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A Korea-sparked overnight surge lit the fuse, but SanDisk's investor day dropped on top of an already-moving sector with some of these names still sitting deep in the red from last month. Here is what is actually driving the storage stack today and whether the momentum holds.
Mastercard's faster-growing services business could capture additional economics as AI agents initiate and authenticate more commercial transactions.
Index funds were supposed to bury active management, yet one fund with $360 billion in assets keeps writing checks to private AI companies that indexers cannot touch. What Capital Group built inside AGTHX defies the obituary Wall Street already wrote.
JPMorgan Chase stock has delivered a strong 166.0% total return over the past 5 years, and the latest intrinsic value work using the Excess Returns model now points to the shares trading at a discount, while traditional valuation checks paint a more mixed picture. That split leaves investors weighing a stock with solid long term performance against signals that are not fully one sided on value. Over 5 years, a 166.0% total return suggests JPMorgan Chase has already created substantial value...
Merck stock has almost doubled investors' money over the past five years, yet there is a clear split between valuation tools. A Discounted Cash Flow (DCF) estimate points to a sizeable gap to intrinsic value, while market based multiples suggest the shares are already pricing in a lot of optimism. Merck has returned 99.7% over five years, which puts recent gains in focus as investors weigh how much future growth is already reflected in the price. Ongoing investment in oncology and new...
Silver delivered 70.7% returns over one year but swung 52% deeper in drawdowns. Gold's lower costs and stability appeal to risk-averse bullion investors.
Citizens JMP Securities upgrade of Okta points to growing demand for securing AI agents as a key near-term catalyst ahead of the company’s Aug. 26 earnings report.
Rigetti's latest technical signal has bullish implicatoins
Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.
(Updates with company response in the last two paragraphs.) Robinhood Markets (HOOD) plans to acc
Telesat (NASDAQ:TSAT) reported a second-quarter net loss of CAD 559 million as the satellite operator continued to invest in its Lightspeed low Earth orbit network, while its legacy geostationary-orbit business faced ongoing revenue pressure. Chief Financial Officer Donald Tremblay said the quarter
Valneva (NASDAQ:VALN) reported lower first-half revenue and wider losses for 2026, while maintaining its full-year sales outlook and emphasizing its cash position, restructuring measures and expectations for regulatory progress on its Lyme disease vaccine candidate with Pfizer. CEO Thomas Lingelbac
X-Energy (NASDAQ:XE) reported second-quarter 2026 revenue and grant income of $54.6 million, up 154% from a year earlier, as engineering activity increased under the U.S. Department of Energy’s Advanced Reactor Demonstration Program, or ARDP. CEO Clay Sell also said the Department of Energy formall
Curaleaf CEO Boris Jordan says he tried to play nice before taking its $4-per-share Aurora bid public. “We wanted to be friendly,” he said in an exclusive interview.
Seagate's AI-driven storage demand, rising margins and strong cash flow could make it the next big AI infrastructure winner.
QCi and Quantinuum offer 75%+ upside as commercial adoption, revenue growth and new partnerships shape quantum stocks in August.
Why is crypto market maker Wintermute making a major push into traditional markets with plans to deploy $1 billion? Scott Melker breaks down what’s behind the move and why Wintermute is expanding beyond crypto. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Tesla seeks $10.1 billion Texas solar factory as Musk supercharges U.S. energy push
HSR period lapses as Rocket Lab moves to replace a $3.6 billion bridge facility
Microsoft stock gets a stunning price target hike on AI growth
One departure raises bigger questions about Google's AI bench
IREN shares surge after Microsoft accepts first Texas AI cloud installation
OpenAI's IPO target is colliding with SoftBank's 2027 deadline.
VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.
BofA sees server CPUs topping $210 billion by 2030.
Samik Chatterjee expects core growth to accelerate in the half ending January
Margin pressure overshadows stronger guidance.
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