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Coeur Mining (CDE) Just Topped $1B in Quarterly Revenue. Can It Last?
Insider Monkey3d agoneutral
Coeur Mining (CDE) Just Topped $1B in Quarterly Revenue. Can It Last?

Coeur Mining (NYSE:CDE) just delivered the biggest quarter in its history on August 6. Quarterly revenue crossed $1 billion for the first time, powered by the first full quarter of contributions from the newly acquired New Afton and Rainy River mines. Free cash flow hit a record, the cash balance topped $1 billion, and the […]

Electric Vehicles Today - Energy Volatility Fuels Rapid Global Electric Revival
Simply Wall St.3d agoneutral
Electric Vehicles Today - Energy Volatility Fuels Rapid Global Electric Revival

Recent developments in global electric vehicle (EV) adoption suggest a rapid increase due to ongoing energy volatility. According to Wood Mackenzie, three key factors could significantly elevate EV sales: enhanced government investments in the EV supply chain, rising fuel prices prompting consumer shifts to EVs, and faster-than-expected technological advancements. Under a scenario they describe as "electric shock," these factors could reduce global oil demand and influence major markets, with...

Companies Have Rarely Had Such Great Expectations
The Wall Street Journal3d agoneutral
Companies Have Rarely Had Such Great Expectations

Both earnings growth and the “surprise ratio,” the share of companies exceeding analyst expectations, are near historic highs. What’s more important is how many companies are upbeat about the future. Luckily, analysts at Bespoke Investment Group keep track of such things.

Reddit Shares Pop Before S&P 500 Inclusion
The Wall Street Journal3d agoneutral
Reddit Shares Pop Before S&P 500 Inclusion

Two years after going public, social-media platform Reddit is joining the S&P 500. It will replace AvalonBay Communities, a real-estate investment trust that is being bought by fellow S&P 500 member Equity Residential, creating a vacancy in the index. Reddit will take AvalonBay's spot before trading opens on Aug. 18, S&P Dow Jones Indices said after Thursday's close.

Boston Scientific (BSX) Faces Growth Slowdown in Key Businesses
Insider Monkey3d agoneutral
Boston Scientific (BSX) Faces Growth Slowdown in Key Businesses

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 […]

Did Regulators Just Create a Headwind for Intercontinental Exchange (ICE) Stock?
Insider Monkey3d agoneutral
Did Regulators Just Create a Headwind for Intercontinental Exchange (ICE) Stock?

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 […]

Why Investors Are Taking a Fresh Look at DoorDash (DASH)
Insider Monkey3d agoneutral
Why Investors Are Taking a Fresh Look at DoorDash (DASH)

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 […]

Salesforce (CRM) Loses Favor as AI Opportunities Shift
Insider Monkey3d agoneutral
Salesforce (CRM) Loses Favor as AI Opportunities Shift

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 Walks Away From China
24/7 Wall St.3d agoneutral
Microsoft Walks Away From China

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.

5 Must-Read Analyst Questions From Disney’s Q2 Earnings Call
StockStory3d agoneutral
5 Must-Read Analyst Questions From Disney’s Q2 Earnings Call

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

Apple Develops China-Specific AI Model With Alibaba Support, Reuters Reports
InvestorsHub3d agoneutral
Apple Develops China-Specific AI Model With Alibaba Support, Reuters Reports

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 (TTMI) Just Broke $1B, So What’s Next?
Insider Monkey3d agoneutral
TTM Technologies (TTMI) Just Broke $1B, So What’s Next?

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 […]

Robotaxis coming to Europe as Uber and China's Pony team up
Proactive3d agoneutral
Robotaxis coming to Europe as Uber and China's Pony team up

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...