News

On July 31, 2026, Phillips 66 announced that its board approved a US$10.00 billion increase to the share repurchase authorization, lifting the total buyback capacity to US$23.00 billion as the prior program neared its limit. This enlarged buyback pool underscores management’s emphasis on returning capital to investors alongside dividends, capital investment, and debt reduction within its broader energy manufacturing and logistics operations. Next, we’ll assess how this expanded US$23.00...

Quantum computing investing isn't front and center.

NIO Inc. reported that it delivered 35,934 vehicles in July 2026, a 71% year-over-year increase, bringing cumulative deliveries to about 1.22 billion vehicles as of July 31, 2026. A key driver was the ES8 lineup, with the all-new ES8 reaching 130,000 cumulative deliveries and a new five-seat version broadening NIO’s reach in the premium SUV segment. We’ll now examine how July’s strong delivery growth and expanded ES8 lineup shape NIO’s investment narrative and future business trajectory. The...

RBC Bearings Incorporated reported its fiscal first-quarter 2027 results on July 31, 2026, with net sales rising to US$519.5 million from US$436.0 million a year earlier and net income increasing to US$101.5 million from US$68.5 million, while both basic and diluted EPS from continuing operations also improved. The company highlighted especially strong Aerospace & Defense and Industrial segment contributions, record margins, cash flow and backlog, and issued guidance calling for continued...

Russell 1000 fund delivered $1,735 on $1,000 invested over five years, while small-cap alternative returned $1,228 despite lower expense ratio.

Apple's new Upgrade program is the latest sign that smartphone ownership is changing.

PBE surged 41% in one year but endured a 35% drawdown, while XLV's diversified approach delivered steadier gains with half the volatility.

Lightspeed Commerce Inc. reported its first-quarter 2027 results in late July, with revenue of US$322.7 million and net loss narrowing to US$2.42 million, while confirming revenue guidance for the September quarter and full fiscal year and completing a US$65.13 million buyback of 6,973,406 shares. A key development was the launch of the Lightspeed with Meta Conversions API integration for Lightspeed Retail, aiming to give brick-and-mortar merchants clearer insight into how Meta ads drive...

Should you buy this former market darling as the bulls look the other way?

In a significant pivot, Strategy has gone from Bitcoin accumulation to capital management.

FHLC holds 334 positions versus IYH's 100, yet both delivered similar five-year returns despite their structural differences.

Archer Aviation's stock has fallen by more than 60% from its highs, making it cheaper than it has been in a long time.

IDEX Corporation recently reported its second-quarter 2026 results, with sales rising to US$920.6 million from US$865.4 million and diluted EPS from continuing operations increasing to US$1.93 from US$1.74 a year earlier. Alongside higher earnings, IDEX continued to shrink its share count, having repurchased about 25.04% of its stock for roughly US$1.74 billion since 2008, which can amplify per-share metrics over time. With IDEX lifting full-year organic growth and adjusted EPS guidance,...

Someone needs to keep AI data centers cool.

Morgan Stanley says that despite doubts about AI spending, there remains a major opportunity for investors.

It fell 13% after the report.

Biotech company Biogen (NASDAQ:BIIB) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 3.4% year on year to $2.74 billion. Its non-GAAP profit of $3.60 per share was 75.8% above analysts’ consensus estimates.

Lucid stock has some big backers, but will that be enough?

Green energy is growing, but that doesn't mean that oil and natural gas are out of the picture.

GE Aerospace and NetApp, whose enterprise data storage has made it an AI infrastructure play, lead this weekend's list of five stocks near buy points, which are showing relative strength in a tricky market. Joining GE and NTAP is oncology diagnostics firm Guardant Health. Guardant Health is part of the IBD Leaderboard portfolio of elite stocks and Viking is on the watchlist for possible inclusion.

Earnings surprise puts PBF Energy in focus PBF Energy (PBF) is back on investors radar after second quarter 2026 earnings and revenue came in well above consensus expectations, helped by stronger refining margins and higher throughput volumes. See our latest analysis for PBF Energy. The strong second quarter has landed on top of a sharp share price run, with PBF Energy delivering a 50.46% 1 month share price return and a very large 5 year total shareholder return. This suggests momentum has...

BlackRock has seen its modeled fair value move to US$1,313.50 from US$1,273.69, a shift that helps frame how some analysts are resetting expectations after the Q2 earnings beat. Recent research has turned more constructive, with several firms lifting price targets into a US$1,250 to US$1,488 range as they reassess BlackRock’s earnings power, organic growth, and the mix between ETFs and higher fee products. Read on to see how this evolving narrative might matter for your own view on the stock...

Most people expect to borrow small amounts from coworkers now and then. Maybe someone covers lunch or lends a few dollars for the vending machine. But one worker was left questioning themselves after a colleague made a request on an...

Warner Music Group currently trades at $29.22 per share and has shown little upside over the past six months, posting a small loss of 2.6%. The stock also fell short of the S&P 500’s 7.1% gain during that period.

Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows double-digit upside potential heading into August. The question is whether the window to get in front of the next earnings wave is already closing.

JPMorgan's two giant income ETFs share the same covered-call playbook yet deliver strikingly different results, and with the 10-year Treasury yield pushing near its 12-month high, choosing the wrong one for H2 2026 carries a real cost.

Hartford trades at $145.37 and has moved in lockstep with the market. Its shares have returned 7.6% over the last six months while the S&P 500 has gained 7.1%.

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 82.4%, hitting $322.75 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.

Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.