Actualités

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in his entire thesis.

Rocket Lab heads into today's Q2 earnings with four tailwinds—an impressive launch track record, new Space Force contracts, an $8 billion acquisition, and strong sector-wide demand signals from SpaceX's debut report.

Brazilian aircraft manufacturer Embraer said Monday it expects higher profits than previously forecast in 2026 after record second-quarter revenues and an all-time high order backlog.The world's third-largest aircraft manufacturer after Airbus and Boeing, Embraer said it expects about $110 million more in profits.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new monthly price index data.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

MercadoLibre's growth-first strategy drives higher conversion, buyer activity and seller gains, even as heavy investments pressure margins.

Buffett isn't the CEO of Berkshire Hathaway anymore, but he's still around to help successor Greg Abel.

MO's smoke-free push gains traction as on! PLUS expands distribution, retail share and product choice in a growing nicotine pouch category.

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.

Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned themselves at the most critical chokepoints in the entire AI buildout.

AMC's European operations delivered surging attendance and EBITDA, with premium upgrades and a strong movie slate supporting growth.

PAAS's Q2 results are expected to show sharp sales and earnings growth, fueled by higher silver output and supportive precious-metal prices.

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

FISV's deep valuation offers appeal, but weaker earnings, falling revenues and margin pressure keep the rebound case tied to stabilization.

Bristol Myers Squibb (NYSE:BMY) has unveiled plans to invest approximately $2. 3 billion in a new manufacturing campus at Generation Park in Houston, Texas, as the pharmaceutical group expands its production capabilities in the United States.

Silicon Motion Technology (NASDAQ:SIMO) shares fell 7. 9% in pre-market trading on Monday after the NAND flash controller specialist announced plans to raise $800 million through an offering of convertible senior notes due in 2031.

AST SpaceMobile is expanding satellite-to-smartphone services across Europe, testing with major operators and deploying new satellites to boost coverage.

Figs stock exploded on Friday -- and is still cheap.

GDS Holdings heads into the Q2 earnings release with revenue growth expected from AI-driven data center demand, domestic chip adoption and a swelling backlog.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Investing.com -- Wells Fargo upgraded Dick's Sporting Goods to Overweight from Equal Weight in a note Monday, telling investors in a note that the developing multi-year story outweighs softer near-term trends.

Yahoo Finance Breaking Business News Reporter Jake Conley, Semafor business reporter Rohan Goswami, and Yahoo Finance Senior Autos Reporter Pras Subramanian discuss the latest Meta (META) headlines.

REPL's RP1 secures FDA approval for advanced melanoma, easing regulatory uncertainty. The company expands its oncolytic immunotherapy pipeline.

Yahoo Finance Executive Editor Brian Sozzi and his Opening Bid panel break down JPMorgan's (JPM) outlook for the S&P 500 (^GSPC), including its 8,000 year-end target and what an elevated CAPE ratio could mean for stocks and the broader market.

Stocks are slipping in early trading, while crude oil is rising and gold and silver are mixed. Treasuries are unchanged and the dollar is ticking higher.

Q raises its 2026 outlook as AI, advanced packaging and higher materials intensity boosted demand and second-half visibility.

NVT surges 46.1% in six months as AI data center and power utility demand drive growth, backlog expansion and capacity investments.