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Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Asian equities traded in the US as American depositary receipts were marginally higher Thursday morn
Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.
UPS is targeting about $3 billion in 2026 network savings as stronger pricing, higher cash flow and cost cuts support margins despite weaker package volumes.
Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company’s latest earnings, investor concerns, and Cisco’s updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 billion.
Irwin Raij, Sidley Partner & Entertainment, Sports and Media Co-Chair, joins Yahoo Finance Executive Editor Brian Sozzi to analyze the record-breaking $12.5 billion LA Lakers valuation, explaining how live sports assets defy broader market risks and what former Disney (DIS) CEO Bob Iger brings to NBA franchise ownership.
Keurig Dr Pepper sees JDE Peet's integration, revenue synergies and $400M in cost savings boosting coffee growth ahead of the 2027 separation.
Goldman Sachs is acquiring NEOS Investments, the firm behind a popular Bitcoin income fund, in a cash-and-equity deal valued at up to $2.25 billion, its latest push deeper into the fast-growing market for options-based ETFs. Goldman Sachs, the 156-year-old Wall Street bank, announced the agreement ...
Ripple closed ten major deals in 2026 and not one of them settled in XRP, which raises a question the coin's supporters have struggled to answer about what the token actually does now.
The cross-border payment middleman has finally achieved sufficient scale to easily cover its fixed and variable costs. This is the moment shareholders have been waiting for.
nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.
Uranium revenue surged while backlog hit $4.5 billion, but HALEU funding faces uncertainty.
AMETEK has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.
SpaceX is seeking to aggressively expand its data center capacity.
The market has punished this IT consulting giant's stock, but its business performance tells a very different story about its rank among peers.
AIP is changing how businesses operate -- and opening new opportunities for Palantir.
Goldman Sachs (NYSE: $GS)
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.
MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.
NVO's GLP-1 pills offer fresh momentum, but Eli Lilly's fast-growing injectable and oral therapies threaten to widen the competitive gap.
The market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call.
DEO is reshaping its portfolio, backing Guinness and broader brand activation as it targets steadier growth amid persistent weakness in U.S. spirits.
FNV's Q2 revenues jump 57% y/y, fueled by higher precious metal and oil prices, while earnings miss estimates and margins contract.
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
The new jobs report may have complicated the decision.
HUM's HealthStream deal backs 1,000 caregiver scholarships and new tools to improve recruitment and retention in Indiana.
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