Actualités

Bristol Myers Squibb recently announced it will invest about US$2.30 billion in a new 600,000-square-foot modular, multi-modal manufacturing campus at Generation Park in Houston, Texas, expected to support production of small molecules, biologics, and antibody-drug conjugates while creating nearly 500 skilled jobs and about 2,000 construction and indirect roles through 2030. This facility’s flexible, automation-ready design and alignment with the company’s broader US$40.00 billion U.S...

European equities traded in the US as American depositary receipts were edging lower late Wednesday

Beyond Meat (BYND) has moved into focus after announcing a 1 for 30 reverse stock split, intended to restore compliance with Nasdaq’s minimum bid rules and reshape how its equity is structured. See our latest analysis for Beyond Meat. Beyond Meat’s latest reverse split comes after a steep pullback, with the share price down 52.62% year to date and the 1 year total shareholder return declining 84.65%. This points to fading momentum despite recent earnings and leadership announcements. If you...

JPMorgan's APAC corporate banking revenues rise over 20% as AI, data centers and intra-Asia trade create growth opportunities, supporting 2027 growth.

The wind turbine maker’s shares surged after orders rebounded, margins beat expectations and management handed investors a €400 million buyback.

NVO faces near-term pressure from flat Wegovy sales, pricing challenges and pipeline setbacks, but its broad cardiometabolic pipeline offers long-term potential.

Tesla stock has delivered a strong 50.0% return over the past 5 years, yet current checks flag it as expensive, with a low value score and market multiples that point to an overvalued picture. Recent share price swings and ambitious AI and robotics plans now sit against questions about how much of that story is already in the valuation. A 50.0% gain over 5 years highlights that long term holders have been rewarded, which raises the bar for future returns from today’s price. On the upside,...

Nvidia remains the world’s most valuable company but its stock has been volatile ahead of its latest move to shore up AI infrastructure spending.

Eaters are showing up and chowing down at Cava.

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

For diversification in the stock market, there are actively managed alternatives to index funds.

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582

Zoom Communications is betting its future on becoming an AI-first platform, and Q2 earnings day will reveal if investors are convinced.

SPCX's surging Megapack purchases are boosting TSLA's energy business as AI power needs drive demand for fast-response battery storage.

Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

PFE's non-COVID products are gaining momentum, with launches, acquisitions and a pipeline aimed at driving growth from 2029 onward.

The S&P 500 Index ($SPX ) (SPY ) is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.85%. September E-mini S&P futures (ESU26 ) are up +0.38%, and September E-mini Nasdaq futures (NQU26...

Vertex Pharmaceuticals (VRTX) has multiple potential catalysts coming from its portfolio that provid

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

CAVA Group (NYSE:CAVA) shares jumped 12.7% after the fast-casual chain beat second-quarter estimates on both revenue and earnings, with same-restaurant sales climbing 9% and easing investor concerns over a recent cyclospora-linked slowdown in the sector. Revenue rose 31.3% year-over-year to...

Lumentum (LITE) reported a fiscal Q4 beat, but investor reaction was muted until there is clearer vi

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

Vestas Wind Systems AS (VWDRY) boosts full-year EBIT margin outlook to 7%-9% on strong Power Solutions growth and announces a new EUR400 million share buyback program.

Nvidia has a robust investment portfolio.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.

Pokémon cards have evolved from a children's collectible into a multibillion-dollar market, with some buyers increasingly treating the cards as an alternative investment alongside traditional assets. The clearest sign of how mainstream the trade has become is where it is happening: not on Wall ...