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Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]
Archer Daniels raises its 2026 EPS outlook as strong biofuel economics, ethanol margins and improving Nutrition performance support second-half growth.
CAVA's (CAVA) topline performance is poised to continue improving in H2, driven by lower impact from
(Updates with response from a Meta Platforms spokesperson in the fourth paragraph.) Meta Platform
Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...
BTSG's specialty, infusion and home health momentum support growth, while IRA pressure and customer exits may weigh on near-term margins.
In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.
SHG vs. EBKDY: Which Stock Is the Better Value Option?
GTN vs. NFLX: Which Stock Is the Better Value Option?
EVTC vs. MA: Which Stock Is the Better Value Option?
BJ vs. CL: Which Stock Is the Better Value Option?
Nvidia's $500 Billion AI Gamble Sparks Fresh Risk Fears From Burry
Nvidia has committed billions to IREN, but can the company fund its AI buildout without overextending itself?
Intuitive Surgical's (ISRG) competitors face unique workflow challenges and real estate issues that
The tech giant has multiple, highly promising initiatives and a winning CEO.
LW shares jump 13.1% in a month as North America volume gains and cost savings offset pricing pressure and International weakness.
The company says it will buy Neos Investments, which specializes in funds that use options-based strategies to generate income.
On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street’s biggest asset managers to unlock more than $500 billion in financing for AI infrastructure. Jensen Huang argued that the company’s chips have evolved into "revenue-generating...
ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts, and the reasoning behind it challenges the market's entire read on AI monetization.
UBER moves closer to launching autonomous rides in London after TfL licensed Wayve vehicles, with strong rider interest supporting rollout plans.
AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.
WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow.
On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.
Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting one main risk.
The furniture heavyweight says specialty brand Perigold is also gaining traction.
Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.
Sezzle's post-Q2 pullback has improved its valuation setup as rapid revenue, subscriber and earnings growth continue.
The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.