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Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

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 […]

Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582

Zoom Communications is betting its future on becoming an AI-first platform, and Q2 earnings day will reveal if investors are convinced.

SPCX's surging Megapack purchases are boosting TSLA's energy business as AI power needs drive demand for fast-response battery storage.

PFE's non-COVID products are gaining momentum, with launches, acquisitions and a pipeline aimed at driving growth from 2029 onward.

The S&P 500 Index ($SPX ) (SPY ) is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.85%. September E-mini S&P futures (ESU26 ) are up +0.38%, and September E-mini Nasdaq futures (NQU26...

Vertex Pharmaceuticals (VRTX) has multiple potential catalysts coming from its portfolio that provid

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

Nvidia has a robust investment portfolio.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.

XPeng's stock is trading near 52-week lows. Can physical AI help XPEV stock recover?

Amazon just handed investors a 13% surge after its fastest AWS growth in 18 quarters, but a newer ETF claims it can capture that upside while paying you cash every single Friday. Here is what the structure actually delivers.

TSLA's Japan sales are surging, prompting a 60% expansion in delivery sites as subsidies and added import capacity support further growth.

SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.

SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.

GM is exiting its Indiana battery JV with Samsung SDI as weaker EV demand prompts a pullback in battery investments.

Nelson Peltz’s Trian Fund Management is laying the groundwork for a take-private bid for US fast-food chain Wendy’s with backing from a consortium...

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 […]

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

According to TheFly, Mizuho analysts said Cava’s commentary on the near-term impact of Cyclospora in the current quarter to date has “effectively addressed” investor fears.

A Washington proposal to strip inflation out of capital gains calculations has investors asking a simple question: after 60 years of buy-and-hold investing, could Warren Buffett's tax bill all but disappear? The real answer is more surprising than either side of the debate admits.

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based “Cloud First, Data Centric” strategy, aiming to modernize its IT systems and embed AI across its global operations. Financial terms of the deal were not […]

Despite cost pressures and spending volatility, CL, KMB, CHD and BJ are using strategic initiatives and operational efficiencies to drive growth.

Tesla's Model Y Beats BYD in China Sales. But Geely Has the Winning EV

Asian equities traded in the US as American depositary receipts were tracking higher Wednesday morni

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 […]