Actualités

OBDC's Q2 earnings beat estimates as lower interest expenses help offset weaker interest income and declining net investment income.

PWR's record backlog, strong execution and raised 2026 outlook support long-term growth despite near-term macro and project risks.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Disney's new CEO has a big chance to make waves this week, and shareholders are ready to surf.

As the private credit market enters a challenging new phase of the credit cycle marked by worsening loan performance, recoveries are likely to underperform expectations, with software hardest hit, says Michael Gross, co-founder of SLR Capital Partners. “I believe you’re going to see more and more defaults,” said Gross in an interview with LCD. “It likely won’t be anything systemic, but the one concern I have about defaults is that we’re going to need to throw the data people have used in the pas

ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.

Airbnb claims "AI did it" for its earnings boom. A closer look raises some questions, though.

Buffett has acknowledged that selling all shares was likely a mistake, as the stock rose significantly afterward.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Costco's July sales show resilient demand, strong digital momentum and membership strength, but investors question if the premium valuation is justified.

Encore Capital's 16.3% three-month rise is backed by record collections, higher earnings expectations and a peer valuation discount, despite cost and leverage risks.

Albemarle has notably outperformed the broader market over the past year, and analysts are cautiously optimistic about the stock’s prospects.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

RTX's recent rally is supported by defense contract wins, technology milestones and rising 2026 estimates, despite its premium industry valuation.

AI data center revenue surges as manufacturing utilization climbs to 83%.

Micron's valuation has been falling in recent weeks as investors may be worried about the company's longer-term growth prospects.

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.

After closing hundreds of locations in recent years, a pharmacy giant is continuing to shrink its retail footprint, with more stores disappearing from communities across the U.S. The latest closures come as the chain works to reshape its business and focus on locations it believes have a stronger ...

RDS Wealth CEO Dale Smothers joins Kristen Scholer on NYSE Live to discuss his latest projection in the S&P 500

Revenue hit $997 million with 22% growth; Adjusted EBITDA surged 54% year over year.

WhiteFiber's Q2 results are expected to reflect AI infrastructure growth, data-center expansion and near-term pressure from strategic changes and higher expenses.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

Step back far enough and you can see how far investors’ perception of Target has fallen. This year, though, they’re buying in, and some experts think the good times can continue.

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

In August 2026, NVIDIA announced it had signed memorandums of understanding with Goldman Sachs and five other major financial institutions to create independent compute financing platforms that could mobilize over US$500.00 billion of third-party capital for AI infrastructure across its ecosystem, subject to final agreements. This move positions Goldman Sachs at the center of funding large-scale AI compute projects alongside leading asset managers and alternative capital providers, deepening...

StoneX posted sharp Q3 earnings growth as R.J. O'Brien synergies reached $38M, with further gains expected despite retail weakness and rising costs.

We don't expect much movement either direction until inflation reports begin to hit the tape Wednesday morning.

International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides investors with fresh information on the company’s funding costs and capital structure. See our latest analysis for International Business Machines. The bond issuance comes as International Business Machines shares trade at US$236.31, with the 7 day share price return up 4.42% but the 30 day share price return down 17.82%. The 5 year total...

Driven by explosive growth in non-traditional segments like AI compute hardware and Starlink, SpaceX is laying the groundwork for unprecedented scale.