News

From the end of June to mid-September, expected earnings rose nearly five times as quickly as the index itself.

Stifel’s bullish view is based on Microsoft’s AI growth and cost discipline.

On Holding AG Ltd. (NYSE:ONON) grew its share price by 7.58 percent on Tuesday to close at $29.39 apiece as investors loaded positions after announcing a $1 billion buyback program over the next three years. In its recently held Investor Day, On Holding AG Ltd. (NYSE:ONON) said that the share repurchase program reflects its strong […]

The San Diego company’s flexible dosing results could carve out real market share in the obesity drug race.

Elon Musk says The Boring Company is working on a high-speed tunnel between Austin and San Antonio that could cut travel times to less than 30 minutes. Speeds Above 200 MPH In a post on X, Musk shared an old...

CEO Peter Beck estimated Rocket Lab could have deployed Iridium’s constellation for about $350 million instead of $3 billion.

IBBQ offers concentrated biotech exposure with lower costs and stronger recent returns, while IYH provides broader sector diversification and higher dividend income.

Obesity specialist Lou Aronne said switching from a GLP-1 drug to a dual GLP-1/GIP drug could mean greater weight loss.

Three consumer giants could give investors some staying power if the market turns rough.

President Donald Trump confirmed that U.S. and Iranian officials met on the sidelines of the United Nations General Assembly on Tuesday.

The retail giant is testing a low-cost way to blend groceries, pharmacy, and health coaching into one shopper experience.

The United States decision to reopen a Cold War era base in Greenland under a new long term security deal highlights how governments are rethinking Arctic defense and logistics. That kind of shift keeps attention on companies that build the aircraft, systems, and support services behind these military commitments. This article breaks down 3 stocks from the US aerospace and defense universe that align with that theme and explains what makes each one worth a closer look. The three stocks...

Oracle (NYSE:ORCL) and Wipro announced a partnership to deliver cloud-based pharmacovigilance services using Oracle Life Sciences Argus BPS. The collaboration targets global life sciences clients that require compliant drug safety operations on managed cloud infrastructure. Wipro will provide managed services on top of Oracle Life Sciences Argus BPS to support scalable onboarding and regulatory reporting. This new Oracle and Wipro pharmacovigilance offering matters, but investors should...

In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...

D-Wave Quantum Inc. recently added Bernard Gavgani, a long-time technology and operations leader at BNP Paribas, to its Board as an independent Class II director and member of the Cybersecurity Committee, effective 18 September 2026, with his term running until the 2027 Annual Meeting of Stockholders or until a successor is elected. Gavgani’s background in overseeing large-scale technology, cybersecurity and AI governance initiatives at a global financial institution introduces additional...

Moderna has delivered a very large 1 year share price gain, which puts fresh attention on a basic question. Is the current valuation of the stock supported by the company’s sales profile rather than just recent momentum and headlines? The stock is up a very large amount over the past 12 months, which makes the link between Moderna’s market value and its underlying sales more important for anyone thinking about valuation risk. News around mRNA products, from the mFlusiva flu vaccine launch to...

Target (NYSE:TGT) rolled out its national Beauty Studio concept, adding hundreds of new prestige and global beauty brands across stores. The retailer introduced multiple U.S. exclusive beauty partnerships through Beauty Studio, aimed at younger and more premium shoppers. Target expanded its assortment in food with Coast to Coast Kitchen, Wild Alaskan Company and Amylu Foods, and added home-care brand The Laundress. The Beauty Studio rollout and new food and home-care partnerships matter, but...

NVIDIA (NasdaqGS: NVDA) and Aolani agreed to deploy 22,000 GPUs across new AI factory sites in Southeast Asia. The partners plan over 100 megawatts of new AI factory capacity, including major hubs in Malaysia and the Philippines. The build out is intended to position Southeast Asia as a global node for AI compute and data center infrastructure. The Aolani AI factory rollout in Malaysia and the Philippines is only one part of the broader NVIDIA story. Take a look at 2 warning signs (1 major)...

Salesforce’s AI strategy ties together its Anthropic investment, Slack integration and Agentforce push.

Muse is changing how Wall Street sees Meta’s AI bet

The auto-parts retailer is winning market share as it expands globally.

Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China’s escalating competition in AI chips and models with the US.

Strive's Matt Cole says Bitcoin could go to infinity against a dollar he expects to break under a mounting US debt crisis.

For those hoping to get in on the autonomous ride-hailing industry, they need to consider the following things.

Venture capitalist Chamath Palihapitiya warned that the rapid adoption of AI coding tools could push developers to focus on generating code faster rather than building better software and creating meaningful competitive advantages. AI Coding Risks On Sunday, Palihapitiya wrote on...

B. Riley raised the price target on Strategy to $195 from $175 and maintained a ‘Buy’ rating on the shares, implying an upside of about 16.5% from current levels.

Rigetti has the cash, technology, and government backing to pursue quantum computing. But its huge ambitions still far outpace its current revenue and commercial progress.

Circle Internet Group (NYSE:CRCL) received a $100 million private placement investment from Binance as part of a new collaboration. Binance and Circle signed a five-year agreement to promote and integrate USDC across Binance platforms and related services. The partnership aims to expand USDC use cases within exchanges, DeFi applications and digital asset funding over the coming years. Binance's $100 million stake and long term USDC deal with Circle only capture part of what this partnership...

Mobileye Global (MBLY) is back in focus after two leadership adjustments dated 3 September 2026, including the designation of a new principal operating officer and a shift in its business development leadership structure. Recent trading has been rough for Mobileye Global, with the share price down 14.95% over the past month and 31.61% year to date, while the 1-year total shareholder return has fallen 45.88%. This points to fading momentum even as leadership responsibilities are...

BE Semiconductor Industries has delivered a powerful long term share price run, and the question now is whether the current €191.90 level is still supported by the cash the business can generate over time. Over the past 5 years the stock has returned about 208.1%, which puts a lot of weight on whether that share price now lines up with the cash flows investors expect from BE Semiconductor Industries. The company’s focus on converting its semiconductor equipment sales into solid free cash...