News

Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't finish first.

CrowdStrike has notably outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

Palantir just delivered one of the most jaw-dropping software quarters in recent memory, while SpaceX enters August weighed down by lock-up pressure and a skeptical prediction market. Two NASDAQ giants, two radically different risk profiles, and only one looks built for a strong month.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]

There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

Heavy AI infrastructure spending has increased reliance on debt financing.

Paul Mueller's Q2 revenues jump 29% y/y, but lower margins weigh on earnings as strong pharmaceutical demand and a healthy backlog support the results.

Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

ConocoPhillips has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

DDOG heads into Q2 with strong momentum as AI products, platform expansion and a strategic acquisition support growth ahead of earnings.

Analysts’ expectations for a sharp year over year jump in earnings and revenue at EOG Resources (EOG) ahead of its upcoming quarterly report have put the stock in focus, even after a recent consensus EPS trim. See our latest analysis for EOG Resources. EOG Resources’ recent momentum is clear, with the share price up 11.39% over the past 30 days and a 35.81% year to date share price return. Meanwhile, the 5 year total shareholder return of 168.41% highlights how longer term holders have been...

By Michael Erman and Christy Santhosh Aug 4 (Reuters) - Merck reported higher-than-expected second-quarter sales on Tuesday and raised its full-year revenue forecast on the strength of its top-selling

CrowdStrike Holdings stock has delivered a very large 3 year return, yet its current valuation checks lean expensive rather than cheap. For investors, the question is whether recent enthusiasm around AI driven cybersecurity is already fully reflected in the price. CrowdStrike Holdings has returned about 4.6x over the past 3 years, which puts extra focus on whether the current share price leaves much room for error. Growing reliance on CrowdStrike's Falcon platform in AI heavy security use...

Investing.com -- Blackstone Inc. has begun early talks with investors about a second large debt package to finance Anthropic PBC's use of chips from Alphabet Inc.'s Google, Bloomberg reported Tuesday.

Palantir just posted numbers that a top Liontrust strategist calls proof that AI value is migrating up the stack, and she believes one private aerospace giant is about to force investors to rethink how they price a very different kind of flywheel.

BNY (NYSE: $BNY), the world's largest custodian bank, is partnering with crypto financial services firm Galaxy ...

Albemarle Corporation recently added former Vale S.A. CEO Eduardo Bartolomeo to its Board of Directors, assigning him to the Audit & Finance and Safety, Sustainability, Operations & Capital Committees, bringing extensive mining, logistics, and operational leadership experience to the company. This appointment, alongside analysts’ expectations for higher earnings and revenue driven by strong growth in Albemarle’s Energy Storage segment, highlights how the company is reinforcing both...

TransMedics Group (TMDX) heads into a busy early August, with Q2 2026 results and an earnings call scheduled for August 4 after the market close, drawing fresh attention to the stock. See our latest analysis for TransMedics Group. Recent trading in TransMedics Group reflects this renewed attention, with a 1 day share price return of 6.6% and a 30 day share price return of 18.4%, even as the year to date share price return is down 33.5% and the 1 year total shareholder return is down 35.1%...

XPeng, traded as NYSE:XPEV, released its July 2026 vehicle delivery report. The company flagged production constraints affecting its Mona L03 SUV. XPeng plans to launch the Mona L03 in 65 countries and introduce new models in Australia. The company also outlined plans to roll out its NGP assisted driving system globally. XPeng sits at the crossroads of the global shift toward electric vehicles, with operations that span vehicle design, manufacturing, and software driven driving assistance...

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

DoorDash has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

FISV's Q2 earnings results are set for Aug. 6, with revenues and profit expected to fall y/y amid weaker financial solutions and rising investment costs.

Pre-Markets Up on De-escalation of Middle East War.

Copart has lagged behind the broader market over the past year, and analysts remain moderately bullish about the stock’s prospects.

European equities traded in the US as American depositary receipts rose late Tuesday morning with th

Bitdeer Technologies Group (NASDAQ:BTDR) said it has entered the artificial intelligence infrastructure colocation market through a 16-year data center lease and services agreement at its Tydal campus in Norway. The agreement, executed with Volta Tydal AS, a subsidiary of AI infrastructure platform

Diamondback Energy (NASDAQ:FANG) said its second-quarter operational performance and view of global oil inventories support a potential path toward low-single-digit organic production growth in 2027, while management emphasized it intends to retain flexibility amid commodity-market volatility. Chie

Cipher Mining (NASDAQ:CIFR) said its second-quarter 2026 business update reflected continued progress in its transition toward developing and operating data centers for high-performance computing, or HPC, customers. The company highlighted an accelerated delivery at its Black Pearl campus, an $810 m