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ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation
Insider Monkey32d agoneutral
ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Exclusive L.A. LIVE Vertiport Deal Might Change The Case For Investing In Archer Aviation (ACHR)
Simply Wall St.32d agoneutral
Exclusive L.A. LIVE Vertiport Deal Might Change The Case For Investing In Archer Aviation (ACHR)

Earlier in August 2026, Archer Aviation reported second-quarter 2026 results showing US$5.0 million in sales and a larger net loss of US$263.2 million compared with the prior year, even as loss per share narrowed slightly to US$0.34 from US$0.36. A separate August 2026 announcement revealed that AEG and Archer are partnering to build downtown Los Angeles’ first vertiport at L.A. LIVE, making Archer the exclusive air taxi partner for the district and adding a highly visible launchpad for its...

Investing.com32d agobearish
Baird downgrades Chipotle, Domino’s as restaurant divergence widens

Investing.com -- In a note to clients on Monday, Baird reshuffled its restaurant coverage, downgrading Chipotle Mexican Grill (NYSE: CMG), Domino's Pizza (NASDAQ: DPZ) and Black Rock Coffee Bar (NASDAQ: BRCB) to Neutral while upgrading Darden Restaurants (NYSE: DRI) to Outperform.

How Olipop is beating big soda at its own game: Fmr CEO
Yahoo Finance Video32d agobullishVIDEO
How Olipop is beating big soda at its own game: Fmr CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Olipop co-founder and former CEO Ben Goodwin to discuss why traditional full-calorie soda might be a thing of the past, and how Olipop reclaimed the top spot in the category after PepsiCo's acquisition of rival Poppi. Ben Goodwin was still CEO of Olipop at the time of filming.

Gilead’s Revenue Is Accelerating, But are its Acquisitions Worth the Cost?
Insider Monkey32d agoneutral
Gilead’s Revenue Is Accelerating, But are its Acquisitions Worth the Cost?

Gilead Sciences, Inc. (NASDAQ:GILD) delivered its strongest commercial momentum in several years during fiscal Q2 2026, with growth extending across HIV, oncology, and liver disease. Total revenue increased 10% year over year to approximately $7.8 billion, while product sales rose 8% to $7.6 billion. Yet, the income statement tells a considerably less flattering story. Gilead […]

IPO Fever Heats Up for OpenAI and Anthropic
Motley Fool33d agoneutral
IPO Fever Heats Up for OpenAI and Anthropic

Two companies –- OpenAI and Anthropic –- are driving the AI industry forward as everything from hyperscalers to neoclouds to memory stocks hangs on the demand for tokens.

Why Is Quantum Computing (QUBT) Pursuing Acquisitions Alongside Quantum Commercialization?
Simply Wall St.34d agoneutral
Why Is Quantum Computing (QUBT) Pursuing Acquisitions Alongside Quantum Commercialization?

Quantum Computing Inc. (NasdaqCM:QUBT) outlined an active acquisition strategy to expand its core business alongside quantum technology commercialization plans. The company framed the acquisition focus as a shift in corporate priorities toward scaling through deals rather than relying only on internal development. Management indicated that this approach is intended to reshape competitive positioning and guide expectations for how Quantum Computing Inc. pursues market opportunities. For...

Baylin Technologies Backlog Hits Record C$61M After Kaelus Acquisition
MarketBeat34d agoneutral
Baylin Technologies Backlog Hits Record C$61M After Kaelus Acquisition

Baylin Technologies (TSE:BYL) reported a record backlog of C$61 million in firm purchase orders following its acquisition of Kaelus, as the company seeks to expand its wireless infrastructure, satellite communications and custom antenna businesses. Chief Executive Officer Leighton Carroll said the

Forkast News34d agoneutral
Nvidia’s $7 Billion Poolside Deal Reveals a Licensing Playbook That Sidesteps Acquisition Scrutiny

Nvidia is effectively centralizing the artificial intelligence supply chain by bypassing traditional mergers and acquisitions in favor of a repeatable, non-traditional financial mechanism. By deploying a licensing-plus-hire strategy, the company absorbs the operational capacity of critical AI startups while avoiding the regulatory scrutiny that typically accompanies full-scale corporate integration. This approach, most recently evidenced by […]