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Netlist Forms Strategic Alliance With Samsung Through Patent License and Supply Agreements
InvestorsHub1h agoneutral
Netlist Forms Strategic Alliance With Samsung Through Patent License and Supply Agreements

The five-year partnership includes a broad patent cross-license, memory supply agreement, technology collaboration, settlement of ongoing litigation, and Samsung’s planned purchase of Netlist shares. Key Investor TakeawaysNetlist (USOTC:NLST) signed a five-year strategic alliance with Samsung covering patent licensing, memory product supply, and technology cooperation.

Where is Walmart’s headquarters? All about its Bentonville, Arkansas base
TheStreet1h agoneutral
Where is Walmart’s headquarters? All about its Bentonville, Arkansas base

In 1962, Sam Walton opened the first Wal-Mart Discount City in Rogers, Arkansas, pioneering a low-price retail model that would eventually reshape the global retail industry. But Walmart's roots actually run a little deeper — and a few miles down the road. Nearly a decade earlier, Walton and his ...

Can Huntington Ingalls (HII) Overcome Margin Pressure and Contract Challenges?
Insider Monkey1h agoneutral
Can Huntington Ingalls (HII) Overcome Margin Pressure and Contract Challenges?

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”. A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market […]

Wall Street Sold Off Intel After Its Earnings. But the Company Is Setting Up a Monster 2027.
24/7 Wall St.1h agoneutralVIDEO
Wall Street Sold Off Intel After Its Earnings. But the Company Is Setting Up a Monster 2027.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

CVS Health tops second-quarter estimates, raises full-year profit outlook
Proactive1h agobullish
CVS Health tops second-quarter estimates, raises full-year profit outlook

CVS Health Corp (NYSE:CVS) reported second-quarter revenue and profit that beat Wall Street estimates on Wednesday, and raised its full-year adjusted earnings guidance, though cautious guidance pressured shares. Revenue rose 7.3% year-over-year to $106.1 billion, above analyst estimates of...

Disney Wraps Upfront, Super Bowl Sells Out
MediaPost1h agobearish
Disney Wraps Upfront, Super Bowl Sells Out

Disney said Super Bowl ad sales came from one of the "broadest advertiser and category mixes in Super Bowl history," with nine brands in the big game for the first time.

How Big Tech earnings are testing ETF market inflows
Yahoo Finance Video1h agoneutralVIDEO
How Big Tech earnings are testing ETF market inflows

AllianceBernstein global head of ETF strategy and partnerships, Julie Gunts, sits down with Yahoo Finance's Julie Hyman to discuss the dynamic between the tech sector, earnings, and ETF flows.

Bloomberg1h agoneutral
Meta, Google Online Child Safety Rules Advance in US Senate

(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak