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Memory has always been the worst business in semiconductors, so when a top analyst says one company can hand back its entire market cap in buybacks, skepticism is the natural response. But the math and the contracts behind this claim deserve a much harder look.

Adobe shed nearly a third of its value from peak to trough as Wall Street declared its creative empire vulnerable to generative AI, but a string of record earnings and a tripling of AI revenue are forcing a rethink of that verdict.

Netflix Stock Slips After Two Gaming Studios Close in Major Strategy Shift

AbbVie's neuroscience franchise posts strong first-half growth, with Vyalev accelerating and tavapadon poised to add another potential growth driver.

Decades of market history suggest this rally has room

Strategy (Nasdaq: MSTR), the world's leading Bitcoin (BTC) treasury company led by billionaire Michael Saylor, faces another MSCI (formerly Morgan Stanley Capital International) delisting threat as the index provider opened a new consultation on the eligibility of non-operating ...

The company bought out striking mechanics instead.

Denise Dresser exited after eight months and Brad Lightcap after eight years, while OpenAI’s foundations start to look shaky.

The quant fund also exited AppLovin.

Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.

Shares in the digital payments leader are 81% off their all-time record.

A tie-up between two of America’s biggest refiners would have reshaped the industry, but antitrust concerns and operational complexity ultimately derailed the deal.

Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early...

Tom Lee wants a 10% correction before the S&P 500 reaches 8,000. Bitcoin, near $63,000, already took that hit.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across the group.

Broad Market Indicators Broad-market exchange-traded fund IWM rose and IVV edged lower. Active

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 27% year on year to $260 million. On top of that, next quarter’s revenue guidance ($270 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $0.70 per share was 15.1% above analysts’ consensus estimates.

Furniture retailers have spent years waiting for the housing market to revive demand for sofas, beds, and other big-ticket home purchases. That rebound remains elusive, but some of the industry's biggest players are finding growth anyway. Wayfair reported second-quarter net revenue of $3.5 billion, ...

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

Last October, JPMorgan ended Polymarket’s banking relationship over regulatory concerns but still maintains significant ties to the platform.

ANI Pharmaceuticals' low valuation and strong 2026 growth outlook face a key test as Cortrophin execution risk rises.

Retail sales just fell for the first time in nine months, and consumer confidence dropped to 51. Here's what a tired shopper means for the stock market.

Strike 2! York Space IPO'ed just earlier this year, and has already missed earnings twice.

Bank Leumi's 2022 attempt died at the Bank of Israel. A softer regulatory line and Galaxy's custody stack now give it another shot in early 2027.

Bill Ackman's Pershing Square Holdings has taken a stake in Netflix after having previously exited the streamer in 2022. You, too, should add NFLX stock given its tepid valuation.

Cortrophin guidance cuts put more pressure on ANI Pharmaceuticals' second-half execution as the drug must deliver a sharper growth ramp.

In August 2026, UnitedHealth Group’s board authorized a cash dividend of US$2.32 per share, paid on September 22, 2026, to shareholders of record as of September 14, 2026, while also outlining further exits from certain Medicare Advantage plans and updated margin expectations. These moves, alongside earnings supported by lower medical costs and a higher 2026 adjusted EPS outlook, highlight how management is reshaping its Medicare footprint and capital returns policy in response to evolving...

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...