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Toast (TOST) Stock May Be A Bargain Despite A 330 Location Rollout
Simply Wall St.6d agoneutral
Toast (TOST) Stock May Be A Bargain Despite A 330 Location Rollout

Toast has delivered a 59.8% gain over the past 3 years, even as more recent returns have been weaker. That puts fresh focus on whether that share price journey is supported by the returns the business earns on its capital. The 59.8% move over 3 years means anyone looking at Toast today has to ask if the current valuation is still grounded in the cash the company can generate on the money it invests back into the business. The new deal to roll out Toast technology across more than 330 Kung Fu...

FedEx (FDX) Raises Demand Surcharges, Is It Still Below Fair Value?
Simply Wall St.6d agoneutral
FedEx (FDX) Raises Demand Surcharges, Is It Still Below Fair Value?

FedEx (FDX) just told customers it is raising demand surcharges on many U.S. import and export lanes, a pricing move that directly affects what the parcel giant earns on each shipment. The FedEx share price has eased in recent weeks, with the 30-day share price return down 6.6% and the 90-day move lower by 7.6%. The year-to-date share price return remains positive at 3.6%, and the 1-year total shareholder return sits at 65.5%. Position your portfolio for the same pricing power and volume...

How GE’s Vineyard Wind Truce and Engine Supply Deal Will Impact General Electric (GE) Investors
Simply Wall St.6d agoneutral
How GE’s Vineyard Wind Truce and Engine Supply Deal Will Impact General Electric (GE) Investors

General Electric’s GE Vernova unit has resolved its legal dispute with Vineyard Wind, while GE Aerospace has addressed a GE9X engine durability issue and announced an US$11.75 billion acquisition of Consolidated Precision Products to bolster precision-cast engine component supplies. Together, these developments reduce legal and operational uncertainty while reinforcing GE’s supply chain depth in engines, a core pillar of its aerospace-focused business model. We’ll now consider how resolving...

Did Rockwell’s (ROK) AI-Powered Cyber Push Quietly Redefine Its Industrial Reliability Narrative?
Simply Wall St.6d agoneutral
Did Rockwell’s (ROK) AI-Powered Cyber Push Quietly Redefine Its Industrial Reliability Narrative?

Anthropic announced that Rockwell Automation has joined its Project Glasswing initiative, gaining controlled access to Claude Mythos 5 to enhance discovery, validation, prioritization, and remediation of cybersecurity vulnerabilities across critical industrial software and connected systems. This move highlights Rockwell’s focus on strengthening cyber resilience in the connected industrial infrastructure that manufacturers rely on, potentially affecting how customers assess its products’...

Archer Aviation (ACHR) Completed Midnight’s First City To City Roundtrip Flight
Simply Wall St.6d agoneutral
Archer Aviation (ACHR) Completed Midnight’s First City To City Roundtrip Flight

Archer Aviation (NYSE:ACHR) completed Midnight’s first city to city roundtrip flight as part of its No Roads tour. The all electric eVTOL aircraft flew a full out and back route to showcase use cases beyond short intra city hops. The tour flight was positioned as a proof of concept for future urban air mobility services using Archer’s Midnight platform. Midnight’s first city to city roundtrip is only one piece of Archer Aviation’s broader urban air mobility roadmap. We have also spotted 3...

Sanofi Eyes €25B Dupixent Future, Expands M&A Hunt Ahead of Patent Loss
MarketBeat6d agoneutral
Sanofi Eyes €25B Dupixent Future, Expands M&A Hunt Ahead of Patent Loss

Sanofi (NASDAQ:SNY) is prioritizing continued growth in Specialty Care while preparing for the loss of exclusivity of Dupixent in the early part of the next decade, according to Manuela Buxo, the company’s executive vice president and head of Specialty Care. Speaking at a Morgan Stanley fireside ch

3 Financial Stocks Benefiting From Higher Cash Yields and Money Market Demand
Simply Wall St.6d agoneutral
3 Financial Stocks Benefiting From Higher Cash Yields and Money Market Demand

Global bond yields are climbing, inflation worries are back on the table, and cash suddenly looks more interesting than it did a couple of years ago. Money is shifting again as investors reconsider how to park short-term funds while still keeping options open. This article walks through three stocks linked to money market and ultra short cash management themes that are exposed to these macro shocks, and describes how each one may be relevant for portfolio decisions in the current...

