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2 Industrials Stocks for Long-Term Investors and 1 We Brush Off
StockStory2d agoneutral
2 Industrials Stocks for Long-Term Investors and 1 We Brush Off

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.9% has fallen short of the S&P 500’s 13.5% rise.

Workday buyout may restore confidence in battered software valuations, analysts say
Reuters2d agobullish
Workday buyout may restore confidence in battered software valuations, analysts say

Silver Lake's potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in ‌the industry's prospects despite fears of AI disruption, analysts and investors ‌said on Friday. Shares of the human-resources and financial management software company soared nearly 18% on Thursday ​after Reuters exclusively reported about its acquisition talks with Silver Lake, which pushed its market value to more than $51 billion. The enthusiasm provided some relief to a sector hammered this year by fears that AI tools capable of generating computer code and ‌creating applications could erode ⁠the need for software services, which have long been one of Silicon Valley's most reliable cash generators.

Legendary fund manager makes aggressive SpaceX prediction
TheStreet2d agoneutral
Legendary fund manager makes aggressive SpaceX prediction

The founder of Baron Capital told investors that SpaceX (SPCX) could be worth $40 trillion in the next 10 to 15 years. For context, that number is close to the value of every public company in the United States combined today. Baron is not a stranger to calls like this. He made a similar bet ...

Aehr Test Systems Soars Again Friday. Shares Now Up More than 500% On the Year.
24/7 Wall St.2d agobullish
Aehr Test Systems Soars Again Friday. Shares Now Up More than 500% On the Year.

Shares of Aehr Test Systems (NASDAQ:AEHR) are up roughly 8% in Friday midday, after a fresh Wall Street initiation lit another fire under one of 2026’s most explosive small caps. The move extends a year-to-date advance of 510.7% and pushes the stock through its 52-week high of $133.35. Jefferies Buy Rating and $175 Target Fuel ... Aehr Test Systems Soars Again Friday. Shares Now Up More than 500% On the Year.

What Is American Express (AXP) Signaling With Its Expanded Virtual Card Push?
Simply Wall St.2d agoneutral
What Is American Express (AXP) Signaling With Its Expanded Virtual Card Push?

American Express (NYSE: AXP) has expanded its virtual card services for U.S. commercial customers, integrating the tools directly into its @ Work platform. The company is also connecting its virtual cards to digital expense management platforms to give finance teams more control and visibility over corporate spending. Through a link with payment technology provider Conferma, American Express virtual cards can now be used more widely for business travel payments and reconciliation. The...

Mangione Pleads Guilty in US Case Over Healthcare CEO Killing
Bloomberg2d agoneutralVIDEO
Mangione Pleads Guilty in US Case Over Healthcare CEO Killing

Luigi Mangione pleaded guilty to federal stalking charges related to the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson. He faces a maximum sentence of life in prison. This happened in New York federal court Friday morning. Mangione also faces charges in New York state court. June Grasso of Bloomberg Law is following the breaking news on Bloomberg Radio and has more.

Strategy (MSTR) Stock Still Looks Undervalued After a 180% Run
Simply Wall St.2d agoneutral
Strategy (MSTR) Stock Still Looks Undervalued After a 180% Run

Strategy stock has surged over the past three years, yet on today's numbers it still screens as undervalued on market multiples while only earning a low overall value score. This leaves investors weighing a strong historical return against mixed valuation signals. Strategy has returned about 180% over the past three years, which puts recent weakness into context and shows how much long term upside existing holders have already seen. The push to build a large Bitcoin treasury and use complex...

What Could Kroger (KR) Gain From Its New Ecommerce Chief And Texas Fresh Push?
Simply Wall St.2d agoneutral
What Could Kroger (KR) Gain From Its New Ecommerce Chief And Texas Fresh Push?

Kroger (NYSE:KR) appointed Nate Faust as Chief eCommerce Officer, drawing on his experience at Jet.com and Walmart. The company highlighted a focus on supply chain efficiency and online grocery fulfillment under Faust's leadership. BrightFarms expanded its local greenhouse grown greens into more than 1,000 Kroger stores across the Dallas area. The BrightFarms rollout increases Kroger's range of fresh and locally sourced produce options for customers in Texas. For investors watching how...

Nu Holdings (NU) Could Be 39% Undervalued As Profit Tops US$1b
Simply Wall St.2d agobullish
Nu Holdings (NU) Could Be 39% Undervalued As Profit Tops US$1b

Nu Holdings (NYSE:NU) has drawn fresh attention after reporting its first quarter with net income above US$1b, alongside a share price jump and a newly authorized US$1b buyback program. See our latest analysis for Nu Holdings. For context, Nu Holdings’ share price has been volatile this year, with a year to date share price return down 18.16% despite a 14.27% 90 day share price return and 15.99% 1 year total shareholder return. This points to still resilient longer term momentum. If Nu...

Himax Technologies (HIMX) Stock Dropped, So What Is Behind The Attention Now?
Simply Wall St.2d agobearish
Himax Technologies (HIMX) Stock Dropped, So What Is Behind The Attention Now?

Himax Technologies (HIMX) is back in focus after reporting second quarter 2026 results that exceeded its earlier guidance, supported by demand for automotive display ICs and a positive outlook for revenue and profit in Q3. See our latest analysis for Himax Technologies. Despite a 2.9% pullback in the latest trading session to US$14.66, Himax Technologies has a year to date share price return of 71.9% and a 1 year total shareholder return of 98.8%. This suggests recent earnings and guidance...

Eli Lilly (LLY) Steps Up Legal Fight Over Illegal Retatrutide Sales
Simply Wall St.2d agoneutral
Eli Lilly (LLY) Steps Up Legal Fight Over Illegal Retatrutide Sales

Eli Lilly (NYSE: LLY) has intensified legal action against U.S. entities accused of selling unauthorized versions of its experimental obesity drug retatrutide. The company is pursuing multiple lawsuits as part of a broader effort to curb black market distribution of the unapproved treatment. Eli Lilly is also engaging regulators and online platforms to address patient safety risks and protect its obesity drug portfolio. This kind of legal push around high demand obesity treatments...