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The hosts of the Acquired podcast found that ESPN was the perfect multidecade funding source for acquisitions and theme parks

CDNS raises its 2026 outlook as AI demand expands across EDA, hardware and IP, while record backlog and agentic AI engagements bolster growth.

Cadence pairs rising AI-driven design demand, higher earnings expectations and stronger cash flow with a valuation still well above key benchmarks.

MMM's Transportation & Electronics strength, broad industrial momentum and raised 2026 earnings outlook point to continued business growth.

Consumer spending fell in July while Middle East hostilities weigh on risk appetite, today, Aug. 14, 2026.

The insider disposed of 40,000 shares, representing a 10% reduction in total holdings.

MP Materials' revenue surge in 1H26 as NdPr sales and pricing rise, while magnetics expands. Can its growth initiatives sustain momentum?

A court cut down how long Apple customers will have to wait to receive part of a $250 million settlement.

As traditional copper infrastructure gives way to high-speed optical transceivers, AAOI's vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

What the options market has priced into Intuit is not a direction but a range wide enough to change how big a position should be.

Roper's Application Software segment drives growth as SaaS adoption, GenAI innovation and recurring revenues support strong momentum.

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Billionaire investor Bill Ackman is returning to Netflix Inc., taking a 3.15 million-share position four years after a $400 million loss. The new...

Robinhood Market (NASDAQ:HOOD) CIO Stephanie Guild says the artificial intelligence boom may keep driving stocks to fresh records, but its enormous appetite for capital is creating a new threat to the rally: a 10-year Treasury yield above 5%. Speaking to...

Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.

(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.

Nubank just posted a result that sent its stock to a five-month high while every fintech peer around it fell flat or dropped hard, and the reason why reveals something important about where Latin American banking is heading.

AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.

Here's who may qualify for a cash payout and how to file a claim in the Tesla "idle fees" class action settlement.

Applied Industrial's Q4 earnings and sales top estimates, while organic growth and margin gains support its upbeat fiscal 2027 outlook.

Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.

Two high-growth names at good valuations.

Space Force taps Rocket Lab, Amazon, Lockheed Martin and more for communications contracts. SpaceX closes $60 billion Cursor deal.

Citigroup CEO Jane Fraser said a strong version of the CLARITY Act would be “excellent for the system,” despite unresolved concerns for banks. Citi recently ...

MO gains 12.8% YTD as smoke-free growth and pricing support earnings, but cigarette declines and oral tobacco weakness temper the outlook.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.9% has fallen short of the S&P 500’s 13.5% rise.

Sandisk Corporation (SNDK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Quanta Services (PWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Cheaper than the market on earnings and nearly double it on sales, the miner's valuation rests on how much of each revenue dollar it keeps.