XPeng (XPEV) Stock Looks Fairly Valued On Humanoid Robot Production News
Simply Wall St.6d agoneutral
XPeng (XPEV) Stock Looks Fairly Valued On Humanoid Robot Production News

XPeng has been busy pushing its Physical AI ambitions, from humanoid robots to an AI-focused SUV, while the stock price has fallen sharply in recent years. That split between eye-catching projects and a much lower share price puts the spotlight on one basic question for XPeng: whether today's valuation lines up with the cash the business is expected to generate. XPeng shares have fallen 69.9% over 5 years, which makes the current price largely a bet on how its future cash flows evolve from...

Circle Internet Group (CRCL) Launches Arc Mainnet, Is 11% Undervalued Enough?
Simply Wall St.6d agoneutral
Circle Internet Group (CRCL) Launches Arc Mainnet, Is 11% Undervalued Enough?

Why Arc’s Mainnet Launch Matters For Circle Internet Group Circle Internet Group (CRCL) has switched on the public mainnet for Arc, a Layer 1 blockchain built for financial markets, real time payments, and AI driven economic activity, with USDC integrated at the protocol level. The rollout arrives with a validator group drawn from large financial institutions, support for USDC, EURC, and tokenized funds, and more than 100 applications and ecosystem partners already connected to Arc’s...

3 AI Infrastructure Stocks Riding The White House Push Into Data Centers
Simply Wall St.6d agoneutral
3 AI Infrastructure Stocks Riding The White House Push Into Data Centers

A new White House “AI tsar,” an AI Force, and a clear pledge to avoid rules that could slow artificial intelligence have pushed this theme from niche talking point to front-page story for anyone watching US tech. Policy tailwinds can reshape expectations quickly. This piece walks through three stocks from our US AI Hyperscalers & Semiconductor Leaders screener that appear most exposed to this shift and explains what that might mean for your watchlist. The three stocks below are just a starter...

How Expanded GlobalFoundries SiGe Capacity for AI Optics Will Impact Marvell Technology (MRVL) Investors
Simply Wall St.6d agoneutral
How Expanded GlobalFoundries SiGe Capacity for AI Optics Will Impact Marvell Technology (MRVL) Investors

Earlier this month, GlobalFoundries and Marvell Technology expanded a multi-year agreement to boost silicon germanium chip capacity at GlobalFoundries’ Vermont fab, targeting next-generation optical transceivers and advanced data center connectivity used in AI and cloud infrastructure. This capacity expansion, responding to oversubscribed demand for high-performance optical networking, underlines how central Marvell’s components have become in scaling modern data centers. We’ll now examine...

Investing.com6d agoneutral
Why Greek banks deserve your attention

Investing.com -- Greek banks have moved from a post-crisis balance-sheet repair story into one centred on growth, earnings and shareholder returns, with J.P. Morgan forecasting 12% annual EPS growth between 2025 and 2028 and mid-teens returns on tangible equity.

Energy Fuels (TSX:EFR) Could Be 60% Undervalued After Its September Investor Call
Simply Wall St.6d agoneutral
Energy Fuels (TSX:EFR) Could Be 60% Undervalued After Its September Investor Call

Energy Fuels (TSX:EFR) is back in focus after hosting a special call on September 16, 2026, following its appearance at Morgan Stanley's 14th Annual Laguna Conference. Investors are watching how these events shape sentiment. Over the past year, Energy Fuels shares have swung sharply, with the 30 day share price return down 21.61% and the year to date share price return down 28.68%. At the same time, the 3 year total shareholder return of 47.79% and 5 year total shareholder return of 104.76%...