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Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.

Paul Tudor Jones didn't become a Wall Street legend by making bold, exciting trades. He became a legend by prioritizing capital over profit.

The leading digital platform for U.S. medical professionals is becoming a formidable force in the AI race.

The company has a long track record of quarterly dividend increases.

The cybersecurity company reported a notable insider sale as its stock rose 20% over the past year.

Red Cat Holdings (NasdaqCM: RCAT) reports significant revenue and margin growth alongside progress in key defense and autonomy programs. The company advances to the final stages of a major U.S. military drone procurement process under the Drone Dominance program. Red Cat completes the acquisition of Quaze Technologies, adding new capabilities in autonomous platform technology. Subsidiary Blue Ops reaches a product integration milestone with Volvo Penta's marine propulsion system in the...

Warner Bros. Discovery (NasdaqGS:WBD) is set to be acquired by Paramount in a $110b deal that has now received regulatory approval in the United Kingdom. The UK Competition and Markets Authority and the British culture secretary have cleared the transaction, removing one of the last major regulatory obstacles. This approval follows similar clearances in other major jurisdictions ahead of expected U.S. antitrust proceedings. The decision adds clarity for Warner Bros. Discovery investors,...

Celestica (TSX:CLS) completed a US$3.45b follow-on equity offering to support AI infrastructure growth. The sizeable capital raise expands Celestica's financial capacity for AI and data center networking projects. Proceeds are earmarked for capital investment and other initiatives tied to multi year demand in AI infrastructure. Consider broadening your research to other companies building out AI infrastructure through 55 AI infrastructure stocks TSX:CLS 1-Year Stock Price Chart Celestica...

In early August 2026, Joby Aviation reported second-quarter sales of US$38.64 million, raised its full-year 2026 revenue outlook to US$115 million–US$125 million, and expanded its US footprint with a new 45,000-square-foot facility at Perot Field Fort Worth Alliance Airport in Texas. Alongside a new vertiport development partnership with Atoms in key US markets, these moves highlight Joby’s push to pair eVTOL certification progress with real-world route infrastructure and operations through...

Amgen is back in focus after updated valuation work lifted its modeled fair value from US$352.23 to US$371.93 per share, signaling a higher price target in the latest analyst run. Much of Wall Street commentary around this shift ties to recent Q2 beats, raised guidance, and differing views on how durable the current growth and pipeline story really is. As you read on, you will see how these moving pieces shape the evolving Amgen narrative and what to watch next in the research. Stay updated...

Blackstone (BX) is back in focus after leading a consortium in a $16,000 million lease and leaseback agreement with Kuwait Oil Company, alongside fresh backing of AI data center firm Firmus. See our latest analysis for Blackstone. The Kuwait Oil Company joint venture and the Firmus AI data center backing arrive as Blackstone’s share price trades at US$137.13, with a 30 day share price return of 15.60% and a year to date share price decline of 13.65%. Over longer periods, the stock’s 3 year...

A multiple like this usually belongs to a software company. This one owns power contracts.

For the first time in 3.5 years, Berkshire was a net buyer of stocks in the second quarter of the year.

Loar (NYSE:LOAR) reported record second-quarter sales, adjusted EBITDA and adjusted EBITDA margin, while raising its full-year 2026 outlook as commercial aerospace demand and organic business wins supported growth. Chief Executive Officer and Executive Co-Chairman Dirkson Charles said the quarter m

VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.

One middle-class homeowner says they’re perfectly happy staying in their two-bedroom home, even though their income could support something much larger. Family members keep encouraging them to upgrade, but they feel a bigger house would bring bigger bills and less...

Walt Disney Co. is preparing to expand beyond its traditional subscription model by exploring a free, ad-supported streaming offering to reach more viewers while strengthening Disney+ and its advertising business. Disney Explores Free Streaming Option To Expand Reach The comments...

Westinghouse is a hidden asset for Cameco.

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Optical-Loss Progress and Higher Wafer Throughput Advance Hardware Roadmap as Growth Investment Accelerates Key Takeaways: XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%. Higher wafer throughput accelerates qubit-factory iteration, with the aggregate […] The post Xanadu Accelerates Chip Production as Investors Awai

Download the Complete Report Here Aurora Cannabis Inc. (ACB) International Medical Growth Absorbs Much of Canadian Pricing Reset; Safari and Germany Momentum Strengthen the Medium-Term Growth Outlook. Attractively Valued. Key Takeaways: International medical cannabis revenue increased 17% to C$43.3 million in 1Q FY27, reinforcing ACB’s leadership across global medical markets. Adjusted gross margin reached 58%, […] The post Why Aurora Cannabis Looks Cheaper Than Its International Growth Suggests

S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.

HYPE spot ETFs snapped a three-week, $30 million outflow streak as broad crypto ETF inflows returned near $1 billion.

Intuitive Surgical is a leader in the surgical robotics space, with a large installed base and strong recurring revenues.

New York Governor Kathy Hochul (D) said President Donald Trump’s decision to end a Medicare subsidy program will raise prescription drug costs for about 1.3 million New Yorkers, arguing seniors should not have to bear the additional expense. In a...

For three years, Greg Abel sat on one of the largest cash piles in corporate history while the market ran without him. Something just changed, and the new portfolio bets reveal exactly where Berkshire is placing its next big wager.

Nuclear energy will be a multi-trillion-dollar opportunity.

XBI surged 80% in one year but endured a 54% drawdown, while IXJ delivered steadier gains with half volatility and a 1.4% dividend.

Sunrun’s latest internal fair value estimate has shifted from US$18.84 to US$17.05, signaling a more conservative stance on the stock’s pricing. This reset lines up with recent Street research that balances enthusiasm for Sunrun’s grid scale storage and AI related projects with concerns about execution, cash generation, and sector level risks. As you read on, you will see how these moving pieces shape the evolving Sunrun narrative and what that can mean for your own view on the stock. Stay...

Earnings, Dividend and Buyback Put Hilton Worldwide Holdings in Focus Hilton Worldwide Holdings (HLT) has drawn investor attention after reporting second quarter 2026 results, reaffirming its regular cash dividend and updating progress on a long running share repurchase program. For the second quarter ended June 30, 2026, Hilton Worldwide Holdings reported revenue of US$3,341 million compared with US$3,137 million a year earlier. Net income was US$482 million, with basic earnings per share...

Halozyme earnings beat and guidance hike reshape the story Halozyme Therapeutics (HALO) just put fresh numbers on the table, reporting second quarter 2026 results, raising full year revenue guidance and updating progress on its share repurchase programs. For the quarter ended June 30, 2026, revenue was reported at US$481 million compared with US$325.72 million for the same period a year earlier. Net income for the quarter was US$229.91 million compared with US$165.16 million a year ago. Basic...