Actualités

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) 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...

Online accommodations platform Airbnb (NASDAQ:ABNB) announced better-than-expected revenue in Q2 CY2026, with sales up 16.5% year on year to $3.61 billion. Its non-GAAP profit of $1.37 per share was 10% above analysts’ consensus estimates.

Rising tensions around Iran aren't just moving oil markets; they're reshaping the investment case for the defense companies building tomorrow's battlefield.

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

The results could be a disaster for stock market investors.

(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 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...

NextEra Energy and OneOK are supplying power to boost the growth of AI data centers and deliver above-average dividends.

Gilead Sciences Inc. (GILD) just reported June quarter revenue up 10.2% from last year to $7.8 billion, ahead of estimates. Due to an $11.2 billion one-time write-off of acquired in-process R&D, they reported a $6.75 per share pro forma loss. But that was smaller than the negative $7.25 consensus expectation, notes Michael Murphy, editor of New World Investor.

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now.

According to a report from CNBC, Burger King is now the number 2 burger chain in the U.S., after McDonald’s.

Apple stock gained 1.4% over the week, despite a sharp drop after the iPhone maker issued a weaker-than-expected quarterly forecast.

Both Micron and Intel posted blowout quarters, but the businesses underneath those headlines are moving in opposite directions. One is riding an AI pricing wave in real time while the other is still paying for a multi-year rebuild.

Barrick Mining stock has delivered a 180.7% return over the past 3 years, yet the valuation checks are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the shares look cheap on earnings. That gap is front of mind now that the company has also agreed an earn in joint venture on the Kalium Canyon gold project in Nevada with GreenLight Metals. A 180.7% return over 3 years leaves early holders with strong gains and raises...

Tesla is burning cash on AI moonshots while Ford Pro quietly mints commercial profits, and the gap between them creates a tension that changes how you should think about splitting a growth bet between the two.

PBF Energy (NYSE:PBF) reported a significant year-on-year improvement in unaudited production and operating performance for the second quarter of 2026. The company also reported stronger unaudited production and throughput for the first six months of 2026 compared with the same period a year earlier. Management highlighted the operational results as reflecting solid execution and business momentum across PBF Energy's refining operations. These production gains at PBF Energy sit within a...

Target has delivered a strong 50.2% share price return over the past year, yet its valuation signals are split. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium, while earnings-based multiples suggest the stock may still be pricing in some value. Over the past 1 year, Target has returned 50.2%, which puts the recent rally front and center for anyone thinking about valuation today. Expectations around a potential recovery in sales and profitability, highlighted by...

(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday’s unexpectedly weak US employment report.Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaChina Unleashes $28 Trillion Capital Markets to Challenge US in AIGlobal Stock Rally Extends, Oil Advances on Iran: Markets WrapIran Says Hormuz Deal

Specialty materials manufacturer ATI (NYSE:ATI) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 10.6% year on year to $1.26 billion. Its non-GAAP profit of $1.23 per share was 18.3% above analysts’ consensus estimates.

SpaceX still trades at a premium valuation compared to the market.

CEO Alex Karp said the AI titan delivered an "otherworldly" performance in the second quarter.

Health insurance company Oscar Health (NYSE:OSCR) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 70.4% year on year to $4.88 billion. Its non-GAAP profit of $1.10 per share was significantly above analysts’ consensus estimates.

Vitalhub (TSE:VHI) reported second-quarter 2026 revenue of CAD 31.7 million, up 33% from the prior-year period, while annual recurring revenue surpassed CAD 100 million for the first time. Chief Financial Officer Brian Goffenberg said the company ended June with CAD 101.5 million in annual recurrin

The wirehouse’s new spot products are now the least expensive options out there.

US chip export controls were meant to weaken China's AI. CXMT's 466% debut shows the strategy may have backfired.

Reaching $13,000 a month in dividends sounds like a capital problem, but the real trap is choosing the wrong yield tier and watching income quietly erode while you sleep. Three buckets can get you there, each with a very different cost hiding beneath the headline number.

“The Big Short” investor argued that the expected surge in AI traffic may be a “low bar” and questioned who will ultimately pay for the AI.

Deere stock has delivered strong returns over the past few years, yet current valuation checks and an intrinsic value estimate using a Discounted Cash Flow (DCF) approach both suggest the shares trade at a discount to that intrinsic value, even with a relatively low overall value score. Deere has returned 72.7% over the past 5 years, which puts extra focus on whether the current share price still leaves room for further long term value. On one side, expectations for Deere's long term cash...

Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early ‌as 2029 in ⁠southern Japan's Kumamoto prefecture, the paper said. The two tech giants said ⁠in May they planned to form a joint venture in Japan to develop and ​manufacture next-generation ​image sensors, combining ​Sony's sensor design expertise ‌with TSMC's manufacturing and process technology strengths.