News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

The Schwab U.S. Dividend Equity ETF (SCHD) is up 23% year to date. The gains might not be done.

US stock futures were little changed on Tuesday following a rally in technology shares during the previous session. Investors were monitoring President Donald Trump’s upcoming address to the United Nations, comments from a Federal Reserve official on interest rates and the launch of a new artificial intelligence chip by Alibaba.

You can calculate how many dividends you'll receive over the next decade.
AMD CEO Lisu Su has been crushing it at a chip company that almost went bust when she walked in the door as a top executive in 2012.

The people who know Wall Street’s hottest quantum computing stocks best are sending all the wrong signals.

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

↗️ Alibaba (HK:9988), (BABA): The tech giant rolled out its most powerful chip yet, doubling down on its bid to control the software and hardware that power its AI ambitions. Shares rose about 2% in Hong Kong.

AI and data-center spending now sit at the crossroads of higher rates, fragile growth and jumpy energy markets, which is exactly where big shifts in market leadership are often born. Investors focused only on rate-sensitive sectors risk missing how capital keeps flowing toward the plumbing behind AI. This article walks through 3 stocks exposed to this news backdrop and explains why each could be worth a closer look or a wider berth. The stocks covered below are just a starting sample, since...

The Federal Reserve’s recent rate hike has pushed bond yields higher, so investors now face better income from cash and bonds but more uncertainty over what to own next. That shift can leave strong, cash rich businesses trading at modest valuations as attention swings to fixed income. This article highlights three such quality stocks that still appear overlooked on our value screen. The stocks highlighted below are just a starting sample, as the same process surfaced 27 more businesses with...

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Ichor Holdings has delivered a sharp share price run, and the jump puts a spotlight on whether the current valuation lines up with what its sales can support. After such a move, the real question for you is how much revenue power the business is being asked to justify at today's price. Over the past year, Ichor Holdings has returned 197.4%, which raises the stakes on whether the underlying sales profile can sustain that kind of re-rating. The company is tightly linked to semiconductor...

STMicroelectronics (ENXTPA:STMPA) just introduced its ST SafeSense VD56GA infrared image sensor for in car driver and occupant monitoring, giving investors fresh context for thinking about the semiconductor group’s automotive exposure. The new sensor launch follows a sharp reset in sentiment, with the stock down about 29.7% over the past 90 days on a share price basis, even though the year-to-date share price return is 90.5% and the 1-year total shareholder return is 88.0%. Recent gains of...

Globalstar has delivered a powerful share price run in recent years, which puts fresh attention on whether the current market value lines up with what its sales can reasonably support. With a business tied to satellite connectivity and new infrastructure coming online, the key issue is how much revenue investors are effectively paying for at today's price. Over the past 3 years the stock has returned about 346.5%, which puts a lot of weight on whether the underlying sales story can carry...

Dell Technologies recently launched the XPS Googlebook, a 13‑inch premium Googlebook laptop powered by the Snapdragon X Elite processor and tightly integrated with Gemini Intelligence, featuring an aluminum chassis, 2.5K InfinityEdge touch display, and up to 16 hours of Netflix streaming on a single charge. This move extends Dell’s high‑end XPS brand into the Googlebook ecosystem for Android users, highlighting the company’s push to pair premium hardware with AI‑centric, cross‑device...

Lyft (NasdaqGS:LYFT) has appointed Michael Brous as its new Chief Financial Officer, adding experience in micromobility and operations. The company is expanding its autonomous vehicle services in Nashville through a deeper partnership with Waymo. The updated Waymo collaboration in Nashville is intended to blend autonomous rides with Lyft's existing human-driven fleet in that market. The CFO hire and Nashville Waymo expansion could reshape Lyft's capital priorities and automation plans, but...

While California faces a billionaire exodus ahead of the November 3 wealth tax vote, Huang has taken a much different stance.

Amkor Technology (NasdaqGS:AMKR) announced phase 2 of its Arizona advanced packaging and test campus expansion, driven by strong customer demand. The enlarged site is set to operate as the first high volume U.S. OSAT production facility dedicated to advanced semiconductor packaging. The project increases Amkor's planned investment and workforce in Arizona while supporting domestic supply chains for advanced chip packaging services. The phase 2 Arizona campus buildout matters. However,...
Wendy's (WEN) canceled the operating rights of Meritage Hospitality Group for 314 locations over abo

Meta Platforms (META) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The popularity of Meta's new consumer-facing AI agent, Muse, is a sign that demand will grow for products across the AI supply chain, UBS strategists wrote. The successful launch shows that there are ways for AI companies to make money beyond selling the technology to large companies, they said.

Rising interest rates and elevated bond yields hint at a potential stock market correction.
Alibaba’s Zhenwu V900, unveiled September 22 at the Apsara Conference in Hangzhou, arrives as a direct answer to a question US policy created: what happens when you cut the world’s second-largest economy off from the most advanced AI silicon? CEO Eddie Wu called it “the most powerful AI chip in China today.” The specifications – […]

Samsung is betting on in-house logic manufacturing to accelerate its HBM4 push as AI demand strains advanced chipmaking capacity.

With four season-long sponsors and seven custom sponsors, the fan-beloved dance competition is in high demand with brands, a Disney exec told us.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

One of the MoUs will see Halliburton work with Eneva to explore and develop potential energy projects in Venezuela.
Key TakeawaysAxon stock fell about 22% in September, matching its full-year loss, after an 11% one-day drop on news of a $1. 15 billion 0% convertible note offering that followed an earlier 14% slide when Q2 gross margin came in lower than expected.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Down markets should be viewed as buying opportunities.
