News

Rockwell Automation Inc (ROK) delivers double-digit sales growth and raises full-year outlook, while navigating persistent inflation and tariff-related headwinds.

Analysts say MDA is poised to be a key beneficiary of Canada’s military and sovereign space capabilities buildout

CVS Health reports earnings Wednesday, with analysts expecting another solid quarter and looking for potential guidance upside from its Aetna insurance and Caremark pharmacy-benefit businesses.

Paramount Skydance reported mixed second-quarter results on Tuesday, with higher streaming and studio revenue offsetting declines in television, as the company works to close its ‌planned $110 billion acquisition of Warner Bros. Discovery. Ellison reiterated that ​he fully expects "the transaction to close."

Aug 4 (Reuters) - Lawsuits challenging Paramount Skydance's acquisition of Warner Bros. ‌Discovery will go to trial in March ‌2027, a federal judge in California ruled on Tuesday.

A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on ‌Amazon's platform. In a novel legal dispute, the San Francisco-based 9th U.S. Circuit Court ‌of Appeals determined that Amazon was unlikely to succeed on its claim that Perplexity's AI agents violated a federal ​computer-hacking law. The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms, a question with broad implications for the fast-growing field of agentic AI tools that can browse, shop and transact across the web.

A California federal judge said Tuesday that the antitrust trial will begin March 2 with an expectation that it will run for 12 court days. The timeline the judge laid out in a written order is much later than the November 2026 start date Paramount had sought. The order will prove costly for Paramount.

The lawsuit alleges Amazon violated federal and state antitrust laws through its Delivery Service Partner program, arguing the company exercises unlawful “monopsony,” or a dominant buyer’s ability to dictate prices and terms-over the small businesses that deliver Amazon packages and the drivers they employ.

The second-quarter 2026 earnings season highlighted a sharp divide within the cruise sector, as high interest rates and persistent inflation continued to strain discretionary consumer spending. Although overall leisure travel demand remained stable, households facing compounding price hikes and higher transatlantic ticket rates became much pickier about their vacation spending. Navigating this backdrop properly is […]

According to a Reuters report, Washington is preparing to introduce a minimum import price, along with tariffs on polysilicon and related products.

A single analyst note on one memory chip stock just sent leveraged semiconductor ETFs on a wild ride, but the same funds lost catastrophic ground only weeks earlier when tariffs hit the sector. Three ways to play this rebound carry very different risks.

The state's attorney general filed the federal antitrust lawsuit Tuesday, accusing Amazon of holding down pay for drivers in its Delivery Service Partner program

Oracle (ORCL) is back in focus after CACI International said it will help implement Oracle Fusion HCM for a 10 year, nearly US$400 million federal HR modernization contract with the U.S. Office of Personnel Management. See our latest analysis for Oracle. For context, Oracle’s share price has just rallied 9.22% in a day and 18.25% over the past week, yet the year to date share price return is down 27.52% and the 1 year total shareholder return has fallen 43.89%. However, the 5 year total...

TGLS pairs a record $1.4B backlog and broader U.S. expansion with margin pressure from tariffs and aluminum costs, favoring investor patience.

BOOT raised fiscal 2027 outlook after a first-quarter beat, but tariff refunds fade, making margins, stores and e-commerce key to results.

Bond yields remain elevated as the investors digest the Fed's policy moves.

Aug 4 (Reuters) - The Trump administration is preparing to set a price floor and impose tariffs on polysilicon and related products, according to four people familiar with the plan, putting a material

For most of this year, investors have obsessed over one question: when will the Federal Reserve finally begin cutting interest rates? Every inflation report, jobs release, and manufacturing survey has been dissected for clues. That scrutiny has only intensified since Federal Reserve Chair Kevin Warsh has made it clear the central bank intends to offer ... This Indicator Hasn’t Been This High in 4 Years. It Means the Fed Could Raise Rates in 2026

SpaceX received about 20% of its 2025 revenue from U.S. federal agencies.

China Renaissance, DZ Bank and Phillip Securities downgraded AAPL stock, citing a combination of rising component costs, supply constraints and uncertainty around the pace of returns from Apple Intelligence.

Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks could trigger two separate federal penalties at once.

The bond market’s summer reset has 10-year note yields trading near the highest levels since early 2025.

The bank has not accused the Trump Organization of money laundering. But Capital One said the transaction patterns it identified are “among the types of activity flagged by federal banking guidance.”

U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI

With inflation still biting into real yields and Q3 cash flow season approaching fast, five income stalwarts stand out as the dividend payers retirees keep reaching for when the calendar turns to fall.

The National Retail Federation recently honored American Eagle Outfitters executive chairman and CEO Jay Schottenstein with The Visionary Award for his leadership in building the retailer into a multi-brand apparel player, highlighting its growth and innovation efforts. At the same time, fresh analyst commentary has framed American Eagle Outfitters as a value-oriented name based on its valuation metrics and earnings outlook. Beyond personal recognition, the award and favorable value-focused...

Kevin Warsh delivers "shock" while leaving Wall Street in awe.

Wall Street’s nervousness over inflation and higher rates derailing the stock market was already on the radar. Elevated oil prices threatened to lift consumer prices and stoke fears of a Fed rate hike while pressuring tech stocks that had powered the market to record highs. The Nasdaq 100’s ...

In recent months, Wheaton Precious Metals has benefited from its streaming model, which locks in predetermined prices for future gold and silver production, limiting its exposure to rising operating and inflation-driven costs that affect traditional miners. Even after a pullback in precious metal prices, Wheaton’s ability to secure long‑term streams at fixed costs has drawn attention from investors seeking exposure to gold and silver with reduced operational risk. We’ll now examine how...

Despite margin pressure from tariffs and a soft agriculture market, CNH Industrial raises its full-year 2026 outlook on improved pricing and operational gains.