News

Lilly, Novo, and Merck have each priced in a radically different version of the next two years, and one of them looks like a setup where the market has it badly wrong.

Greg Abel just committed $6.8 billion to homebuilders while mortgage rates hover near 7% and builder sentiment sits at multi-year lows. Whether that looks like bold contrarian conviction or a costly miscalculation depends on what happens next.

NetEase has quietly staged a double-digit comeback from its April lows, and its next earnings report could be the moment the market finally catches up to what the numbers have been saying all along.

There were several bright spots in the earnings report. Investors are looking elsewhere.

When the 30-year Treasury topped 5%, two dividend stocks moved in completely opposite directions on the same day, and the reason has nothing to do with their yields.

Small-cap investors have been disappointed for years. Here's why that trend might finally be ready to reverse.

JEPI built its reputation as the go-to defensive income ETF, but a smaller Fidelity rival running a similar playbook has quietly left it in the dust this year while charging even less to hold it.

With the 30-year Treasury sitting above 5%, a fat dividend yield stops being a reward and starts being a warning sign. Five popular income stocks are failing a coverage checklist that separates genuine payouts from traps waiting to spring.

Another big payout from the warehouse club operator should be coming soon.

These stocks can be safe-haven investments to hide out in amid market turmoil.

Nuclear energy is making a comeback, and two American companies are poised to flourish as the industry landscape evolves.

Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out which way raises billions of dollars worth of questions.

Yields dropped on the news that the government just became its own best customer

Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across the AI industry.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

While investors treat Wall Street like a casino, stick to these Buffett-style "wonderful investments."

Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.

Intel CEO Lip-Bu Tan just bought over 100,000 shares of Intel in the open market.

Anthropic just posted numbers that made OpenAI's growth look slow, and now it wants a $2 trillion valuation at IPO. Whether that price tag reflects a genuine breakthrough or a dangerous case of AI fever is the question every investor needs to answer before the market opens.

SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.

Daniel Sundheim built a position in SpaceX so large it dwarfs every other holding in D1 Capital's book, and the reason behind that concentration rewrites the usual story about what kind of company SpaceX actually is.

Unitree builds AI-powered robots that rival Tesla's Optimus units. Unitree raised more than $900 million with its IPO.

It's been a big year so far, at least for these 15 companies.

Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.

Consistency matters more than ultra-high yields.

A seven-week trial against Meta carries a headline damages figure that most investors are anchoring to for the wrong reasons, and the part of the case that could actually reshape the apps barely makes the news.

Not all mortgage REITs offering double-digit yields are running the same play, and confusing one for another right now carries real consequences for income investors.

Home Depot's stock sits well below its 52-week high after a rough stretch, but something in the latest earnings report caught analysts off guard and shifted the outlook in a meaningful way.

XRP broke below $1 for the first time in nearly two years, and the data behind the crash points to a cause that has nothing to do with holders selling. The real pressure source has the coin defending a critical line with no relief in sight for weeks.

Market indicators are warning about volatility, but history has good news for investors.