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Stock market hits records as Fed removes key safety net
TheStreet36d agoneutral
Stock market hits records as Fed removes key safety net

Wall Street just got the milestone investors have been waiting for. The S&P 500hit new highs this week, and the Dow Jones Industrial Average closed above 54,000 for the first time. The Nasdaq also jumped as technology and artificial-intelligence stocks bounced back from their summer slump. If ...

Nvidia-backed company nearly doubles valuation in new funding round
TheStreet36d agoneutral
Nvidia-backed company nearly doubles valuation in new funding round

Former Bitcoin miner Firmus has raised $2 billion in fresh equity funding, nearly doubling its valuation as investors continue pouring capital into artificial intelligence infrastructure. The Aug. 7 funding round included follow-on participation from Nvidia and Coatue Management, alongside funds ...

United States Antimony (UAMY) Stock Looks Fully Valued Following Its 14x Run
Simply Wall St.36d agoneutral
United States Antimony (UAMY) Stock Looks Fully Valued Following Its 14x Run

United States Antimony stock has had a very strong run over the past few years, yet the latest valuation checks suggest it no longer looks obviously cheap, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model broadly in line with the current share price while market based multiples screen the stock as expensive. United States Antimony has returned about 14x over the past 3 years, which puts extra focus on whether recent enthusiasm has already priced in much of the...

Blue Bird (BLBD) After Strong Results And The Ford Deal Is The Valuation Story Changing
Simply Wall St.36d agoneutral
Blue Bird (BLBD) After Strong Results And The Ford Deal Is The Valuation Story Changing

Blue Bird (BLBD) is back in focus after reporting third quarter 2026 results alongside a new collaboration with Ford Motor Company and raised full year guidance, giving investors fresh data to assess the stock. See our latest analysis for Blue Bird. Despite the strong quarterly update and expanded Ford collaboration, Blue Bird’s share price has recently pulled back, with a 1-day share price return decline of 14.19% and a 30-day share price return decline of 17.07%, while the year-to-date...

Hims & Hers Health (HIMS) Launches AI Weight Loss Care, Is It Still A Bargain?
Simply Wall St.36d agoneutral
Hims & Hers Health (HIMS) Launches AI Weight Loss Care, Is It Still A Bargain?

Hims & Hers Health (HIMS) just introduced an AI powered care experience for Hers weight loss members, including a connected smart scale and app based coaching, giving investors fresh information on its digital health approach. See our latest analysis for Hims & Hers Health. The AI powered weight loss rollout comes at a time when Hims & Hers Health has experienced sharp swings in sentiment, with the share price up 6.51% on the day and 13.76% over seven days, yet down 12.42% over 30 days and...

Where Does Vistra (VST) Valuation Sit After Revenue Miss And Firm Guidance?
Simply Wall St.36d agobearish
Where Does Vistra (VST) Valuation Sit After Revenue Miss And Firm Guidance?

What Vistra’s latest earnings event means for stock watchers Vistra Corp (VST) put fresh numbers on the table with its second quarter 2026 earnings, reporting sales of US$4,017 million and net income of US$305 million, alongside updated six month results. The company also reaffirmed full year guidance and highlighted stronger adjusted EBITDA. Recent dividend declarations and data center related power demand are keeping investor attention on how Vistra’s cash generation and capital allocation...

Enphase Energy (ENPH) Is Up 6.1% After Expanding U.S. AI-Focused Power Electronics Manufacturing - What's Changed
Simply Wall St.36d agoneutral
Enphase Energy (ENPH) Is Up 6.1% After Expanding U.S. AI-Focused Power Electronics Manufacturing - What's Changed

In late July and early August 2026, Enphase Energy, Inc. reported year-on-year lower quarterly sales and earnings, filed a US$102.63 million employee stock plan shelf registration, completed a prior US$731.34 million buyback program, and outlined third-quarter revenue guidance of US$290.0 million to US$320.0 million. Days later, Enphase highlighted expanded U.S. manufacturing for its IQ Microinverters, batteries, and upcoming AI-focused IQ Solid-State Transformer platform, aiming to tap...

Does MonTitan Agentic AI SSD Platform Redefine the Bull Case For Silicon Motion (SIMO)?
Simply Wall St.36d agoneutral
Does MonTitan Agentic AI SSD Platform Redefine the Bull Case For Silicon Motion (SIMO)?

In early August 2026, Silicon Motion Technology Corporation unveiled its MonTitan SSD Reference Design Kit featuring next-generation patented PerformaShape technology, aimed at enabling enterprise SSDs to act as a persistent memory layer for Agentic AI workloads with predictable QoS and optimized endurance. The launch underscores how Silicon Motion is tailoring its controller roadmap and reference platforms specifically for KV cache offload and always-on, multi-agent AI infrastructure,...

General Electric (GE) Sits 21% Above Fair Value Following Its Recent Pullback
Simply Wall St.36d agoneutral
General Electric (GE) Sits 21% Above Fair Value Following Its Recent Pullback

General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...

Bank of America doubles down on Sandisk stock after earnings
TheStreet36d agoneutral
Bank of America doubles down on Sandisk stock after earnings

Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...

Arlo Technologies Q2 Earnings Call Highlights
MarketBeat36d agoneutral
Arlo Technologies Q2 Earnings Call Highlights

Arlo Technologies (NYSE:ARLO) reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook. Chief Executive Officer Matt McRae said service revenue, total revenue, gross profit and non-GAAP net incom