News

Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.

GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company’s backlog could hit the $200 billion mark “very early” in 2027, sooner than Wall Street had expected. The company expects the “strong and durable demand” to drive accelerated growth after its backlog had reached $167 billion at […]

On September 14, NextEra Energy, Inc. (NYSE:NEE) and Dominion Energy, Inc. (NYSE:D) announced a “transformational” Virginia benefits package to address concerns regarding their proposed $66.8 billion merger. The Virginia ​supplier program, worth up to $1 billion annually ‌for five years, will direct spending toward contractors, suppliers, and ​service providers in the state. Additionally, the companies […]

Reaching $1.95 million was a milestone one 35-year-old could hardly believe. They are single, have no children and said they have no plans to marry or have kids. But with potentially more than 50 years ahead of them, they aren’t...

The advice came with a condition: insure anything you could not comfortably afford to replace out of your own pocket.

Enbridge Inc. (NYSE:ENB) has declined by around 17% since hitting its record high in May, likely as a result of rising bond yields, lack of visibility on the company’s 5% growth guidance through the end of the decade, and the recently closed equity offering intended to fund the midstream operator’s strategic acquisitions. However, BMO Capital […]

NextEra Energy, Inc. (NYSE:NEE) announced on September 8 that it had secured a loan of up to $1.9 billion from the U.S. Department of Energy to support the restart of a shuttered nuclear power plant in Iowa. The Duane Arnold Energy Center ceased operations in 2020 after 45 years of service. The plant is now […]

Shell plc (NYSE:SHEL) is a global group of energy and petrochemical companies with a presence in over 70 countries. The stock has delivered gains of over 23% since the beginning of 2026 and even hit its all-time high earlier in March, driven primarily by soaring oil prices and solid earnings amid supply disruptions in the […]

Caterpillar is in an excellent position as hyperscalers rush to spend capital on their AI build-outs.

Chevron Corporation (NYSE:CVX) is about to significantly expand its operations in Venezuela. The company’s CFO, Eimear Bonner, revealed at a Barclays conference on September 8 that the American oil giant plans to more than double the number of oil rigs it ​operates in the country as part of its five-year plan ‌to increase output. The […]

The retailer is seeing a shift it can’t afford to ignore

AI hardware went from tech niche to geopolitical bargaining chip almost overnight, as Nvidia CEO Jensen Huang now shapes how President Trump talks about regulation, export fees, and China trade. That power shift creates real ripple effects for companies exposed to these talks. Read on to see how three US listed hardware stocks tied to AI chips and datacenter gear are plugged into this story, and why those links could matter for your portfolio. The stocks covered below are just a small slice...

Cloudflare has delivered very strong share price gains over the past few years, which puts a spotlight on what investors are now paying for each dollar of its sales. With the stock still tied to expectations for its role in internet security and web performance, the key issue is how that price compares with the revenue the business currently generates. Over the past 3 years the stock has returned around 460%, which puts a lot of weight on whether the revenue base can support that kind of...

Twilio has delivered a powerful share price run, and the question now is whether that surge can be backed up by the cash the business is expected to generate over time. With the stock heavily in focus, the core issue is how today’s valuation lines up against its Discounted Cash Flow (DCF) based view of intrinsic value. Over the past 3 years the stock has returned 311.3%, which puts a lot of future cash flow expectations under the microscope. Fresh investment in AI-powered customer engagement...

Key TakeawaysOn Kinder Morgan’s second quarter 2026 call, the company declared a quarterly dividend of $0. 2975 per share, an annualized $1.

Baker Hughes Company (NASDAQ:BKR) raised its 2026 financial guidance on September 9, reflecting the impact of its $13.6 billion acquisition of Chart Industries, a global manufacturer and servicer of highly engineered equipment focused on the industrial gas and clean energy markets. The oilfield services company now expects revenue of $28.50 billion to $30.30 billion in […]

BlackRock’s Jacobs argued Bitcoin still serves as a portfolio diversifier despite institutional adoption.

While gold trades roughly flat YTD, Coeur Mining, Alamos Gold, and Wheaton Precious Metals have outperformed, boosted by strong earnings, free cash flow, and rising dividends.

The leading network airline is a very different business from what it was a decade ago, and it might be time for the market to rerate its stock.

Ciena has unveiled its ambitious 2029 targets aiming for 30% CAGR growth through 2029.

Oracle’s chief reveals what the AI productivity boom is missing

Key Takeaways CFO Andre Maciel told analysts on the Q2 2026 earnings call that Kraft Heinz protected free cash flow at the same dollar figure committed at the start of the year, even while stepping up marketing investment. The dividend has sat at $0.

Bond yields rose ahead of the Fed rate hike, and investors should be worried about Wall Street and Main Street.

After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.

Following three strong years of returns, the stock is struggling in 2026.

Key TakeawaysOkta stock has climbed 132. 5% since mid-March, and the single biggest leg came on August 27, when shares jumped as much as 21% after a fiscal second-quarter earnings beat.

Generating $15,500 a month from a portfolio sounds like a fixed number, but the actual capital required swings by millions depending on one decision most investors get wrong before they ever buy a single share.

AI is not so fashionable, in part, because most labs are privately owned, Vlad Tenev said. So that leaves regular investors with no “skin in the game,” he said.

The Federal Reserve just lifted interest rates again, which increases borrowing costs and puts pressure on weaker balance sheets. Cash rich Canadian companies with solid finances can be in a stronger position in this kind of market. That is where high quality but overlooked stocks can matter. This article highlights three Canadian shares from our high quality undervalued group that combine sturdy cash flows with attractive value scores. The shares covered next are a small sample. The wider...

West Pharmaceutical Services (WST) is juggling mixed signals after recent updates on its business outlook. Investors now have to balance long-term growth drivers with fresh headwinds from a cyber incident, cost inflation, and a Scottsdale product line shutdown. Recent price action reflects that push and pull. The share price is up 9.89% over the past 90 days and 31.08% year to date, while the 1-year total shareholder return of 42.61% contrasts with a slightly negative 3-year total shareholder...