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Jim Cramer reveals 6 AI stocks to watch in 2026
TheStreet6h agoneutral
Jim Cramer reveals 6 AI stocks to watch in 2026

For most of the summer, investors pulled money out of chipmakers and data center names and moved it into health care, banks, and retailers. The AI infrastructure trade led the market for two years. This summer, it underperformed. Jim Cramer says that phase is over. On CNBC's "Mad Money," the ...

Mastercard vs. Visa: One Fintech Giant Has the Stronger Growth Story
24/7 Wall St.6h agoneutral
Mastercard vs. Visa: One Fintech Giant Has the Stronger Growth Story

Visa just crossed $4 trillion in quarterly payments volume while Mastercard keeps quietly expanding its margins and winning high-profile clients. Both giants reported earnings days apart, and the gap between their growth stories is wider than the headlines suggest.

Howmet (HWM) Stock Looks 45% Expensive Despite Raised 2026 Guidance
Simply Wall St.7h agoneutral
Howmet (HWM) Stock Looks 45% Expensive Despite Raised 2026 Guidance

Howmet Aerospace stock is sitting near record levels after a very strong multi year run, yet the latest valuation work using a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples both point to the shares trading at a premium. Howmet Aerospace has delivered a very large gain of around 8x over 5 years, which means anyone looking at the stock today is stepping in after a powerful compounding period. Stronger earnings and revenue expectations following recent business...

Ultrapar (BOVESPA:UGPA3) Stock Gets Fair Value Bump As Analysts Revisit Q2 Assumptions
Simply Wall St.7h agoneutral
Ultrapar (BOVESPA:UGPA3) Stock Gets Fair Value Bump As Analysts Revisit Q2 Assumptions

Analysts have adjusted their price targets for Ultrapar Participações, with fair value in the updated model moving from R$33.21 to R$34.21 per share. These revisions appear alongside a mix of optimistic and cautious research views around the Q2 results, as firms reassess the risk reward profile and refresh their assumptions. As you read on, you will see how these shifting targets fit into the broader Ultrapar Participações narrative and what to watch as the story continues to evolve. Analyst...

Ferrari (RACE) Could Be 6% Undervalued As Analysts Back Its Premium Story
Simply Wall St.7h agoneutral
Ferrari (RACE) Could Be 6% Undervalued As Analysts Back Its Premium Story

Ferrari (NYSE:RACE) is back on investors’ screens after recent share price moves, with the stock last closing at $414.85. This renewed attention raises questions about how its current valuation lines up with fundamentals. See our latest analysis for Ferrari. Recent share price momentum has been firm, with a 10.41% 1‑month share price return and a 29.16% 3‑month share price return. The 1‑year total shareholder return is down 8.88%, while the longer term 5‑year total shareholder return is up...

Is Iovance Biotherapeutics (IOVA) Undervalued As Q2 Earnings Reaffirm Revenue Guidance?
Simply Wall St.7h agoneutral
Is Iovance Biotherapeutics (IOVA) Undervalued As Q2 Earnings Reaffirm Revenue Guidance?

Why Iovance Biotherapeutics stock is back in focus after Q2 earnings Iovance Biotherapeutics (IOVA) is back on investor radars after its second quarter 2026 earnings. The company reported higher revenue and a reduced net loss, and it reaffirmed full year revenue guidance. The quarter was driven by Amtagvi and Proleukin sales, and by progress across Iovance Biotherapeutics pipeline programs, including new regulatory approvals and Fast Track designations for lifileucel in certain soft tissue...

FedEx closes more U.S. locations as it changes how packages move
TheStreet7h agoneutral
FedEx closes more U.S. locations as it changes how packages move

For decades, FedEx built out one of the country's largest delivery networks as Americans sent and ordered more packages. Now the delivery giant is rebuilding parts of that network from the inside out. Facilities that once operated separately are being combined, routes have been redesigned, and some ...

