Actualités

Gilead Sciences stock has delivered a 126.6% total return over the past 5 years, and the current valuation checks still lean on the cheap side rather than pointing to an obvious premium. With that backdrop, investors are weighing whether the recent share price around US$135.87 already reflects the key drivers that have supported the move. A 126.6% return over 5 years suggests Gilead Sciences has rewarded long term holders, so the question is how much of that progress is now priced into the...

Earlier in August 2026, Credo Technology Group Holding Ltd. showcased its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, where OmniConnect Weaver was also named a finalist in two FMS Best of Show award categories. By pairing new AI-focused interconnect products with leadership in an Open Compute Project workstream on lightweight serial interfaces, Credo is positioning its technology at the center of efforts to ease AI memory...

Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisitions. Consider reviewing other AI infrastructure related stocks that...

Amazon Shares Fall as Twitch Privacy Fight Escalates Over AI Training

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into

The introduction of pumpkin-spice lattes to menus means the end of summer is approaching, along with positive vibes

According to Yahoo Finance, Baiju Bhatt said SpaceX’s public debut was ‘pretty profound’ for the broader space industry because it highlighted the sector’s commercial potential.

Anterix (NASDAQ:ATEX) executives said the company sees growing demand and limited supply for its low-band 900 MHz spectrum, citing recent spectrum transactions and potential satellite-direct-to-device applications as factors that could expand monetization options beyond its traditional utility custo

Legence LGN (NASDAQ:LGN) reported record second-quarter results as demand for mission-critical building systems remained strong, led by data centers and technology projects, while the company raised its full-year revenue and adjusted EBITDA outlook. Revenue for the second quarter of 2026 totaled $1

JD.com (NASDAQ:JD) reported a 2.9% year-over-year decline in second-quarter revenue to RMB 346 billion, as sales of electronics and home appliances faced comparisons against a high prior-year base and pressure from rising upstream component costs. Despite the revenue decline, the company reported st

AI used to mean GPUs. Today, it means CPUs as well.

Record $5.8M revenue surged 470% YoY as military contracts accelerated.

Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call

Alphabet's Google launched Gemini 3.7 Flash on Thursday, its latest AI model designed for software coding and automated business tasks, but offered ‌no details on when its flagship Pro model will be released. Investors have been ‌closely watching for Gemini 3.5 Pro, Google's premium model, as a test of whether its DeepMind AI unit can ​keep pace with rivals Anthropic and OpenAI. Google had said in July Gemini 3.5 Pro was being tested with partners and would be coming "soon".

Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call

The quantum computing specialist's price implies a business more than 10 times its current size. Its own disclosures put no date on one arriving.

Over the last six months, Hasbro’s shares have sunk to $94.38, producing a disappointing 10.9% loss - a stark contrast to the S&P 500’s 11.7% gain. This might have investors contemplating their next move.

Moby summary of LENSAR, Inc.'s Q2 2026 earnings call

Alphabet Inc.’s Google released another installment of its workhorse Gemini Flash artificial intelligence model, but didn’t say when it would release its most powerful AI model, Gemini 3.5 Pro, which has been hampered by delays.

Trian is considering a bid to take Wendy’s private as the chain faces declining sales and a falling stock price.

OpenAI chief revenue officer Denise Dresser is leaving the company less than a year into the role. OpenAI appointed Dali Rajic, most recently president and COO of Google-owned cybersecurity company Wiz, to replace her.

Rising Chinese supply adds to bearish pressure.

The Siri overhaul may require more than better models

Wall Street will get financial updates from some of the nation's biggest retailers this week, along with more details from the Federal Reserve's most recent meeting. Home Depot reports its latest results on Tuesday, followed by Target and Lowes on Wednesday, and then Walmart on Thursday. The ongoing U.S. war with Iran prompted a surge in oil prices, which jolted gasoline prices.

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Shipment rankings tell only part of Micron's competitive story

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why.