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TSMC (TSM) Raised Its 2026 Outlook as AI Demand Accelerated
Insider Monkey1d agoneutral
TSMC (TSM) Raised Its 2026 Outlook as AI Demand Accelerated

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

SSR Mining (TSX:SSRM) Stock Looks Undervalued With 45% Upside To Fair Value
Simply Wall St.1d agoneutral
SSR Mining (TSX:SSRM) Stock Looks Undervalued With 45% Upside To Fair Value

SSR Mining stock has delivered strong longer term returns, yet current valuation checks suggest the market price may still sit well below its estimated intrinsic value based on a Discounted Cash Flow (DCF) approach. SSR Mining has returned 110.1% over the past 5 years, which puts a spotlight on whether the share price now properly reflects the business fundamentals. Expectations for the company to keep converting its asset base into steady cash flows can support the current valuation, while...

T1 Energy (TE) Stock Looks Below Fair Value But Sales Face Doubts
Simply Wall St.1d agoneutral
T1 Energy (TE) Stock Looks Below Fair Value But Sales Face Doubts

T1 Energy stock has delivered a very strong 1 year return, yet the valuation checks still suggest the shares screen as cheap on several measures. After such a sharp move, investors are weighing whether the current price still reflects a discount or has started to run ahead of fundamentals. Over the past year, T1 Energy has returned 337.6%, which puts extra focus on whether recent gains already factor in much of the good news. The Clearway supply contract and expansion into storage and AI...

Walt Disney Q3 Earnings Call Highlights
MarketBeat1d agoneutral
Walt Disney Q3 Earnings Call Highlights

Walt Disney (NYSE:DIS) reported fiscal third-quarter results that management said exceeded its prior operating-income guidance, led by record performance at Disney Experiences and continued gains in streaming and sports. Chief Executive Officer Josh D’Amaro said total segment operating income increa

CVS Health Q2 Earnings Call Highlights
MarketBeat1d agoneutral
CVS Health Q2 Earnings Call Highlights

CVS Health (NYSE:CVS) reported second-quarter results that exceeded its expectations, citing earnings growth across all operating segments and raising its full-year outlook for adjusted earnings per share and operating cash flow. Chair and Chief Executive Officer David Joyner said the company gener

Save the Date: LA & Palm Beach 2026, Princeton 2027
CorpGov.com1d agoneutral
Save the Date: LA & Palm Beach 2026, Princeton 2027

CorpGov, IPO Edge and PE Edge will be hosting the second LA CorpGov Forum on September 18, 2026, the sixth annual Palm Beach CorpGov Forum on November 4-5, 2026, and the third Princeton CorpGov Forum on May 20, 2027. We invite institutional investors, corporate executives, and Princeton alumni/students to attend these events. For information on being a speaker at […] The post Save the Date: LA & Palm Beach 2026, Princeton 2027 appeared first on CorpGov.

Up 58% in 12 Months, This Is Where Rocket Lab Will End The Year
24/7 Wall St.1d agoneutral
Up 58% in 12 Months, This Is Where Rocket Lab Will End The Year

Rocket Lab has handed investors a 58% gain over the past year, then turned around and erased nearly 30% of its value in a single month. Where a $2.2 billion backlog, a looming Neutron debut, and a Golden Dome defense contract take the stock by December is a very different question.

Bloomberg1d agoneutral
Xi Flexes Expanding Legal Arsenal to Warn Trump Ahead of Summit

(Bloomberg) -- China’s latest barrage of countermeasures against the US drew on an expanding legal arsenal, demonstrating Beijing’s growing capacity to retaliate while warning Washington against further tech curbs before Xi Jinping’s expected visit next month.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Att

Warner Bros. Discovery earnings, jobless claims: What to Watch
Yahoo Finance Video1d agoneutralVIDEO
Warner Bros. Discovery earnings, jobless claims: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come Thursday, August 6, including earnings out from ConocoPhillips (COP), Warner Bros. Discovery (WBD), and Airbnb (ABNB), as well as key labor data in the form of initial jobless claims.

Bloomberg1d agoneutral
Alphabet Returns to Bond Market Despite AI Spending Worries

(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F

How Friday’s Jobs Report Could Push Treasury Yields Lower
Barrons.com1d agoneutral
How Friday’s Jobs Report Could Push Treasury Yields Lower

Treasury yields have given back some of their recent summer surge. What happens next will likely depend on the chances of a longer term peace agreement between the U.S. and Iran and the Federal Reserve’s reaction to Friday’s jobs report. Longer-dated 30-year paper, meanwhile, was marked at 5.176%, down around 8 basis points from last week’s peak of 5.25%, the highest since 2007.