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Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]

Microsoft has quietly shuttered branches, pulled hardware production, and cut hundreds of jobs across China, yet its spokesperson insists the company has no plans to exit. The reason it keeps one foot firmly planted reveals how a shrinking presence can still be a profitable one.

Pony. ai (NASDAQ:PONY) announced on Friday that it intends to deploy more than 2,000 robotaxis across Europe as part of an expanded partnership with ride-hailing company Uber Technologies (NYSE:UBER).

Disney’s Q2 results were marked by a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D’Amaro emphasized that the company’s strategy of integrating creative content, technology, and fan engagement

The SymMicro system is expected to “come to life” in about six months, advancing the retailer's efforts to accelerate in-store pickup and delivery operations.

Mark Zuckerberg's AI manifesto hints at multiple investment opportunities.

Apple Inc (NASDAQ:AAPL) has trained its own large language model specifically for the Chinese market with assistance from Alibaba (NYSE:BABA), Reuters reported on Friday, signalling a change in the technology giant’s approach to introducing artificial intelligence services in China. The development could give Apple greater control over its AI technology as it prepares to bring Apple Intelligence to Chinese users.

TTM Technologies (NASDAQ:TTMI) crossed $1 billion in quarterly sales for the first time on its August 5 earnings call, and the number came with real momentum behind it. Revenue jumped 37% year-over-year while non-GAAP earnings per share climbed 71% to $0.99, both all-time highs for the printed circuit board maker. The obvious question is whether […]

Uber Technologies Inc (NYSE:UBER, XETRA:UT8), the ride-hailing platform, and Pony.ai, the Chinese autonomous vehicle developer, have expanded their partnership, planning to deploy 2,000 self-driving taxis across Europe and to extend their robotaxi cooperation to the Middle East. The agreement...

Investors weren't sweating the small stuff on Friday, even as the U.S.'s threat of an indefinite naval blockade against Iran pushed oil prices higher. The Cboe Volatility Index, or VIX, was flat at 14.

Capital One Financial (COF) is back in focus after agreeing to a 20 year naming rights extension for Capital One Arena, in connection with a planned US$1 billion plus transformation and expanded cardholder benefits. See our latest analysis for Capital One Financial. For context, Capital One Financial's share price has a 30 day share price return of 9.03% and a 90 day share price return of 19.59%. Its 3 year total shareholder return of 122.37% and 5 year total shareholder return of 44.90%...

AeroVironment’s updated analyst models now point to a lower implied fair value, with the estimate moving from about US$251.93 to roughly US$225.77 per share. Recent Street research links this reset in the price target to a mix of optimism around contract momentum and market positioning, set against concerns about execution risks, heavier investment, and valuation after expectations were sharply revised. As you read on, you will see how to track these shifting views and what to watch as the...

Intuitive Machines (LUNR) is back in focus after its second quarter 2026 earnings report, which paired record quarterly revenue of about US$206 million with a wider net loss and a reaffirmed full year outlook. See our latest analysis for Intuitive Machines. The earnings reaction has been volatile, with Intuitive Machines shares swinging from a steep intraday drop to finish higher and now trading at US$17.56. This leaves the stock with strong 1 year and multi year total shareholder returns,...

The travel industry, like every sector, is experimenting with the best use cases for AI. Fogel is working towards a world where tourism becomes an intelligence system in its own right

GM exited one joint venture deal to build batteries at a plant worth a total of $3.5 billion.

Alphabet's early bet on SpaceX has multiplied more than 100-fold, with the Google parent disclosing a stake worth about $94 billion at the end of June compared with the $900 million investment it said ‌it made in Elon Musk's rocket company in 2015. Alphabet has emerged as by far the largest single institutional holder of SpaceX ‌following its $86 billion IPO in June, according to a Reuters analysis of quarterly filings made public so far. The filings shed new light on the scale of positions acquired by ​SpaceX's backers as the company transitioned from a closely held startup to a publicly traded giant.

CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still

Applied Materials, Inc. (NASDAQ:AMAT) stock fell in premarket trading Friday after the chip equipment maker reported third-quarter results after Thursday’s market close.Applied Materials Posts Record MarginsApplied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 per share also topped estimates of $3.40. Revenue rose 15% sequentially and 25% from a year earlier. Adjusted gross margin reached a record 50.4%, up 150 bas

Investor Ross Gerber has weighed in on a clause inside Elon Musk‘s Tesla Inc. compensation package that could grant him a windfall worth hundreds of billions of dollars if the EV giant merges with or is taken over by an...

Investors are reaching for more risk — and getting paid for it.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

The next technology wave will produce a barbell: scaled platforms at one end, focused operators renting their capabilities at the other.

L&T to deploy NVIDIA B300 at its Chennai data centre to support Together AI’s cloud platform for large-scale training and inference.

As AI agents promise a future where payments self-execute and investment portfolios rebalance without human intervention, some fear that retail banking is the next logical evolution for agent-led automation. Financial institutions may not be doing enough to stop it.

The next AI winners may look nothing like Nvidia.

Coherent has significantly outperformed the broader market, while analysts remain strongly optimistic about its future growth prospects.

With its massive scale and focus on high-margin products, BlackRock stands out as a top financial stock for long-term investors right now.

BMS reveals plans for a new manufacturing hub in Houston, and Regeneron invests in startup developing a Dupixent competitor.

Venture capitalist Tim Draper projected on Tuesday that Bitcoin will go to infinity against the dollar in a fundamental global shift. Draper Confident About Bitcoin Adoption In an X post, Draper attached a screenshot of a March announcement about Jack...

DuPont analysis highlights five quality stocks, including PC Connection, Everus Construction and Expeditors International, based on key ROE drivers.