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Nvidia Credit Risk Eases, Still Elevated After $500B Plan
Bloomberg8d agoneutralVIDEO
Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield."  Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips.

Jim Cramer says Nvidia now signals something much bigger
TheStreet8d agoneutral
Jim Cramer says Nvidia now signals something much bigger

Jim Cramer was supposed to be on vacation. Instead, the MadMoney host was looking at three critical market signals that, in his view, can tell investors all they need to know. Two of them were the usual suspects: bonds and oil. The third, though, was Nvidia (NVDA), a surprise, to say ...

JPMorgan Chase (JPM) Stock Looks Reasonable On A 166% Five Year Run
Simply Wall St.8d agoneutral
JPMorgan Chase (JPM) Stock Looks Reasonable On A 166% Five Year Run

JPMorgan Chase stock has delivered a strong 166.0% total return over the past 5 years, and the latest intrinsic value work using the Excess Returns model now points to the shares trading at a discount, while traditional valuation checks paint a more mixed picture. That split leaves investors weighing a stock with solid long term performance against signals that are not fully one sided on value. Over 5 years, a 166.0% total return suggests JPMorgan Chase has already created substantial value...

Merck (MRK) Stock Looks Fully Valued Following Raised Revenue Outlook
Simply Wall St.8d agoneutral
Merck (MRK) Stock Looks Fully Valued Following Raised Revenue Outlook

Merck stock has almost doubled investors' money over the past five years, yet there is a clear split between valuation tools. A Discounted Cash Flow (DCF) estimate points to a sizeable gap to intrinsic value, while market based multiples suggest the shares are already pricing in a lot of optimism. Merck has returned 99.7% over five years, which puts recent gains in focus as investors weigh how much future growth is already reflected in the price. Ongoing investment in oncology and new...

Telesat Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Telesat Q2 Earnings Call Highlights

Telesat (NASDAQ:TSAT) reported a second-quarter net loss of CAD 559 million as the satellite operator continued to invest in its Lightspeed low Earth orbit network, while its legacy geostationary-orbit business faced ongoing revenue pressure. Chief Financial Officer Donald Tremblay said the quarter

Valneva Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Valneva Q2 Earnings Call Highlights

Valneva (NASDAQ:VALN) reported lower first-half revenue and wider losses for 2026, while maintaining its full-year sales outlook and emphasizing its cash position, restructuring measures and expectations for regulatory progress on its Lyme disease vaccine candidate with Pfizer. CEO Thomas Lingelbac

X-Energy Q2 Earnings Call Highlights
MarketBeat8d agoneutral
X-Energy Q2 Earnings Call Highlights

X-Energy (NASDAQ:XE) reported second-quarter 2026 revenue and grant income of $54.6 million, up 154% from a year earlier, as engineering activity increased under the U.S. Department of Energy’s Advanced Reactor Demonstration Program, or ARDP. CEO Clay Sell also said the Department of Energy formall

Curaleaf CEO Defends Hostile Aurora Bid
Moby8d agoneutral
Curaleaf CEO Defends Hostile Aurora Bid

Curaleaf CEO Boris Jordan says he tried to play nice before taking its $4-per-share Aurora bid public. “We wanted to be friendly,” he said in an exclusive interview.