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Barrick Mining (TSX:ABX) Stock May Be Fully Priced On A 191% Run
Simply Wall St.20d agoneutral
Barrick Mining (TSX:ABX) Stock May Be Fully Priced On A 191% Run

Barrick Mining stock has delivered a very strong 191.3% return over the past 3 years, yet its valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a premium while market multiples look more forgiving. At the same time, the company sits on a mixed overall value score, which keeps the debate open on whether the current price of US$60.96 offers enough margin of safety. Over 3 years, Barrick Mining has...

US Stock Market Today: S&P 500 Futures Climb On Softer Jobs Data And Yields
Simply Wall St.20d agoneutral
US Stock Market Today: S&P 500 Futures Climb On Softer Jobs Data And Yields

The Morning Bull - US Market Morning Update Monday, Aug, 10 2026 US stock futures are pointing higher this morning, with the S&P 500 contracts up around 0.6%, as investors weigh softer US jobs data against falling bond yields and cooler inflation expectations. July nonfarm payrolls showed a small job loss of 23,000 and weaker wage growth, which signals a slowing job market and less pressure from pay rises. At the same time, the 10 year Treasury yield has dropped to about 4.60% and one year...

Berkshire Hathaway Digs Into Cash Pile
The Wall Street Journal20d agoneutral
Berkshire Hathaway Digs Into Cash Pile

Berkshire Hathaway ended June with $364.7 billion in cash and Treasury bills, 4% less than three months earlier. The drop, driven by the $6.8 billion purchase of Taylor Morrison Home and a $10 billion investment in Alphabet, was the first for the conglomerate in four years.

Inflation Figures, Earnings: What to Watch This Week
The Wall Street Journal20d agoneutral
Inflation Figures, Earnings: What to Watch This Week

Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.

Stock Market: Will S&P 500 Open Up or Down Today?
Benzinga Prediction Markets20d agoneutral
Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are showing modest gains heading into Monday morning as Wall Street digests a strong weekly performance while tracking high-stakes diplomatic maneuvering in the Middle East. The Polygon-based (CRYPTO: POL) Polymarket crowd is leaning bullish for the Aug....

Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report
Benzinga20d agoneutral
Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc. (NASDAQ:AAPL) is reportedly testing memory chips from China’s ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China’s largest memory-chip maker by market value, about potentially supplying components for some devices sold in China, the Wall Street Journal reported on Sunday, citing people familiar

Why Is Timken (TKR) Getting Fresh Attention Now?
Simply Wall St.20d agoneutral
Why Is Timken (TKR) Getting Fresh Attention Now?

Earnings, outlook and capital returns come into focus for Timken stock Timken (TKR) is back on investors’ radar after its latest quarterly results, a raised 2026 outlook and fresh capital return moves that include an ongoing buyback and a confirmed cash dividend. See our latest analysis for Timken. Timken’s latest earnings update, raised 2026 guidance, ongoing buybacks and a confirmed cash dividend have come alongside a 1-year total shareholder return of 77.92%. The share price, now at...

Tesla (TSLA) Rumors Swirl Over China Split Ahead Of Possible Merger
Simply Wall St.20d agoneutral
Tesla (TSLA) Rumors Swirl Over China Split Ahead Of Possible Merger

Tesla (NasdaqGS:TSLA) is at the center of new market rumors that it may separate its China business and prepare for a potential merger with SpaceX. Unconfirmed options reported for Tesla's China operations include a possible sale, spinoff, or closure ahead of any combination with SpaceX. CEO Elon Musk and Tesla representatives have publicly denied that such merger and separation talks are taking place. The speculation focuses investor attention on Tesla's access to China-based supply chains,...

J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
Reuters20d agoneutral
J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength

J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing ‌prospects of solid corporate earnings and rising confidence that AI ‌investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside ​from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, ‌cloud growth should remain ⁠well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC (return on invested capital) concerns," J.P. ⁠Morgan analysts said.

South Korea to launch $3.5 billion chip fund, speed development of semiconductor hubs
Reuters20d agoneutral
South Korea to launch $3.5 billion chip fund, speed development of semiconductor hubs

South Korea will launch a 5 trillion won ($3.52 billion) semiconductor fund targeting promising chip materials, parts, equipment and fabless companies, a presidential official said, ‌as Seoul seeks to accelerate plans for new chip manufacturing hubs across the country. The government will also ‌provide a further 5 trillion won in trade finance for suppliers, Presidential Chief of Staff Kang Hoon-sik told a press briefing after a meeting ​chaired by President Lee Jae Myung on Monday. The measures are part of Lee's semiconductor megaproject initiative unveiled in June, under which Samsung Electronics and SK Hynix, together with suppliers and local governments, are expected to invest more than $576 billion in new chip manufacturing projects, including major fabrication facilities in the country's southwest region.

Zeta Global Holdings (ZETA) Refreshes Its Leadership Team With Two Senior Roles
Simply Wall St.20d agoneutral
Zeta Global Holdings (ZETA) Refreshes Its Leadership Team With Two Senior Roles

Zeta Global Holdings (NYSE:ZETA) appointed Leah Pope as Chief Marketing Officer, bringing experience from firms such as Salesforce and Adobe. The company promoted Candace Dean to Chief Communications Officer, expanding her remit over corporate and stakeholder messaging. These leadership moves highlight a focus on brand, market positioning, and communication at a time when prior updates have centered on earnings, guidance, and valuation. This kind of leadership shift is not unique to Zeta...

Regal Rexnord (RRX) Following Q2 Earnings And Guidance Update Looks Undervalued
Simply Wall St.20d agoneutral
Regal Rexnord (RRX) Following Q2 Earnings And Guidance Update Looks Undervalued

Regal Rexnord (RRX) is back in focus after its second quarter 2026 report, which featured higher sales, higher net income and updated full year earnings guidance that narrows expected GAAP EPS. See our latest analysis for Regal Rexnord. The latest earnings update and narrowed GAAP EPS guidance arrived after a sharp pullback in Regal Rexnord's share price, with the 7 day share price return down 13.27% and the 30 day share price return down 17.17%. However, the year to date share price return...

Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive
Benzinga20d agoneutral
Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

Bloomberg20d agoneutral
China Humanoid Makers Hold 97% of Global Shipments, Report Says

(Bloomberg) -- China’s humanoid robot makers commanded more than 97% of global shipments in the first half of 2026, according to new industry data affirming the country’s early lead against US rivals in the burgeoning field.Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’China Unleashes $28 Trillion Capital Markets to Challenge US in AITrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaGlobal Stock Rally Extends, Oil Advances on Iran: Markets

PBF Energy (PBF) Stock May Be Below Fair Value Despite Strong Q2 Results
Simply Wall St.20d agoneutral
PBF Energy (PBF) Stock May Be Below Fair Value Despite Strong Q2 Results

PBF Energy stock has delivered a very large 5 year return, yet the latest valuation checks still suggest the shares lean cheap despite a sharp pullback over the past week and a strong run over the past year. PBF Energy has returned about 7x over 5 years, which puts recent short term swings into the context of a very strong longer term move that investors now need to reassess against fundamentals. Progress on refinery operations and capital allocation, including debt reduction and ongoing...