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The founder and CEO of Pershing Square Capital Management has said that the hedge fund has picked up a new stake in Netflix in the latest quarter.
The US government is about to sell 30-year bonds at the highest interest rate in a quarter of a century, after a historic selloff that has stirred speculation the nation will tilt borrowing further toward short-dated maturities.
ExxonMobil Holdings has delivered a very strong run for shareholders over the past five years, yet valuation checks still suggest the stock trades at a discount to its intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on earnings multiples. The stock has returned 247.7% over the past five years, which puts current buyers in the position of weighing recent gains against what still screens as a discount to estimated intrinsic value. Record production and continued...
Apple (AAPL) is discussing fresh arrangements with news organization to use their content to improve
Aehr Test Systems recently reported a strong fiscal fourth quarter with revenue of US$18.84 million, a return to profitability, and issued very bullish fiscal 2027 revenue guidance supported by record bookings and backlog. The company also disclosed a US$22 million follow-on production order from its lead wafer-level AI processor customer, highlighting growing adoption of its FOX-XP wafer-level burn-in platform for high-volume AI chip manufacturing in Taiwan. We’ll now examine how this large...
Emerson Electric stock has delivered a strong 79.2% return over the past three years. However, the valuation checks suggest it no longer looks like an obvious bargain, even as interest in its AI driven automation and software story builds. Over the past three years Emerson Electric has returned 79.2%, which puts more pressure on the current share price to be supported by the company’s cash flow and earnings profile. Recent AI focused product moves and acquisitions may support expectations...
Astronics stock has produced a very strong run over the past five years, yet the current share price sits at a clear premium to what both the Discounted Cash Flow (DCF) intrinsic value estimate and the broader valuation checks suggest. With the stock up sharply in recent periods and every major valuation framework pointing to an expensive reading, investors are being asked to pay up for the current story. Astronics has delivered a roughly 7x total return over the past five years, which puts...
Affirm Holdings (AFRM) has drawn fresh attention after recent share price moves, with the stock closing at US$73.40. Investors are rechecking the company’s fundamentals and recent performance across different time frames. See our latest analysis for Affirm Holdings. The recent 1 month share price return, which is down 10.41%, suggests some momentum has cooled in the short term, even though the 3 year total shareholder return of about 4x still reflects a very strong longer term outcome. If...
South Korean retail investors must now complete a week-long course before they can start trading in single-stock funds, as regulators tighten...
<body><p>STORY: :: Nora Eckert, Autos Correspondent</p><p>:: Detroit, Michigan/ August 12, 2026</p><p>Why is Ford moving some auto production from China to the U.S.? Ford is moving production of its Lincoln models for the U.S. market out of China, back to the U.S. This is a substantial move for Ford, as it faces pretty hefty tariffs under the Trump administration. One of its Lincoln models, the Nautilus, had about 52.5% tariffs that it had been facing for the last year. </p><p>Ford CEO Jim Farley told us that the automaker had been preparing to make this move for some time. I mean, these tariffs have been in place for many months now, and that although Ford has a very strong U.S. production base, it found capacity to move even more production to the US from China.</p><p>Discussions around what Ford was going to do with its China produced models came up several months ago, as we were examining some reporting around the Connected Vehicle Rule, which is a Commerce Department regulation that bans the use of connected vehicle software and hardware from China in the U.S. And Ford has one particular model produced in China, the Lincoln Nautilus, that they previously said they might need to seek a specific authorization from Commerce to continue selling in the U.S. </p><p>But Ford told us this week that they no longer needed an authorization that the vehicle was able to sell in the U.S without any Commerce approval. U.S. Commerce Secretary Howard Lutnick told us that Ford's move is really encouraging, and that he wants to see more automakers following this pattern. We already saw GM onshore production of its Buick Envision model from China to the U.S., and we might be seeing more of these announcements as automakers confront a tariff landscape that seems here to stay.</p></body>
Nio has added only 341 stations toward its 1,000-plus target for 2026, with about 450 openings expected in Q4.
Nike benefits from nearly $1 billion in tariff refunds, while FedEx plans to return its $800 million refund to customers.
Zebra’s second quarter results were driven by broad-based demand across its retail, manufacturing, and healthcare markets, as well as improved memory supply that allowed the company to meet more customer orders. According to CEO Bill Burns, “Customers are investing to digitize and automate frontline operations and our integrated portfolio is central to their progress.” The company also benefited from strong contributions from the recently acquired Elo Touch business and the realization of tariff
The Bank of Korea holds $250 million in SPDR Gold Shares, its first gold-linked purchase since 2013, an SEC filing shows.
The price of Nvidia’s 5-year credit default swaps peaked last month and is currently trading around that level.
Cava’s emphasis on its in-restaurant experience and revamped loyalty program helped it drive solid results despite the industrywide impact of a cyclosporiasis outbreak.
BJ”s doesn’t get the respect of its bigger rival, but there’s much for a shopper to love. There’s a decent case for the stock, too.
Nvidia's networking business gives it another way to capture the tech sector's AI infrastructure spending.
Viasat’s second quarter results disappointed the market, with revenue falling short of Wall Street expectations and shares declining following the announcement. Management attributed the underperformance to ongoing challenges in certain commercial services, including continued declines in fixed broadband subscribers and slower-than-expected maritime installations. CEO Mark Dankberg emphasized that growth within the Defense and Advanced Technology (DAT) segment, particularly new contract awards a
Wall Street giants are backing Nvidia with $500B for AI data center infrastructure, accelerating CRE’s AI build-out.
Meta launches a $1B community fund to ease opposition to AI data centers as concerns over local impacts and benefits grow.
Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia. The order is in the range of 100 billion rupees to 150 billion rupees (($1.05 billion - $1.57 billion), the company said. ($1 = 95.3600 Indian rupees) (Reporting by Mridula Kumar in Bengaluru; Editing by Sonia Cheema)
Aug 13 (Reuters) - Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia.
Shopify (NasdaqGS:SHOP) is centering its upcoming 2026 holiday push on the Shop app as a key channel for merchants and shoppers. The company is promoting new AI-powered features in Shop, aimed at tailoring product discovery and recommendations during peak season. Management is positioning the app as a primary hub for merchant engagement, rather than only a checkout extension on individual online stores. The holiday focus on Shop signals a broader effort to compete more directly in consumer...
Iridium Communications stock has surged 179.6% year to date, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while earnings-based multiples suggest the shares screen as expensive. Year to date, Iridium Communications has delivered a 179.6% return, which puts extra weight on whether the current price already reflects its long term prospects. The pending acquisition by Rocket Lab can support expectations for broader use of Iridium...
In recent weeks, Meta Platforms has launched a series of open‑weight AI models like Muse Spark 1.2 and Muse Glimmer, ramped up multibillion‑dollar data‑center commitments, and appeared at major industry events, all while facing escalating global scrutiny over its AI products and data practices. At the same time, Meta is heading into its largest youth social media trial yet, with 29 U.S. states and thousands of plaintiffs challenging the company’s alleged addictive design and children’s data...
Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems’ recent share price return has softened, with the stock at US$33.17 and share price performance weakening over the...
Nebius Group (NasdaqGS: NBIS) reports Q2 revenue growth of over 450% on strong AI cloud demand. The company highlights large scale AI cloud contract wins and higher power contracted targets in its core segment. Nebius Group appoints a new Chief Marketing Officer with global expansion experience from leading tech companies. Consider reviewing other stocks tied to AI infrastructure demand through 56 AI infrastructure stocks. NasdaqGS:NBIS 1-Year Stock Price Chart Nebius Group builds full...
Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...
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