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FuelCell Energy (FCEL) Data Center And Hydrogen Story Leaves Shares Looking Fully Valued
Simply Wall St.24d agoneutral
FuelCell Energy (FCEL) Data Center And Hydrogen Story Leaves Shares Looking Fully Valued

FuelCell Energy (FCEL) has been active on the regulatory front, filing several out of time motions to intervene at the Federal Energy Regulatory Commission that address how large electric loads connect to transmission grids across multiple US power markets. See our latest analysis for FuelCell Energy. These Federal Energy Regulatory Commission interventions come after FuelCell Energy signed a memorandum of understanding with Siemens AG to support 100+ MW distributed fuel cell projects. They...

Morgan Stanley breaks from the crowd on the U.S. economy
TheStreet25d agoneutral
Morgan Stanley breaks from the crowd on the U.S. economy

Bank of America CEO Brian Moynihan turned heads during a NewsNation debate, warning that sticky inflation may leave the Federal Reserve with no choice but to raise interest rates again later this year. Moynihan argued that pipeline costs, energy pressures, and persistent household expenses ...

Colorado Enbrel Price Cap Setback Might Change The Case For Investing In Amgen (AMGN)
Simply Wall St.25d agoneutral
Colorado Enbrel Price Cap Setback Might Change The Case For Investing In Amgen (AMGN)

Earlier in July, a federal judge blocked Colorado’s plan to impose a 70% price cap on Amgen’s blockbuster arthritis drug Enbrel, halting a significant state-level pricing move. The ruling eased concerns that aggressive state pricing limits on Enbrel could spread more widely, reducing a key regulatory overhang for Amgen’s portfolio. We’ll now explore how this legal setback to Colorado’s price cap effort could influence Amgen’s investment narrative and perceived long-term risks. Find 47...

S&P 500 Stock Chugs Past Buy Point; CSX Rises Late On Earnings
Investor's Business Daily25d agobullish
S&P 500 Stock Chugs Past Buy Point; CSX Rises Late On Earnings

Wabtec was the No. 2 S&P 500 stock on Wednesday after the supplier of locomotives and railcars for freight and passenger service topped Q2 earnings estimates and raised its full-year outlook. Strong international performance, backlog growth and a wider profit margin — despite tariffs — powered Wabtec shares toward the top of a buy zone. Results: Wabtec posted adjusted earnings per share of $2.76, up 21.6% from a year ago and 16 cents ahead of estimates.

JPMorgan CEO cuts to the chase on stock market danger
TheStreet25d agobearish
JPMorgan CEO cuts to the chase on stock market danger

JPMorgan Chase just had the most profitable quarter in its history. Second-quarter net income came in at $21.2 billion, powered by a surge in trading revenue and a gain on its Visa stake. The S&P 500 is up close to 10% this year. Consumers are still spending. Inflation has moderated. By most ...

Uber, Lyft win court block on NYC law requiring notice before firing drivers
Reuters25d agoneutral
Uber, Lyft win court block on NYC law requiring notice before firing drivers

July 22 (Reuters) - A federal judge has ruled that New York City cannot prohibit Uber Technologies and Lyft from deactivating drivers from their apps ‌without advance notice, ruling that the novel law is unconstitutional. District Judge Gregory ‌Woods in Manhattan said in a written ruling on Tuesday that the city's law adopted earlier this year benefits ​a small fraction of drivers while interfering with the ride-hailing companies' right to police the safety of their platforms.

Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Insider Monkey25d agoneutral
Should You Add KKR & Co.’s (KKR) to Your Portfolio?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?
Insider Monkey25d agoneutral
What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

Here are the Compelling Reasons to Own Visa (V)
Insider Monkey25d agoneutral
Here are the Compelling Reasons to Own Visa (V)

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

10-Year Treasury Yield Nears 2026 Peak Amid Inflation Worries
The Wall Street Journal25d agoneutral
10-Year Treasury Yield Nears 2026 Peak Amid Inflation Worries

Treasury yields continue to tick higher alongside oil prices, putting the 10-year yield close to its 2026 high point. The yield on the 10-year note climbed to 4.648% in morning trading, according to Tradeweb, just shy of the 4.687% intraday high that it reached on May 19. The uptick in oil prices is making investors more worried about the inflation outlook, with traders now seeing a roughly 50% chance that the Federal Reserve raises interest rates twice before the end of the year.

Bloomberg25d agoneutral
Trump Takes Another Swing at Drug Industry in Made-in-USA Push

(Bloomberg) -- President Donald Trump’s threat of 100% tariffs against generic medicines is a major expansion of a strategy he’s been using against the pharmaceutical industry since his second term began. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftKrem

Stock Futures Fall as Inflation Fears Resurface
Barrons.com25d agobearish
Stock Futures Fall as Inflation Fears Resurface

Stocks were on track to open lower on Wednesday after a jump in oil prices revived fears that a flare-up in inflation could drag down the market. Nasdaq 100 futures fell 0.8%. Stocks looked set to give up some of those gains on Wednesday amid a rally in oil prices, after the U.S. launching strikes against Iran for an 11th straight night.