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One serves a million businesses with steady cash flow; the other burns cash chasing AI dominance. Their risk profiles tell starkly different stories.
(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesThe consumer price index, excludi
Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target

Employers Holdings trades at $49.49 per share and has stayed right on track with the overall market, gaining 13.3% over the last six months. At the same time, the S&P 500 has returned 11%.
Revenue rose 112% to $2.6 billion and backlog reached $104 billion

Chili's parent Brinker International undershot fiscal Q4 earnings forecasts early Wednesday, but EAT stock rose on the strength of its 2027 outlook. Cava Group shares surged after the Mediterranean fast-casual chain topped Q2 forecasts and said trends have firmed up after a slow start to the quarter amid public concerns related to the Cyclospora outbreak involving Yum! Brands' Taco Bell.

RAS mutations fuel nearly a third of all cancers, and one biotech has quietly built the deepest late-stage pipeline targeting them. Now the biggest names in pharma are circling, and the math on who can actually write the check gets complicated fast.

Huang said earlier this year that he thinks Nvidia's Blackwell and Vera Rubin platforms will combine for $1 trillion in sales between 2025 and 2027.

SCHH casts a wide net across U.S. real estate while ICF puts all its chips on the industry's dominant players.
A $7.8 billion charge was a non-cash cost of converting debt to stock
The company guided to as much as $72 billion in fiscal 2027 sales
Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth
Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

TFS Financial trades at $17.58 and has moved in lockstep with the market. Its shares have returned 16% over the last six months while the S&P 500 has gained 11%.
(Bloomberg) -- Whoop Inc., the maker of popular screenless fitness trackers, plans to roughly double the size of its Boston headquarters, boosting a city struggling to grab a bigger piece of the artificial intelligence boom.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on

F.N.B. Corp. is expanding Family Wealth services to deepen affluent client ties and potentially support recurring fee income growth.

TU trades below its historical EV/EBITDA median, but leverage, estimate cuts and restructuring needs keep the value case tied to execution.

Wheaton Precious Metals is faring far better than gold itself this year, and this stock may be able to unearth more gains.
Nebius CEO Arkady Volozh stated that this quarter was when the market validated the company’s strategy.

Micron keeps getting dismissed as a cyclical chip stock doomed to repeat the same boom-and-bust pattern, but one structural shift buried in its latest earnings call suggests that logic no longer applies the way investors assume.

Aerospace suppliers Applied Aerospace & Defense and Astronics reported earnings. One sank, the other soared.

KTOS gains ground in unmanned systems and hypersonics, but supply-chain risks remain as investors weigh its growth and valuation.

SPY has ruled most portfolios for years, but a monthly-paying rival built around a completely different corner of the market has quietly pulled ahead in 2026 while delivering a yield several times larger.

Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment.

Cheniere surpasses Q2 earnings estimates as higher LNG volumes and margins drive profit growth and stronger cash flow.

Wall Street’s expectations for SpaceX’s AI unit are so low, it may not need a pogo stick—let alone a rocket—to clear the bar, Morgan Stanley analysts argued in a recent note.
Same-restaurant sales rose 9.0%, driven primarily by customer traffic.
