Actualités

Earlier this week, Amkor Technology’s board approved a quarterly cash dividend of US$0.08352 per share, payable on September 22, 2026 to shareholders of record as of September 2, 2026. Beyond the income payout, investors are closely watching Amkor’s growing advanced-packaging pipeline, underpinned by partnerships with TSMC and NVIDIA in AI and high-performance computing. We’ll now examine how Amkor’s expanding advanced-packaging opportunities could shape its investment narrative following...

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

On August 11, medtech leader Abbott Laboratories (NYSE:ABT) and tech behemoth Alphabet Inc. (NASDAQ:GOOG) announced a multi-year partnership to unite continuous glucose monitoring with consumer AI. The collaboration embeds data from Abbott’s non-prescription Lingo biowearable directly into the Google Health app, combining real-time metabolic insights with Google’s AI Health Coach to deliver personalized habit recommendations […]

Core revenue surges 103% year-over-year to $209.9 million, with RPO reaching $25.4 billion and new AWS and AMD collaborations expanding market reach.

Commerce Secretary Howard Lutnick urged the iPhone maker to find other solutions to the artificial-intelligence-driven chip supply crunch.

A Crypto Black Friday catalyst just returned. Here is how the new MSCI rules could affect Bitcoin treasuries.

On August 11, Gilead Sciences, Inc. (NASDAQ:GILD) exercised its option to exclusively license a preclinical bispecific program targeting solid tumors using MacroGenics, Inc. (NASDAQ:MGNX)’s proprietary TRIDENT platform. The decision triggered a $10 million milestone payment to MacroGenics, injecting momentum into the companies’ 2022 collaboration. That broader agreement spans three programs, including clinical-stage CD123 x CD3 […]

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at analog semiconductors stocks, starting with MACOM (NASDAQ:MTSI).

Power Companies are Seen as Infrastructure Assets Over the past decade, power producers were valued as cyclical businesses, as their performance was associated with commodity prices and weather patterns. This notion no longer holds, as the expansion of AI, industrial electrification, and data centers has driven a significant increase in electricity demand. This demand is […]

The fair value estimate for Meta Platforms has been trimmed from about US$828.80 to about US$754.10, pointing to a more conservative price target in updated models. This shift lines up with a split analyst view, where some highlight long term upside from AI and advertising while others focus on higher spending and less certain AI monetization timing. Reading on, you will see how this evolving narrative shapes key questions to watch and how to track future updates. Analyst Price Targets don't...

Boeing recently received an amended type certificate from the U.S. Federal Aviation Administration for its 737-7 aircraft, clearing the smallest and longest-range member of the 737 MAX family for commercial service after extensive testing and safety reviews. In parallel, Odysight.ai Inc. announced a Memorandum of Agreement with Boeing to trial its computer vision-based predictive maintenance platform at two Boeing sites, highlighting Boeing’s interest in advanced monitoring technologies...

Greg Abel's overhaul of Berkshire Hathaway's $358 billion investment portfolio continued in his second quarter at the helm.

Applied Optoelectronics (AAOI) is in focus after a multi-year supply agreement with Amazon, fresh third quarter 2026 revenue guidance, and second quarter earnings that highlighted higher sales alongside continued net losses. See our latest analysis for Applied Optoelectronics. The news around Applied Optoelectronics has coincided with intense share price swings, with a 1-day share price return of 15.53% and a 30-day share price return of 37.76%, while the 90-day share price return declined...

SK hynix (KOSE:A000660) and Sandisk have released a new High Bandwidth Flash technical specification through the Open Compute Project. The High Bandwidth Flash standard is designed for AI inference systems and targets high bandwidth and high capacity memory and storage use cases. The open specification gives system designers a common framework for integrating AI focused memory technologies across future infrastructure. The move is expected to broaden SK hynix's role within the AI ecosystem...

LPL Financial trades at $371.51 and has moved in lockstep with the market. Its shares have returned 12.6% over the last six months while the S&P 500 has gained 13.5%.

After a dramatic weekly rally, a caller on the August 11 episode of CNBC’s Mad Money pointed out the rapid trajectory of Palantir Technologies Inc. (NASDAQ:PLTR). The caller noted that the stock had jumped 44.1% in less than a week and appeared to face virtually no direct competition in its specialized enterprise software space. Jim […]

Since August 2021, the S&P 500 has delivered a total return of 73.7%. But one standout stock has more than doubled the market - over the past five years, Covenant Logistics has surged 201% to $33.37 per share. Its momentum hasn’t stopped as it’s also gained 18.8% in the last six months, beating the S&P by 5.4%.

This automatic tax withholding tied to RSU vesting reduced Min's direct holdings by 27%, though he retains 39,059 shares and close to 100,000 derivative units.

The rig count in the Permian Basin was up two this week, the latest count Friday by Baker Hughes shows, with 265 rigs active in the region. A year ago, 255 rigs were active in the region. Nationally, the oil and gas rig count is up five from last week at 593 rigs. A year ago, 539 rigs were active. The count shows that 455 rigs sought oil, up one from the previous week, and 128 explored for ...

Jeff Bezos, as well as Jared Kushner and Ivanka Trump, have yet to secure membership at the exclusive Indian Creek Country Club.

NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said: Then today, aided by a benign consumer price index number, the data center stocks couldn’t be contained. Lumentum, which makes fiber optics, told a terrific tale… And finally, […]

AbbVie has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.7% to $249.64 per share while the index has gained 13.5%.

REVIEW PREVIEW NEWSLETTER Zen. The S&P 500 pulled back a touch from its record high today, but the index still wrapped a third-straight week of gains. The market benchmark dipped 0.2%, while the Nasdaq Composite fell 0.

Shares withheld from RSU vesting reduced this insider's direct equity stake.

Nvidia owns 122.8 million SpaceX shares, giving it a major stake in Musk’s space and AI empire as the two companies deepen their data-center partnership.

Best Buy’s 28.9% return over the past six months has outpaced the S&P 500 by 15.4%, and its stock price has climbed to $83.62 per share. This performance may have investors wondering how to approach the situation.

Gold recent rally is mostly due to five big buyers: four central banks and Tether, a company that deals in cryptocurrency. Tether is buying for the very reasons that central banks are—to diversify its holdings and hedge against inflation and significant dollar weakness, which Tether’s crypto stablecoin USDT is pegged to. In the first half, Tether bought more than 27 metric tons of gold—matching Kazakhstan.

Insider Lindsay Radkoski executed a non-discretionary sale tied to restricted stock unit vesting, reducing direct holdings by 12%. She retains 61,207 shares and 101,828 derivative securities.

The healthcare technology leader is using artificial intelligence to detect coronary artery disease early.

Nvidia has downsized ‌plans for ‌a $250 billion guarantee for ​an OpenAI data center, the Wall Street Journal ‌reported on ⁠Friday, citing people familiar with ⁠the matter. The revised plan ​would lower ​Nvidia's ​financial guarantee ‌to less than $120 billion to address investor concerns about risk for ‌the OpenAI ​data center, ​according ​to the ‌report. Reuters could not ​immediately ​verify the report.