Actualités

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.

Palantir just posted a quarter that left investors speechless, but trading at 150 times earnings with rivals racing to close the gap, the real question is whether its agentic moat is wide enough to hold.

Market Catalyst Host Julie Hyman welcomes Brett Schulman, CAVA (CAVA) co-founder & CEO Brett Schulman and Senior Business Reporter Brooke DiPalma to discuss how the restaurant chain navigated food safety concerns surrounding cyclospora while delivering a strong quarter. CAVA beat expectations, with revenue jumping 31% year over year, as the Mediterranean fast-casual chain continues to grow.

Market Catalyst Host Julie Hyman welcomes Brett Schulman, CAVA (CAVA) co-founder & CEO Brett Schulman and Senior Business Reporter Brooke DiPalma to discuss how the restaurant chain navigated food safety concerns surrounding cyclospora while delivering a strong quarter. CAVA beat expectations, with revenue jumping 31% year over year, as the Mediterranean fast-casual chain continues to grow.

As CrowdStrike’s August 26 earnings report approaches, AI-driven cyber threats are adding fresh momentum to the cybersecurity giant’s growth story.

Shares of computer processor maker Intel (NASDAQ:INTC) fell 3.7% in the morning session after the company announced a plan to issue $15 billion in common stock.

Synopsys is leveraging AI across chip design, verification and simulation, driving productivity gains and strengthening its position in the AI semiconductor value chain.

Elon Musk says AI will make money disappear. But crypto billionaire Michael Saylor says he’s wrong for one key reason: ‘We're status-oriented animals’

Investing.com -- Google unveiled its Pixel 11 smartphone lineup on Wednesday, raising starting prices by $100 as surging memory costs add pressure to device makers, while introducing upgraded cameras, a faster chip and new artificial-intelligence features.

BP p.l.c. (NYSE:BP) and Shell plc (NYSE:SHEL) both posted big profit jumps this quarter, mainly due to the same Iran-war-driven surge in oil and gas prices that already drew a public attack from President Trump on Exxon and Chevron for making “too much money.” However, the two major European energy companies are telling very different […]

Refining margins surged to $24.08 per barrel as debt fell $6.6 billion.

Crypto market maker Wintermute plans to invest about $1 billion over the next five years in high-frequency trading ...

While Fortive has outperformed the broader market over the past year, Wall Street analysts are cautious about the stock’s prospects.

Williams Trading analyst Sam Poser believes "On will lose share to Nike over the next six-to-nine months."

Plug Power stock is trying to rebuild investor confidence after a long stretch of value destruction, yet current valuation checks still suggest it is not an obvious bargain. The share price is up over the past year, but that sits against a much longer period of weak returns and a low value score. Over the past 5 years, Plug Power shareholders have seen the stock fall 91.4%, which sets a cautious backdrop for any renewed optimism around the current price. Recent revenue growth and margin...

Talen Energy stock has delivered a very large return over the past three years, yet the broader valuation checks now flag a possible mismatch between that history and what investors are paying today. After a fresh move higher in the past week, the stock screens as expensive on market multiples while the overall value score points to a more mixed picture instead of a clear bargain. Over the past three years, Talen Energy has returned more than 7x, which sets a high bar for what needs to...

In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind’s leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid...

3M (MMM) is back in focus after a Harris County jury ordered the company to pay US$61.5 million to Houston homeowners affected by the 2020 Watson Grinding & Manufacturing explosion. See our latest analysis for 3M. Despite the legal setback, 3M’s recent share price performance has been strong. The stock is at US$183.13, and a 30 day share price return of 16.26% has contributed to a 1 year total shareholder return of 18.19%, suggesting momentum has been building over both shorter and longer...

Bristol Myers Squibb recently announced it will invest about US$2.30 billion in a new 600,000-square-foot modular, multi-modal manufacturing campus at Generation Park in Houston, Texas, expected to support production of small molecules, biologics, and antibody-drug conjugates while creating nearly 500 skilled jobs and about 2,000 construction and indirect roles through 2030. This facility’s flexible, automation-ready design and alignment with the company’s broader US$40.00 billion U.S...

European equities traded in the US as American depositary receipts were edging lower late Wednesday

Beyond Meat (BYND) has moved into focus after announcing a 1 for 30 reverse stock split, intended to restore compliance with Nasdaq’s minimum bid rules and reshape how its equity is structured. See our latest analysis for Beyond Meat. Beyond Meat’s latest reverse split comes after a steep pullback, with the share price down 52.62% year to date and the 1 year total shareholder return declining 84.65%. This points to fading momentum despite recent earnings and leadership announcements. If you...

JPMorgan's APAC corporate banking revenues rise over 20% as AI, data centers and intra-Asia trade create growth opportunities, supporting 2027 growth.

The wind turbine maker’s shares surged after orders rebounded, margins beat expectations and management handed investors a €400 million buyback.

NVO faces near-term pressure from flat Wegovy sales, pricing challenges and pipeline setbacks, but its broad cardiometabolic pipeline offers long-term potential.

Tesla stock has delivered a strong 50.0% return over the past 5 years, yet current checks flag it as expensive, with a low value score and market multiples that point to an overvalued picture. Recent share price swings and ambitious AI and robotics plans now sit against questions about how much of that story is already in the valuation. A 50.0% gain over 5 years highlights that long term holders have been rewarded, which raises the bar for future returns from today’s price. On the upside,...

Eaters are showing up and chowing down at Cava.