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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.

There's a good reason why AstraZeneca tanked when merger rumors hit the Street.

In August 2026, Lam Research announced plans to invest more than US$3.00 billion over five years to expand its global R&D lab network, aiming to lift experiment capacity by over 50% and compress product development cycles for semiconductor customers across the US, Asia, and Europe. An interesting angle is how this integrated 24/7 lab system, which already supports over one million experiments annually, is being scaled to accelerate AI-era chip innovation through faster, closer collaboration...

Pinterest (NYSE:PINS) and Zillow announced a new partnership that enables off site ad targeting using Zillow's predictive real estate data. Advertisers can now reach Pinterest users through Zillow's Elevate platform with home related consumer segments informed by real estate intent signals. The collaboration expands Pinterest's advertising ecosystem by connecting brands to high intent real estate shoppers across both platforms for the first time. Pinterest is only one of several companies...

ProPetro Holding stock has delivered a very strong 139.4% return over the past year, yet the broader valuation checks currently point to a company that does not screen as a clear bargain. For investors, that mix of strong share price performance and a low value score raises questions about how much upside is already reflected in the current US$11.54 price. Over the past 1 year, ProPetro Holding has returned 139.4%, which puts extra focus on whether current buyers are paying a premium after a...

Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit Cepheus 1 108Q system, and highlighting deeper ties with Hewlett Packard Enterprise. See our latest analysis for Rigetti Computing. Rigetti Computing's recent headlines around the potential US$100 million grant and Cepheus-1-108Q progress have arrived alongside a 12.64% 7-day share price return and 15.58% 30-day share price return, although the...

Analysts have adjusted their price targets for APA Corp. into a range that runs from the high US$30s to the high US$40s. This shift reflects how recent Q2 2026 results, updated commodity assumptions and APA Corp.'s latest production and capital spending plans are feeding into refreshed models. As you read on, you will see how to track these changing price targets and what they may signal for APA over time. Stay updated as the Fair Value for APA shifts by adding it to your watchlist or...

On Thursday, Apple Inc. (NASDAQ:AAPL) CEO Tim Cook was joined by U.S. Commerce Secretary Howard Lutnick and others at the opening of the new Advanced Manufacturing Center in Houston, Texas, where Cupertino will begin making Mac mini computers later this year. Apple Opens Houston Manufacturing Center The 20,000-square-foot center will provide free training to small and midsized businesses, workers and students on advanced manufacturing techniques, including machine-learning-powered quality contro

Its majority stockholder is selling a large bundle of shares.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

Cloud services revenue surged 42% sequentially as WhiteFiber signed $500M in new contracts.

During a recent CNBC panel, Huang and some of Wall Street's biggest banks and private credit CEOs announced a potential new way to fund the capital-intensive artificial intelligence build-out.

CLEAR Secure’s second quarter was marked by strong revenue growth and notable operating margin improvement, which contributed to a positive market reaction. Management attributed these results to increased adoption of its secure identity platform, continued expansion of its travel network, and efficiency gains from technology investments. CEO Caryn Seidman-Becker highlighted, “We ended this quarter with almost 44 million total CLEAR members, driving bookings of $296 million and free cash flow of

Revenue surged 28.8% as active customers grew 13.2% and margins expanded sharply.

Sequential revenue growth returns as platform migrations complete and profitability improves.

AI is boosting the vacation platform's profits.

Fastly’s Q2 results for 2026 reflected a period of robust growth and operational improvement, though the market responded negatively. Management attributed the quarter’s performance to an expanding security business, increased adoption of its unified platform, and a notable rise in AI-driven and machine-generated traffic. CEO Charles Compton emphasized the significance of Fastly’s unified approach, stating the company’s “platform strategy is foundational to our success,” while also highlighting

Retail chatter around Fiserv spiked on Stocktwits, surging more than 131% over 24 hours.

Famed investor Michael Burry has targeted Nvidia Corp.’s push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a “Wall Street stunt” that relies on opaque private credit arrangements. Inside Nvidia’s Deal Structure Nvidia recently signed...

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Uber generates roughly four times Shopify's quarterly revenue, but Shopify's growth rate gap tells a different story about which business is scaling faster.