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Why Micron is Decisively Better Positioned Than Intel Now
24/7 Wall St.14d agoneutral
Why Micron is Decisively Better Positioned Than Intel Now

Both Micron and Intel posted blowout quarters, but the businesses underneath those headlines are moving in opposite directions. One is riding an AI pricing wave in real time while the other is still paying for a multi-year rebuild.

Barrick (B) Stock Looks Fully Valued As Its 181% Run Continues
Simply Wall St.14d agoneutral
Barrick (B) Stock Looks Fully Valued As Its 181% Run Continues

Barrick Mining stock has delivered a 180.7% return over the past 3 years, yet the valuation checks are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the shares look cheap on earnings. That gap is front of mind now that the company has also agreed an earn in joint venture on the Kalium Canyon gold project in Nevada with GreenLight Metals. A 180.7% return over 3 years leaves early holders with strong gains and raises...

PBF Energy (PBF) Reported Stronger Production In Second Quarter And First Half 2026
Simply Wall St.14d agoneutral
PBF Energy (PBF) Reported Stronger Production In Second Quarter And First Half 2026

PBF Energy (NYSE:PBF) reported a significant year-on-year improvement in unaudited production and operating performance for the second quarter of 2026. The company also reported stronger unaudited production and throughput for the first six months of 2026 compared with the same period a year earlier. Management highlighted the operational results as reflecting solid execution and business momentum across PBF Energy's refining operations. These production gains at PBF Energy sit within a...

Can Target (TGT) Still Be A Bargain As Recovery Gets Tested?
Simply Wall St.14d agoneutral
Can Target (TGT) Still Be A Bargain As Recovery Gets Tested?

Target has delivered a strong 50.2% share price return over the past year, yet its valuation signals are split. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium, while earnings-based multiples suggest the stock may still be pricing in some value. Over the past 1 year, Target has returned 50.2%, which puts the recent rally front and center for anyone thinking about valuation today. Expectations around a potential recovery in sales and profitability, highlighted by...

Bloomberg14d agoneutral
Emerging-Market Stocks, Currencies Gain After Soft US Jobs Data

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday’s unexpectedly weak US employment report.Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaChina Unleashes $28 Trillion Capital Markets to Challenge US in AIGlobal Stock Rally Extends, Oil Advances on Iran: Markets WrapIran Says Hormuz Deal

Vitalhub Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Vitalhub Q2 Earnings Call Highlights

Vitalhub (TSE:VHI) reported second-quarter 2026 revenue of CAD 31.7 million, up 33% from the prior-year period, while annual recurring revenue surpassed CAD 100 million for the first time. Chief Financial Officer Brian Goffenberg said the company ended June with CAD 101.5 million in annual recurrin

Deere (DE) Stock May Be Below Fair Value As Contract Talks Drag On
Simply Wall St.14d agoneutral
Deere (DE) Stock May Be Below Fair Value As Contract Talks Drag On

Deere stock has delivered strong returns over the past few years, yet current valuation checks and an intrinsic value estimate using a Discounted Cash Flow (DCF) approach both suggest the shares trade at a discount to that intrinsic value, even with a relatively low overall value score. Deere has returned 72.7% over the past 5 years, which puts extra focus on whether the current share price still leaves room for further long term value. On one side, expectations for Deere's long term cash...

Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says
Reuters14d agoneutral
Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early ‌as 2029 in ⁠southern Japan's Kumamoto prefecture, the paper said. The two tech giants said ⁠in May they planned to form a joint venture in Japan to develop and ​manufacture next-generation ​image sensors, combining ​Sony's sensor design expertise ‌with TSMC's manufacturing and process technology strengths.

Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection
Benzinga14d agoneutral
Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlink could become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink’s rapid subscriber growth and strong financi

5 Revealing Analyst Questions From Colgate-Palmolive’s Q2 Earnings Call
StockStory14d agoneutral
5 Revealing Analyst Questions From Colgate-Palmolive’s Q2 Earnings Call

Colgate-Palmolive’s second quarter results were met with a cautious market response, as the company’s revenue matched Wall Street’s expectations while non-GAAP profit modestly exceeded consensus. Management attributed the quarter’s performance to continued strength in emerging markets, particularly in India, Brazil, Mexico, and China, as well as resilience in the Hill’s pet nutrition business. However, operating margin contraction and flat sales volumes reflected persistent competitive pressures