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A key premium strategy may have just lost momentum

Fed Governor Christopher Waller just gave bond markets a reason to breathe easier, but buried inside his reassuring comments sits a single word that could unwind everything investors took from his speech.

Public investors are about to test private AI enthusiasm.

For some households, payday isn’t coming fast enough. The grocery bill, gas tank and electric bill are getting there first. "Consumers are literally running out of money toward the end of the month," Kraft Heinz (NASDAQ:KHC) CEO Steve Cahillane told...

A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is reading a very different map of where a trillion dollars in AI spending actually lands.

Over the past six months, Delta has been a great trade, beating the S&P 500 by 9.1%. Its stock price has climbed to $78.22, representing a healthy 21.1% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Intuitive Machines' record $1.8B backlog offers 2026 revenue visibility, but conversion timing, margins and lunar execution costs remain key.

Ford reportedly wants its roughly $30,000 electric truck to reach a U.S. sales level achieved only by Tesla.

Market Catalysts host Julie Hyman uses the AlphaSpace platform to take a closer look at one of Thursday's trending stories: Campbell's (CPB) reporting its fourth consecutive drop in quarterly sales.

Despite intensifying competition, Broadcom continues to benefit from strong demand for its custom AI accelerators.

DRAM, HBM and NAND exposure gives Micron a broader memory bet than SanDisk

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

This article first appeared on GuruFocus. Data analytics and artificial intelligence startup Palantir Technologies Inc. (PLTR, Financials) is back on Michael Burry (Trades, Portfolio)'s radar. The Big Short investor said Palantir's market valuation, which is around $432 billion, may eventually sink below $100 billion, saying investors are pricing the company more like a high-margin software platform than the business its financial profile suggests.

AppLovin has notably underperformed the Communication Services sector over the past year, but analysts are highly optimistic about the stock’s prospects.

A new Dunkin' partnership could push Walmart deeper into restaurant delivery using infrastructure it already built for retail.

Kraken will list SoFiUSD and gain access to SoFi’s round-the-clock dollar settlement network, while Kraken Prime will execute trades for SoFi’s crypto customers.

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Intuitive Machines has plunged 46.4% in three months, but record backlog and rising production face profitability, valuation and execution risks.

Despite Bristol-Myers Squibb's outperformance relative to the healthcare sector over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Broadcom's (AVGO) guidance that its artificial intelligence revenue will double in fiscal 2027 was s

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.

The U.S.-Canada trade dispute is deepening, with Canadian retaliatory tariffs set to take effect Tuesday and several potential flashpoints looming.

Sundar Pichai promised investors a flagship AI model by June, but what arrived instead has sparked Alphabet's longest stock losing streak in over a decade, raising an uncomfortable question about whether the company's celebrated AI pace is actually working.

Starbucks has underperformed the S&P 500 over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Intuitive Machines' surging revenues and record backlog strengthen its growth case, but rich valuation, cash use and execution risks keep the investment setup balanced.