Actualités

You might be disappointed to find out, but there's a silver lining.

Newmont Corp has returned 66% in the year since we recommended it as a Barron’s stock pick, handily beating out the 30% increase in the over the period. For Newmont, the historic rally in precious metals has certainly helped, as the price of gold climbed to a record $5,589 an ounce earlier this year. Newmont is positioned to continue capitalizing on its sector-leading position with elevated metals prices driving record cash flow and earnings.

Earlier this month, Blue Bird Corporation announced a collaboration with Ford Motor under which Blue Bird will design, build, and sell the next-generation F-53/F-59 commercial stripped chassis using Ford powertrains, while Ford separately committed billions of US dollars to retool its Louisville plant for the Fathom electric truck and to shift Lincoln production to the U.S. by 2030 in response to high China tariffs and new regulations. Together, these moves highlight Ford’s push to deepen...

Samsung Electronics (KOSE:A005930) and Netlist announced a comprehensive patent settlement and long-term alliance covering advanced memory technologies. The companies entered into new cross-licensing arrangements and product supply agreements for DRAM and NAND. The deal includes an equity investment component and resolves all pending litigation between Samsung and Netlist. For investors tracking how memory suppliers are positioning around data centers and AI hardware, the wider trend across...

Amkor Technology stock has delivered strong long term returns over the past five years, yet current checks suggest the market price may still sit below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples. Amkor Technology has returned 153.7% over five years, which puts the recent pullback into context for longer term holders. The expanded advanced packaging work with partners such as Nvidia can support expectations for future cash flows. At...

Reddit's stock has fallen 27.8% over the past year, yet one key valuation check suggests the shares may now trade well below an intrinsic value estimate, while traditional market multiples and a low overall value score point to a stock that does not screen as a clear bargain. The result is a split view on Reddit where a Discounted Cash Flow (DCF) approach implies upside, but the broader valuation framework is more cautious. Over the last 12 months Reddit is down 27.8%, which sets...

Fastly (NasdaqGS:FSLY) filed a new omnibus shelf registration statement, allowing the company to issue debt, preferred stock, common stock, and warrants. The universal shelf provides Fastly with flexibility to raise capital through multiple securities over time as funding needs arise. The filing is a material corporate event that can influence the company’s future capital structure and potential shareholder dilution. For readers tracking how other companies are positioning their balance...

Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Arista trades at a steep premium to IBM, but their growth trajectories and risk profiles tell very different stories for 2026 investors.

Applied Optoelectronics (NASDAQ:AAOI) saw its share price increase by 15.53 percent on Friday to finish at $150.28 apiece, as investors began positioning portfolios in anticipation of major business updates. According to the company, Chief Finance and Strategy Officer Stefan Murry is set to present at Rosenblatt’s 6th annual technology summit on Tuesday, August 18. Investors […]

ATI’s second quarter results were well received by the market, following strong year-on-year growth driven by the company’s ongoing portfolio transformation and higher-value product mix. Management attributed the quarter’s performance to operational improvements, a record backlog, and robust demand in aerospace and defense segments. CEO Kimberly Fields highlighted the transformation of the AA&S segment, stating, “What was once viewed as a more cyclical, lower-margin business has become a second

Intuitive Machines (NasdaqGM:LUNR) has been selected as a key supplier for L3Harris Technologies’ Accelerated Missile Defense Tranche 3 mission. The company will provide 18 spacecraft platforms that form part of U.S. space-based missile defense infrastructure for homeland defense and hypersonic missile tracking. The contract expands Intuitive Machines’ role within a core national security program and broadens its exposure to the defense market. For readers tracking how specialized space and...

Netlist has filed new patent complaints against Super Micro Computer (NasdaqGS:SMCI) at the U.S. International Trade Commission and in U.S. District Court regarding DDR5 memory module technology. The ITC case seeks an investigation into alleged infringement and potential exclusion of certain Super Micro DDR5 products from the U.S. market. The federal lawsuit requests damages and other remedies tied to Super Micro Computer's use and sale of the disputed DDR5 memory related products. The...

In early August 2026, Commvault Systems filed a US$449.32 million shelf registration for 3,374,000 common shares related to its employee stock ownership plan and announced a new integration that brings Google Threat Intelligence into its Threat Scan cyber resilience workflows, alongside upgraded inline malware scanning and AI-enabled Synthetic Recovery enhancements. This combination of capital-raising flexibility and deeper Google collaboration underscores how Commvault is positioning its...

Red Cat Holdings (NasdaqCM:RCAT) is set to benefit from new U.S. tariffs on imported unmanned aircraft systems and components, which are expected to support domestically built drone platforms. The company announced the appointment of Mitch McDonald as Divisional CEO for its UAS operations, consolidating leadership across key drone subsidiaries. Management framed the leadership change as a step toward tighter integration of drone and autonomous systems operations at a time of shifting U.S...

