) recently refreshed its board, adding technology executive Shelley H. Bransten and consumer investor Christian B. Johnson, while long-serving director Sharon D. Garrett prepares to retire after more than two decades of service. The Ross Stores share price has eased over the past month, with a 1-month share price return of 3.44% and a 7-day share price return of 1.79% lower. At the same time, the stock shows stronger momentum over longer periods, including a 24.01%...

Coinbase’s filing used an Apple contract as its model, which is cash-settled, has no fixed expiration, and would trade from Sunday to Friday.