News

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...

Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...

The updated fair value estimate for Marathon Petroleum has shifted from US$247.18 to US$256.83 per share, putting a fresh spotlight on how analysts are recalibrating their expectations. This change sits alongside a burst of new research, with some firms lifting targets by more than US$30 per share and others reasserting more cautious views as they revisit oil and natural gas assumptions. As you read on, you will see how these competing narratives fit together and what to watch as opinions...

If you are asking whether Strategy's current share price lines up with its underlying value, this article is designed to walk you through the key pieces you need to weigh. Strategy closed at US$184.42, with the stock down 1.3% over the last week, up 43.4% over the last month, up 17.3% year to date, down 56.3% over the last year, and showing a very large gain over 3 and 5 years. Recent coverage has focused on Strategy's sharp swings in investor sentiment and how that has influenced trading...

AT&T (NYSE:T) is expanding its role in industrial safety through a new partnership with Zackat Labs. The companies are launching the Zackat Labs W3 connected safety platform, which uses AT&T IoT connectivity for real-time monitoring and alerts in hazardous work environments. The W3 platform connects wearables and gas monitors to a centralized system designed to support worker safety in the field. For AT&T, this move pushes its IoT business further into mission critical applications, where...

Earlier this week, Cadence Design Systems announced that Aeva has licensed its Tensilica Vision DSP IP to power 4D LiDAR signal processing for industrial robotics and automotive applications, aiming to deliver high-performance, low-power real-time perception systems. The deal underscores how Cadence’s configurable, low-power DSP architecture is becoming a core enabler for advanced sensing at the edge, where latency and efficiency are critical for autonomy and safety. We’ll now examine how...

Morningstar now rates Boston Scientific (BSX) as significantly undervalued after a meaningful share price decline. The firm is flagging the stock as a potential opportunity for investors who focus on gaps between price and estimated fair value. See our latest analysis for Boston Scientific. Recent governance updates, including the removal of supermajority voting provisions and fresh director equity awards, have coincided with a sharp reset in sentiment, with the 30 day share price return down...

Sterling delivered a standout first quarter, significantly exceeding Wall Street’s expectations and prompting a strong positive market reaction. Management attributed the performance to surging demand for large-scale E-Infrastructure projects, especially in the data center and semiconductor sectors. CEO Joseph Cutillo explained that robust execution on complex, vertically integrated projects and earlier project starts, aided by favorable weather, were crucial contributors. The company’s backlog

A rebound for technology stocks led Wall Street to records, even though the majority of U.S. stocks fell following another discouraging update on inflation. The Dow Jones Industrial Average dipped 0.1%, and the Nasdaq composite climbed 1.2% to its own record. Nvidia and other tech stocks led the way, a day after stumbling in an industrywide swoon.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 12% year on year to $15.84 billion. On top of that, next quarter’s revenue guidance ($16.8 billion at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $1.06 per share was 2.3% above analysts’ consensus estimates.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. MicroStrategy (NASDAQ:MSTR) is part of the list (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 41 MicroStrategy (NASDAQ:MSTR) is down 50% over the past year. The stock recently came […]

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp (NYSE:VST) ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 102 Surging electricity demand amid the AI data center boom drives the bull case for Vistra […]

Trump Mobile said on Wednesday it has begun shipping its long-delayed $499 T1 smartphones to customers, several months after the gold-colored ‌device was originally slated for release in August. The mobile venture, launched in June ‌last year by the Trump Organization under a trademark licensing arrangement, had pushed back the T1 phone's release ​first to October and later to this week, amid questions over the feasibility of manufacturing a low-cost smartphone in the United States. "Phones that were pre-ordered are starting to be delivered to customers this week," Trump Mobile CEO Pat O'Brien said in a statement to Reuters.

Wall Street was split on Wednesday, with stocks charging higher while Treasuries sold off following another poor auction that saw the 30-year Treasury yield reach 5%. The Dow fell 0.1%. Stocks gained despite a high inflation reading: Wholesale energy prices climbed 7.8% in April from March.

The Chinese EV maker looks undervalued relative to its growth potential.

Microsoft is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI, five people familiar with the matter said. This spring, ‌Microsoft weighed acquiring code-generation startup Cursor, four people said. Microsoft is in discussions with Inception, a small startup built by a Stanford University team focused on a different method of developing large language models, three people familiar with the matter said.

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

(Bloomberg) -- An upcoming meeting between US President Donald Trump and his Chinese counterpart Xi Jinping could be the next test for stocks that are clocking one record after the next. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboSome of the chief executives who are attendi

US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. IREN Limited (NASDAQ:IREN) ranks #7 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 46 IREN Limited (NASDAQ:IREN) operates large data centers and makes money by renting out computing power […]

(Bloomberg) -- Gold fell as the latest US data showed a resurgence in inflation, reinforcing bets that the Federal Reserve will keep interest rates higher for an extended period of time.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboBullion dropped as much as 1% Wednesday after

Morgan Stanley raised its annual target for the S&P 500 on Wednesday, citing a strong earnings environment and advances in artificial intelligence. The bank now expects the S&P 500 to reach 8000 at the end of the year, up from 7800 previously.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Micron Technology (NASDAQ:MU) ranks #2 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 137 Micron Technology (NASDAQ:MU) is benefiting from surging demand for high-bandwidth memory (HBM), DRAM, and CPU-side […]

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) ranks #1 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 312 Microsoft reported strong earnings, but the stock wavered amid CapEx and AI-related concerns. CapEx guidance […]

Piper Sandler’s Chief Market Technician Craig Johnson walked onto CNBC’s Morning Call Sheet with a message for anyone planning to trade today’s Trump-Xi headlines: keep your expectations in check. Asked how the recent AI and tech rally sets markets up for the summit, Johnson said, “I think the Trump-Xi meeting is going to be probably ... NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Financial stocks fell Wednesday with the NYSE Financial Index dropping 0.8% and the State Street Fin

Cathie Wood, CEO of Ark Investment Management, is facing criticism online over Ark Innovation ETF's (ARKK) recent losses. Bullseye American Ingenuity Fund portfolio manager Adam Johnson shares his thoughts with Yahoo Finance's Josh Lipton.