Actualités

Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor’s share price momentum, with a 1 day share price return of 12.37% and year...

Opendoor Technologies stock has staged a sharp one year rebound, but over five years shareholders are still sitting on a steep loss, while the valuation checks suggest the shares are not an obvious bargain at today’s price. Over the last five years, Opendoor Technologies has delivered a total return that is down about 80%, which raises the bar for what the current share price needs to justify. Recent revenue pressure and ongoing losses can weigh on how much investors are willing to pay...

Two hot stocks, with one offering a few more advantages to investors than the other.

You don't have to pick individual stocks to have a good shot at outperforming the market.

A few different trends are making one of the classic market cycle signals less meaningful.

What does a 35%-plus slide mean for one of the market's great decade-long compounders?

Tesla doesn't have to fail for the company's stock to disappoint investors.

Micron's stock is priced dirt cheap for its growth.

Amazon crushed second-quarter earnings, but its rally will extend for a long time.

Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.

Bipartisan support for the Strategic Bitcoin Reserve could mean big things ahead for Bitcoin.

Source Foundry, a chipmaking startup reportedly valued at $5 billion, has secured fresh investment from hedge fund Situational Awareness as it seeks to reinvent semiconductor manufacturing. Situational Awareness Bets Big on Chip Startup Situational Awareness has invested $500 million in...

Fiserv stock has fallen sharply over the past year, yet on current checks it still screens as cheap. This sets up a clear debate for investors looking at whether the recent share price lines up with the company’s fundamentals. Fiserv shares are down 60.7% over the past year, which puts pressure on the case that the current price already reflects recent setbacks. Activist pressure for portfolio moves alongside new partnerships in areas like AI automation can support a recovery story, while...

Opendoor Technologies is back in focus after an internal fair value estimate shifted from US$4.82 to US$5.48 per share, providing a fresh reference point for how the stock is being framed. That move sits above recent Street targets clustered between US$2.65 and US$4.50, which highlights the contrast between more optimistic and more cautious analysts following the latest earnings and sector commentary. Keep reading to see how these changing targets fit into the broader Opendoor Technologies...

Pinterest (NYSE:PINS) appointed Renee Jewell as Chief Accounting Officer, adding a finance leader with experience at Airbnb and eBay. The appointment signals a focus on strengthening accounting oversight and internal financial controls. Jewell's background at large technology companies is expected to inform Pinterest's financial governance and reporting practices. Consider reviewing other digital platform stocks that may offer similar leadership depth and financial discipline 51 high...

Netlist (NLST) is in focus after announcing a wide ranging alliance with Samsung, including a five year patent cross license, memory product supply arrangements, technology cooperation, and a mutual settlement of ongoing legal actions. See our latest analysis for Netlist. The Samsung alliance appears to have coincided with a sharp shift in sentiment toward Netlist, with a 7 day share price return of 66.81% and a year to date share price return of 295.36%. However, the 5 year total shareholder...

SentinelOne stock has rebounded sharply in recent years, yet the current share price sits between two conflicting valuation signals, as a Discounted Cash Flow (DCF) estimate points to upside while market based multiples point the other way. Over the past 5 years, SentinelOne has delivered a cumulative return of about a 42.5% decline, which raises questions about how much of the recent recovery is already reflected in the price. Recent product and partnership updates around AI powered...

Citigroup stock has delivered a very strong 3 year run, yet current valuation checks and the intrinsic value estimate from the Excess Returns model both still point to the shares trading below that intrinsic value. With the market debate around banks intensifying again, the question is how much of Citigroup’s recent progress is already reflected in the US$135.0 share price. Citigroup has returned 232.0% over the past 3 years, which puts recent short term moves into the context of a major...

Buying Nvidia on the dip in the past has always paid off. It could do so again.

London taxi drivers face the threat of a black cab shortage after a Chinese manufacturer radically scaled back production.

Shares of Krispy Kreme have struggled since it IPO, as poor financial management and a challenged business model weigh on the stock.

Amazon.com shares have broken out to new record highs as growth accelerates.

President Donald Trump's policies, coupled with Wall Street's hottest trend, are a dangerous recipe for stocks.

Government budgets and private-sector financing are converging around critical infrastructure, creating a long runway for companies in these industries.

Uber Technologies (NYSE:UBER) plans to launch licensed autonomous rides in London in partnership with AI startup Wayve, marking its first such deployment in a major global city. The London service will use a hybrid model that pairs AI-driven vehicles with safety certified human drivers to meet local regulatory requirements. More than 100,000 London residents have joined a sign-up list for the service, highlighting strong public interest in Uber's autonomous offering. The move positions Uber...

Duolingo (NasdaqGS:DUOL) has launched a creative partnership with Luckin Coffee featuring co branded beverages, packaging and merchandise aimed at Gen Z customers. The collaboration focuses on digital first experiences and culture driven engagement that connect language learning with everyday lifestyle moments. The campaign extends Duolingo’s brand presence beyond its app into physical retail locations and experiential touchpoints. Both companies are targeting younger consumers by combining...

Is is time to cash in the chips and sell semiconductor stocks?

In early August 2026, Fiserv reported second-quarter revenue of US$5,292 million and net income of US$627 million, both lower than the prior year, and cut its full-year 2026 guidance under newly installed leadership. At the same time, the company advanced a portfolio reshaping and partnership push, including a MoneyPass joint venture, a global collaboration with Mastercard, new client wins, and ongoing share repurchases, all under pressure from an activist investor calling for a broader...

Hims & Hers Health (NYSE:HIMS) has issued a public response to a Federal Trade Commission lawsuit that challenges aspects of its telehealth practices and use of patient data. The company addressed the FTC action by outlining its position on how it handles telehealth consultations and consumer information, aiming to reassure users and investors. The lawsuit raises questions about regulatory risk for telehealth providers and how patient data is collected, stored, and used across the...

Fastly (NYSE:FSLY) reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year 2026 revenue and operating-profit outlook. Revenue for the second quarter rose 23% year over year