
Both stocks jumped about 7% Monday morning after reports that Paramount Skydance and the California attorney general met to discuss a settlement.
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Both stocks jumped about 7% Monday morning after reports that Paramount Skydance and the California attorney general met to discuss a settlement.

Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here. Small-cap stocks achieved their best first-half performance since 1991, with the Russell 2500 Value Index rising 17%, driven by the technology sector. The Sustainable Value Strategy underperformed its benchmark in the second quarter. The shortfall […]

AMD has surged 254% in a year and just posted triple-digit Data Center growth, yet our price target sits below the current stock price. One segment either justifies the valuation or exposes it.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

More than a decade ago, Textron made a big mistake building a Scorpion fighter jet on spec. Is Lockheed Martin making the same mistake?
Microsoft AI Chief Takes Aim at AI Free-for-All, Urges Safeguards for Powerful Systems
Novo Nordisk Stock Gets Hit Despite Massive Obesity Sales Goal and New Drug Planswsazz
The debt funds a follow-on OpenAI investment

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets saw broad gains in Q2, driven by strong corporate earnings, economic resilience, and enthusiasm for artificial intelligence (AI). Major indices reached all-time highs, though the energy sector declined. Continued earnings growth, especially among […]

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets saw broad gains in Q2, driven by strong corporate earnings, economic resilience, and enthusiasm for artificial intelligence (AI). Major indices reached all-time highs, though the energy sector declined. Continued earnings growth, especially among […]

China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.

United Airlines has underperformed the Global Jets industry over the past year, but analysts are highly optimistic about the stock’s prospects.
CXMT's latest DRAM expansion raises a longer-term question for two major beneficiaries of the AI memory boom.

Some iPhone users may be eligible to claim money from a $250 million Apple settlement. Here's who's eligible and how to file.
Billions in guarantees are helping finance data centers and AI chips, but investors may need to look beyond reported debt.
Qualcomm Latest AI Play Sends Optical Networking Stocks Higher

The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI stacks can actually be trusted.

News of the day for Sept. 21, 2026
A proposed Austin-San Antonio route would put The Boring Company's tunneling technology on a much larger scale.
A sharp increase in its index weighting could bring billions of dollars of passive demand as another major catalyst approaches.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Expensive stocks can be risky, but not uninvestable.
Investing.com -- Evercore ISI upgraded Ciena to Outperform and sharply raised its price target to $550 from $375 on Monday, calling the company an attractive way to play optical networking's growing role in the AI buildout.

Apple’s foldable iPhone puts Samsung in an unusual position.

The benchmark US equity futures were tracking in the green before the opening bell Monday, as trader

The IRS draws a hard income line around Roth IRA contributions, but a gap buried in the tax code since 2010 lets high earners sidestep it entirely through a two-step move most accountants never mention at tax time.

Lucid has lost most of its value over the past year, but a new CEO, a Saudi factory, and a robotaxi deal with Bolt and Uber are rewriting the story. Our proprietary model sees a very different price 12 months from now.

Parents don’t exactly get a user manual for knowing when helping an adult child has gone too far. For one 59-year-old mother, the answer came after an "emergency" credit card started costing her thousands of dollars — and she realized...

Wells Fargo just downgraded Netflix stock over lingering engagement-viewing issues the premium streamer has had for some time. What's the real fix?
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