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The streaming giant has never earned more, and the market has cut its multiple by more than a third. One side has the better case.

Eli Lilly's metabolic therapies drove 45% revenue growth, but its valuation premium demands scrutiny against AbbVie's defensive dividend appeal.

On August 20, 2026, Spotify Technology increased its equity buyback authorization by US$1.50 billion while Barclays reported that major music labels’ streaming growth has moved closer to Spotify’s, signaling a change in how streaming gains are shared across the industry. Although Spotify’s 14.6% streaming growth in Q2 2026 still outpaced labels’ 8.3% average, the shrinking gap points to music companies gaining more leverage in negotiations over future streaming economics. We’ll now explore...

Modine Manufacturing (MOD) just reported Q1 fiscal 2027 adjusted earnings of $1.53 per share, beating estimates by 20.47%, with Data Centers sales up 90% and a planned Performance Technologies separation announced. Despite the strong Q1 print and Data Centers momentum, Modine Manufacturing’s recent share price has been under pressure, with a 1-day share price return of -4.66% and a 7-day share price return of -10.14% from a last close of $177.63. Compare Modine Manufacturing’s data center...

Key problems with the coin's tokenomics and supply haven't been solved.

Salesforce stock remains cheap even after its big jump.

IonQ is growing blisteringly fast.

AbbVie trades cheaper but carries heavy revenue concentration; Johnson & Johnson boasts a fortress balance sheet and wider portfolio.

Alibaba's efforts in AI are starting to pay off, but the company is spending heavily to make them happen.

D-Wave Quantum has paying customers and a broadening technology platform. Here's why that's not the whole story.

While high prices, borrowing costs and uncertainty have given plenty of would-be real estate investors reasons to wait, real estate investor Grant Cardone is pointing to what some of the biggest players are doing with their money. “Institutions are buying...

AI is expanding the value of Google Search; subscriptions are adding a more predictable and diversified revenue stream.

Johnson & Johnson has outpaced the consumer staples sector over the past year, while analysts remain moderately bullish on the stock’s prospects.

Mexican grocer BBB Foods is delivering impressive growth and has a long runway ahead of it.

Bitcoin, Ethereum, and XRP have each staged a sharp two-week comeback after months of losses, but the catalysts driving each coin point in very different directions for the year ahead.

A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.

Elastic N.V. recently reported fiscal first-quarter 2027 results, with revenue rising to US$478.11 million and net loss narrowing to US$16.73 million, while also issuing guidance that points to continued revenue growth through fiscal 2027. Alongside the earnings beat and raised outlook, Elastic highlighted growing enterprise adoption of its AI-powered search and cloud platform, and disclosed that non-executive director Caryn Marooney will step down after her term ends in October...

UPS stock climbed after the company said it was investing more than $2 billion across its International, Healthcare, and Supply Chain Solutions businesses.

Amgen generated $8.1 billion in free cash flow in 2025, with a 21% net margin, while Axsome is scaling rapidly but still unprofitable.

Next-generation nuclear reactors need fuel, and Standard Nuclear is one of the companies that provides it.

Institutional investors could determine the future of SpaceX's stock price.

The lockup unlock that quietly deepens your SpaceX exposure.

In the past quarter, General Dynamics reported second-quarter 2026 earnings of US$4.24 per share, beating estimates and posting revenue growth across all four segments, led by Aerospace and Marine Systems. An interesting aspect of the release was the scale of its backlog, with US$136.50 billion in contracted work and a further US$50.40 billion in potential contract value from unfunded awards and options, underlining the breadth of future program commitments. Next, we will examine how this...

BlackRock has cut the minimum Bitcoin-to-IBIT in-kind conversion from $25 million to $1 million, a 96% reduction. IBIT has already processed more than $5 billion ...

Bristol Myers Squibb is facing down a major patent cliff, which is a problem and a huge motivating force.

What General Dynamics' Q2 2026 Beat Tells Investors General Dynamics (GD) reported second quarter 2026 earnings of $4.24 per share, surpassing estimates, with revenue growth across all four segments and a reported backlog of $136.5b plus $50.4b in potential contract value. General Dynamics shares are trading at $379.32. Short term share price momentum has been slightly softer over the past week, while the 90 day share price return of 9.37% and 1 year total shareholder return of 18.93% point...

Artificial intelligence is the hottest opportunity right now, and chips are the best way to play it.

Coca-Cola is a well-run company, but investors tend to be a mercurial lot.

Anthropic’s Claude generated an estimated $97.2 million in mobile consumer revenue in July, up nearly 1,200% from $7.5 million in January, according to exclusive estimates from AppMagic provided to Benzinga. OpenAI’s ChatGPT still dominates the mobile market, with estimated July...

ASML has a technological monopoly, but is that enough to be a better buy?