In the June quarter, Boston Scientific completed a share repurchase of 39,922,436 shares, equal to 2.69% of its stock, for US$2,000.11 million under the buyback first announced in December 2020, while quarterly results highlighted underperformance in U.S. Electrophysiology and Watchman alongside lower 2026 organic sales growth guidance. Although the CHAMPION-AF trial met all clinical endpoints, it did not act as a meaningful catalyst for the business outlook, and the contrast between bullish...

Investing.com -- The U.S. could increase annual data center construction from 12 gigawatts in 2026 to 35 GW by 2030, but shortages of specialised mechanical, electrical and plumbing workers will set the industry’s speed limit, according to Bernstein analysts.

Despite logistical challenges and stagnant top-line, the company leverages robust domestic sales, a thriving frozen segment, and new pectin production to drive future growth.

Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter’s revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts’ consensus estimates.

nLIGHT’s second quarter saw strong revenue growth, surpassing Wall Street’s expectations, but the market reacted negatively due to concerns over future earnings and supply chain disruptions. Management attributed the robust sales to increased demand in both defense and advanced manufacturing, with significant contributions from new directed energy contracts and a growing pipeline in laser sensing applications. CEO Scott Keeney highlighted the importance of recent defense awards and record revenu

Billionaire Bill Gates‘ daughter Phoebe Gates and Phia co-founder Sophia Kianni reportedly pushed for features that could cause the shopping startup to claim affiliate commissions on sales it did not drive. The founders “were aware” of the cookie stuffing practice...

Shareowners have larger dividends headed their way.

Howmet’s second quarter was marked by broad-based growth across its end markets, with management highlighting strong demand from both commercial and defense aerospace customers as well as the industrial gas turbine segment. The company’s leadership attributed the performance to increased aircraft build rates, elevated spares activity, and a recovery in commercial transportation. CEO John Plant emphasized that organic growth remained robust even after accounting for recent acquisitions, with spar

Cadence Design Systems is back in focus as analysts lift price targets into a US$400 to US$450 range, reflecting a slightly higher Fair Value estimate of US$403.67 per share. You are seeing that shift come alongside broadly positive Q2 reactions, with many analysts pointing to AI exposure, strong core electronic design automation demand, and a growing backlog, while a smaller group stays cautious. As you read on, you will see how to track this evolving narrative and what to watch as new...

Earlier this month, Quanta Services completed a US$2.00 billion offering of senior unsecured fixed-rate notes maturing in 2029, 2033 and 2036, with coupons between 4.850% and 5.550%, priced slightly below face value and callable, to help repay commercial paper and senior credit facility borrowings. This fresh long-term funding, combined with stronger earnings estimates and an upgraded free cash flow outlook, gives Quanta greater balance sheet flexibility as it pursues acquisitions and...

Analysts have lifted their fair value estimate for Super Micro Computer to US$41.75 from US$37.25, reflecting an updated view of what the stock could be worth based on refreshed modeling. The change aligns with a more constructive tone in recent research, as higher price targets follow the latest Q4 print, order book disclosures and multi year revenue guidance. As you read on, you will see how these shifting targets fit into the broader Super Micro Computer story and what to watch as the...

Salesforce stock is down 22.6% year to date, yet the current valuation checks and intrinsic value estimate suggest the shares may be pricing in more pessimism than the fundamentals imply. The 22.6% year to date decline has pulled Salesforce back after prior gains and has put renewed focus on whether the current price underestimates the business. Recent AI related developments such as Agentforce 360's U.S. Department of Defense authorization can support long term cash flow expectations, while...

Legence (NasdaqGS:LGN) reported material impairments to goodwill and long-lived assets for Q2 2026. The company also revised its full year 2026 revenue guidance upward. The combination of asset impairments and a stronger revenue outlook highlights a mixed update for investors assessing Legence's prospects. This type of update, where a company reassesses asset values while lifting its revenue outlook, is common across several stocks exposed to similar themes. This makes it worth comparing...

Nokia Oyj stock has delivered a strong 200.5% return over the past 3 years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to 15.9% upside while market multiples suggest the shares screen as expensive. That split leaves investors weighing a DCF based case for the stock being undervalued against traditional ratios that indicate limited value support at the current price of US$10.76. Over the past 3 years Nokia Oyj has returned 200.5%,...

Ultium Cells, the General Motors (NYSE:GM) and LG Energy Solution joint venture, restarted battery production at its Warren, Ohio plant after a seven month shutdown linked to changes in US BEV market conditions and policy. The Warren facility return to operations marks a fresh step in rebuilding GM's domestic EV battery supply chain following the extended pause. The restart follows earlier adjustments to GM's electric vehicle rollout plans in response to evolving US demand for battery...