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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...

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...

The market might seem bloated, but these stocks still have a long runway for growth.

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.

Investing.com -- Bitcoin held above $80,000 over the weekend after rebounding from a turbulent week, supported by renewed institutional demand as U.S. spot Bitcoin exchange-traded funds recorded more than $433 million in net inflows on Friday.

MPLX LP didn't just team up with a pipeline rival; it also teamed up with two rivals in the upstream sector, too.

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%...

Cheniere Energy (NYSE:LNG) reported a quarterly loss, driven primarily by negative movements in LNG-linked derivative contract values. Management attributed the hit to derivatives to heightened geopolitical risks and sharp swings in global gas prices during the quarter. The swing to a quarterly loss tied to LNG contract derivatives comes as global gas markets experience pronounced price volatility. Cheniere's move into a quarterly loss tied to LNG-linked derivatives plays out against wider...

EOG Resources has delivered a strong run for long term holders, yet the recent pullback raises a fresh question about what investors are paying for its earnings today. With the stock still well above levels seen several years ago, the issue is whether the current price fairly reflects the profits the business generates. Over the past 5 years, EOG Resources has returned 133.9%, which puts a lot of embedded optimism about its earning power under the microscope. The company’s fortunes remain...

Tempus AI (TEM) has put a new data project at the center of the story. The business plans a research platform built on 100,000 whole genomes linked to long term clinical records. Tempus AI’s new whole genome project arrives after a sharp run in the shares, with a 90 day share price return of 62.68% and a 7 day gain of 31.91%. However, the 1 year total shareholder return of an 11.79% decline shows the longer term picture has been more mixed despite the current momentum around the US$77.84...

Centene (NYSE:CNC) reaffirmed its 2026 adjusted diluted earnings-per-share guidance of more than $4.80 at the Deutsche Bank Healthcare Summit, with Chief Executive Officer Sarah London saying the company’s performance through the first two months of the third quarter was in line with expectations.

Trade rules are quietly redrawing the global factory map, and the results are starting to show up in earnings calls and capital spending plans. Production is shifting, costs are moving, and some balance sheets may feel the strain while others find fresh demand. For investors evaluating where tomorrow’s potential winners and laggards could emerge, this story matters. This article walks through three stocks from our Multinational Manufacturers with Diversified Production Networks screener that...

Coinbase Global (NasdaqGS:COIN) reported that its agentic trading stack powered most crypto transaction flows over the past week. Management highlighted Grok as a leading AI agent on the platform, driving a large share of AI agent-driven trading volumes. Developer-built custom interfaces using Coinbase for Agents and the x402 payment protocol accounted for the majority of notional market activity. The rise of Coinbase’s agent-driven trading workflows, led by Grok and custom agents, needs to...

Eli Lilly’s updated fair value estimate has shifted from US$1,297.31 to US$1,325.39, adding a fresh data point to an already closely watched price target range. This move sits alongside analyst price targets that often sit above US$900, with a cluster between US$1,300 and US$1,600, as research teams debate how much of the GLP-1 and obesity story is already reflected in the stock. As you read on, you will see how to track these evolving views and what they may mean for your own Eli Lilly...

Valero Energy (NYSE: VLO) has appointed Matt Audette as an independent director and member of its Audit Committee. Audette currently serves as chief financial officer of LPL Financial and previously held the EVP/CFO role at E*TRADE. The board assigned Audette to the Audit Committee, adding deep financial reporting and regulatory experience to that group. The appointment of Matt Audette to Valero's board and Audit Committee is a governance shift that investors should weigh carefully. Take a...

Gilead Sciences (NasdaqGS:GILD) expanded its royalty-free voluntary licensing of once-yearly lenacapavir for HIV prevention to 120 high-incidence countries. The biopharma group signed a regional agreement with the Pan American Health Organization to widen access to twice-yearly lenacapavir across Latin America and the Caribbean. The PAHO partnership creates a direct pathway for 14 additional countries in the region to obtain lenacapavir for HIV prevention programs. Gilead's broader licensing...

By Che Pan and Eduardo Baptista BEIJING, Sept 20 (Reuters) - Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough

Tesla has grown at a torrential rate in the past, but it has slowed down recently.

Jim Cramer has plenty to say about stocks, but his latest comments on AMD took a notably different tone.

One designs chips; the other manufactures them, and their valuations tell starkly different stories about growth versus value.

Power Solutions International has seen its share price move in very different directions over recent periods, which puts fresh focus on whether the current level is in line with what its cash flows can reasonably support. With the stock now at US$45.87, the key issue is how that market price lines up with the cash generation implied by the business. Over the past three years the stock has delivered a very large gain, which makes the link between that share price change and the company’s...

BRP now carries a higher Fair Value Estimate of CA$103.07, up from CA$97.22, which lines up more closely with the Street price targets that have been cited after the latest update. Recent analyst commentary reflects this shift, with more upbeat views tying higher targets to Q2 execution and product momentum, while cautious voices still highlight tariff and valuation risks. As you read on, you will see how this evolving narrative around BRP may shape the way you track the stock from here. Stay...

Kilroy Realty has seen its share price under pressure in recent years, so the key issue for investors now is whether the current US$34.23 level still lines up with the cash the business is expected to generate over time. With the focus squarely on cash flows, the stock invites a closer look at how much long term value those streams might support. Over the past 5 years the share price has declined 34.5%. This puts the spotlight on whether the cash flow outlook justifies staying invested or...

Nokia Oyj (HLSE:NOKIA) expanded its partnership with Microsoft to transform telecom automation using unified, AI-driven data operations. The collaboration connects Nokia Data Suite directly with Microsoft Fabric to streamline network data access for global telecom operators. The combined platform is designed to shorten network data retrieval times and support multi-vendor AI use cases such as autonomous assurance and predictive maintenance. This Nokia and Microsoft AI data operations...

Rockwell Automation (NYSE:ROK) executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments. Speaking at Morgan Stanley’s 14th Annual Laguna Con

Investing.com -- European assets may offer investors advantages that are being overlooked as markets remain heavily focused on U.S. technology leadership, according to Macquarie Global Strategy, which sees structural changes supporting stronger European returns.

Space Exploration Technologies Corp. CEO Elon Musk said that the company’s Starship rocket could eventually deliver between 1 million and 10 million tons of payload to orbit annually as operations scale. Up to 10 Million Tons of Payload On Wednesday,...

After the Fed’s latest decision, investors face a changing market landscape.

Washington just put AI and defense infrastructure back under a spotlight, with plans for an "AI Force" and an AI tsar signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand. That shift could reshape where capital flows next and it creates both openings and risks for investors watching AI-related equities. This article unpacks 3 US-listed large caps exposed to this policy theme and explains how each stock connects to the AI and defense spending...

Tesla, Inc. (NASDAQ:TSLA) has once again set a deadline for its second-generation Roadster. This time, the automaker says October 1 is real, and it’s accompanied by rocket-launch visuals and a technology package sourced directly from Elon Musk’s other company, SpaceX. A Nine-Year Wait The Roadster was first exhibited as a prototype in November 2017, with […]