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Jim Cramer Reevaluates Novo Nordisk (NVO) as Wegovy Pill Adoption Accelerates
Insider Monkey1d agoneutral
Jim Cramer Reevaluates Novo Nordisk (NVO) as Wegovy Pill Adoption Accelerates

Shares of Danish pharmaceutical giant Novo Nordisk A/S (NYSE:NVO) experienced sharp volatility following its latest quarterly results. On the August 12 episode of Mad Money, Jim Cramer pointed out the disconnect between the company’s strong performance and Wall Street’s initial negative knee-jerk reaction. Cramer commented: Alright, what happened to the stock of Novo Nordisk, the […]

Investing.com1d agoneutral
Why AI is unlikely to be an apocalypse for jobs

Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.

2 Reasons to Watch DAR and 1 to Stay Cautious
StockStory1d agoneutral
2 Reasons to Watch DAR and 1 to Stay Cautious

Darling Ingredients has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.4%. The stock now trades at $63.33, marking a 25.9% gain. This run-up might have investors contemplating their next move.

Jim Cramer Weighs In on Lumentum (LITE) and Coherent (COHR) Post-Earnings
Insider Monkey1d agoneutral
Jim Cramer Weighs In on Lumentum (LITE) and Coherent (COHR) Post-Earnings

Shares of optical technology leaders Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) experienced some action after the quarterly reports. During the August 12 episode of CNBC’s Mad Money, Jim Cramer highlighted the short-term disconnect between market trading dynamics and business fundamentals in the optical hardware space. He noted: Sometimes, even the best stocks get […]

GoDaddy’s AI Will Stabilize Growth, Analyst Says. Plus, Lionsgate Studios and 3 More Stocks.
Barrons.com1d agoneutral
GoDaddy’s AI Will Stabilize Growth, Analyst Says. Plus, Lionsgate Studios and 3 More Stocks.

We believe that Middleby leadership is at the end of a long series of actions to simplify into a commercial food-services, or CFS, business. The team has gone back to the original business sector that made Middleby a great stock. As a stand-alone business, the restaurant customer base, business model, balance sheet, and cash flow suggest that the company can get back to profitable growth trends.

Applied Digital (APLD) Stock Trades Up, Here Is Why
StockStory1d agoneutral
Applied Digital (APLD) Stock Trades Up, Here Is Why

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho

2 charts: SpaceX closes $60B acquisition of Cursor
Pitchbook1d agoneutral
2 charts: SpaceX closes $60B acquisition of Cursor

The second-largest acquisition of a venture-backed company on record is official. Cursor, the fast-growing agentic coding startup, is now a part of SpaceX after the space giant led by Elon Musk completed its $60 billion all-stock acquisition Friday. The deal pairs one of the fastest-growing startups with SpaceX’s vast—and expensive to run—infrastructure-centric xAI division. The latter has its sights set on improving its AI service offerings and is betting big on agentic coding to get there. “Cu

JFrog (FROG) Is Up 7.4% After Raising Guidance On AI-Fueled Cloud Security Demand - Has The Bull Case Changed?
Simply Wall St.1d agoneutral
JFrog (FROG) Is Up 7.4% After Raising Guidance On AI-Fueled Cloud Security Demand - Has The Bull Case Changed?

In August 2026, JFrog reported Q2 results showing revenue rising to US$163.77 million with a sharply smaller net loss, while also issuing higher full-year revenue guidance and highlighting accelerating demand for its cloud and security offerings amid AI-driven software development. JFrog’s upcoming swampUP 2026 conference in New York, featuring security and AI leaders from Anthropic, Microsoft, NVIDIA and others, underlines its push to position the platform at the center of securing AI-era...

PayPal (PYPL) Is In Acquisition Talks At $53 Billion
Simply Wall St.1d agoneutral
PayPal (PYPL) Is In Acquisition Talks At $53 Billion

PayPal Holdings (NasdaqGS: PYPL) is in active talks over a potential acquisition by Stripe and Advent International, following an earlier offer that PayPal rejected. The proposed deal would bring together a major listed digital payments company and a large private fintech group, alongside a global private equity investor. Negotiations are ongoing as of 14 August 2026, with no binding agreement announced and terms still under discussion. With large fintech platforms weighing major...

Why Did Commvault Systems (CVLT) Move Today?
Simply Wall St.1d agoneutral
Why Did Commvault Systems (CVLT) Move Today?

