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CVS Health (NYSE:CVS) Reports Bullish Q2 CY2026
StockStory24d agoneutral
CVS Health (NYSE:CVS) Reports Bullish Q2 CY2026

Diversified healthcare company CVS Health (NYSE:CVS) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 7.3% year on year to $106.1 billion. Its non-GAAP profit of $2.58 per share was 39.4% above analysts’ consensus estimates.

Morning Bid: Outer SpaceX
Reuters24d agoneutral
Morning Bid: Outer SpaceX

August 5 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets For all the doubts and handwringing, the S&P; 500 and Dow Jones are back at record highs after surging on Tuesday amid falling oil prices and the bumper earnings season.

📈 Earnings Snippet: Disney
The Wall Street Journal24d agoneutral
📈 Earnings Snippet: Disney

Disney's revenue rose 7% to $25.2 billion in the third fiscal quarter. An increase in theme park revenue and the huge box office performance of “Toy Story 5” drove the result. Disney shares jumped premarket.

Kenya's stock exchange plans East Africa's first AI-focused ETF
Reuters24d agoneutral
Kenya's stock exchange plans East Africa's first AI-focused ETF

Kenya's Nairobi Securities Exchange is creating East Africa's first AI stocks-focused exchange-traded fund, which it plans to offer to investors before year-end, its CEO said. The Nairobi market attracts a sizeable ‌proportion of foreign equity investors given its profitable banking sector and telecoms operator Safaricom, but it does not currently ‌offer exposure to AI stocks. "We want essentially to be able to bring a product to our market where the underlying basket is a reflection of companies that ​have a direct exposure to AI," Frank Mwiti told Reuters.

McDonald’s Looks to Fix a Value Misfire
QSR24d agoneutral
McDonald’s Looks to Fix a Value Misfire

McDonald’s appeared to miss the mark on its U.S. value proposition. The fast-food giant’s domestic same-store sales rose just 0.8 percent in Q2, missing internal expectations after a solid start to 2026. Comps were slightly negative in April as McDonald’s lapped its successful Minecraft promotion, and U.S. comps slipped into negative territory again in July. […]

The $5 Billion Leveraged Tesla ETF That Doubles Every Move
24/7 Wall St.24d agoneutral
The $5 Billion Leveraged Tesla ETF That Doubles Every Move

Tesla's wild 2026 swings have been brutal enough for ordinary shareholders, but a $5 billion leveraged fund is engineered to feel every move at twice the intensity, and the math of how it actually works exposes a trap most traders never see coming.

Is Hewlett Packard Enterprise (HPE) Stock A Bargain Or Fully Priced?
Simply Wall St.24d agoneutral
Is Hewlett Packard Enterprise (HPE) Stock A Bargain Or Fully Priced?

Hewlett Packard Enterprise stock has delivered very strong returns over the past few years, yet the valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade below fair value while earnings based multiples lean the other way. Hewlett Packard Enterprise has returned 307.1% over the past 5 years, which puts extra focus on whether the current price still offers a margin of safety. Expectations around the...

Rightmove (LSE:RMV) Stock Gets Fair Value Trim As Analysts Weigh Growth And Execution
Simply Wall St.24d agoneutral
Rightmove (LSE:RMV) Stock Gets Fair Value Trim As Analysts Weigh Growth And Execution

The latest research on Rightmove centres on a revised price target that has moved from 404 GBp to 429 GBp. Analysts link this change to updated assumptions and a split view on execution and growth, which helps explain why JPMorgan maintains an Underweight rating, while Goldman Sachs initiates at 516 GBp with a Neutral stance. As you read on, you will see how these shifting targets fit into the wider Rightmove story and how to keep track of the evolving narrative. Analyst Price Targets don't...

Joby Aviation (JOBY) Partners With Atoms To Build Vertiport Sites In The US
Simply Wall St.24d agoneutral
Joby Aviation (JOBY) Partners With Atoms To Build Vertiport Sites In The US

Joby Aviation (NYSE:JOBY) has partnered with Atoms to develop vertiport sites in the U.S. for electric vertical takeoff and landing, or eVTOL, operations. The collaboration targets key markets that are part of the White House backed eVTOL Integration Pilot Program. The agreement focuses on turning selected locations into next generation transportation hubs to support future urban air mobility services. Joby Aviation is working to bring eVTOL air taxi services to market, and this new...

Zebra Technologies (ZBRA) Faces A 13% Fair Value Gap As Record Results Lift Guidance
Simply Wall St.24d agoneutral
Zebra Technologies (ZBRA) Faces A 13% Fair Value Gap As Record Results Lift Guidance

Zebra Technologies (ZBRA) reported record second quarter results, lifting both third quarter and full year 2026 guidance. The update highlighted strong demand across Connected Frontline and Asset Visibility & Automation, as well as contributions from recent acquisitions. See our latest analysis for Zebra Technologies. The earnings beat and higher guidance have shifted sentiment sharply, with Zebra Technologies’ share price up 61.33% over the past 90 days and a 19.63% total shareholder return...

Citadel’s Purchase of Situational’s Stocks at Discount Is Already Paying Off
The Wall Street Journal24d agoneutral
Citadel’s Purchase of Situational’s Stocks at Discount Is Already Paying Off

Citadel’s purchase of the bulk of the stock portfolio of the AI-focused hedge fund Situational Awareness helped propel its performance last month. Citadel’s flagship Wellington fund, a more diversified vehicle that includes wagers on and against shares alongside credit, commodity, macro and quant positions, gained about 6% in July, while Citadel’s tactical-trading fund gained about 11%, the person said. Citadel snapped up the AI stocks from Situational on July 30, at a discount of greater than 10%, as the San Francisco-based firm was scrambling to raise cash to meet margin calls following a brutal tech selloff, The Wall Street Journal previously reported.

Is Dell (DELL) Quietly Becoming the Backbone of AI Infrastructure Across Sectors?
Simply Wall St.24d agoneutral
Is Dell (DELL) Quietly Becoming the Backbone of AI Infrastructure Across Sectors?

In recent days, Texas A&M Engineering Experiment Station announced it selected Dell Technologies to design and build IGNITE, a new AI and high‑performance computing platform that will use Dell PowerRack systems with liquid‑cooled PowerEdge servers and AMD Instinct MI355X GPUs, deployed at an Equinix data center in Dallas. At the same time, Dell’s role as a core technology partner in large AI infrastructure builds like IGNITE and Volta Infra Holdings’ Nvidia‑backed cloud platform highlights...