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FedEx (FDX) Stock Looks Undervalued Even After A 65% Run
Simply Wall St.81d agoneutral
FedEx (FDX) Stock Looks Undervalued Even After A 65% Run

FedEx stock has delivered a 64.8% return over the past year, while both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and earnings multiples currently suggest the shares trade at a discount to what the underlying cash flows imply. Over the last 1 year, FedEx has returned 64.8%. This puts fresh attention on whether the current price still leaves room for further value to be realised. Recent positive sentiment around analyst upgrades and the approval of a new pilot...

Climb Global Solutions Lays Out 2030 Growth Targets, Global M&A Push
MarketBeat81d agoneutral
Climb Global Solutions Lays Out 2030 Growth Targets, Global M&A Push

Climb Global Solutions (NASDAQ:CLMB) used an investor day presentation at Nasdaq to outline its vendor strategy, technology investments, international expansion plans and longer-term financial targets, with management emphasizing faster growth through both organic initiatives and acquisitions. A co

This French Water Company Doesn’t Make Bottled Water. It’s Bigger Than That.
Barrons.com81d agoneutral
This French Water Company Doesn’t Make Bottled Water. It’s Bigger Than That.

Name a French water company besides Perrier or Evian. How about Veolia Environnement a large global environmental services company that produces and distributes drinking water and treats wastewater (and has waste management and energy businesses). The company, then called Compagnie Générale des Eaux, or CGE, was founded in 1853 by Napoleon III’s imperial decree to supply France with drinking water.

Amazon (AMZN) Launches Leo Broadband As Alexa Ads And AWS AI Reach Grow
Simply Wall St.81d agoneutral
Amazon (AMZN) Launches Leo Broadband As Alexa Ads And AWS AI Reach Grow

Amazon.com (NasdaqGS:AMZN) confirms the successful deployment of 396 Leo satellites, preparing to launch its own broadband internet service later this year. Amazon introduces a new Alexa+ Agentic Ads format that enables shoppers to complete purchases directly within Alexa conversations. AWS deepens its partnership with Anthropic, which is using AWS for high profile AI deployments, including a recent cybersecurity contract and IPO related activity. Amazon.com, trading at $247.04, is adding...

Jeff Bezos doubles down on Blue Origin with $2B
TheStreet81d agoneutral
Jeff Bezos doubles down on Blue Origin with $2B

Every billionaire obsession comes with a bill, and for a quarter century, one man has quietly paid his out of a single pocket. No shareholders. No bankers. No outside voices at the table. Just one founder, one improbable dream, and a steady drip of stock sales to keep the rockets coming. That ...

Liberty Global (LBTYK): The Largest Onshore Wind Deal in UK History and Amazon Is the Buyer
Insider Monkey81d agobullish
Liberty Global (LBTYK): The Largest Onshore Wind Deal in UK History and Amazon Is the Buyer

Liberty Global Ltd. (NASDAQ:LBTYK) is one of the best Seth Klarman portfolio stocks to buy. On June 25, egg Power, the clean energy infrastructure business owned by Liberty Global Ltd. (NASDAQ:LBTYK), signed a Power Purchase Agreement (PPA) with Amazon to supply 90 megawatts of wind energy from the Chirmorie Wind Farm in South Ayrshire, Scotland. […]

BofA Raises its Price Target on Amazon.com (AMZN)
Insider Monkey81d agoneutral
BofA Raises its Price Target on Amazon.com (AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, BofA raised the firm’s price target on Amazon.com, Inc. (NASDAQ:AMZN) to $165 from $145 and kept a Buy rating on the shares. BofA cited Nielsen point-of-sale data showing domestic SN product sell-through accelerated in […]

Morgan Stanley Keeps Overweight Rating on CrowdStrike (CRWD)
Insider Monkey81d agoneutral
Morgan Stanley Keeps Overweight Rating on CrowdStrike (CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley lowered the firm’s price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $172 from $172.50 and kept an Overweight rating on the shares. On July 8, Benchmark raised the firm’s price target […]

Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should
24/7 Wall St.81d agoneutral
Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should

For much of the past decade, Wall Street rewarded companies that funneled excess cash into stock buybacks. That playbook is changing. The world’s largest technology companies are now directing hundreds of billions of dollars toward artificial intelligence infrastructure instead of repurchasing shares. At first glance, that has disappointed investors looking for immediate capital returns. Yet ... Amazon Hasn’t Repurchased a Single Share in 4 Years. That’s Exactly Why You Should

Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition
24/7 Wall St.81d agoneutral
Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition

Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both filed earnings on April 29, 2026, framing two different bets on the AI buildout. Amazon leans on custom silicon and, per a $25 billion multi-tranche bond sale, to fund infrastructure. Microsoft leans on its OpenAI stake and contracted backlog. Same tailwind, different balance sheets. AWS Reaccelerates While Azure Sprints ... Amazon Vs. Microsoft: What Amazon’s $25 Billion Bond Tranche Says About Mag 7 Competition

The 3 things that are working for Levi Strauss, CFO explains
Yahoo Finance Video81d agoneutralVIDEO
The 3 things that are working for Levi Strauss, CFO explains

Levi Strauss & Co. (LEVI) CFO and chief growth officer Harmit Singh sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the clothing brand's second quarter earnings results, its full-year outlook, and the growth it is seeing across its segments.

Bond issuance backing AI investment tops $250B, testing limits of voracious investor demand
Pitchbook81d agobullish
Bond issuance backing AI investment tops $250B, testing limits of voracious investor demand

Debt financing for AI-related needs — be it for data center construction or general liquidity amid aggressive spending — is accelerating in 2026, testing the limits of investor demand. July already has featured a $25 billion bond package for Amazon.com, and data center operator QTS is marketing an additional $2 billion across bonds and loans for mid-month pricing. That’s after the US high-yield bond market absorbed $31.9 billion of new AI-related bonds through July 8 this year, all but $4 billio

Has GXO Logistics (GXO) Fallen Far Enough to Look Cheap?
Simply Wall St.81d agobearish
Has GXO Logistics (GXO) Fallen Far Enough to Look Cheap?

GXO Logistics stock has given investors a roughly 22.6% decline over the past three years, and today the picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to shares being roughly in line with fair value, while traditional market multiples still lean toward the stock looking expensive. Over the past three years, GXO Logistics has fallen about 22.6%, which means recent shareholders have not been rewarded despite ongoing interest in the business. On the...