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Millions of 401(k) Holders Could Be Forced to Buy Anthropic Stock. Forced Buying of SpaceX Has Already Cost Retirement Accounts $500 Million.
24/7 Wall St.1d agobullish
Millions of 401(k) Holders Could Be Forced to Buy Anthropic Stock. Forced Buying of SpaceX Has Already Cost Retirement Accounts $500 Million.

Anthropic filed confidentially for a US initial public offering with the Securities and Exchange Commission on June 1, 2026, reportedly targeting a Nasdaq listing in September or early October at a valuation near $965 billion, with Goldman Sachs, JPMorgan, and Morgan Stanley reportedly leading an offering aiming to raise more than $60 billion. If that ... Millions of 401(k) Holders Could Be Forced to Buy Anthropic Stock. Forced Buying of SpaceX Has Already Cost Retirement Accounts $500 Million.

Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks
Simply Wall St.1d agobullish
Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks

Workday stock has surged in the past month, yet the valuation signals are split. An intrinsic value estimate from a Discounted Cash Flow (DCF) model points to a sizeable gap to the current price, while market based multiples suggest the shares are not cheap and the broader value checks lean that way too. Workday is up 47.7% over the past month, which puts recent momentum in sharp contrast with a longer term record that includes a 7.0% decline over the past year. The reported acquisition...

5 Dividend Kings to Buy and Hold Forever in August
24/7 Wall St.1d agobullish
5 Dividend Kings to Buy and Hold Forever in August

Fifty-plus years of unbroken dividend raises sounds like a floor, but not every Dividend King deserves a permanent seat in your portfolio right now. Five do, and one of them is actually trading at a discount that long-term income investors rarely get handed.

Waste Management (WM) Fell Behind the Rally. Is It an Opportunity?
Insider Monkey1d agobullish
Waste Management (WM) Fell Behind the Rally. Is It an Opportunity?

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 […]

Could AI Infrastructure Fuel GE Vernova’s (GEV) Next Rally?
Insider Monkey1d agobullish
Could AI Infrastructure Fuel GE Vernova’s (GEV) Next Rally?

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 […]

Nu Holdings Shares Surge After First $1 Billion Quarterly Profit
InvestorsHub1d agobullish
Nu Holdings Shares Surge After First $1 Billion Quarterly Profit

Nu Holdings (NYSE:NU) shares jumped 9. 1% in pre-market trading after the Latin American digital banking group delivered a record second-quarter performance, including quarterly net income above $1 billion for the first time in its 13-year history.

How Pershing Square’s AI-Focused Stake and New Partnerships At Mastercard (MA) Has Changed Its Investment Story
Simply Wall St.1d agobullish
How Pershing Square’s AI-Focused Stake and New Partnerships At Mastercard (MA) Has Changed Its Investment Story

In recent days, Mastercard’s Eastern Europe, Middle East and Africa unit named 20-year company veteran Yasemin Bedir as its next president effective September 1, 2026, while the company also expanded collaborations ranging from crypto-compliant cross-border stablecoin payments with Borderless.xyz to merchant cloud services with Fiserv and enhanced co-branded card benefits with American Airlines and Citi. At the same time, Bill Ackman’s Pershing Square has disclosed a new position in...

Centene (CNC) Stock Still Looks Like A Bargain As Shares Jumped 145%
Simply Wall St.1d agobullish
Centene (CNC) Stock Still Looks Like A Bargain As Shares Jumped 145%

Centene stock has surged over the past year, yet the current checks still suggest it leans on the cheap side, so investors are weighing how much of the recent optimism is already reflected in the price. Centene has returned 145.2% over the past year, which puts a spotlight on whether the recent share price strength is outpacing the underlying fundamentals. Raised expectations for future revenue and earnings, together with a plan to redeem part of its debt, can support the case for improved...