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Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

Step back far enough and you can see how far investors’ perception of Target has fallen. This year, though, they’re buying in, and some experts think the good times can continue.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

In August 2026, NVIDIA announced it had signed memorandums of understanding with Goldman Sachs and five other major financial institutions to create independent compute financing platforms that could mobilize over US$500.00 billion of third-party capital for AI infrastructure across its ecosystem, subject to final agreements. This move positions Goldman Sachs at the center of funding large-scale AI compute projects alongside leading asset managers and alternative capital providers, deepening...

We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.

International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides investors with fresh information on the company’s funding costs and capital structure. See our latest analysis for International Business Machines. The bond issuance comes as International Business Machines shares trade at US$236.31, with the 7 day share price return up 4.42% but the 30 day share price return down 17.82%. The 5 year total...

Driven by explosive growth in non-traditional segments like AI compute hardware and Starlink, SpaceX is laying the groundwork for unprecedented scale.

MPC's record quarter highlights how value chain optimization, reliability and high-return projects are boosting profitability.

Investing.com -- Baird upgraded First Solar to Outperform from Neutral in a note Tuesday, telling investors a tariff decision removes a key overhang and clears the way for new bookings to resume.

Gild your retirement while you can.

Southern Copper's strong H1 results and copper prices support its rally, but lower output and a premium valuation raise questions for investors.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Tesla (NASDAQ:TSLA) may need to demonstrate clearer progress in scaling its Robotaxi business before investors gain greater confidence in the company’s broader Physical AI strategy, according to Morgan Stanley. In a note to clients on Tuesday, analyst Andrew Percoco said feedback following Tesla’s second-quarter earnings showed investors remain constructive on the long-term opportunity, particularly given stronger adoption of the company’s Full Self-Driving software.

Fastenal has underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.

Can Bank of America's diversified banking franchise and lower valuation offer a compelling edge over MS despite Morgan Stanley's strong ROE and market exposure?

HBAN targets 18-19% ROTCE by 2027, powered by revenue growth, acquisition synergies, efficiency gains and capital returns.

Taiwan Semiconductor and Broadcom are expecting strong growth.

Elbit Systems (NASDAQ:ESLT) reported higher second-quarter revenue, profit and cash flow for 2026, supported by increased demand across Europe, Israel, the U.S. and Asia-Pacific. The defense contractor said its backlog reached a record $32 billion as it continued to add orders from international cus

eToro Group (NASDAQ:ETOR) reported higher second-quarter net contribution and adjusted EBITDA as customer activity shifted toward equities, while the trading and investing platform also announced plans to acquire U.S. broker-dealer TradeZero. Net contribution rose 9% year over year to $229 million

Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow

Big Sky Industrial Inc. Common Stock (NASDAQ:BSIN) reported second-quarter results alongside updates on construction of its Phase 1 industrial gas and carbon management project in Montana, saying commercial operations remain targeted for March 2027. President and Chief Executive Officer Ryan Smith

CAVA Group Inc. (NYSE:CAVA) reports second-quarter earnings after the bell today, with the call at 5 p.m. ET. Analysts expect earnings of about 18 cents per share, up from 16 cents in the year-ago period, on revenue of roughly $360...

Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

One worker realized they had something many people wish for: hours of free time during the workday. They explained that they finish all of their tasks by around 10 a.m. and then spend the rest of the workday doing nothing...

Vertex Pharmaceuticals, Amylyx Pharmaceuticals, Praxis Precision Medicines and BridgeBio Pharma face major 2026 catalysts, from FDA decisions to late-stage readouts.

Oklo just hit a nuclear milestone that took under a year to achieve, while AST SpaceMobile absorbed a nine-figure launch loss and kept building anyway. One bet runs on atoms, the other on orbits, and only one of them makes sense to own right now.

Home Depot (HD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

WULF is scaling HPC leasing with 102 MW operating, a $19 billion Anthropic deal and $1.45 billion liquidity as construction costs pressure near-term profits.

Wendy's Q2 call exposes steep traffic declines and a broad turnaround reset as management withdraws its 2026 outlook and reworks value, quality and marketing.

KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.