Actualités

CVS Health is rebuilding momentum as Aetna drives stronger profits and higher 2026 guidance, but medical costs and PBM changes could test the recovery.

SanDisk (SNDK) shares rallied alongside memory and storage peers like Micron (MU) and Western Digital (WDC) after unveiling multi-year hyperscaler contracts that signify a shift away from historically volatile memory cycles. Yahoo Finance's Julie Hyman takes a closer look using Yahoo Finance's AlphaSpace.

OpenAI’s annualized revenue has topped $40 billion, roughly double its level at the end of 2025, with President Greg Brockman saying the run rate jumped more than 20% in July alone. The surge comes just as the price of AI...

NVIDIA just mobilized half a trillion dollars in outside capital to guarantee AI infrastructure keeps building, and credit markets responded in a way that surprised analysts. Here is what that signal means for where the stock goes next.

Home improvement retailers Home Depot (HD) and Lowe's (LOW) second-quarter results are unlikely to s

The U.S. dollar could face downside risks as cooling inflation and softer jobs data reduce Fed rate-hike bets. Here are ETF strategies to follow.

The latest HR moves made by leading textile and apparel companies.

Citi continues to see a path for the S&P 500 to reach 8,100 by year-end after raising its full-year earnings forecast following a stronger-than-expected second-quarter reporting season. Strategists led by Scott Chronert said the fundamental forces underpinning the target “remain mostly in place,” although the next stage of the rally will likely require broader market participation and sustained confidence in artificial intelligence-related earnings.

Can STM's optical connectivity push strengthen its AI strategy as demand rises for faster data transmission and higher-speed optical solutions?

President Donald Trump on Thursday announced new tariffs on foreign drones and components. Drone stocks jumped on the news.

When a stock costs more on next year's earnings than on last year's, profits are usually about to fall. What it means here is stranger.

Micron and Sandisk both just posted blowout memory quarters, but the two stocks face very different setups heading into late September. One looks like a high-conviction institutional hold, and the other may have already burned through its near-term catalyst.

Apple is asking a federal judge to allow it to charge commissions of up to 15% on purchases made through external links in iOS apps.

Could MTZ's record $21.4B backlog and rising across key infrastructure segments strengthen revenue visibility as projects move into execution?

RTX is expanding missile production and investing in advanced defense technologies as U.S. and allied demand for precision weapons grows.

ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.

ORCL expands its AWS database partnership to 22 regions, bringing Exadata-class performance to AI-ready workloads while advancing its multicloud strategy.

Treasury yields are on pace for a weekly decline following signs of cooling inflation that bolster odds of a Fed hold, not hike, next month. Oil prices edge higher as the supply chain remains choked in the Middle East and the White House threatens Iran with more economic isolation.

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

Reddit (RDDT) will be joining the S&P 500 (^GSPC) next week. Morning Brief host Julie Hyman, Investopedia editor in chief Caleb Silver, and Yahoo Finance Breaking Business News Reporter Jake Conley discuss the details.

NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads.

Investing.com -- Truist stated in a note Friday that a reported takeover approach for Workday could revive a dormant software dealmaking cycle, and has refreshed its lists of potential takeout candidates across its coverage.

TOL faces a Q3 revenue and earnings decline as high mortgage rates weigh on demand, deliveries and margins.

Salesforce gains agentic AI traction as Agentforce adoption rises, leveraging its CRM base to challenge Microsoft and Oracle in enterprise AI.

The U.K.'s health regulator just approved Eli Lilly's new weight-loss pill, a huge win for the drug maker.

The Pentagon reached an agreement with Boeing and RTX to increase production of components used for advanced interceptor missiles. Boeing and RTX both rose about 1%.

Asian equities traded in the US as American depositary receipts were tracking modestly higher Friday

Northrop Grumman is expanding its JADC2 presence with secure communications, networking and battle management technologies supporting multi-domain operations.

Fabrinet is set to report Q4 results on Aug. 17, with strong Telecom and DCI demand offset by persistent supply constraints.

Gina Rinehart, Australia’s richest person, bought 8 million shares of Elon Musk’s SpaceX in the second quarter and poured several hundred million dollars more into US equities.