Actualités

Elon Musk owns 48.4% of SpaceX and over 82% of its votes, a new SEC filing shows. His stake tops $900 billion.

Record revenue and earnings powered by higher commodity prices and Antamina deal.

SLB stock has delivered a 119.7% total return over the past five years, and the current Discounted Cash Flow (DCF) intrinsic value estimate still points to a sizeable 41.9% implied discount to the share price, even though market based valuation multiples look roughly in line with peers. For investors, that mix raises the question of whether the recent gains have fully reflected the long term cash flow potential that the DCF is capturing. Over the past five years SLB has returned 119.7%,...

Chevron has delivered a strong 154.0% return over the past five years, yet both a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a discount to those valuation checks. Over the last 5 years Chevron has returned 154.0%, which puts fresh focus on whether the current price still leaves room compared with its intrinsic value estimate. Chevron's growing role in powering AI data centers through projects like its long term Microsoft...

Pinterest (PINS) is in focus after announcing a new partnership with Zillow that links Pinterest’s ad network to Zillow’s home shopper data, creating fresh questions about monetization and the current pricing of the stock. See our latest analysis for Pinterest. The Zillow partnership lands at a time when Pinterest’s 90 day share price return of 19.77% contrasts with a year to date share price decline of 12.20% and a 1 year total shareholder return decline of 35.85%. This suggests recent...

It needed to post a blowout quarter instead of the good one it delivered.

For most of the artificial intelligence boom, Wall Street has fretted that tech companies would one day build too many data centers, buy too many processors, and spend more money than artificial intelligence can reasonably earn back. CoreWeave (CRWV) just gave investors the opposite problem. The AI ...

Shares of Chinese online retailer JD.com fell more than 10 per cent in Hong Kong on Friday after the company reported its first decline in quarterly...

Applied Materials Inc (AMAT) posts record Q3 results with revenue up 25% year over year, driven by strong AI infrastructure demand and raised guidance for Q4.

KULR Technology Group Inc (KULR) navigates a challenging quarter by repaying debt, exiting Bitcoin mining, and positioning for a strong second half with new defense and space contracts.

Newsmax Inc (NMAX) reports record Q2 revenue of $54.1 million and net income of $2.9 million, driven by surging affiliate fees and international licensing growth.

Systems integration revenue surges 46% as TSS Inc (TSSI) pivots toward AI infrastructure, boosting gross margins by 640 basis points and reaffirming full-year EBITDA guidance.

The July 2026 jobs report was a stark confirmation that US hiring momentum has ground to a halt. For the Federal Reserve, the data leaves little choice but to lean toward looser monetary policy to stave off further labor market deterioration, says Bryan Perry, editor of Cash Machine.

DLocal Ltd (DLO) reports a 92% surge in total payment volume, driven by ride-hailing and travel verticals, while raising full-year guidance for TPV and gross profit growth.

Blaize Holdings Inc (BZAI) cuts 2026 revenue outlook by over 65% but projects strong 2027 growth backed by a $50 million backlog.

Z.ai Co. is set to upgrade its flagship AI model, adding to a series of Chinese open-weight offerings seeking to outcompete Anthropic PBC and OpenAI.

Its stock is down, but investors shouldn’t overreact to worries about the autonomous-vehicle business.

Revenue guidance slashed as Uber partnership faces likely termination in 2027.

Regal Rexnord’s second quarter saw its sales growth fall short of Wall Street’s expectations, driving a significant negative market reaction. Management attributed the shortfall to persistent weakness in residential HVAC and pool markets, as well as timing delays in large project deliveries, particularly in the Industrial Powertrain Solutions segment. CEO Aamir Paul, in his first call, emphasized the company’s strong order momentum and highlighted areas of strength such as data center, commercia

In August 2026, Intercontinental Exchange, Inc. completed several fixed-income offerings totaling about US$3.73 billion in callable senior unsecured and subordinated notes with fixed coupons, alongside reporting strong July trading volumes and open interest across key asset classes. The disclosure that Pershing Square has built a new position in Intercontinental Exchange, highlighting its entrenched financial infrastructure model and recurring revenues, adds an influential investor’s...

In August 2026, Rocket Lab reported record second-quarter revenue of US$234.07 million, a record US$2.36 billion backlog and a US$397 million U.S. Space Force Flatellites contract, while advancing its Neutron rocket and progressing the planned Iridium acquisition. The combination of strong government contract wins, growing launch and space-systems demand, and Neutron development milestones is reshaping Rocket Lab’s role as an integrated space infrastructure provider. With these results and...

CAVA Group stock has delivered a 70.4% return over the past three years, yet the latest valuation checks point to a company that appears expensive rather than clearly underpriced. Over the past three years, CAVA Group has returned 70.4%, which puts extra focus on whether the current share price already reflects most of the good news. Stronger recent revenue growth and restaurant expansion can support a premium, while lingering food safety and execution risks may limit how much investors are...

Retail chatter around Fiserv spiked on Stocktwits, surging more than 131% over 24 hours.

Axon's second quarter results surpassed Wall Street expectations on both revenue and adjusted earnings, but the market reacted negatively, reflecting investor concerns about profitability and the trajectory of margins. Management attributed strong performance to broad-based demand for Axon’s ecosystem, with notable growth in international markets and the rapid scaling of its counter-drone and AI-enabled software segments. CEO Rick Smith pointed to the company’s expanding role in public safety te

TMC the metals (NASDAQ:TMC) said its two U.S. seabed-mining applications are advancing through regulatory milestones while its offshore collection system moves into procurement ahead of targeted commissioning in the fourth quarter of 2027. During its second-quarter 2026 corporate update call, Chair

TSS (NASDAQ:TSSI) reported second-quarter 2026 results marked by growth in its higher-margin systems integration and facilities management businesses, even as total revenue declined because of lower procurement activity. Management said the company expects a stronger second half and maintained its f

Goldman Sachs is in talks with potential investors about participating in Nvidia's $500 billion AI financing initiative, after leveraging its long-standing relationship with the chipmaker to secure a coveted role in the deal, people familiar with ‌the matter said. U.S. insurers, money managers and banks are expected to form the core investor base for the financing, one of the people said, ‌while asset managers plan to retain a sizable share of the financing, a second source said. Nvidia announced on August 10 it has partnered with six major financial institutions including Goldman to launch compute ​platforms aimed at raising over $500 billion in third-party capital for AI infrastructure.

MSCI's new eligibility screen could remove Strategy and Metaplanet from its global indexes over their Bitcoin treasury models.

PC prices are climbing again. Microsoft just hiked Windows licensing fees by up to 10%, and it's stacking right on top of pricier memory and CPUs.

$8.8B contracted value and 212 megawatts of secured capacity fuel Q4 revenue ramp.