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Applied Materials (NASDAQ:AMAT) shares fell 5. 4% in pre-market trading after the semiconductor equipment maker’s record fiscal third-quarter 2026 results failed to impress investors following the stock’s substantial year-to-date rally.
Both earnings growth and the “surprise ratio,” the share of companies exceeding analyst expectations, are near historic highs. What’s more important is how many companies are upbeat about the future. Luckily, analysts at Bespoke Investment Group keep track of such things.
Two years after going public, social-media platform Reddit is joining the S&P 500. It will replace AvalonBay Communities, a real-estate investment trust that is being bought by fellow S&P 500 member Equity Residential, creating a vacancy in the index. Reddit will take AvalonBay's spot before trading opens on Aug. 18, S&P Dow Jones Indices said after Thursday's close.
JPMorgan Chase (NYSE:JPM) reportedly ended its banking relationship with Polymarket in late 2025 over regulatory concerns, highlighting the challenges prediction-market companies face as the industry rapidly expands in the U.S. Polymarket was asked by JPMorgan in October to seek a...
Archer's falling share price and improved business make its risk-reward balance more attractive.
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 […]
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 […]
Lowe's has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
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 […]
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 […]
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 […]
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 […]
Microsoft has quietly shuttered branches, pulled hardware production, and cut hundreds of jobs across China, yet its spokesperson insists the company has no plans to exit. The reason it keeps one foot firmly planted reveals how a shrinking presence can still be a profitable one.
Pony. ai (NASDAQ:PONY) announced on Friday that it intends to deploy more than 2,000 robotaxis across Europe as part of an expanded partnership with ride-hailing company Uber Technologies (NYSE:UBER).
Disney’s Q2 results were marked by a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D’Amaro emphasized that the company’s strategy of integrating creative content, technology, and fan engagement
The SymMicro system is expected to “come to life” in about six months, advancing the retailer's efforts to accelerate in-store pickup and delivery operations.
Mark Zuckerberg's AI manifesto hints at multiple investment opportunities.
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.
It has gained around 22% in the week since the first tranche of shares were unlocked last Thursday and another release is coming next week.
Apple Inc (NASDAQ:AAPL) has trained its own large language model specifically for the Chinese market with assistance from Alibaba (NYSE:BABA), Reuters reported on Friday, signalling a change in the technology giant’s approach to introducing artificial intelligence services in China. The development could give Apple greater control over its AI technology as it prepares to bring Apple Intelligence to Chinese users.
TTM Technologies (NASDAQ:TTMI) crossed $1 billion in quarterly sales for the first time on its August 5 earnings call, and the number came with real momentum behind it. Revenue jumped 37% year-over-year while non-GAAP earnings per share climbed 71% to $0.99, both all-time highs for the printed circuit board maker. The obvious question is whether […]
Uber Technologies Inc (NYSE:UBER, XETRA:UT8), the ride-hailing platform, and Pony.ai, the Chinese autonomous vehicle developer, have expanded their partnership, planning to deploy 2,000 self-driving taxis across Europe and to extend their robotaxi cooperation to the Middle East. The agreement...
Strategy's business model is under stress, but there's still no need to panic for Bitcoin investors.
Fox Corp (NASDAQ:FOX) Class A shares climbed 4. 1% in pre-market trading to $68.
Investors weren't sweating the small stuff on Friday, even as the U.S.'s threat of an indefinite naval blockade against Iran pushed oil prices higher. The Cboe Volatility Index, or VIX, was flat at 14.
Reddit (NYSE:RDDT) shares jumped 12. 3% in pre-market trading after S&P Dow Jones Indices announced that the social media company will enter the S&P 500 before the opening bell on August 18.
Capital One Financial (COF) is back in focus after agreeing to a 20 year naming rights extension for Capital One Arena, in connection with a planned US$1 billion plus transformation and expanded cardholder benefits. See our latest analysis for Capital One Financial. For context, Capital One Financial's share price has a 30 day share price return of 9.03% and a 90 day share price return of 19.59%. Its 3 year total shareholder return of 122.37% and 5 year total shareholder return of 44.90%...
AeroVironment’s updated analyst models now point to a lower implied fair value, with the estimate moving from about US$251.93 to roughly US$225.77 per share. Recent Street research links this reset in the price target to a mix of optimism around contract momentum and market positioning, set against concerns about execution risks, heavier investment, and valuation after expectations were sharply revised. As you read on, you will see how to track these shifting views and what to watch as the...