News

The movie industry is tracking a record summer at the theaters, trailing 2013’s record domestic ticket sales by just $770 million with more weeks left to catch up.

Zuckerberg’s confirmation of AI compute scarcity strengthens the case for Iren's strategy, positioning it for substantial long-term value.

You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

ServiceNow (NYSE:NOW) has quietly built one of the fastest-growing cybersecurity businesses in the industry, and on August 4, it made that ambition explicit. The company rolled out six new Autonomous Security solutions built to catch and fix threats before they turn into breaches, tied together under what it calls Shift Zero. The timing lines up […]

Centrus Energy (NYSE:LEU) signed a definitive enrichment services contract with X-energy LLC to supply fuel for advanced small modular reactor deployments. The agreement covers both low-enriched uranium and high-assay, low-enriched uranium for an initial batch of X-energy SMRs. Prepayments under the contract support Centrus Energy's domestic commercial enrichment expansion and capital program. The deal underscores Centrus Energy's role in the growing market for reliable, carbon-free nuclear...

Tim Cook's 15-year tenure has proven to be one of the best in corporate history.

A slower forecast and a soaring stock look like a contradiction. The profit line resolves it.

Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.

Procter & Gamble (NYSE:PG) is buying its way into wellness. On August 4, L Catterton announced it had signed a definitive agreement to sell Thorne, a science-backed health and wellness brand, to Procter & Gamble for $3.8 billion in cash. The deal lands a day after an August 3 analysis flagged a fiscal 2027 earnings […]

The bearish case against SpaceX keeps finding new voices. I've now tracked short theses from Doug Kass, warnings from the former Nasdaq CEO, my colleague’s piece on Michael Burry walking away from the trade, and Jim Cramer urging patience before the lockup expiration. Now add Peter Andersen ...

Burger King reclaimed the No. 2 U.S. burger chain spot from Wendy's after its revamped Whopper and multiyear turnaround drove same-store sales up 8.5%.

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $211.02 as of August 6th 2026. MRVL’s trailing and forward P/E were 64.45 and 46.30 […]

On July 29, UnitedHealth Group (NYSE:UNH) announced a $4 million commitment, funded through the United Health Foundation, to expand the University of Tennessee Health Sciences’ health hub network from 5 locations to 13 across the state by the end of 2027, a buildout expected to reach 200,000 Tennessee residents. It’s a modest sum for a […]

Why Morgan Stanley Stock Is In Focus After New Fixed Income Activity Morgan Stanley (MS) has come back into focus after a series of fixed income actions that include newly announced fixed coupon notes and several recently completed medium term note offerings. Across late July, the bank detailed multiple non convertible corporate notes at 100% of face value, with coupons between 4.5% and 5.2% and maturities stretching from 2029 through 2036. See our latest analysis for Morgan Stanley. At a...

Verizon Communications (VZ) has drawn fresh attention after partnering with Fi Inc. to integrate the Fi Mini pet tracker into the Verizon Family app, creating a unified household safety and monitoring dashboard. See our latest analysis for Verizon Communications. Against this backdrop of new services like the Fi Mini integration, Verizon Communications’ share price shows steady recent momentum, with a 30-day share price return of 11.73% and a year-to-date share price return of 16.14%. The...

Is AI the biggest risk to global markets? Here is what the S&P 500 concentration actually reveals right now.

Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye

CLEAR Secure (NYSE:YOU) reported fiscal second-quarter 2026 results marked by double-digit bookings and revenue growth, expanding profitability and record quarterly free cash flow, while management highlighted continued investment in airport services and its CLEAR1 identity platform. The company en

The tobacco industry didn't lose in one courtroom. It lost in dozens of them, over decades, until the cumulative weight became impossible to carry. The lawsuits started as fringe legal theories. Then they became precedents. Then they became settlements worth hundreds of billions of dollars that ...

The stock has been cut in half this year.

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more.

It might be easier than you think, especially if you start now.

Ford Motor Company (NYSE:F) is betting big on getting small. On August 6, the company confirmed pricing for the Fathom, a new electric pickup smaller than a full-size F-150 but roomy enough for a family of five, at $28,350. Ford has already sunk about $5 billion into the truck, and the F-Series, America’s best-selling vehicle […]

Micron's business is booming, but slowing memory price gains could quickly test investor expectations.

Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.

The Vanguard Dividend Appreciation ETF survives and thrives across a variety of market cycles, and it's cheap to own.

One bullish scenario calls for Ethereum to hit a price of $250,000. But just how likely is that?

Convenience has helped turn one online retailer into a global powerhouse, but controversial practices behind the experience have repeatedly drawn scrutiny.