
Pfizer is facing material patent expirations over the next two years, but that will be over by 2030.
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Pfizer is facing material patent expirations over the next two years, but that will be over by 2030.

Target shares spent years in freefall while rivals pulled ahead, and now a sudden reversal has investors divided on whether the turnaround is real or a one-quarter illusion built on numbers that may never repeat.

The fund manager recently booked gains in Sandisk stock and redeployed capital into Broadcom.

The legendary Magellan portfolio manager was an explorer himself.

Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI order numbers buried in its latest report tell a very different story.

Double-digit yields sound compelling until you read the fine print buried inside a stressed mortgage REIT, an activist's limited partnership, and a frontier closed-end fund. Each structure carries a very different set of risks that most income investors never see coming.

Realty Income checks all the boxes as a top dividend stock.

The launch company keeps setting records, and its backlog has more than doubled. The valuation assumes a much bigger company -- one that needs a rocket that hasn't left the ground.

AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a sleepy retailer. Something in that math appears deeply off.

Thanks to Scott Bessent, Fed Chair Warsh now finds himself stuck between a rock and a hard place.

In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than half. What those two moves reveal about where smart money sees the next big trade is worth a closer look.

Coca-Cola has a phenomenal track record of paying dividends.

Nebius stock got dinged after a fundraising announcement.

The AI boom has crowned two near-unassailable monopolies in semiconductors, but when hyperscaler budgets tighten and rivals scramble to break their grip, only one of these giants may prove truly unconquerable.

India announced auto-approvals for investors from neighboring countries to hold 10% non-controlling stake. That’s China’s music.

AMD looks poised to outperform Nvidia over the next three years.

The Vanguard Information Technology ETF has delivered strong returns over the last 10 years.

Nvidia (NasdaqGS: NVDA) has agreed a reported US$7b Poolside AI licensing deal that combines a non exclusive technology license, investment and key hires. The structure uses licensing plus hiring Poolside AI employees instead of a full acquisition, which can attract more regulatory scrutiny. The agreement is intended to give Nvidia greater control over industrial scale AI model capacity while keeping Poolside AI independent. Investors are watching whether this template becomes a repeatable...

You'll get to that $1,000 easier than with most stocks, thanks to Realty Income's fat 5.2% dividend yield.

Target crushed second-quarter estimates, signaling a continued comeback for the retailer.

Navitas stock is now down 59% from the peak it hit earlier this year.

Opera beat Wall Street's sales target in Q2, but that wasn't enough for investors.

Palantir, Microsoft, and GitLab all have strong upside from AI.

The crypto market is enjoying an incredible rally.
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The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.
The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.

The market liked SpaceX's earnings report.

Musk has total control over the company's future.
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