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AI’s Biggest Opportunity by 2027: NVIDIA vs. Micron
24/7 Wall St.23d agoneutral
AI’s Biggest Opportunity by 2027: NVIDIA vs. Micron

NVIDIA and Micron both just shattered expectations, but they are winning the AI race in completely different ways. Which one belongs in your portfolio heading into 2027 depends entirely on what kind of risk you are willing to carry.

McDonald's says it alienated its most loyal customers
TheStreet23d agoneutral
McDonald's says it alienated its most loyal customers

Earlier this year, I reported on McDonald’s launch of a $3 or less meal deal in an effort to win back its value status, targeting budget-conscious customers. McDonald’s new “McValue 2.0” meals included: The $4 meal deal: Consumers can order breakfast options with a McMuffin, hash browns ...

Why AeroVironment (AVAV) Is Up 25.0% After US$400 Million Army Locust Contract News
Simply Wall St.23d agoneutral
Why AeroVironment (AVAV) Is Up 25.0% After US$400 Million Army Locust Contract News

AeroVironment recently announced a reported US$400 million U.S. Army production contract for its AI-assisted Locust directed-energy counter-drone system, alongside new board appointments and upcoming director retirements that reshape its governance profile. This combination of a landmark Pentagon directed-energy contract and added board-level aerospace-and-defense finance expertise could influence AeroVironment’s growth priorities and capital allocation decisions. We’ll now examine how the...

How Duolingo’s Slower Revenue Outlook and Surging User Growth Will Impact Duolingo (DUOL) Investors
Simply Wall St.23d agoneutral
How Duolingo’s Slower Revenue Outlook and Surging User Growth Will Impact Duolingo (DUOL) Investors

In early August 2026, Duolingo reported second-quarter 2026 results showing revenue rising to US$298.45 million while net income and earnings per share declined from the prior year, and issued third-quarter 2026 guidance calling for US$302 million in revenue and full-year 2026 revenue growth of 15% to 18%. Alongside these figures, Duolingo highlighted strong growth in daily active users and paid subscribers plus AI-driven cost efficiencies, even as it signaled a slower near-term revenue...

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?
Simply Wall St.23d agoneutral
Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom is one of...

NextEra Energy (NEE) Stock Could Be 11% Overvalued Despite Fresh AI Data Center News
Simply Wall St.23d agoneutral
NextEra Energy (NEE) Stock Could Be 11% Overvalued Despite Fresh AI Data Center News

NextEra Energy stock has delivered a 34.2% gain over the past three years, yet the valuation checks are sending mixed signals, with the Dividend Discount Model (DDM) suggesting the share price sits at a premium while earnings based multiples screen the stock as undervalued. This split, combined with fresh headlines around a proposed Dominion Energy merger and a large AI focused data center project, puts the current price under closer scrutiny. The 34.2% three year return points to a stock...

TE Connectivity (TEL) Stock Could Be A Bargain At Today’s Price
Simply Wall St.23d agoneutral
TE Connectivity (TEL) Stock Could Be A Bargain At Today’s Price

TE Connectivity stock has delivered a 70.7% total return over the past three years, yet current valuation checks and intrinsic value estimates using a Discounted Cash Flow (DCF) approach both point to the shares trading below their assessed worth. Over the last three years, TE Connectivity has returned 70.7%, which puts extra focus on whether the current share price still leaves room for further value to be realised. Future cash flow durability and cash conversion can support the current...

Tutor Perini (TPC) Lands $69.5 Million Death Valley Water Rehab Contract
Simply Wall St.23d agoneutral
Tutor Perini (TPC) Lands $69.5 Million Death Valley Water Rehab Contract

Tutor Perini (NYSE:TPC) subsidiary Perini Management Services Inc. has been awarded a significant contract to rehabilitate water and wastewater treatment systems at Death Valley National Park. The project involves upgrades to critical water infrastructure that supports park operations and visitor services. The contract adds to Tutor Perini's construction backlog and contributes to future revenue visibility from government work. For readers tracking how infrastructure and utility upgrades...

Key HIV stat over 70% leaves BofA siding with Gilead
TheStreet23d agoneutral
Key HIV stat over 70% leaves BofA siding with Gilead

Gilead Sciences (GILD) closed a strong second quarter, and Wall Street noticed. The drugmaker beat sales expectations across its biggest franchises, raised its full-year outlook, and gave analysts fresh reasons to stay bullish heading into the back half of 2026. Bank of America was one of them. The ...

Joby Aviation Q2 Earnings Call Highlights
MarketBeat23d agoneutral
Joby Aviation Q2 Earnings Call Highlights

Joby Aviation (NYSE:JOBY) said it plans to begin its first flights under the federal electric vertical takeoff and landing integration pilot program, or eIPP, in Texas next month, as the company prepares for commercial passenger operations and expands manufacturing and infrastructure efforts. Found

IonQ Q2 Earnings Call Highlights
MarketBeat23d agoneutral
IonQ Q2 Earnings Call Highlights

IonQ (NYSE:IONQ) reported second-quarter 2026 revenue of $80.1 million, up 287% from a year earlier, as the quantum computing company cited demand for its fifth-generation systems and broader momentum across computing, networking, security, sensing and space-related products. Chairman and Chief Exe

Berkshire Hathaway's new CEO Greg Abel spends a chunk of the company's massive cashpile
Associated Press23d agoneutral
Berkshire Hathaway's new CEO Greg Abel spends a chunk of the company's massive cashpile

Berkshire Hathaway's new CEO Greg Abel spent a significant chunk of the company's massive pile of cash as it invested $10 billion in Google's parent company and repurchased about $4.5 billion of its shares. The conglomerate that legendary investor Warren Buffett built reported its second-quarter earnings Saturday morning and disclosed that its cash holdings had shrunk to $365.5 billion from nearly $400 billion at the end of March. Berkshire's report suggested that it had added more than $24 billion worth of commercial, industrial and other stocks to its portfolio, but the earnings report doesn't name the stocks it bought.

Nike (NKE) Is Betting Big on Basketball’s Next Generation. Will It Pay Off?
Insider Monkey23d agoneutral
Nike (NKE) Is Betting Big on Basketball’s Next Generation. Will It Pay Off?

Nike Inc.’s (NYSE:NKE) latest move comes as the company continues to work toward restoring investor confidence in its turnaround story. It has made a major investment in Victor Wembanyama, a generational talent representing the NBA’s San Antonio Spurs, through a signature shoe line. The signature shoe line could become a major long-term growth driver if […]