News

With Micron’s earnings report looming, competitors have weighed in on the same pressure they’re all feeling.

The bank’s latest warning exposes a fragile balance beneath prices.

AI safety just moved from theory to big-ticket budget line as Anthropic and Accenture commit at least US$1b to third party model evaluation. That kind of spending can reshape where governance, risk and compliance money flows. Ignore it and you risk missing where a fresh cluster of contracts and partnerships could appear. This article spotlights three stocks exposed to that news and explains why each might warrant closer attention. The stocks highlighted below are only a first cut and the full...

Kraft Heinz (NYSE:KHC) has been removed from both the Nasdaq Composite and NASDAQ-100 indexes, effective immediately. The exit from these Nasdaq benchmarks reduces KHC's presence in index-tracking funds that mirror those indices. The change may influence how some institutional investors and ETFs that follow Nasdaq indices gain exposure to Kraft Heinz. The removal of Kraft Heinz from the Nasdaq Composite and NASDAQ-100 is a meaningful shift that needs to be weighed against the rest of our...

Royal Caribbean Group previously announced a total dividend of US$1.50 per share, with an ex-dividend date of 17 September 2026, extending a quarterly payout pattern in place since 2024 and supported by a dividend payout ratio of about 31%. This consistency in dividends, backed by profitability metrics, highlights management’s emphasis on cash returns to shareholders alongside reinvestment in the cruise business. Next, we’ll explore how this sizable, recurring dividend commitment shapes...

Wells Fargo shares have climbed strongly over the past few years, which puts the focus on a simple question for anyone looking at the stock today: Is the current price still aligned with the returns the bank earns on the capital it deploys? Over the past 3 years the stock has returned 124.6%, which puts real weight on whether the business is generating enough return on its capital base to back up that kind of move. Recent commentary around net interest margin running ahead of earlier...

First Solar has seen a sharp pullback this year after a strong multi year run, which puts fresh attention on whether the current share price still lines up with the cash it is expected to generate. With sentiment being pushed around by policy headlines and industry headlines, the key issue is what that means for the stock when viewed purely through its cash flows. Over the past 5 years the stock has gained 115.0%, which makes the question of what investors are paying for its future cash...

The fair value estimate for CD Projekt Red has been adjusted from PLN 232.06 to PLN 242.75, which provides an updated reference point when thinking about price targets. This shift sits alongside divided analyst commentary, with some research pointing to higher potential value and others, such as Morgan Stanley with its PLN 180 target, highlighting more caution at current levels. Read on to see what is driving these differences and how you can track the evolving narrative around CD Projekt...

Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) jumped 2.6% in the afternoon session after the U.S. House of Representatives passed the Ratepayer Protection Act, which addresses power-supply infrastructure costs for data centers.

The consumer health company’s GLP-1 shelf strategy at CVS is paying off, and bigger retailers could follow.

A resolution would allow David Ellison's $111-billion takeover of Warner Bros. Discovery to finalize

Bond yields are racing higher as the U.S. Treasury and corporate issuers flood the market with new debt, and that shift is quietly rewriting the playbook for income investors. Cash-rich, high-dividend stocks in non-cyclical sectors can suddenly look more or less attractive depending on how they handle this funding squeeze. This article walks through 3 stocks exposed to these forces and shows where higher yields may help or hurt. The three stocks below are just a sample pulled from this idea,...

Chubb (CB) has created a new Chief Scientist role and promoted long-time executive Sean Ringsted to oversee artificial intelligence, data and analytics globally, giving investors a fresh lens on how technology fits into the insurer’s long-term playbook. Recent Chubb headlines have clustered around digital leadership changes and its Blue Boundaries conservation partnership, while the share price has climbed over the year with a 90 day share price return of 5.33% and a 1 year total shareholder...

The fair value estimate for Palo Alto Networks has been updated from US$336.70 to US$395.38, a change of about 17% in the underlying model. This shift follows recent research in which many analysts have raised price targets, reflecting stronger conviction in Palo Alto Networks’ execution in AI driven cybersecurity, even as some question how much optimism is already reflected in the stock. Read on to see what is driving this evolving narrative and how to follow it from here. Analyst Price...

Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...

Coherent has seen a very sharp share price run over the past few years, which naturally raises a simple question for you as an investor: Does the current valuation really line up with the cash flows the business is expected to generate? Coherent has delivered a very large 3 year return of about 9x, which puts a lot of weight on whether its cash generation can keep backing that kind of market enthusiasm. The recent expansion of its pluggable optical line systems for AI focused datacenter...

A number of stocks fell in the afternoon session after rising Treasury yields and higher interest rates intensified worries over household finances and discretionary consumption, creating headwind conditions for consumer-facing companies. According to Reuters, as borrowing costs on mortgages, auto loans, and credit cards climb, household budgets are increasingly squeezed, encouraging consumers to prioritize saving and basic necessities over non-essential purchases. In addition, recent economic d

Cybersecurity and related companies were hot with investors this week, on gloomy predictions about the future of AI.

David Einhorn believes this probably may extend beyond SpaceX.

The rig count in the Permian Basin was up one this week, the latest count Friday by Baker Hughes shows, with 269 rigs active in the region. A year ago, 254 rigs were active in the region. Nationally, the oil and gas rig count is up four from last week at 595 rigs. A year ago, 542 rigs were active. The count shows that 452 rigs sought oil, up two from the previous week, and 134 explored for ...

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day.

It's plugging into a state-of-the-art research tool developed by a major pharmaceutical company.

REVIEW PREVIEW NEWSLETTER Spooky Season. The Dow Jones Industrial Average really needs to shake off this bad juju. The blue-chip index fell 122 points, or 0.2%, on Friday, wrapping up its worst week since March, according to Dow Jones Market Data.

Sept 18 (Reuters) - Withdrawal requests at a Morgan Stanley private credit fund remained elevated in the third-quarter repurchase offer, according to a regulatory filing on Friday, as the investment

Shares of materials and photonics company Coherent (NYSE:COHR) jumped 4.1% in the afternoon session after the company announced the expansion of its Pluggable Optical Line System portfolio designed to support artificial intelligence datacenter networks. According to a company press release, the expanded Pluggable Optical Line System portfolio features a full C-band, high-power variable-gain amplifier in a compact QSFP form factor. Designed for 800G ZR and ZR+ digital coherent optics, the hardwar

Restaurants are struggling with higher prices for ingredients and labor, as well as the wellness trend the need for innovation:

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day. As detailed by CNBC, major market averages initially dropped on Wednesday following the Federal Reserve's first interest rate hike in three years, then staged a strong tech-led comeback on Thursday, before falling once more. According to market commentators, aft

Bitwise CIO Matt Hougan reversed a months-long warning about the CLARITY Act within 24 hours of its Senate defeat, and the market celebrated his pivot. But three quiet caveats buried in his memo tell a different story about what he actually believes.

Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher Digital receiving higher price targets tied to contract growth, power availability…

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day.