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A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.

Phillips 66 (PSX) is back in focus after committing to the Western Gateway Pipeline joint venture, a planned US$5b fuel transport system, alongside reporting strong second quarter earnings and expanding its share buyback program. See our latest analysis for Phillips 66. Phillips 66’s share price has moved sharply higher alongside the Western Gateway Pipeline decision and strong second quarter results, with a 30.6% 3 month share price return and a 93.3% 1 year total shareholder return, which...

Apple stock has more than doubled over the past five years, yet the latest valuation checks suggest the current share price may be running ahead of what its cash flows imply. The Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a premium, while earnings based multiples look closer to fair. Apple has delivered a 108.1% return over five years, which puts extra focus on whether the current price fairly reflects the company’s cash flow potential. Expectations...

Cisco Systems forecast ‌fiscal 2027 ‌revenue above Wall ​Street expectations on Wednesday, signaling confidence that ‌strong ⁠demand for its AI ⁠networking gear will continue ​to ​power ​growth. The networking ‌giant expects annual revenue between $72.2 billion and $73.4 billion, compared with ‌analysts' average ​estimate ​of $68.69 ​billion, ‌according to data ​compiled ​by LSEG.

ServiceNow (NOW) is back in focus after a beat and raise second quarter, where revenue and profitability came in ahead of company guidance and annual subscription revenue expectations were lifted. See our latest analysis for ServiceNow. Recent moves in ServiceNow’s share price suggest momentum has picked up again, with a 30 day share price return of 18.41% and a 90 day return of 46.51%, even though the year to date share price return is still down 13.50% and the 1 year total shareholder...

The consensus analyst price target fair value for Amphenol has shifted from US$189.39 to US$198.06, putting a slightly higher number on what the stock might be worth. This change sits alongside generally constructive analyst commentary around Q2 results and AI related demand, even as some firms flag pockets of caution on valuation and execution risk. In the sections ahead, you will see how these revised targets fit into the broader Amphenol story and what to watch as the narrative...

The Goldman Sachs Group, Inc. (NYSE:GS)–NEOS deal looks strategically important because it pushes Goldman further into a part of asset management that is growing quickly: actively managed ETFs, particularly products that use options to generate income and manage downside risk. Goldman is paying up to $2.25 billion for NEOS, which manages about $30 billion across […]

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. The chip designer ​is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a ‌dinner plate containing trillions of ⁠transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.

On August 6, Reuters reported that Airbnb, Inc. (NASDAQ:ABNB) shares surged 14% to a more-than-four-year high on Friday as the vacation-rental firm’s raised annual revenue forecast eased worries over the fallout on global travel demand from the conflict in the Middle East. As the war in Iran enters its sixth month, hotel operators and online […]

Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild ride. The deal is the clearest sign yet that Oracle wants […]

DigitalOcean’s second quarter results were well received by the market, reflecting strong demand for its AI-native cloud platform and continued success in landing larger, high-value customers. Management credited the acceleration in revenue growth to traction with inference services, which grew nearly 800% year-over-year, and increasing adoption of the company’s full stack platform by sophisticated AI-native businesses. CEO Padmanabhan Srinivasan emphasized that the company’s differentiated soft

Constellation Software (TSE:CSU) used its second-quarter conference call to outline its approach to artificial intelligence, vertical-market organization and acquisitions, while executives addressed recent organic-growth pressure tied to several acquired businesses and comparison effects. President

Titan Mining (NYSEAMERICAN:TII) reported record second-quarter financial results as higher zinc production, lower unit costs and stronger zinc prices lifted revenue and adjusted EBITDA. The company also highlighted early commercial progress at its Kilbourne Graphite project, including two customer a

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings.

One AI tool is becoming a bigger growth catalyst

The iShares Russell 2000 Value ETF (IWN) outperformed over the past year, but the Vanguard Morningstar Small-Cap Value ETF (VBR) -- with its lower fees -- delivered stronger five-year returns.

The restaurant industry is in the middle of a strategic sorting that in many companies still feels like the gyrations of our macro environment, but increasingly, it is not that. What is happening increasingly in successful businesses across QSR, fast casual, and full service, is the market rewarding the brands that have made a clear choice […]

With Wall Street expecting more upside for Snowflake, investors may want to mark Sept. 2 on their calendars for the company’s next earnings report.

Home Depot (HD) CEO Ted Decker is taking a medical leave of absence, just ahead of the company's quarterly earnings next week. Yahoo Finance Senior Reporter Brooke DiPalma explains what this means for the company and shareholders in the video above.

The headline numbers for Cava (CAVA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Both funds charge 0.03% annually and delivered identical 22.8% returns over the past year, but one holds significantly more assets.

Healthcare stocks were higher late Wednesday afternoon, with the NYSE Healthcare Index up 0.2% and t

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Upstart’s second quarter was marked by a strong market reaction, as investors responded positively to robust growth in core personal loan originations and improved profitability. Management emphasized that technology investments and a sharper focus on core unsecured lending enabled a 27% sequential increase in core personal loan originations, while secured products like Home and Auto showed rapid progress toward profitability. CEO Paul Gu highlighted the company’s ability to achieve “growth, cre

Financial stocks were higher in late Wednesday afternoon trading, with the NYSE Financial Index up 0

Norway's $2.3 trillion fund revealed a $1.2 billion SpaceX stake after twice voting down Elon Musk's Tesla pay deals.

These catalysts could prove to be the actual drivers of the stock.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Consumer stocks were mixed late Wednesday afternoon with the State Street Consumer Staples Select Se