Actualités

Rivian could reveal promising sales traction for its new SUV.

The fund's past rebounds look great on paper, but the ride down was often far from over.

JPMorgan Chase & Co. CEO Jamie Dimon emotionally recounted the story of almost dying in March 2020, when he realized “it might be goodbye” while facing a serious health crisis. Earlier this week, on The Master Investor Podcast, host Wilfred...

Both companies are unprofitable but growing rapidly, though one carries significantly lower valuation multiples and less reliance on government contracts.

Bending Spoons, the newly public owner of AOL, has outperformed SpaceX since its IPO. But some analysts say isn’t a surefire long-term winner.

Digital infrastructure provider Applied Digital (NASDAQ:APLD) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 581% year on year to $258.7 million. Its non-GAAP profit of $0.04 per share was significantly above analysts’ consensus estimates. The Company's HPC Hosting Business commenced operations at its first HPC data center at our Polaris Forge 1 campus resulting in the recognition of approximately $270.6 million related to tenant fit-out services.

Moderna's stock recently hit a new 52-week high after receiving positive news surrounding one of its vaccines.

Verizon has signed a $1 billion agreement with Google.

Application security provider F5 (NASDAQ:FFIV) announced better-than-expected revenue in Q2 CY2026, with sales up 10.9% year on year to $865.1 million. Guidance for next quarter’s revenue was optimistic at $880 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $4.73 per share was 18.3% above analysts’ consensus estimates.

Semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 25.6% year on year to $1.90 billion. On the other hand, next quarter’s revenue guidance of $2 billion was less impressive, coming in 4.1% below analysts’ estimates. Its GAAP profit of $0.70 per share was 45.3% above analysts’ consensus estimates.

Electronic design automation company Cadence Design Systems (NASDAQ:CDNS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 24.2% year on year to $1.58 billion. The company’s full-year revenue guidance of $6.3 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $2.11 per share was 2.7% above analysts’ consensus estimates.

Most reporting banks in the US have beaten earnings forecasts for the second quarter, driven by favo

Oracle just landed a $7 billion Pentagon deal, reinforcing its AI cloud momentum and giving investors another compelling reason to stay bullish.

One trades at 21.9x forward earnings with $8.6B in free cash flow; the other with persistent losses and satellite risk.

Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]

D-Wave Quantum Inc. (NYSE:QBTS) snapped a three-day losing streak on Monday, surging as much as 19.6 percent to $19.39 apiece after it bagged a new deal that would help strengthen its case that quantum computing is moving beyond research projects into real-world enterprise applications. In a statement, the quantum firm said that it signed a […]

Cameco Corporation (TSX:CCO) has been upgraded to Buy by UBS on a strengthened uranium bull case that analysts believe is not reflected in the producer's share price. The upgrade follows a pullback in the stock of 18% over the past month and 27% over the past six months, which UBS said...

The deal for BGC's Water Street Labs and CX Clearinghouse lets Fanatics list and settle its own event contracts, echoing DraftKings and FanDuel as sports-betting giants scramble for a foothold in the sector.

Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July. Both beat what Wall Street expected. One stock jumped as much as 8%. The other fell as much as 13%. The difference between them shows what actually moves a healthcare stock right now. UnitedHealth Group […]

The ruling revives Tesla's bid for court-set licensing terms before its planned British 5G vehicle launch.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps loading up even at a triple-digit P/E.

Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before the window closes.

THC raised its 2026 outlook after Q2 earnings and revenues beat expectations, driven by strong same-facility growth and disciplined expense management.

NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of investor you are and what risk keeps you up at night.

Dell trades at a fraction of Snowflake's valuation, but one company generates profits while the other burns cash, the risk-reward calculus isn't obvious.

Arm could make a big move after its earnings report Wednesday.

QBTS heads into Q2 earnings with strong bookings, revenue visibility and liquidity, while investors watch if execution kept pace through the June quarter.

Traders have tipped their bets toward a BlackRock stock rebound since its July earnings beat, even as the share price kept falling.

Dell trades at a fraction of Marvell's valuation multiple, but one company is growing revenue 42% annually with a 32.6% net margin.