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JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens
InvestorsHub2d agobullish
JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens

JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical and higher-beta areas potentially taking a greater role as the year progresses.

Big Tech's Earnings Growth Largely Reflects Investment Gains
The Wall Street Journal2d agoneutral
Big Tech's Earnings Growth Largely Reflects Investment Gains

71% That's the share of Alphabet’s quarterly profits that came from "other income" last quarter. The gains came from revaluing equity holdings, which include SpaceX and Anthropic. Other income made up 66% of Amazon’s earnings, primarily due to its stake in Anthropic.

Seagate Technology Holdings (STX) Following Strong FY2026 Results Looks Undervalued By The Narrative
Simply Wall St.2d agoneutral
Seagate Technology Holdings (STX) Following Strong FY2026 Results Looks Undervalued By The Narrative

Seagate Technology Holdings (STX) has drawn fresh investor attention after reporting a strong finish to fiscal 2026, with revenue and profitability ahead of expectations and non GAAP gross margin expanding for the 13th straight quarter. See our latest analysis for Seagate Technology Holdings. The strong fiscal 2026 finish has come alongside powerful momentum in Seagate Technology Holdings’ stock, with a 1 day share price return of 4.91%, a 90 day share price return of 15.83%, and a year to...

Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?
Insider Monkey2d agoneutral
Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

5 Insightful Analyst Questions From Kraft Heinz’s Q2 Earnings Call
StockStory2d agoneutral
5 Insightful Analyst Questions From Kraft Heinz’s Q2 Earnings Call

Kraft Heinz’s second quarter was marked by ongoing sales declines and a negative market reaction, reflecting persistent challenges in core packaged food categories. Management attributed the weak top-line performance to continued softness in U.S. consumption and lower sales volumes, while incremental investment in marketing and innovation began to show early signs of stabilization in select brands. CEO Steven Cahillane acknowledged, “Nobody is doing a victory lap that we’re declining less than w

Why DraftKings' prediction markets could boost sports betting this Fall
Yahoo Finance Video2d agobearishVIDEO
Why DraftKings' prediction markets could boost sports betting this Fall

Macquarie Group senior gaming, lodging & theatres analyst Chad Beynon joins Market Domination to explain why he believes DraftKings’ prediction markets could drive fresh momentum for sports betting this fall—and position the company for a strong football season.

Gemini Space Station Q2 Earnings Call Highlights
MarketBeat2d agoneutral
Gemini Space Station Q2 Earnings Call Highlights

Gemini Space Station (NASDAQ:GEMI) reported second-quarter revenue growth despite weaker crypto trading activity, as expanding services revenue, over-the-counter trading and new product offerings offset a decline in exchange revenue. The company also highlighted lower operating costs following restr

Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom
Insider Monkey2d agoneutral
Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Howmet Aerospace (HWM): A Critical Aerospace Supply Chain Play
Insider Monkey2d agoneutral
Howmet Aerospace (HWM): A Critical Aerospace Supply Chain Play

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Why GE Vernova (GEV) Is Emerging as an AI Power Winner
Insider Monkey2d agoneutral
Why GE Vernova (GEV) Is Emerging as an AI Power Winner

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Is GE Aerospace (GE) One of the Best Aerospace Stocks to Own?
Insider Monkey2d agoneutral
Is GE Aerospace (GE) One of the Best Aerospace Stocks to Own?

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]