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CrowdStrike recently expanded its Project QuiltWorks program to small and mid-sized businesses worldwide via major distributors and cloud marketplaces, aiming to secure frontier AI risks across every layer of the stack. This push brings enterprise-grade AI security, remediation services, and financial protection to organizations that previously lacked resources to operationalize such defenses, highlighting CrowdStrike’s broadening role in AI-era cybersecurity. We’ll now examine how extending...

Bill Ackman’s Pershing Square has reentered Netflix (NasdaqGS:NFLX) with a significant position after previously exiting the stock. The hedge fund’s move reflects renewed confidence in Netflix’s competitive position in streaming. Ackman has said Netflix has effectively won the streaming wars and has pointed to an expectation of double digit revenue growth. Netflix is far from the only company where founder influence and long term vision have shaped the investment story. It can be useful to...

Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value estimate while earnings based multiples still suggest room for optimism. That split has put valuation in sharp focus after a strong run in the share price. Over the last 3 years, Taiwan Semiconductor Manufacturing has delivered a very large total return of about 3.8x, which puts extra scrutiny on whether today’s price...

Motorola Solutions (MSI) has completed two fixed income offerings totaling about US$950 million, including 4.850% notes due 2029 and 5.650% notes due 2036, with several major banks joining as co lead underwriters. See our latest analysis for Motorola Solutions. Recent moves in Motorola Solutions’ fixed income funding sit alongside a strong 30 day share price return of 14.57% and a 3 year total shareholder return of 73.58%. These developments point to building momentum around the company’s...

Enterprise Products Partners (EPD) is in focus as it prepares to present at Citi’s 2026 Natural Resources Conference in Las Vegas on August 11, 2026. The event is drawing attention to its income profile and recent unit performance. See our latest analysis for Enterprise Products Partners. The upcoming Citi conference appearance follows a solid run, with Enterprise Products Partners’ share price delivering a year-to-date return of 20.96% and a 1-year total shareholder return of 31.49%. The...

Over the past six months, Markel Group’s shares (currently trading at $1,842) have posted a disappointing 11.5% loss, well below the S&P 500’s 13.5% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

A Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax money already collected from big tech firms. The Maryland Tax Court said the tax violates the federal Internet Tax Freedom Act as well as the First Amendment and the commerce and due process clauses of the U.S. Constitution. Maryland estimated the tax, approved in 2021, could raise about $250 million a year to help pay for a sweeping K-12 education measure.

Activists also report to the SEC on MBX Biosciences, Core Scientific, Gran Tierra Energy, and Shoulder Innovations.

Berkshire was busy buying stocks in the second quarter. Here are all the stocks that Greg Abel & Co. added to the portfolio — and the ones they sold, too.

Gemini Space Station Inc (GEMI) reports record services revenue and cost cuts, yet faces headwinds from a 66% drop in spot trading volume and a $20.1 million fraud-related provision.

Over the past six months, PVH has been a great trade, beating the S&P 500 by 11.1%. Its stock price has climbed to $84.88, representing a healthy 24.5% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Intuit is one of three cheap, dividend-paying tech stocks flying under the radar, with Wall Street price targets suggesting up to 151% upside for the software giant.

On July 29, AbCellera Biologics Inc. (NASDAQ:ABCL) and Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) announced a strategic collaboration to research, develop, and commercialize multispecific T-cell engagers (TCEs) for autoimmune diseases. Under the agreement, AbCellera will leverage its proprietary TCE platform to lead discovery, while Vertex will fund all research and development and retain commercialization rights. In return, […]

<body><p>VIDEO SHOWS: n/a</p><p>STORY: U.S. stocks ended lower on Friday, with the Dow, S&P 500 and Nasdaq each down less than three-tenths of a percent. The S&P 500 dropped marginally a day after its record high close.</p><p>Shares of chipmakers dropped, with investors nervous about high valuations of AI-related stocks. Broadcom shed about 6%, while shares of Intel lost 2%.</p><p>The declines come despite a sharp August rebound for semiconductors. But Brad Conger, chief investment officer at Hirtle & Co., remains cautious on the sector.</p><p>"On the semiconductors, what we're seeing is a very supply constrained market where gross margins are now in the mid-80s, which is extraordinary. It's something we've never seen before for these companies. And it really just shows you how severe the supply shortages are in that market. The market seems to be very comfortable that supply shortage is going to persist and that those margins are going to maintain. I think, again, that's&nbsp;</p><p>a very fragile equilibrium that, in other words, one announcement about a CapEx plan or a new entrant to the market like we saw with this Chinese chip maker called CXMT can really throw the narrative to the other side."</p><p>Among other AI-related stocks, Applied Materials shed about 5% after the company's upbeat quarterly forecast failed to impress investors. The chip equipment maker's shares have doubled in 2026 due to strong demand related to the buildout of AI data centers.</p><p>Elsewhere in the market, shares of Reddit surged almost 13% after the social media company was named a new addition to the S&P 500 index, effective August 18.</p><p>And shares of Workday dipped nearly 4%. This comes a day after they soared 18% as Reuters reported that private equity firm Silver Lake was in talks to acquire the software firm.</p><p>:: Archive</p><p>Meanwhile, transit through the Strait of Hormuz appeared at a near standstill after two more ships were attacked, adding to pessimism about a peace deal with Iran. Oil prices rose more than one dollar a barrel.</p><p>And economic data on Friday showed retail sales in July fell for the first time in nine months, and consumer sentiment slumped in early August amid worries about the rising cost of living.</p></body>

Independent Bank currently trades at $84.81 per share and has shown little upside over the past six months, posting a middling return of 2.4%. The stock also fell short of the S&P 500’s 13.5% gain during that period.

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

New Era Energy & Digital, Inc. (NUAI) delivered earnings and revenue surprises of -100.00% and -85.40%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

They are way more than just GLP-1 stocks.

Capital Southwest trades at $25.05 per share and has stayed right on track with the overall market, gaining 8.6% over the last six months. At the same time, the S&P 500 has returned 13.5%.

PayPal is still reportedly negotiating a potential sale to Stripe and private equity firm Advent, as the fintech firm's new CEO attempts to turn the company around.

The investment firm shifted away from some of the market’s biggest semiconductor winners in the second quarter.

Paramount Skydance CEO David Ellison is urging California and the attorneys general of 11 other states to resolve their lawsuit so the $110 billion deal can close.

HIVE Digital Technologies (HIVE) delivered earnings and revenue surprises of +9.52% and -1.17%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

This automatic sell-to-cover execution tied to equity award vesting reduced an executive's direct holdings by 3%.

nCino has had an impressive run over the past six months as its shares have beaten the S&P 500 by 7.4%. The stock now trades at $19.16, marking a 20.9% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Amazon's $77.7 billion net income and 10.8% margin showcase profitability at scale, while StubHub's $191 million free cash flow points to a path back from recent losses.

The 4% rule hands every retiree the same $40,000 answer and calls it planning, but a different approach lets your shares stay intact while your portfolio generates income that outpaces that ceiling by a wide margin.

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Good inflation news usually sends Bitcoin surging, so why did Bitcoin fall on back-to-back prints that sent the Nasdaq and S&P 500 higher? The answer reveals a hidden tug-of-war playing out far from the public order books.

Over the past six months, Lovesac has been a great trade, beating the S&P 500 by 21.6%. Its stock price has climbed to $17.60, representing a healthy 35.1% increase. This performance may have investors wondering how to approach the situation.