209-year-old bank reveals XRP holdings
TheStreet7h agoneutral
209-year-old bank reveals XRP holdings

After the National Bank of Canada, another major Canadian bank has revealed XRP holdings. The Bank of Montreal (NYSE: BMO) is a Canadian multinational investment bank and financial services company. It was founded in Montreal, Quebec, in 1817 as Montreal Bank. With 209 years of history, the ...

5 Insightful Analyst Questions From PENN Entertainment’s Q2 Earnings Call
StockStory7h agoneutral
5 Insightful Analyst Questions From PENN Entertainment’s Q2 Earnings Call

PENN Entertainment delivered results for Q2 that met Wall Street’s revenue expectations and produced a significant upside in non-GAAP earnings per share, prompting a positive market reaction. Management emphasized the strength of the retail casino segment, highlighting record revenues driven by recently completed property development projects and increased demand from mid- and high-value customers. CEO Jay Snowden cited broad-based momentum, noting, “Our best-in-class property level management t

Restaurant Brands’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory8h agoneutral
Restaurant Brands’s Q2 Earnings Call: Our Top 5 Analyst Questions

Restaurant Brands’ second quarter results reflected steady execution across its multi-brand portfolio, with particular strength from Burger King and international markets. Management pointed to Burger King’s same-store sales outperformance and ongoing operational improvements as key drivers for the quarter. CEO Josh Kobza emphasized the company’s alignment with franchisees and highlighted strong performance in international markets such as Germany, Spain, and China. Kobza noted, “Our results hig

How Investors May Respond To SoftBank Group (TSE:9984) Shifting From TSMC To Capital One After Q1 Results
Simply Wall St.8h agoneutral
How Investors May Respond To SoftBank Group (TSE:9984) Shifting From TSMC To Capital One After Q1 Results

SoftBank Group Corp. has reported past first-quarter 2026 results, with sales rising to ¥2,019.59 billion while net income eased to ¥347.33 billion, alongside disclosures of a new stake in Capital One and a sale of 71.5% of its Taiwan Semiconductor Manufacturing holding. The combination of higher revenue but lower per-share earnings and a sharp portfolio shift toward U.S. financials and away from a major semiconductor holding gives investors fresh insight into how SoftBank is reshaping its...

The 5 Most Interesting Analyst Questions From Warner Bros. Discovery’s Q2 Earnings Call
StockStory8h agoneutral
The 5 Most Interesting Analyst Questions From Warner Bros. Discovery’s Q2 Earnings Call

Warner Bros. Discovery’s Q2 results reflected a mixed performance, with revenue falling short of Wall Street expectations but GAAP profit surpassing analyst forecasts. Management attributed the quarter’s positive aspects to ongoing strength in its global streaming segment, particularly HBO Max, which delivered accelerated subscriber revenue and improved profitability. CEO David Zaslav highlighted that new and returning HBO series, such as "The Pitt" and "House of the Dragon," drew large global a

Why Is Bank Of America (BAC) Committing $250 Billion And Investing $1.9 Billion Abroad?
Simply Wall St.8h agoneutral
Why Is Bank Of America (BAC) Committing $250 Billion And Investing $1.9 Billion Abroad?

Bank of America (NYSE:BAC) agreed to acquire up to a 49.9% stake in Jio Credit Limited for about US$1.9b, expanding into India’s consumer finance market. The bank also introduced a Critical Infrastructure Finance Initiative that commits US$250b to U.S. infrastructure projects over the next 18 months. These capital commitments extend Bank of America’s reach across Indian consumer credit and U.S. energy, transport and digital infrastructure sectors. Readers looking for more ideas connected to...

StockStory8h agoneutral
The Top 5 Analyst Questions From ConocoPhillips’s Q2 Earnings Call

ConocoPhillips delivered second-quarter results that exceeded Wall Street’s expectations, driven by a mix of operational achievements and strategic portfolio actions. Management highlighted record production in the Permian Basin and strong execution on asset sales, which contributed to robust free cash flow and increased shareholder distributions. CEO Ryan Lance, in his final quarter before retirement, emphasized progress on the company’s cost reduction program and the successful completion of i