The top Silicon Valley investor is sticking with the high-growth data mining company.
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The company is running through cash faster than some investors may like.
The drugmaker continues to face headwinds.
Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the fuel cell space come with a catch most rotation trades ignore.
During the August 4 episode of CNBC’s Mad Money, a caller inquired about Celestica Inc. (NYSE:CLS), pointed out that 18 out of 19 Wall Street analysts covering the company maintain a Buy or Strong Buy rating, and noted that Celestica shares had slipped roughly 20% to 25% below their 52-week peak. Host Jim Cramer replied: […]
Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.
Investors are assessing Walt Disney (NYSE: DIS) latest results, which were mixed and most of the limelight went to the boost that came due to Toy Story 5. But one analyst is seeing trouble beneath the numbers. During a segment on CNBC’s Fast Money, Tom Rogers, CNBC cofounder and contributor, raised concerns about weak engagement […]
Google wants to raise $20-25 billion with its latest bond sale, and SpaceX is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas.
The central bank has let the bond market do its heavy lifting when it comes to rates. But a cut is on the horizon if a weak jobs and inflation stir up Wall Street.
A thin-margin distributor keeps shrinking its share count, and the money behind it is sitting in an interest-free bill it has not yet paid.
September Nymex natural gas (NGU26 ) closed down -0.048 (-1.79%) on Thursday. Nat-gas prices tumbled to a 3.25-month nearest-futures low on Thursday and settled lower on a larger-than-expected storage build. The EIA reported that nat-gas inventories rose by +33 bcf in the week ended July 31, above expectations of +30...
Honeywell Aerospace, recently spun off from Honeywell International (NasdaqGS:HON), reported its first standalone financial results and issued new guidance. The newly independent aerospace company outlined its operating strategy, including capital allocation plans and priorities for future contract opportunities. Management highlighted recent contract wins and provided an update on the order pipeline as part of its initial outlook to investors. Consider reviewing other established dividend...
Bitdeer Technologies Group recently announced that its subsidiary Tydal Data Center AS has signed a 16-year colocation lease and services agreement with Volta Tydal AS for 121 IT megawatts at its Tydal AI campus in Norway, underpinning an estimated US$4.70 billion in contracted revenue with electricity costs passed through to the tenant. The agreement effectively locks in long-duration, renewable-powered AI infrastructure demand, backstopped by about US$1.30 billion in letters of credit from...
CleanSpark stock has delivered a strong 130.4% return over the past three years, yet the current valuation checks lean toward the shares looking expensive rather than like an obvious bargain. Over the last three years, CleanSpark has returned 130.4%, which puts extra focus on whether the current price fairly reflects the company’s progress and prospects. Expectations for continued growth in the bitcoin mining business can support higher valuations, while high capital needs for new mining...
Earlier this summer, it seemed that a major crypto bill would likely become law this year. The bill has been a major goal of Coinbase Global and other cryptocurrency firms, which have spent years lobbying and making campaign contributions to pro-crypto lawmakers just to get to this point. The Senate is scheduled to begin a long recess this week, and crypto advocates had hoped that it would pass the bill before departing.
Western Digital stock has posted a very large 3 year return while current valuation checks suggest the shares still screen as undervalued on both intrinsic value and market multiple views. After a sharp pullback in recent weeks and fresh news around long term AI storage demand, investors are weighing how much of the story is already reflected in the current price. Over the past 3 years, Western Digital has delivered a very large total return, which puts a lot of focus on whether the current...
On Holding stock has fallen 18.7% year to date, yet its Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside while market multiples suggest the shares are priced on the rich side. With earnings news approaching and a low overall value score, investors are weighing a discounted cash flow signal against a less generous read from traditional ratios. On Holding is down 18.7% so far in 2026, which puts extra focus on whether the current price offers a margin of safety...
The U.K. Competition and Markets Authority (CMA) on Thursday said it gave Paramount the green light to acquire Warner Bros. Discovery.
The neocloud specialist is facing pushback over its data center plans.
Fiserv navigates near-term headwinds with a focus on long-term growth, technology investments, and a comprehensive portfolio review under new leadership.
Deutsche Telekom AG (DTEGF) raises free cash flow guidance and proposes a EUR3 billion buyback, driving adjusted EPS up 10.3%.
Albemarle Corp (ALB) reports a 31% sales surge and doubled adjusted EBITDA, but navigates CGP3 fire impacts and volatile lithium pricing.
Himax Technologies Inc (HIMX) exceeds Q2 2026 guidance with robust automotive and non-driver sales, while navigating supply chain constraints and setting a positive Q3 outlook.
Alani Nu's 56% retail surge and Rockstar integration offset a 12% decline in Brand Celsius sales, as management navigates SKU rationalization and sets sights on a Q4 recovery.
Roivant said its first quarter was relatively quiet operationally but positioned the company for a more active second half of 2026, with a potential launch of brepocitinib in dermatomyositis, multiple clinical readouts and further updates from Immunovant (NASDAQ:IMVT). Chief Executive Officer Matt
Himax Technologies (NASDAQ:HIMX) reported second-quarter 2026 results that exceeded its prior guidance, as stronger-than-expected automotive integrated-circuit sales lifted revenue, gross margin and profit. Revenue for the quarter totaled $227.4 million, up 14.2% sequentially and 5.9% from a year e
Warner Bros. Discovery Inc (WBD) posts record streaming revenue and robust subscriber growth, while navigating linear ad declines and a lighter film slate.
NexGen Energy Ltd (NXE) advances Rook One construction on schedule while securing strategic uranium contracts and exploring accretive financing options.
Regenxbio advances RGX-202 and RGX-121 programs while securing $208 million in new funding to support operations through late 2027.
Roivant Sciences Ltd (ROIV) reports robust financials and key clinical milestones, including the brepocitinib launch and Moderna settlement, while navigating pipeline uncertainties.