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A top strategist just structured a trade on AMD that stops paying him the moment his own price target is hit, and that contradiction reveals something important about where this stock actually goes from here.
Bloom Energy's stronger price performance, earnings surprise history and AI-driven growth outlook give it the edge over Fluence Energy.
GD's Stryker contract modification lifts cumulative value to $278.9M, supporting Land Systems demand through December 2028.
Mastercard expands stablecoin settlement with SoFi, moving its blockchain-based settlement efforts into a live, large-scale card program.
The partnership expands Instacart’s reach into Dollar General’s everyday retail business, adding a large new store network to its same-day delivery platform.
Key Stats for Charles Schwab StockCurrent Price: $100. 35Target Price (Mid): ~$180Street Target: ~$125Potential Total Return: ~69%Annualized IRR: ~13% / yearWhat Happened?The Charles Schwab Corporation (SCHW) fell 6.
BIO's Clinical Diagnostics strength and international reach support growth, while China weakness, geopolitics and FX remain key risks.
Oil at the pump above $4 and mortgage rates near 7% are squeezing budgets, yet value-focused retailers sit right in the crosshairs of that stress. When shoppers trade down to stretch each paycheck, some discount stocks could gain new attention while others struggle to protect profitability. This article explains the broader environment and then examines three U.S. value-focused retailers that appear especially exposed to the current war, inflation, and interest rate backdrop. The stocks...
XE is advancing the Xe-100 for electricity and industrial heat, with Centrica pursuing a U.K. fleet of up to 6 GW.
The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...
LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.
Abercrombie & Fitch has delivered a powerful run in recent years, which puts fresh focus on whether the current share price lines up with the cash the business is expected to generate. With that backdrop, the question is how well the stock’s recent momentum matches the intrinsic value suggested by its cash flows. Over the past 5 years the stock has returned 237.1%, which raises the stakes on whether today’s valuation can still be explained by its underlying cash generation. The expanded...
Universal Display (OLED) is back in focus after subsidiary Universal Vapor Jet Corporation announced plans to debut its NovaJet thin film deposition system at an October semiconductor conference in Shenzhen. Recent trading has been subdued for Universal Display, with the share price down about 9% over the past month and about 36% lower year to date, while the 1-year total shareholder return has declined about 46%. This signals fading momentum even as product launches like NovaJet and...
McDonald’s said Wednesday it will spend $8.5 billion over the next decade to modernize its restaurants globally. The Chicago burger chain also said it plans to introduce grilled chicken sandwiches and wraps and experiment with products like egg bites and bowls to meet the needs of customers who are seeking more protein and varied portion sizes. Skye Anderson, the president of McDonald’s USA, said approximately 30 million Americans are now using GLP-1 weight loss drugs, and they’re seeking smaller, more protein-packed meals as a result.
The dollar is gaining momentum as markets price in further Fed rate hikes. Here are some ETFs to consider for bullish greenback exposure.
Veralto shares jump 13.2% in three months as segment growth, strong cash flow, low leverage and capital returns support its long-term growth outlook.
TTM Technologies (TTMI) has drawn fresh attention after a 6% share price move that coincided with activist investor Third Point taking a new stake and Bank of America initiating a position. Recent trading shows momentum building in TTM Technologies, with a 7 day share price return of 13.35% and a 30 day gain of 15.32%, while the 90 day move is still down 39.22% from earlier levels. That rebound sits within a much stronger long run picture, where total shareholder return is 125.45% over one...
Key Stats for Vicor StockCurrent Price: $268. 34Model Entry Price: $222.
The AI safety fight just reached its biggest global stage
KKR (KKR) is back in focus after launching Akrapoint Commercial Capital, a new mid ticket equipment finance platform backed by a US$350 million commitment and paired with a fresh UK logistics real estate acquisition. KKR’s latest moves come after a choppy run for the stock, with the share price down about 9% over the past month and lower year to date, even though the 3 year total shareholder return is solidly positive. Recent business launches such as Akrapoint and the UK logistics deal may...
Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.
Molina Healthcare's Medicaid recovery, Medicare duals growth and contract wins support a focused turnaround story, positioning it ahead of UnitedHealth.
Market-cap weighting can hide cheaper mid-cap stocks, but investors still need a process for weighing valuation, business improvement, and price confirmation.
Focus Wealth Management released its Q2 2026 investor letter. You can download a copy of the letter here. The fund highlighted a period of strong equity market gains as the S&P 500 surged ~17% following March’s selloff, driven by resilient earnings, artificial intelligence (AI) investment, and semiconductor strength. While acknowledging the strength of the AI-driven […]
TE Connectivity and Amphenol make things that let power move through an electronic system. Bernstein rates both stocks Buy.
SpaceX has piled up some enormous AI computing contracts.
Duolingo's Green Machine is lifting retention, expanding AI speaking access and testing longer free trials to support user growth and revenues.
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