Commvault Systems (CVLT) stock is in focus after the company highlighted strong subscription and SaaS ARR growth and unveiled a new integration with Google Threat Intelligence, underscoring its push around cyber resilience. See our latest analysis for Commvault Systems. At a share price of US$147.09, Commvault Systems has posted a strong 90 day share price return of 41.56%, even though the 1 year total shareholder return is down 18.30%. The 3 year total shareholder return of 113.35% points to...

CrowdStrike’s Expanded QuiltWorks AI Security Push Might Change The Case For Investing In CRWD
Simply Wall St.1d agoneutral
CrowdStrike’s Expanded QuiltWorks AI Security Push Might Change The Case For Investing In CRWD

CrowdStrike recently expanded its Project QuiltWorks program to small and mid-sized businesses worldwide via major distributors and cloud marketplaces, aiming to secure frontier AI risks across every layer of the stack. This push brings enterprise-grade AI security, remediation services, and financial protection to organizations that previously lacked resources to operationalize such defenses, highlighting CrowdStrike’s broadening role in AI-era cybersecurity. We’ll now examine how extending...

What Does Netflix (NFLX) Gain From Bill Ackman’s Return?
Simply Wall St.1d agoneutral
What Does Netflix (NFLX) Gain From Bill Ackman’s Return?

Bill Ackman’s Pershing Square has reentered Netflix (NasdaqGS:NFLX) with a significant position after previously exiting the stock. The hedge fund’s move reflects renewed confidence in Netflix’s competitive position in streaming. Ackman has said Netflix has effectively won the streaming wars and has pointed to an expectation of double digit revenue growth. Netflix is far from the only company where founder influence and long term vision have shaped the investment story. It can be useful to...

Taiwan Semiconductor Manufacturing (TSM) Stock Trades Rich On Cash Flow While Earnings Look Cheaper
Simply Wall St.1d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Stock Trades Rich On Cash Flow While Earnings Look Cheaper

Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value estimate while earnings based multiples still suggest room for optimism. That split has put valuation in sharp focus after a strong run in the share price. Over the last 3 years, Taiwan Semiconductor Manufacturing has delivered a very large total return of about 3.8x, which puts extra scrutiny on whether today’s price...

Motorola Solutions (MSI) Could Be 11% Undervalued As Bond Issuance Tests Valuation
Simply Wall St.1d agoneutral
Motorola Solutions (MSI) Could Be 11% Undervalued As Bond Issuance Tests Valuation

Motorola Solutions (MSI) has completed two fixed income offerings totaling about US$950 million, including 4.850% notes due 2029 and 5.650% notes due 2036, with several major banks joining as co lead underwriters. See our latest analysis for Motorola Solutions. Recent moves in Motorola Solutions’ fixed income funding sit alongside a strong 30 day share price return of 14.57% and a 3 year total shareholder return of 73.58%. These developments point to building momentum around the company’s...

Enterprise Products Partners (EPD) Could Be 6% Undervalued Ahead Of Citi Conference
Simply Wall St.1d agoneutral
Enterprise Products Partners (EPD) Could Be 6% Undervalued Ahead Of Citi Conference

Enterprise Products Partners (EPD) is in focus as it prepares to present at Citi’s 2026 Natural Resources Conference in Las Vegas on August 11, 2026. The event is drawing attention to its income profile and recent unit performance. See our latest analysis for Enterprise Products Partners. The upcoming Citi conference appearance follows a solid run, with Enterprise Products Partners’ share price delivering a year-to-date return of 20.96% and a 1-year total shareholder return of 31.49%. The...

3 Reasons to Sell MKL and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell MKL and 1 Stock to Buy Instead

Over the past six months, Markel Group’s shares (currently trading at $1,842) have posted a disappointing 11.5% loss, well below the S&P 500’s 13.5% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Maryland tax court voids digital ad tax, orders refunds to Apple, Google and Peacock TV
Associated Press1d agoneutral
Maryland tax court voids digital ad tax, orders refunds to Apple, Google and Peacock TV

A Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax money already collected from big tech firms. The Maryland Tax Court said the tax violates the federal Internet Tax Freedom Act as well as the First Amendment and the commerce and due process clauses of the U.S. Constitution. Maryland estimated the tax, approved in 2021, could raise about $250 million a year to help pay for a sweeping K-12 education measure.

3 Reasons to Sell PVH and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell PVH and 1 Stock to Buy Instead

Over the past six months, PVH has been a great trade, beating the S&P 500 by 11.1%. Its stock price has climbed to $84.88, representing a healthy 24.5% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.