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StockStory2d agoneutral
5 Insightful Analyst Questions From Occidental Petroleum’s Q2 Earnings Call

Occidental Petroleum delivered a quarter that surpassed Wall Street’s expectations, with management attributing the strong performance to operational efficiency gains and disciplined cost control across its U.S. and international assets. CEO Richard Jackson cited the company’s ability to drive down principal debt and enhance production efficiency, particularly in the Permian Basin, as central to the results. Additionally, the midstream and marketing segment benefited from gas marketing optimizat

United Airlines cargo chief Jan Krems to retire after storied career
FreightWaves2d agoneutral
United Airlines cargo chief Jan Krems to retire after storied career

United Airlines’ Cargo President Jan Krems is stepping down next month after a dozen years at the carrier and a reputation as one of the best air cargo executives of the past 40 years. The post United Airlines cargo chief Jan Krems to retire after storied career appeared first on FreightWaves.

Rockwell Automation’s (ROK) Strength Lies in Operations
Insider Monkey2d agoneutral
Rockwell Automation’s (ROK) Strength Lies in Operations

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?
Simply Wall St.2d agoneutral
Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI’s frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated...

Here’s Insiders Fund’s Thesis on Intel Corp. (INTC)
Insider Monkey2d agoneutral
Here’s Insiders Fund’s Thesis on Intel Corp. (INTC)

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Okta’s AI‑Native Identity Push And MCP Cost Controls Could Be A Game Changer For Okta (OKTA)
Simply Wall St.2d agoneutral
Okta’s AI‑Native Identity Push And MCP Cost Controls Could Be A Game Changer For Okta (OKTA)

Earlier this week, Citizens JMP Securities upgraded Okta to “Market Outperform,” highlighting the company’s expanded AI-focused identity security capabilities, including its Permiso Security acquisition, new partnerships, and recently enhanced products geared toward securing AI agents. Okta also introduced identity-scoped Model Context Protocol tool lists that can sharply cut AI agent token usage by limiting tool access to what each identity is authorised to use, potentially aligning cost...

Uber (UBER) Stock Looks Reasonable On Earnings But Stretched After 90% Run
Simply Wall St.2d agoneutral
Uber (UBER) Stock Looks Reasonable On Earnings But Stretched After 90% Run

Uber Technologies stock has delivered a strong 90.4% gain over the past five years, yet current valuation checks still suggest the shares lean cheap rather than stretched. With the company leaning into autonomous vehicles and large acquisitions, investors are weighing that track record against what the current price implies. Over five years, Uber Technologies has returned 90.4%, which puts current holders in a solid position but raises the question of how much of that progress is already...