Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Nordson (NDSN), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.
Evaluate the expected performance of Lowe's (LOW) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Adjusted EBITDA surged 30% year-over-year as peak loads hit records in Texas and PJM.
Net bookings hit $1.39 billion, beating guidance as GTA and NBA 2K franchises outperformed.
New awards surged to $6.1 billion, driven by nuclear and mining conversions.
Investing.com -- Morgan Stanley told clients in a note Friday that its latest value-added reseller checks point to continued strength in enterprise infrastructure spending, but with growing divergence across hardware categories.
Investing.com -- SpaceX finalized its acquisition of Anysphere, Inc., the developer of the popular AI coding tool Cursor, in an all-stock transaction valued at $60 billion. Confirmed via an SEC Form 8-K, the historic deal resulted in the issuance of approximately 391 million SpaceX Class A shares and is widely considered the largest startup acquisition on record. Following the announcement, SpaceX (NASDAQ: SPCX) shares saw a 1.5% bump, trading at $143.45. Under the agreement, Cursor’s outstandin
A Pennsylvania caller pitched Jim Cramer a midstream stock his son had been tracking, citing a dividend streak that stretches back 37 consecutive quarters without a single cut or flat payment. Cramer had a verdict, but the caller's own portfolio buried a complication nobody addressed on air.
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
Warner Bros. Discovery (WBD) is back in focus after reporting second quarter 2026 earnings, with revenue of US$8.7b and net income of US$149 million, alongside a wider loss over the first half. See our latest analysis for Warner Bros. Discovery. At a share price of US$27.75, Warner Bros. Discovery has seen a 7 day share price return of 5.11%, while the 1 year total shareholder return of 135.57% and 3 year total shareholder return of 117.48% point to strong momentum over a longer period. If...
Cheniere Energy, Inc. (NYSE:LNG) was held by 74 hedge funds at the end of Q1 2026 in the Insider Monkey database, down from 81 in the previous quarter. That said, while the number of hedge fund holders decreased, their cumulative investment value increased from $2.44 billion in Q4 2025 to $3.28 billion in Q1 2026. […]
Tim Cook chose Houston for his final major act as Apple CEO, standing beside a cabinet secretary while his company quietly evaluated a supplier that same official could move to restrict. The $60 billion headline hides a more complicated story about who actually owns what gets built.
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.
Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]
Bank of America's Michael Hartnett predicts the debt will reach $50 trillion by July 2029, reinforcing his "Anything But Bonds" strategy
While Otis Worldwide has underperformed the broader market over the past year, Wall Street analysts are moderately optimistic about the stock’s prospects.
JD frames Q2 as a profitability inflection, with retail revenues expected to return to growth in Q3 on easier comparisons and supply-chain execution.
The move followed SanDisk's investor day, where the company outlined new financial targets for the next three years.
Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.
Occidental Petroleum Corporation (NYSE:OXY) was held by 78 hedge funds at the end of Q1 2026 in the Insider Monkey database, with a cumulative stake value of almost $20.8 billion. This compares to 67 hedge fund investors with a total investment value of approximately $12 billion in the prior quarter. Jeremy Hosking’s Hosking Partners held […]
While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.
Apple is coming for media budgets from advertisers, and in return the iPhone maker is giving them an incentive to start placing ads.
BofA hikes Nebius price target to $310 on AI Growth
Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an “illusion” that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg’s latest manifesto […]
The disclosure carries weight given Intel's simultaneous moves: a $20 billion common stock offering completed August 10 and the June 18 appointment of Seok-Hee Lee, former CEO of SK Hynix, as executive vice president of Intel Foundry.
ASE Technology Hldg (ASX) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.