Actualités

Social media turned sharply bearish on memory stocks like SanDisk and Micron last weekend, and some analysts were calling time on the sector. Then something happened that flipped the entire trade on its head.

Citi sees improving momentum across the industrial sector after organic growth reached 6. 9% in the second quarter of 2026, substantially exceeding the bank’s 4.

Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.

The S&P 500 CAPE ratio nears historic highs. Here is what stretched equity valuations could mean for Bitcoin.

Space Exploration Technologies (NasdaqGS:SPCX) has completed a $60b all stock acquisition of AI coding startup Cursor. The deal is the second largest venture backed acquisition on record, according to the companies. Cursor will be integrated into SpaceX's xAI division to support developer focused AI tools and services. The acquisition is intended to expand SpaceX's reach in AI infrastructure and services, including its orbital compute ambitions. Consider widening your watchlist to other...

Barrick Mining (TSX:ABX) has appointed Sebastiaan Bock as Chief Executive Officer, Rest of World, to oversee all operations outside North America. The new role consolidates leadership for Barrick’s international gold and copper assets under a single executive. Bock’s responsibilities include operational execution, portfolio delivery and engagement with regional stakeholders across multiple jurisdictions. The appointment comes during a period of portfolio changes and a pending North American...

Motorola Solutions stock has more than doubled investor capital over the past five years, yet current valuation checks suggest the shares are trading at a premium to what its intrinsic value estimate and market multiples would imply. Motorola Solutions has returned 106.2% over five years, which puts extra focus on whether the current share price still offers a comfortable entry point for new capital. Strong demand for public safety and security technology can support expectations for future...

Warren Buffett spent 60 years building one of the greatest investing records in history, not by chasing whatever was popular, but by finding businesses he never wanted to sell. He said it himself in his 1988 shareholder letter, the year he first bought Coca-Cola: "Our favorite holding period is ...

Jensen Huang just structured a $500 billion compute fund with a design that one Wall Street CEO compared to the invention of mortgage-backed securities, and that reference alone should make every AI investor stop and think carefully about what comes next.

Larry Fink sees oil potentially collapsing to $40 a barrel, and that geopolitical shift could trigger a massive rotation in the stock market. One tech giant is already positioned to absorb that capital, and its valuation tells a story Wall Street has quietly overlooked.

Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?

MSTY promised triple-digit yields and delivered a 68% price collapse instead, but a covered-call fund built on 50 blue chips has been quietly printing gains while sending monthly cash. The structure is nearly identical, so why have the outcomes been so radically different?

Warren Buffett bought a whopping $77.8 billion worth of this stock between 2018 and 2024, and it isn't Apple.

Investors looking to make the most of the AI-driven chip boom will do well to take a closer look at this foundry giant before it doubles over the next three years.

Tether CEO Paolo Ardoino says no Tether blockchain is coming, as Stripe and Circle pour $1 billion into stablechains.

Nvidia would need to rise more than 30% in a handful of months to accomplish this goal.

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story or a rare entry point.

Wendy’s stock surged on takeover speculation, putting investors on alert as Nelson Peltz’s Trian reportedly weighs a bid to take the fast-food chain private.

As Unusual Machines lands a $2.1 million deal with the U.S. government, Piper Sandler initiated coverage of the drone stock with a positive rating.

Short sellers in U. S. equities are becoming increasingly exposed to further market gains, according to Citi, as investors rebuild risk positions across major developed markets.

Reforming the Federal Reserve comes at a potentially steep cost to an already expensive stock market.

Interactive Brokers Group (NasdaqGS:IBKR) has added access to the Bucharest Stock Exchange to its trading platform. The move follows Romania’s classification as an MSCI Advanced Frontier Market and widens access to that market for global clients. The broker has also enabled international customers to trade Brazilian futures, broadening exchange traded derivatives coverage. For investors who see Interactive Brokers as one way to gain exposure to broader global themes, it can be useful to...

AbbVie stock has delivered a strong 152.2% return over the past 5 years, yet the valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples look less comfortable. At around US$249.46 per share, investors are weighing a rich recent track record against checks that suggest the shares are not a straightforward bargain. Over the past 5 years AbbVie has returned 152.2%, which puts more pressure on today’s buyers to judge...

Figs’ second quarter saw robust momentum, with management attributing the positive results to broad-based growth across product categories, channels, and geographies. CEO Trina Spear highlighted that active customer growth, record average order value, and expanding market share were key contributors. The company’s ability to drive both new and returning customer engagement, supported by successful marketing campaigns and replenishment-driven purchasing, helped underpin net revenues per active cu

Nvidia is reshaping the AI investment landscape as Jensen Huang positions its chips as an “investable asset class.”

The leading AI systems of the next decade may be developed by private companies.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?

The digital bank just topped $1 billion in quarterly profit for the first time. So where does growth come from when most of a country already banks with you?