Actualités

Vertex Pharmaceuticals recently reported second-quarter 2026 results, with revenue rising to US$3,333.9 million and net income reaching US$1,099.8 million, and raised its full-year 2026 revenue guidance to US$13.10–US$13.20 billion. At the same time, a new collaboration with AbCellera on multispecific T‑cell engagers and a setback for a key cystic fibrosis competitor together highlight Vertex’s efforts to broaden its pipeline while easing pressure on its core franchise. We’ll now examine how...

A sharp July jobs miss could ease rate-hike fears, while Palantir, SpaceX, Cerebras and NVIDIA show signs of AI stock stabilization.

Optimism told BeInCrypto it will review its OP buyback after 12 months, as monthly purchases fell 87%. All you need to know.

Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model that sits close to the current share price and mixed signals from other metrics. After a sharp move in the tech sector and fresh optimism around Microsoft’s cloud and AI businesses, investors are weighing that strong track record against a relatively low overall value score. A...

Cerebras Systems (CBRS) is back in focus after announcing a partnership with Lovable to power its software creation platform using Cerebras hardware tailored for low latency AI inference. See our latest analysis for Cerebras Systems. The partnership news landed alongside a sharp 1-day share price return of 7.30%, yet Cerebras Systems still has a year to date share price return that is down 27.11%. Together with earlier data center agreements, the recent 30-day share price return of 5.42%...

Wall Street analysts downgraded the stock in the wake of last week's dismal earnings report.

The Zacks Foreign Bank stocks like MUFG, UBS and KB are expected to gain from restructuring efforts and higher-for-longer rates.

Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.

An 80% production yield could help Samsung ramp next-generation AI memory faster than expected.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 16.8% over the past six months. At the same time, the S&P 500 was up 10.9%.

ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.

Shares of SpaceX on Monday rose above $135, the price at which the company sold shares to the public in mid-June, for the first time since July 16.

NKE is streamlining global logistics to improve inventory flow, curb markdowns and support margins, though international sales remain under pressure.

Investors aren't happy with high-spending companies that don't turn a profit.

Microsoft, Amazon, Micron and Alphabet headline a strong Q2 season, with robust earnings and upward revisions reinforcing corporate fundamentals.

Rocket Lab stock rose slightly ahead of its earnings report on Monday. Shares rallied 27% last week.

ICF International's Q2 earnings beat estimates as commercial and international growth, margin gains and solid 2026 guidance offset federal weakness.

SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.

Amazon's AI monetization and earnings momentum fuel its breakout, while Krispy Kreme faces falling estimates despite early turnaround gains.

Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on ...

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 […]

First Phosphate Corp (NASDAQ:PHOS)(CSE:PHOS)(OTCQX:FRSPF) has uplisted to the Nasdaq Global Market, with CEO John Passalacqua telling Proactive's Stephen Gunnion that the move transforms the company into a primary US security, opening it up to portfolio managers who can only buy US-listed stocks or securities on specific exchanges. Passalacqua described the uplisting as consistent with the company transitioning from small cap to mid cap status. Passalacqua said the Nasdaq Global Market listing improves both liquidity and visibility as First Phosphate advances its Bégin-Lamarche phosphate project, and provides access to US and international capital markets. He noted that many of the company's anticipated customers and business partners are based in the US and Europe, making a presence on a leading transnational exchange strategically important. On operational milestones, Passalacqua said the company's priority is delivering a feasibility study, which it hopes to complete by end of 2026 or early 2027. He added that First Phosphate is fully capitalized to move through permitting and reach a final investment decision over the next couple of years. First Phosphate's stated ambition is to build a North American mine-to-market lithium iron phosphate (LFP) supply chain. Passalacqua said the Nasdaq listing supports that goal by giving the company the profile of larger peers in the critical minerals and technology space. #FirstPhosphate #PHOS #phosphate #LFP #criticalMinerals #Nasdaq #miningStocks #batteryMaterials #Canada #resourceInvesting

The company said the round was “the largest raise in live commerce”, with the funding “going toward one thing: helping small businesses grow”.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

SpaceX stock is trading at a jaw-dropping valuation even after its steep post-IPO slide, and at least one seasoned hedge fund veteran thinks the dip is a trap. Here is why buying the discount could cost you more than you bargained for.

Strategy Inc. co-founder Michael Saylor said OpenAI‘s ChatGPT helped Strategy design a novel preferred stock structure that ultimately enabled it to raise roughly $15 billion to purchase additional Bitcoin. How ChatGPT Helped Strategy Design a New Bitcoin Funding Vehicle Speaking...

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 […]

Varex Imaging reported higher revenue, stronger non-GAAP margins and improved earnings, although tariff refunds and related customer reimbursements provided a roughly $10 million benefit to quarterly gross profit. Key Investor TakeawaysVarex Imaging (NASDAQ:VREX) reported Q3 FY2026 revenue of $211 million, up 4% year over year, with Industrial revenue reaching $77 million and Medical revenue at $134 million.

Tesla just posted record deliveries while cratering its own profitability story, leaving investors to weigh a broken Q2 against a 2027 pipeline that could rewrite the entire valuation case.