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Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...

Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the Terafab project. The Terafab facility is intended to support chips for next generation robotics and autonomous vehicle platforms used by SpaceX and Tesla. The partnership highlights efforts by the companies to tighten control over chip supply for AI hardware and advanced manufacturing in North America. The announcement positions Intel as a key foundry...

The latest price target work on Applied Optoelectronics reflects a modest reset, with the internal fair value estimate moving from US$157.30 to US$150.30. That shift sits alongside Street research that now spans everything from a relatively small US$2.50 change to a very large US$87.50 increase, which underlines how divided analysts are on the stock's risk and reward profile. As you read on, you will see how these price target moves feed into the evolving narrative around Applied...

Pan American Silver (TSX:PAAS) is drawing renewed investor attention as precious metals gain appeal as safe-haven assets during global macroeconomic and geopolitical uncertainty. The company’s diversified portfolio across precious metals is seen as well aligned with the recent shift in market sentiment. Recent strength in Pan American Silver’s share price is being linked to broader market interest in gold and silver exposure. This renewed focus on Pan American Silver is part of a wider move...

Valero Energy (VLO) is back in focus after completing a sizeable share repurchase program, alongside releasing detailed second quarter and first half 2026 results that set the latest reference points for the stock. See our latest analysis for Valero Energy. At a share price of $298.31, Valero Energy has eased in the past week with a 7 day share price return that declined 4.66%, yet its 90 day share price return of 23.75% and very large 5 year total shareholder return of 425.65% point to...

Why the MonTitan launch matters for Silicon Motion Technology stock Silicon Motion Technology (NasdaqGS:SIMO) just rolled out its MonTitan SSD Reference Design Kit built on the new PerformaShape architecture, putting AI focused storage workloads at the center of the investment story. The kit targets Agentic AI data centers and edge deployments that need predictable quality of service, steady throughput and high endurance as KV cache sizes grow and access patterns shift across multi tenant,...

Adobe stock has lost around 58% over the past 5 years, yet its current valuation checks still suggest the shares lean cheap rather than expensive, which puts the recent bounce in focus for investors trying to judge where value really sits. Over the past 5 years Adobe has declined about 58%, which means long term holders are still sitting on substantial losses despite the recent rebound. Participation in initiatives such as the new Open Source AI Cybersecurity Alliance can support...

Thryv Holdings (THRY) is drawing fresh attention after launching an AI native growth platform for local service businesses, paired with new partnerships with Wix.com and Ooma that broaden its small business technology reach. See our latest analysis for Thryv Holdings. Those product launches and partnerships have arrived during a weak share price patch for Thryv Holdings, with the stock down 40.2% on a 30 day share price return and the 1 year total shareholder return down 81.0%. This suggests...

The yield you chase at 52 could quietly cannibalize the very nest egg you need at 62. Before you reach for the biggest monthly payout, understand the compounding trap hiding inside each income tier.

Retirement catches most people off guard, arriving not as a planned milestone but as a phone call, a diagnosis, or a layoff. The portfolio you build today either answers that moment or forces you to sell at the worst possible time.

ConocoPhillips (NYSE:COP) reported second-quarter 2026 production above the high end of its guidance range, supported by record Permian Basin output, while also announcing that Chairman and Chief Executive Officer Ryan Lance will retire from the CEO role effective Sept. 1. Andy O'Brien, currently c

Investing.com -- The United States expects Iran and Oman to reach an agreement soon that would restore commercial shipping through the Strait of Hormuz, Reuters reported exclusively on Friday, citing a U.S. official.

Revenue surged 150% as metal sales ramped and cash flow tripled.

Battery materials hit first profit in nine quarters as Argentina lithium operations surge.

Starting Aug. 13, you can buy into 80 seed-stage startups on the New York Stock Exchange for $25 a share, with no accreditation required. Robinhood Ventures Fund II, trading under the ticker RVII, plans to raise $200 million through an initial public offering of 8 million shares. Goldman Sachs is ...

Nvidia will invest ‌up to $3 billion in ​Blackstone backed power infrastructure developer Lancium, the company behind Stargate, ‌the Information ⁠reported on Friday. Nvidia will get a ⁠20% stake in Lancium for ​the first $2 ​billion ​investment, and its ‌stake could grow to an additional $1 billion if Lancium hits certain thresholds, the ‌report said, citing ​people ​familiar ​with the matter. Nvidia ‌and Lancium did ​not ​immediately respond to Reuters requests for ​comment.

Berkshire Hathaway is sitting on $397.4 billion in cash. That number is larger than the market value of ExxonMobil. It exceeds the GDP of South Africa. It is the largest liquid reserve in the company's history. Berkshire has been a net seller of stocks for more than three years and has not found a ...

Chasing a $50,000 monthly dividend stream sounds like a math problem, but the yield you pick determines whether your portfolio funds four decades of freedom or quietly cannibalizes itself while the checks keep arriving.

Block Inc. CEO Jack Dorsey said on Wednesday that the firm’s new workspace collaboration platform, Buzz, elevates its core technologies to a new height. AI Tech Part of Block’s DNA, Says Dorsey During Block’s second-quarter earnings call, Dorsey stated that...

Revenue grew 12% as cross-border volume surged and value-added services expanded.

AWS revenue surged 36.7% as AI demand and custom chips drove triple-digit growth.

iPhone revenue surged 22% as Apple navigates supply constraints and memory cost inflation.

Revenue grew 13% while power generation scaled and completions generated strong cash flow.

Western Digital Corp (WDC) turned in one of the strongest quarters in its history on August 5, then watched investors punish the stock for it anyway. Shares fell as much as 16% across two sessions even though revenue and profit beat Wall Street’s targets by wide margins, according to a Reuters ...

Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple’s long-term opportunity in the region. Despite that progress, the market’s attention has […]

Recent share performance and financial snapshot TE Connectivity (TEL) has attracted investor attention after recent share price moves, with the stock closing at US$216.33. The company reports revenue of US$19.32b and net income of US$3.02b. Over the past month the stock returned 10.24%, with a past 3 months return of 4.91% and a 1 year total return of 8.59%. Year to date, the share price is down 7.24%. See our latest analysis for TE Connectivity. For TE Connectivity, the recent 10.24% 1 month...

Wendy's stock has had a difficult run over the last five years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the shares trading at a discount to what the business may be worth. Over the past five years the share price has fallen 58.9%, which means anyone looking at Wendy's today is assessing a stock that has already seen a long period of weakness priced in. The key catalyst for any reassessment of that valuation is the...

Unity Software Inc. reported past second-quarter 2026 results with revenue of US$546.47 million, a loss of US$23.61 million and basic loss per share of US$0.05, alongside stronger-than-expected adjusted earnings and guidance tied to its AI-powered Vector advertising platform. The company also simplified its portfolio by sunsetting the ironSource Ads Network, selling the Supersonic publishing business, and pulling forward its target for GAAP profitability to the third quarter of 2026 while...

Investing.com -- Switch Inc. has filed confidentially for a U.S. initial public offering that could take place as early as November, Bloomberg reported, citing people familiar with the matter.

PLTY promises a slice of Palantir's explosive growth plus a monthly paycheck, but a look inside the fund reveals something most holders never noticed before buying in.