Actualités

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

Oil-price fears ended a five-day market rally, spotlighting MU, ANET, AVGO, IT and AME stocks with ROE above their industries and solid earnings growth.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

The state, which has been at the center of the biggest cyclospora outbreak in the U.S., said this week that the number new cases of cyclosporiasis has fallen.

AppLovin just posted its fourth straight earnings beat while the stock sits nearly 40% below its peak, and the tension between that contradiction points to something unusual happening inside this business.

New Jersey’s attorney general says Amazon used its market dominance over delivery partners and drivers to suppress wages, undermine unionization efforts and curb competition.

SpaceX Stock Warning: 911 Million Locked Shares Are Now Free to Trade

Atlassian Stock Skyrockets After Upbeat Forecast Stuns Investors

AKAM tops Q2 2026 estimates as AI cloud and cybersecurity demand lift revenues, but higher infrastructure investments pressure earnings.

Headline -23K new jobs was more than -100K below the +83K analysts were expecting.

Bitcoin climbed above $65,000 for the first time in August, lifting crypto-linked stocks.

A passenger network it bought a year ago is seeing more demand than it has aircraft to fly, and every aircraft off the production line is one management says it can monetize.

DraftKings Inc. (NASDAQ:DKNG) shares are edging higher Friday morning as traders digest mixed Q2 results and upbeat commentary around its Predictions product. DraftKings stock is moving in positive territory. What’s pushing DKNG stock higher? What’s Driving DraftKings’ Q2 Earnings Results?...

Trillions of dollars are going towards the AI buildout. Buy the companies getting the money.

Constellation Energy has underperformed the broader market over the past year, yet analysts remain highly bullish about the stock’s prospects.

The delay makes passage of the Clarity Act this year much more unlikely.

The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.

CCOI beats Q2 earnings estimates despite a revenue miss as weakness in Sprint Wireline and off-net services offset growth in on-net and wavelength offerings.

Roku beat Q2 earnings and revenue estimates as Platform growth in Advertising and Subscriptions fuels record profitability and free cash flow.

MELI tops Q2 earnings and revenue estimates as commerce, fintech and advertising growth drive strong expansion across key Latin American markets.

Boeing stock is up after the FAA ordered inspections of 471 Boeing 737 MAX jets for potential cracks in a structural reinforcement.

Analyst John Godyn cuts his rating for the low-cost airline to Sell, warning that shares are likely to drop due to the war in Iran.

Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades. Wall Street is paying attention because she sits on the House Science, Space, and Technology Committee. BWX Technologies, Inc. (NYSE:BWXT) and Entegris, Inc. (NASDAQ:ENTG) are among the top buys in the politician’s portfolio that are getting limelight. Let’s look at […]

Nielsen has agreed to buy DoubleVerify, a digital media measurement firm, for around $2.15 billion, or $13.60 per share.

This could be Lucid's last chance.

Coeur Mining (CDE) has come into focus after a sector wide rally in precious metals stocks linked to rising gold prices, alongside the company’s record quarterly revenue, new buyback plan, and first dividend in decades. See our latest analysis for Coeur Mining. The recent pullback in Coeur Mining’s share price, including a 1-day share price return of down 10.21%, comes after a sector wide precious metals rally tied to higher gold prices and fresh production guidance. Even with a 90 day share...

Note: the trade details cited in this article come from The Claude Portfolio account on X, a third-party account not affiliated with Anthropic. It tracks how different AI models would trade if given a live portfolio. Claude AI recently added two names that couldn’t be more different. One is a small biotech with one drug […]

TWLO's Q2 2026 earnings and revenues beat estimates as 22% sales growth, cost discipline and strong cash generation support higher guidance.

Planet Labs PBC has delivered very strong returns over the past three years, yet the broader valuation checks suggest the stock now leans expensive rather than like an obvious bargain. Planet Labs PBC has returned roughly 5.6x over the past three years, which puts extra focus on whether the current price still leaves room for an attractive long term outcome. The recent Scottish Government agreement that uses Planet Labs PBC's AI enabled satellite data can support expectations for ongoing...

SoundHound AI stock has delivered a very large 3 year gain, yet on Simply Wall St's checks the valuation leans expensive and the overall value score remains low. Recent news around the LivePerson transaction and the expansion of its AI agent platform with MUSC Health keeps the story in focus, but the current price still needs to be weighed against these fundamentals. Over the past 3 years, SoundHound AI has returned about 2.7x. This means anyone looking at the stock today is assessing it...