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Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.
Apple keeps beating earnings while its Mag 7 rivals burn billions on data centers, and one investor thinks he has found the reason the gap will only widen from here.
The theater operator posted a surprise profit with $1.6 billion in revenue, signaling box-office recovery momentum, today, July 20, 2026.
Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs, adding specialized liquid cooling expertise to its portfolio. The deal targets advanced solutions for AI and high density data center environments that face rising power and thermal requirements. Strategic Thermal Labs contributes engineering capabilities focused on complex liquid cooling architectures for high performance computing workloads. Vertiv sits at the intersection of power, cooling, and...
LXP shareholders will receive $61.20 per share as the all-cash acquisition targets a fourth-quarter closing.
Tempus will pay a 5.6% premium to integrate Personalis' cancer-testing platform into its AI-enabled oncology business.
If management can show that growth is reaccelerating in this metric, it could restore investors’ confidence and potentially drive the stock higher after earnings.
Coca-Cola is winning today, but PepsiCo's higher dividend, cheaper valuation, and turnaround catalysts could make it the smarter long-term buy for income investors.
(Bloomberg) -- A group of lenders led by Citigroup Inc. is preparing a $1.5 billion leveraged loan to support Veritas Capital Fund Management LLC’s acquisition of Canadian building management company BGIS, according to people with knowledge of the transaction.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory
Schwab is expected to report strong second-quarter earnings growth, with EPS coming in at $1.56 compared with $1.14 for the same period a year ago, according to analyst estimates compiled by FactSet.
Meta Platforms' deployment of an in-house chip this September can supercharge Broadcom's growth.
Drugmaker deploys NVIDIA DGX SuperPOD with Vera Rubin systems to accelerate medicine discovery.
Wedbush Securities senior vice president, Equity Research, Alicia Reese joins Josh Lipton on Market Domination to discuss AMC Entertainment's (AMC) nearly 20% stock surge following a stronger-than-expected quarterly report and the blockbuster opening weekend of The Odyssey.
Lumentum stock rallies as Barclays upgrades it to 'Overweight.' Here’s why analyst Tom O’Malley recommends owning LITE shares.
Nuclear power has become one of the hottest investment themes in years, but the funds chasing it split into very different animals with very different risk profiles. Knowing which one actually matches your thesis could be the difference between riding the buildout and getting whipsawed by uranium spot prices.
Tom Lee's thematic ETF has quietly doubled its assets in a year while chasing an audacious S&P 500 target, but two variables could unwind the whole trade before year-end.
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved. Buy quality companies when fear crushes the stock. Hold while fundamentals stay solid. Wait for fear to fade. Then profit. Despite market fears about AI, […]
The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...
SK Hynix's Stark Memory Warning Sparks Big Rebound in Micron Stock
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
The space upstart is seeing its share price fall quickly.
Zeta Global Holdings (NASDAQ:ZETA) is one of the top picks of Claude AI. According to “The Claude Portfolio” account on X, which is associated with Autopilot, a fintech investment platform, the AI chatbot swapped MSFT for Zeta earlier this year, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company. In […]
Tempus AI (TEM) agreed to acquire cancer test maker Personalis (PSNL) in a $1.5 billion deal that Ne
Apple Inc (NASDAQ:AAPL, XETRA:APC) is expected to beat consensus estimates for its fiscal third quarter, according to Bank of America, even as the bank takes a more conservative view of iPhone seasonality tied to a staggered launch schedule. BofA said investor focus will center on component...
Netflix stock is falling after Q3 guidance spooked markets, but the dip could be a good opportunity to add shares.
The billionaire investor believes the appetite for gambling, rather than investing, is high right now.
Tesla, Alphabet, IBM, Texas Instruments, and Intel headline a pivotal earnings week as weakening technical signals suggest the tech rally may need time to consolidate.
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