Actualités

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.

Predictions volume surged to $11 billion annualized run rate in July.

Pershing took on six new holdings in the second quarter including Netflix, Mastercard and Visa, eye care firm Alcon, and S&P Global.

JPMorgan Chase terminated its banking relationship with Polymarket last year over regulatory concerns, underscoring enduring cautious sentiment...

Chinese tech firms’ early earnings are giving hardware stocks renewed momentum, while internet platforms still struggle to show a full consumer‑demand recovery.

Dow futures were up 0.09%, S&P 500 futures climbed 0.04% and Nasdaq-100 futures declined 0.08% at the time of writing.

Speculative investors are increasingly betting the Reserve Bank of Australia will raise interest rates again in November as inflation remains above the central bank’s target.

The Buffett indicator, a metric popularized by the Oracle of Omaha, is at a record high.

CVS Health (NYSE:CVS) reports that employers show higher trust in pharmacy benefit managers to manage drug costs and access to complex treatments, according to a new CVS Caremark survey. The company is rolling out new digital tools for its PBM clients to manage pharmacy benefits and monitor prescription spending. CVS is expanding coverage for biosimilars and GLP-1 therapies across its pharmacy network with a focus on affordability. Affordability driven changes across the CVS pharmacy network...

DLocal Limited reported past second-quarter 2026 results with sales of US$399.66 million and net income of US$54.64 million, alongside higher earnings per share versus a year earlier. The company also lifted its total payment volume growth guidance while keeping operating profit growth targets intact, underscoring confidence in scaling its payments platform efficiently. With strong payment volume guidance now in place, we’ll explore what this means for DLocal’s investment narrative and...

In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, and safety categories, highlight Walmart’s effort to broaden its appeal to families across both physical and digital channels. We’ll examine how this earnings countdown, coupled with...

Wingstop recently rolled out its nationwide “Flavor Rodeo” in the US, bringing back limited-time favorites Carolina Gold and Jamaican Jerk, while adding new Hot Honey Mustard Dip and Sprite Strawberry Rodeo for Club Wingstop members and other guests. Alongside this marketing push, Wingstop’s board expanded to 11 directors and appointed PENN Entertainment CEO Jay Snowden as an independent Class II director, adding gaming and hospitality expertise to its audit and compensation...

The networking giant's new outlook calls for 15% growth -- so why did shares drop more than 8%?

CVS Health’s second quarter was marked by better-than-expected revenue and profit, but investor sentiment was dampened by rising concerns over sustainability of these results. Management cited strong performance across all business segments, particularly from specialty pharmacy and Medicare Advantage, as key drivers. CEO David Joyner acknowledged, “the cumulative impact of these actions [in Aetna and Caremark] is starting to come through clearly in our results.” However, management also highligh

StoneCo (NASDAQ:STNE) reported second-quarter 2026 results marked by accelerating total payment volume growth, expanding banking deposits and a larger credit portfolio, while management said elevated interest rates and credit-market pressure have made its full-year targets more challenging. Chief E

A flood of foreign currency bond issuance by Big Tech groups is shaking up the world’s smaller credit markets, pushing borrowing costs higher...

Jeremy Siegel says the Fed won't hike rates in September if oil holds near $80, pointing to cooling inflation data.

Most Asian stocks rose Friday as another soft US inflation reading solidified expectations the Federal Reserve will hold off hiking interest rates, while a further drop in oil prices added to the upbeat mood.Investors are now pricing in a less than 40 percent chance of a September rate hike, compared with 50 percent last week.

When regulators threaten to block a merger, the company on the other side usually offers something replaceable. A distribution deal. A regional station. A slice of market share nobody will miss. Paramount Skydance just put its most recognizable news brand on the table instead. Chief Legal Officer ...

Guidance cuts, AI spending, leadership changes, EV competition and share dilution rattled investors.

AppLovin’s second quarter results were met with a significant negative market reaction as revenue and adjusted EBITDA both came in just below Wall Street expectations. Management attributed the shortfall to a slower pace of model improvements within its core gaming advertising business, which CEO Adam Foroughi described as “lighter than normal during the quarter.” Foroughi emphasized that the timing of these improvements, which landed just after quarter end, was the primary factor behind the wea

Vanguard held SLS and IBRX positions worth a combined $259 million at quarter-end.