Actualités

A customer's robust sales are fueling the rally.

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

Archer is broadening into defense and aviation AI through planned Boeing acquisitions while keeping Midnight certification and early operations central.

Here's a look at AT&T stock in light of the competitive threat from SpaceX.

SpaceX has attractive prospects, but the market has already factored that into its share price.

Why are the indexes red when the typical stock is green? Alphabet and Amazon account for nearly the whole decline, and Wednesday's inflation report is the week's real event.

Riot Platforms has already handed long-term holders a massive year-to-date gain, yet Wall Street analysts and a proprietary model are pointing to a target that would still more than double the current share price. The question is whether three very specific conditions can fall into place before 2026 ends.

CEO acknowledges execution missteps in U.S. market; company launches McDonald's > NEXT strategy.

Investors may want to mark their calendars for Aug. 20 as Walmart’s earnings release could give its stock the boost investors have been anticipating.

Both of these stocks pay more than double the S&P 500 average of 1.1%.

Boldea discusses organic growth, margin expansion, and portfolio reshaping.

Perigold luxury brand surged 35% as U.S. revenue hit post-COVID highs.

Record revenue and EBITDA growth fueled by storage expansion and data center strategy.

China weakness forces $300M revenue cut despite strong non-automotive growth.

Bitcoin production tripled as energy infrastructure revenue surged 81% year over year.

Bandwidth's stronger enterprise demand, software growth and margin gains face a key test: can earnings and cash flow justify its valuation?

Curative ends a major Salesforce (NYSE:CRM) contract and rolls out its own in-house, AI-powered CRM platform for healthcare operations. The company cites cost and speed advantages from its internal system compared with Salesforce's tools. Salesforce responds by highlighting ongoing security and compliance challenges for AI driven platforms in regulated sectors such as healthcare. The move raises fresh questions for investors about how generative AI could affect traditional SaaS models and...

Alphabet stock has returned 174.6% over the past three years, yet current valuation checks suggest the market price still sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF and market multiples pointing to an undervalued stock, the question for investors is how to weigh that against rising capital needs and growing regulatory scrutiny. Alphabet's 174.6% gain over three years highlights how strongly the share price has already responded to...

Rivian Automotive stock has delivered a 37.4% return over the past year. However, its valuation checks lean expensive rather than clearly cheap, which puts recent optimism against a relatively weak value score and an overvalued read on market multiples. The 37.4% gain over the last 12 months points to renewed confidence in Rivian Automotive, even though shorter term returns have been more mixed. Investors are watching how the ramp up of the R2 SUV and related software and services can...

Caterpillar has delivered a very large 5 year return for shareholders, yet the valuation checks paint a mixed picture, with the Discounted Cash Flow (DCF) estimate sitting close to the current share price while other signals suggest the stock is not clearly cheap. After such a strong run, investors are weighing how much of the recent optimism around AI related infrastructure and heavy equipment demand is already reflected in today’s valuation. Over the past 5 years, Caterpillar has returned...

Amazon.com stock has nearly doubled over the past three years, and current checks suggest the market price still sits below what intrinsic value estimates and earnings multiples imply. Both the Discounted Cash Flow (DCF) estimate and the market multiple read point to an undervalued setup at recent levels. Amazon.com has delivered a 97.8% return over the past three years, which puts extra focus on whether the current share price still offers a margin between market value and underlying...

ZIM may face Q2 pressure from lower freight rates, softer volumes and higher costs, while fleet expansion offers some support.

Moby summary of The Middleby Corporation's Q2 2026 earnings call

Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of the puzzle has been pointing in the ...

(Bloomberg) -- Uber Technologies Inc. has divested from long-time partner Serve Robotics Inc. as the two companies clash over how to deploy delivery robots, the latest setback in Uber’s push to facilitate autonomous services on its platform.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Ho

Advanced Micro Devices (NASDAQ:AMD) expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company’s corporate vice president of financial strategy and investor relations.

EBay's (EBAY) acquisition of Depop is in line with its usual strategy that aims to recapture market

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure.  Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning.

Moby summary of Janus International Group, Inc.'s Q2 2026 earnings call

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.