Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
XLV's concentrated 60-stock portfolio beat VHT's broader 423 holdings over five years, though VHT delivered stronger 1-year returns.
One generates 20% net margins on $12.2B in revenue; the other pulls $10.8B in free cash flow despite a 1.7x debt load.
DaVita stock has climbed 69.6% over the past three years. After a recent pullback and a strong value score, the current price still raises questions about how much upside investors are actually paying for. Over the past 3 years, DaVita has returned 69.6%, which puts recent share price weakness in the context of a longer period of strong gains. Support for the valuation can come from expectations that DaVita benefits from growing demand for integrated kidney and metabolic care. Execution...
One generates $12.5B in free cash flow despite a net loss; the other bleeds cash while restructuring.
The dip in AMD's shares looks like a good buying opportunity.
In the past week, Fluor Corporation reported second-quarter 2026 results with revenue of US$4,329 million and net income of US$114 million, alongside strong new awards of over US$6,000 million that lifted backlog to about US$26,900 million. At the same time, Fluor continued building its nuclear capabilities and governance bench by adding retired U.S. Navy Admiral James F. (Frank) Caldwell Jr. to its board and key committees, aligning board expertise with its growing presence across the...
EPS and revenue beat estimates
SpaceX is now well below its IPO price.
Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...
These companies have solid records of paying stable-to-growing dividends.
Berkshire Hathaway earnings rose 16%. The conglomerate is in a buy zone as investors get over their post-Buffett hangover.
Investing.com - Berkshire Hathaway Inc. drew down its record cash pile to $364.7 billion in the second quarter as Chief Executive Officer Greg Abel ramped up stock repurchases to $4.53 billion and oversaw a doubling in net profit. Moving aggressively into the equity market, Berkshire became a net buyer of stocks for the first time in 15 quarters, deploying billions into top holdings such as Alphabet Inc.. Simultaneously, the conglomerate repurchased $4.53 billion of its own shares in the three m
(Bloomberg) -- Berkshire Hathaway Inc. spent about $4.5 billion to buy back its own shares in the second quarter, providing shareholders with the largest quarterly payout since 2021.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordWalmart Tests Fulfillment Cart Changes After Child Hit in StoreWhy Do Data Centers Use So Much Fresh Water?Trump Administration Considers Order on Autism and VaccinesO
AMD's data center revenue is soaring on strong demand from the artificial intelligence industry.
Steelmaker Nucor and chip-gear giant ASML are among five stocks near buy points with earnings in the rearview mirror.
JPMorgan Chase has been firing on all cylinders.
Intuitive Surgical has shed a third of its value while its robotic surgery peers barely flinched, and Wall Street's most bullish analyst sees an outcome that would leave anyone who sold near the bottom regretting it.
In early August 2026, Novavax reported Q2 2026 revenue of US$56.7 million, sharply lower than the prior year, and moved from net income to a net loss of US$53.39 million, translating into basic and diluted losses of US$0.32 per share from continuing operations. Alongside the weak year-on-year comparisons, Novavax beat analyst expectations for both revenue and earnings and highlighted progress on high-profile partnerships, including Sanofi and Pfizer, while also filing an US$82.47 million...
You don't have to pick individual stocks to have a good shot at outperforming the market.
Amazon crushed second-quarter earnings, but its rally will extend for a long time.
Buying Nvidia on the dip in the past has always paid off. It could do so again.
Duolingo (NasdaqGS:DUOL) has launched a creative partnership with Luckin Coffee featuring co branded beverages, packaging and merchandise aimed at Gen Z customers. The collaboration focuses on digital first experiences and culture driven engagement that connect language learning with everyday lifestyle moments. The campaign extends Duolingo’s brand presence beyond its app into physical retail locations and experiential touchpoints. Both companies are targeting younger consumers by combining...
Fluor’s earnings surprise and what it means for investors Fluor (FLR) surprised the market with second quarter 2026 results that exceeded consensus revenue and earnings expectations, despite earlier concerns about supply chain pressures and a weak trend in analyst earnings revisions. See our latest analysis for Fluor. Fluor’s recent earnings surprise has come alongside strong momentum in the stock, with a 1-day share price return of 16.9% and a 90-day share price return of 31.6%. The 5-year...
SentinelOne (S) has been in focus after unveiling new AI security partnerships with ConnectWise and Amazon Web Services, alongside fresh autonomous response features. This has raised questions about how these moves align with the current stock performance. See our latest analysis for SentinelOne. These new SentinelOne alliances and AI features have arrived as momentum in the stock has been building, with a 30 day share price return of 20.16% and a year to date share price return of 46.17%...
Paying for double exposure sounds like a straightforward bet on NVIDIA, but the daily mechanics of leveraged ETFs can quietly work against you in ways the product factsheet does not spell out.
CVS Health (CVS) is targeting the earliest point in a customer's weight-loss drug decision: the first consultation. On Aug. 5, the company dropped the cash price of a MinuteClinic online weight-loss visit to $29, with no membership and no monthly fee. That is the lowest sticker price in the ...
Airbnb topped estimates in the second quarter as its investments in new products seem to be paying off.
Valero Energy (VLO) is back in focus after completing a sizeable share repurchase program, alongside releasing detailed second quarter and first half 2026 results that set the latest reference points for the stock. See our latest analysis for Valero Energy. At a share price of $298.31, Valero Energy has eased in the past week with a 7 day share price return that declined 4.66%, yet its 90 day share price return of 23.75% and very large 5 year total shareholder return of 425.65% point to...
Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple’s long-term opportunity in the region. Despite that progress, the market’s attention has […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
