Actualités

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

The Conceição II Model Plant, inaugurated in June 2026, is a central project within Vale’s Mining of the Future strategy.

Evaluate the expected performance of Keysight (KEYS) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Home Depot (HD), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

Rekor Systems (REKR) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Kraken Robotics stock has delivered an extremely strong three year return, yet the current valuation checks send mixed signals. The Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares trade below that model, while the broader scoring framework is less supportive. Over the past three years, Kraken Robotics has produced a very large total return of about 17x, which makes the current share price far more sensitive to how sustainable investors believe that performance...

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

Applied Materials’ recent OCP APAC Summit presentations in Taipei and its newly announced research collaboration with UC Berkeley at the EPIC Center underscore the company’s focus on accelerating semiconductor materials and process innovation for AI computing in a manufacturing-relevant setting. By giving UC Berkeley researchers access to industry-scale tools inside what Applied Materials calls the largest-ever U.S. investment in advanced semiconductor equipment R&D, the EPIC Center is...

Brookfield Asset Management (TSX:BAM) is partnering with Nvidia and other major Wall Street firms on a planned US$500b AI infrastructure financing initiative. The partnership aims to mobilize large-scale private capital into data centers and related AI infrastructure projects. The initiative positions Brookfield alongside global technology and financial leaders in a high-profile push to fund the next wave of AI build out. This kind of financing role gives Brookfield Asset Management...

MP Materials (MP) is back in focus after Q2 2026 results showed sales of US$108.49 million and a smaller net loss, alongside higher NdPr output and new magnet supply activity with major customers. See our latest analysis for MP Materials. At a share price of US$54.11, MP Materials has seen the 7 day share price return rise 12.94% and the 30 day share price return rise 9.31%. However, the 1 year total shareholder return declined 28.24% and the 3 year total shareholder return remains very...

Dividend and bylaw moves put Iridium Communications in focus Iridium Communications (IRDM) has attracted fresh attention after its board declared a cash dividend of $0.15 per share and approved amended bylaws featuring a new forum selection provision on August 10, 2026. See our latest analysis for Iridium Communications. The $49.65 share price sits on top of a strong run, with a 90 day share price return of 14.32% and a year to date share price return of 179.56%. The 1 year total shareholder...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

Record backlog and defense tech integration drive 89.6% revenue growth.

Hardware stocks are splitting Thursday morning. Dell Technologies (NYSE:DELL) is indicated up 4% premarket and HP (NYSE:HPQ) is up 6%, while Cisco Systems (NASDAQ:CSCO) is down 7%. Two separate catalysts are driving the divergence: a blowout quarter out of Lenovo overnight and Cisco’s own fiscal fourth quarter results after Wednesday’s close. Premarket levels can shift ... Dell Rises 4% and HP 6% Premarket. Cisco Sinks 7%. What’s Causing the Biggest Premarket Moves?

Low-leverage stocks like LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum offer resilience amid oil and geopolitical risks.

Revenue surged 351% year over year as backlog climbed to $807 million.

When Jonah Seidenberg found out about Nike Minds, a futuristic-looking sneaker that claims to improve concentration by stimulating the soles of the feet, he had to have them. On a recent Saturday, the 12-year-old from the Chicago suburb of Northbrook and his mother searched StockX, an online sneaker marketplace, and other sites looking for a discount but struck out. “It was 10:30 at night and we finally threw in the towel,” said Lisa Seidenberg, a publicist.

Avnet, Lifetime Brands, Arrow Electronics and Inter&Co stand out as value stocks with low P/CF ratios amid market and geopolitical risks.

TEM's FDA approval for xT could unlock $85 million in annual revenue from higher pricing, with bigger gains tied to xF.

PepsiCo just handed investors a 4% dividend hike while trading at a multiple well below its closest rival, and the gap between where shares sit today and where the math says they belong is starting to close fast.

Wave Life Sciences has lost nearly 70% of its value this year, yet its RNA platform spans obesity, rare liver disease, and genetic disorders in ways that could make it irresistible to the right buyer. The question is which pharma giant moves first.

Do you have more faith in DuPont analysis than simple ROE? 5 top-ranked stocks -- CNXN, ECG, BLBD, EXPD and VLO -- stand out on profitability, asset efficiency and leverage scores.

The market is worried about what's happening next. Should you be, too?

With an investment in Alphabet, you get both an established AI player and exposure to Anthropic.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Kinder Morgan, Williams and MPLX offer stable fee-based revenues as pipeline stocks face spending and renewable-energy headwinds.

Jensen Huang rarely sounds rattled, but a recent exchange caught analysts off guard and revealed just how much one strategic shift by China's DeepSeek could reshape the entire foundation of American AI dominance.

AutoStore Holdings Ltd (FRA:1IG) reports record Q2 revenue of $192 million, up 43% year-over-year, and announces a global framework agreement with Amazon.

Revenue surged 687% year-over-year as enterprise demand accelerates.