News

Lennar (LEN) concluded the recent trading session at $87.02, signifying a +2.14% move from its prior day's close.

The milestone is historic. The margin underneath it is the number to watch.

SpaceX (SPCX) CEO Elon Musk is teaming up exclusively with AI leader Nvidia (NVDA) for its AI infrastructure. During SpaceX's first earnings call as a publicly traded company, Musk announced the company will build exclusively on Nvidia's next-generation Vera Rubin architecture, calling it "the best AI computer."

During Q2 earnings, Cipher Digital announced that it delivered phase one of its Black Pearl data center for Amazon two months early with rent now commenced.

SpaceX first earnings report as a public company blew past expectations. But it continued to burn through cash in pursuit of CEO Elon Musk’s vision for an AI-powered, Mars-colonizing future, putting investors on edge and sending SpaceX shares down in late trading.

In the past week, Chevron reported second-quarter 2026 results showing revenue rising to US$70.06 billion and net income to US$12.07 billion, alongside a maintained quarterly dividend of US$1.78 per share. The earnings surge, driven by higher production, early cost reductions and war-inflated refining margins, has drawn sharp political scrutiny over so-called windfall profits and gasoline prices. Next, we’ll examine how Chevron’s stronger margins and early cost-cut targets may alter its...

YouTube Premium’s plan to bundle Peacock and NBCUniversal sports puts fresh attention on streaming competition. For you as an investor, it raises new questions about how Netflix (NFLX) is priced after its recent share decline. See our latest analysis for Netflix. Over the past year Netflix’s share price return has fallen 19.16% year to date and the 1 year total shareholder return is down 35.92%. However, the 3 year total shareholder return of 67.83% shows longer term holders are still well...

The e-commerce platform is wrestling market share away from its rivals.

International Business Machines has more than doubled investors' money over the past five years, yet its current valuation checks send mixed signals, with the intrinsic value estimate pointing to upside while the broader score remains on the low side. IBM has returned 109.3% over five years, which puts the recent share price in a very different place to where long term holders started. Expectations around quantum computing and AI driven services can support IBM's valuation, while execution...

Hard drive makers Sandisk and Western Digital are due to report earnings after the closing bell Wednesday.

Charles Schwab stock has delivered a 69.3% return over the past three years, yet its current checks still suggest the shares may be trading below an intrinsic value estimate based on the Excess Returns model. After that kind of run, the key issue for investors is whether the current price already reflects the recent strength in the business or whether there is still a margin between market price and intrinsic value. A 69.3% return over three years indicates Charles Schwab has already...

Morgan Stanley stock has delivered a very strong 168.9% return over the past three years, and the current checks now point to a price that looks roughly in line with an intrinsic value estimate based on the Excess Returns model and with market based multiples that sit in the about right range. That combination leaves the stock looking less like an obvious bargain and more like one where recent gains and valuation are closely matched. The 168.9% three year return highlights how much value the...

nVent Electric plc recently reported second-quarter 2026 results showing sales of US$1,471.3 million and net income of US$215.9 million, while also leasing an additional 160,000-square-foot facility in Blaine, Minnesota to expand manufacturing of data center liquid cooling solutions. This combination of strong earnings growth tied to AI-focused data center demand and a third capacity expansion in three years underscores how central liquid cooling has become to nVent’s growth ambitions and...

CoreWeave (CRWV) caught fresh attention after announcing plans to enter Indonesia with three data centers providing 360 megawatts of contracted IT power. This will be its first physical foothold in the Asia Pacific region. See our latest analysis for CoreWeave. At a latest share price of US$91.90, CoreWeave has seen a 36.55% 7 day share price return and a 15.86% year to date share price return, yet the 1 year total shareholder return is still down 17.83%. This suggests recent momentum is...

Elon Musk's rocket, satellite and AI provider reported quarterly revenue of $7.8 billion, topping Wall Street forecasts.

Moby summary of W.W. Grainger, Inc.'s Q2 2026 earnings call

Moby summary of Graphic Packaging Holding Company's Q2 2026 earnings call

Amgen (NASDAQ:AMGN) reported second-quarter revenue above $10 billion, up 10% from a year earlier, as growth across several key medicines offset competitive pressure on its bone-health franchise. The company raised its full-year revenue and adjusted earnings outlook while continuing to increase spen

Astera Labs (NASDAQ:ALAB) reported record second-quarter revenue and projected a sharp sequential increase for the third quarter, citing accelerating demand for its AI infrastructure connectivity products and the volume-production ramp of its Scorpio X-Series fabric switches. Revenue for the second

Investor Ross Gerber reiterated his criticism of Elon Musk-led Tesla Inc.‘s Full Self-Driving (FSD) system, saying that the technology still needs improvements compared to its rivals. FSD Almost Caused an Accident, Ross Gerber Says In a post on the social...

Today, Aug. 4, 2026, waning geopolitical tensions and spot ETF inflows are keeping major crypto assets in positive territory.

Moby summary of Fresenius Medical Care AG & Co. KGaA's Q2 2026 earnings call

Moby summary of Fidelity National Information Services, Inc.'s Q2 2026 earnings call

While the top- and bottom-line numbers for Advanced Micro (AMD) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The headline numbers for Paramount Skydance (PSKY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Sandisk could work its way back to this number post-earnings.

Moby summary of Energizer Holdings, Inc.'s Q3 2026 earnings call

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

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

Moby summary of Pediatrix Medical Group, Inc.'s Q2 2026 earnings call