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These companies have different business models, but share strong AI tailwinds.

Tom Gardner talks with CEO Michael Miebach on security, stablecoins, and agentic commerce.

Oscar Health’s second quarter saw results well above Wall Street’s expectations, yet the market response was notably negative. Management credited disciplined pricing, technology-driven cost efficiencies, and strong execution in the individual health insurance market for driving year-over-year revenue and margin improvement. CEO Mark Bertolini highlighted that “disciplined pricing, differentiated consumer products and a scalable technology platform” fueled growth, with membership up 46% and admi

World of Warcraft and Star Wars are coming to a Dungeons & Dragons table near you.

On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion. The adjusted EBITDA rose 58% to $1.61 billion at an 84% margin, while the net income reached $1.27 billion. AppLovin also confirmed that the SEC had ended its inquiry, which was initiated in October 2025, […]

Elon Musk, as always, has an ambitious plan for his company.

If you’re a certain age, it can impact your payments.

DraftKings stock has delivered a roughly 50% decline over the past five years, yet its current valuation checks send a mixed message rather than a clear warning or a clear bargain signal. Over five years, DraftKings has fallen about 49.7%, which means long term holders have not been rewarded so far and may now be focused on what the current price implies for the future. Investor attention is currently shaped by growth in DraftKings' Predictions product ahead of the NFL season, while...

At the recent MongoDB.local Build Fest, MongoDB announced that its intelligent data platform is now embedded directly inside leading AI developer tools, alongside a fully hosted MongoDB Atlas Managed MCP Server that links AI agents to Atlas without extra infrastructure. By combining native agent integrations with Voyage AI–powered retrieval, MongoDB is positioning its database as a core engine for AI applications that need live, operational data. We’ll now explore how embedding MongoDB...

Dell Technologies (NYSE:DELL) has been selected to provide a secure research platform for a Texas academic initiative that focuses on advanced AI and research computing. The project will use Dell Technologies AI infrastructure combined with a Zero Trust security architecture to support sensitive and regulated research environments. The engagement expands Dell Technologies presence in large scale government and academic contracts for AI focused infrastructure. Readers looking for more ways...

Investors can say goodbye for now to the Alphabet they used to know.

Walmart (WMT) reports earnings on Aug. 20, and most of the attention will land on one figure: how much its U.S. stores sold compared with a year ago. That number matters. But Bank of America thinks investors who stop there are watching the wrong part of the business. The firm reiterated a Buy ...

While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.

Most dividend investors chase yield and end up watching their payouts shrink or disappear. These five stocks flip that script by pairing decades of uninterrupted payments with the cash flow coverage to keep them growing.

The popular answer isn't always the correct one.

Investors are counting on a continuation of the discount retailer's nascent turnaround, and there's no room for error.

Artificial intelligence is pushing its recurring revenue and backlog to new records.

General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world’s largest auto market, and Ford Motor Company (NYSE:F) announced a different kind of pullback. Together, the two moves demonstrate how much American manufacturers have lost their foothold in China. Chevrolet Retires After 21 Years According to a report in […]

Conventional wisdom could capsize your retirement.

Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain’s drug regulator authorized the company’s oral GLP-1 drug orforglipron, becoming the first country in Europe to approve the pill. Shares of LLY increased more than 2% in response to the announcement, a modest but insightful reaction for a company whose […]

A New Mexico judge has imposed Meta Platforms, Inc. (NASDAQ:META)’s highest single penalty yet in the wave of litigation over social media’s effects on children, and while the monetary amount is making headlines, the more important aspect of the verdict may be what it pushes the company to change. Public Nuisance Ruling On August 6, […]

Celsius’ second quarter was marked by a negative market reaction, as both revenue and non-GAAP profit fell short of Wall Street expectations. Management attributed this underperformance to the timing and depth of SKU rationalization within the core Celsius brand and integration complexities from recent acquisitions. CEO John Fieldly acknowledged, “We went too deep on the CELSIUS rationalization,” and noted that delayed retail space upgrades and purposeful innovation pauses created a gap that was

Coca-Cola FEMSA is back in focus as valuation work shifts, with fair value moving from US$123.03 to US$120.05, a reduction of about 2.4%. That adjustment sits against Street price targets that cluster between roughly US$110 and US$127, reflecting a mix of optimism and caution around execution, volume trends and where the stock sits in that range. Read on to see what is driving these calls and how to keep track of the evolving analyst story around Coca-Cola FEMSA. Analyst Price Targets don't...

e.l.f. Beauty stock sits at an interesting crossroads right now. The intrinsic value estimate from a Discounted Cash Flow (DCF) approach points to the shares trading at a sizeable discount, while earnings-based valuation checks and a low value score suggest the stock is not obviously cheap. Over the past 5 years, e.l.f. Beauty has delivered a total return of about 212%, which puts current valuation front and center for anyone considering the stock today. Raised longer term revenue ambitions...

BAE Systems (LSE:BA.) is back in focus after its FAST Labs unit completed Phase 1 of DARPA’s THREADS program and secured Phase 2 funding, highlighting progress in high performance RF electronics and thermal management technology. See our latest analysis for BAE Systems. The THREADS progress sits alongside a strong run in BAE Systems’ shares, with a 30 day share price return of 24.55% and a year to date share price return of 28.73%. The 5 year total shareholder return of 348.36% points to...

Home Depot (HD) is in focus after CEO Ted Decker took temporary medical leave just days before the company’s upcoming quarterly earnings release, shifting attention to interim leadership and potential implications for the stock. See our latest analysis for Home Depot. Home Depot’s share price has slipped in the short term, with a 1-day share price return of 0.83% and a 7-day share price return of 4.71% ahead of earnings and the CEO’s temporary leave. A 90-day share price return of 13.9% and a...

Down double digits so far this year, Reddit joining the S&P 500 next week is welcome news for investors who believe in the forum's singular appeal.

Despite extreme volatility, the emerging asset class is known to produce big winners.

Early Tesla Inc. and Space Exploration Technologies Corp. investor Steve Jurvetson is backing two former leaders who worked at Elon Musk’s space company, aiming to solve AI’s rising electricity demand with off-grid solar and battery systems for data centers. Jurvetson...

Airbnb’s second quarter was marked by significant acceleration in both revenue and profitability, with management highlighting broad-based momentum across the business. CEO Brian Chesky attributed the outperformance to the compounding effects of hundreds of incremental product improvements, especially those powered by artificial intelligence (AI). Notably, guest conversion rates rose due to streamlined search and booking flows, while first-time booker growth reached its highest level in four yea