
Applied Materials beat Q3 estimates and raised guidance, but shares fell 6% as sequential growth slowed and gross margin guidance stalled at 50.4% for Q4.
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Applied Materials beat Q3 estimates and raised guidance, but shares fell 6% as sequential growth slowed and gross margin guidance stalled at 50.4% for Q4.

Shares of the social media company jumped double digits on the news. Decades of research say the pop is usually the whole prize.
ConocoPhillips delivered second-quarter results that exceeded Wall Street’s expectations, driven by a mix of operational achievements and strategic portfolio actions. Management highlighted record production in the Permian Basin and strong execution on asset sales, which contributed to robust free cash flow and increased shareholder distributions. CEO Ryan Lance, in his final quarter before retirement, emphasized progress on the company’s cost reduction program and the successful completion of i

The CEO of SpaceX is never shy about making projections.

Social media turned sharply bearish on memory stocks like SanDisk and Micron last weekend, and some analysts were calling time on the sector. Then something happened that flipped the entire trade on its head.

The New York financier at the center of the case, Andrew Spaventa, denied the allegations on Friday, and said he planned to defend himself.

Citi sees improving momentum across the industrial sector after organic growth reached 6. 9% in the second quarter of 2026, substantially exceeding the bank’s 4.

Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.

SpaceX and Micron each have unique characteristics.

Goldman Sachs expects corporate share repurchases to remain a powerful source of demand for U. S.

The S&P 500 CAPE ratio nears historic highs. Here is what stretched equity valuations could mean for Bitcoin.

Elon Musk is buying land in Grimes County, Texas. Now, residents want out, but it’s proving difficult to find buyers.

Space Exploration Technologies (NasdaqGS:SPCX) has completed a $60b all stock acquisition of AI coding startup Cursor. The deal is the second largest venture backed acquisition on record, according to the companies. Cursor will be integrated into SpaceX's xAI division to support developer focused AI tools and services. The acquisition is intended to expand SpaceX's reach in AI infrastructure and services, including its orbital compute ambitions. Consider widening your watchlist to other...

Barrick Mining (TSX:ABX) has appointed Sebastiaan Bock as Chief Executive Officer, Rest of World, to oversee all operations outside North America. The new role consolidates leadership for Barrick’s international gold and copper assets under a single executive. Bock’s responsibilities include operational execution, portfolio delivery and engagement with regional stakeholders across multiple jurisdictions. The appointment comes during a period of portfolio changes and a pending North American...

Bristol Myers Squibb (NYSE:BMY) is facing a revived US$6.7b lawsuit after a federal appeals court reinstated claims tied to its Celgene acquisition. Plaintiffs allege the company deliberately delayed FDA approval of certain drugs to avoid paying contingent value rights owed to former Celgene shareholders. The appeals court decision brings renewed legal and financial uncertainty related to how the Celgene transaction was structured. For more context on how legal and regulatory risks can...

Motorola Solutions stock has more than doubled investor capital over the past five years, yet current valuation checks suggest the shares are trading at a premium to what its intrinsic value estimate and market multiples would imply. Motorola Solutions has returned 106.2% over five years, which puts extra focus on whether the current share price still offers a comfortable entry point for new capital. Strong demand for public safety and security technology can support expectations for future...

Warren Buffett spent 60 years building one of the greatest investing records in history, not by chasing whatever was popular, but by finding businesses he never wanted to sell. He said it himself in his 1988 shareholder letter, the year he first bought Coca-Cola: "Our favorite holding period is ...

Jensen Huang just structured a $500 billion compute fund with a design that one Wall Street CEO compared to the invention of mortgage-backed securities, and that reference alone should make every AI investor stop and think carefully about what comes next.

Larry Fink sees oil potentially collapsing to $40 a barrel, and that geopolitical shift could trigger a massive rotation in the stock market. One tech giant is already positioned to absorb that capital, and its valuation tells a story Wall Street has quietly overlooked.

Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?

Intuitive Machines missed Q2 revenue and EPS estimates, but its $1.8 billion backlog, analyst Buy ratings, and institutional buying point to a path toward profitability.

The rapid growth days of each company are probably over, but each stock remains an excellent choice for income investors.

MSTY promised triple-digit yields and delivered a 68% price collapse instead, but a covered-call fund built on 50 blue chips has been quietly printing gains while sending monthly cash. The structure is nearly identical, so why have the outcomes been so radically different?

Warren Buffett bought a whopping $77.8 billion worth of this stock between 2018 and 2024, and it isn't Apple.

Investors looking to make the most of the AI-driven chip boom will do well to take a closer look at this foundry giant before it doubles over the next three years.

Nvidia cut a check for an AI startup and woke up owning a massive stake in Elon Musk's rocket empire. The chain of events that turned a chip deal into one of the most unusual positions on any tech company's balance sheet raises a question shareholders probably never thought to ask.

Tether CEO Paolo Ardoino says no Tether blockchain is coming, as Stripe and Circle pour $1 billion into stablechains.

Nvidia would need to rise more than 30% in a handful of months to accomplish this goal.

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story or a rare entry point.
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