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1 Industrials Stock to Own for Decades and 2 Facing Challenges
StockStory22d agoneutral
1 Industrials Stock to Own for Decades and 2 Facing Challenges

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 1.8% return lagged the S&P 500 by 9.3 percentage points.

Bloomberg22d agoneutral
AI Startup Cognition in New Funding Talks at $40 Billion Value

(Bloomberg) -- Cognition AI Inc. is in early talks with investors for a new funding round that may boost the coding startup’s valuation by more than 50% to at least $40 billion, people familiar with the matter said.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 202

Bloomberg22d agoneutral
SK Hynix, Samsung Extend Gains After Report Temasek to Invest

(Bloomberg) -- South Korean chipmakers extended gains following a local media report that Singapore’s Temasek Holdings Pte plans to invest in their stocks. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Trillion Capital Markets to Challenge

3 Market-Beating Stocks Worth Your Attention
StockStory22d agobullish
3 Market-Beating Stocks Worth Your Attention

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Does Stronger Q2 Profitability and Capital Returns Shift the Bull Case for Restaurant Brands (QSR)?
Simply Wall St.22d agoneutral
Does Stronger Q2 Profitability and Capital Returns Shift the Bull Case for Restaurant Brands (QSR)?

In early August 2026, Restaurant Brands International reported past second-quarter 2026 results showing year-on-year increases in sales to US$1,405 million, revenue to US$2,520 million, and net income to US$507 million, alongside a declared third-quarter dividend of US$0.65 per share and completion of a US$205.86 million buyback. Beyond headline figures, a sharper rise in earnings per share, continued Burger King operational improvements, and incremental share count reduction through...

Comcast (CMCSA) Launches Global Enterprise Connectivity Lab In First International Collaboration
Simply Wall St.22d agoneutral
Comcast (CMCSA) Launches Global Enterprise Connectivity Lab In First International Collaboration

Comcast (NasdaqGS:CMCSA) unit Comcast Business and Colt Technology Services have launched a joint global innovation lab focused on automating enterprise connectivity. The lab aims to create API driven interoperability between the two companies' networks and service platforms to simplify cross border operations for multinational customers. This marks Comcast Business's first international collaboration to build programmatic, automated workflows for accessing connectivity services. The...

Why Riot Platforms (RIOT) Is Down 6.1% After Striking a $9.1 Billion AI Data Center Deal
Simply Wall St.22d agoneutral
Why Riot Platforms (RIOT) Is Down 6.1% After Striking a $9.1 Billion AI Data Center Deal

In August 2026, Riot Platforms reported second-quarter 2026 results showing revenue of US$174.24 million but a net loss of US$237.17 million, driven in part by almost US$27.97 million of impairment charges, while bitcoin production rose to 1,587 coins. On the same day, the company revealed a long-term agreement to lease 191 MW of IT capacity at its Rockdale, Texas campus to a leading AI lab in a US$9.10 billion, 20-year data center deal, signaling a major move toward becoming an AI...

Solaris Energy Infrastructure (SEI) Earnings And Dividend Update Put Valuation Back In Focus
Simply Wall St.22d agoneutral
Solaris Energy Infrastructure (SEI) Earnings And Dividend Update Put Valuation Back In Focus

How Solaris Energy Infrastructure’s Recent Earnings and Dividend Update Frame the Stock Solaris Energy Infrastructure (SEI) has just reported second quarter 2026 results alongside a fresh dividend decision, giving you new data on sales, earnings and cash returns to shareholders. See our latest analysis for Solaris Energy Infrastructure. Alongside these earnings and dividend updates, Solaris Energy Infrastructure has also been active on the corporate front with its investment in Deployable...

Will Nasdaq's (NDAQ) LeveL Markets Deal and Digital Liquidity Push Redefine Its Market Role?
Simply Wall St.22d agoneutral
Will Nasdaq's (NDAQ) LeveL Markets Deal and Digital Liquidity Push Redefine Its Market Role?

Nasdaq recently entered a definitive agreement to acquire all equity interests of LeveL Markets, a U.S. Alternative Trading System, to broaden its institutional trading and always-on digital liquidity capabilities. The deal, paired with the creation of a Digital Liquidity Networks unit led by Roland Chai, highlights Nasdaq’s push into more connected, institutional-grade market infrastructure. We’ll now explore how Nasdaq’s move to integrate LeveL Markets into its new Digital Liquidity...

Why Is Marvell Technology (MRVL) Investing $250 Million In India Now?
Simply Wall St.22d agoneutral
Why Is Marvell Technology (MRVL) Investing $250 Million In India Now?

Marvell Technology (NasdaqGS:MRVL) announced a planned US$250 million investment in India aimed at expanding its presence in the country. The company intends to roughly double its local headcount and grow facilities to support work on semiconductors, AI and cloud related solutions. Marvell plans to deepen its role in India's semiconductor ecosystem through R&D, university collaboration and industry partnerships. The move signals a long term commitment to building global engineering capacity...

Northrop Grumman (NOC) Secures Missile Defense Deals, Is The Stock Still Undervalued?
Simply Wall St.22d agobearish
Northrop Grumman (NOC) Secures Missile Defense Deals, Is The Stock Still Undervalued?

Why the new missile defense agreements matter for Northrop Grumman stock Northrop Grumman (NOC) has signed two multi year framework agreements worth over US$3b to expand production of missile defense components. For investors, the contracts highlight fresh visibility on demand for key defense programs. See our latest analysis for Northrop Grumman. At a share price of US$575.69, Northrop Grumman has seen a 6.68% 30 day share price return and a 0.67% 1 year total shareholder return. The 5 year...

What Is SEALSQ (LAES) Building With Trusted AI Identity And Post Quantum Security?
Simply Wall St.22d agoneutral
What Is SEALSQ (LAES) Building With Trusted AI Identity And Post Quantum Security?

SEALSQ (NasdaqGS: LAES) and WISeKey are positioning the WISeID digital identity platform at the center of trusted AI, digital identity, and post quantum security. The companies are highlighting an integrated approach that uses SEALSQ's post quantum semiconductors as a hardware root of trust for WISeID. The initiative targets cryptographically verifiable digital identities for users and AI agents as the AI economy expands. The effort underscores a wider move by SEALSQ toward building a trust...

Elbit Systems (TASE:ESLT) Stock Looks Cheap On Earnings But Pricey On Broader Value
Simply Wall St.22d agoneutral
Elbit Systems (TASE:ESLT) Stock Looks Cheap On Earnings But Pricey On Broader Value

Elbit Systems has delivered a very large 424.6% return over the past five years, yet its latest valuation checks suggest the stock is not an obvious bargain at around ₪2,340 per share. After such a strong run, investors are weighing that track record against a low overall value score and fresh contract wins that may already be reflected in the price. Over five years, Elbit Systems has returned 424.6%, which puts recent share price strength front and center in any valuation discussion. New...

BofA sends strong message on Nvidia's weak spot
TheStreet22d agoneutral
BofA sends strong message on Nvidia's weak spot

Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...

United States Antimony Q2 Earnings Call Highlights
MarketBeat22d agoneutral
United States Antimony Q2 Earnings Call Highlights

United States Antimony (NYSE:UAMY) reported lower second-quarter revenue as antimony selling prices declined sharply from a year earlier, while the company expanded volumes, built inventory for government deliveries and advanced mining and processing projects in North America. Revenue for the quart

2 Services Stocks on Our Watchlist and 1 We Brush Off
StockStory22d agoneutral
2 Services Stocks on Our Watchlist and 1 We Brush Off

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 17.8% gain over the past six months, beating the S&P 500 by 6.7 percentage points.