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Visa (V) vs American Express (AXP): Which is a Better Stock to Buy
Insider Monkey17h agobullish
Visa (V) vs American Express (AXP): Which is a Better Stock to Buy

Visa Inc. (NYSE:V) and American Express Company (NYSE:AXP) both put their logos on cards, and that is roughly where the similarity ends. One runs a toll road. The other lends its own money and runs a toll road as well. That difference explains almost everything about how they are priced. Visa trades near thirty-one times […]

Google is Changing Search to Avoid More EU Fines. Could Compliance Become the Bigger Risk?
Insider Monkey17h agoneutral
Google is Changing Search to Avoid More EU Fines. Could Compliance Become the Bigger Risk?

Alphabet Inc. (NASDAQ:GOOGL) has spent years fighting European regulators over how Google Search treats competing services. Now the argument is moving from the courtroom and regulators’ offices directly onto the search-results page. Earlier this month, Google rolled out major changes to Search in Europe as it works to comply with the EU’s Digital Markets Act. […]

Acadia Pharmaceuticals Fell 19% Today. Here’s Where the Stock Could Go in 2026
TIKR17h agoneutral
Acadia Pharmaceuticals Fell 19% Today. Here’s Where the Stock Could Go in 2026

Key Stats for Acadia Pharmaceuticals StockToday’s Performance: -19%52-Week Range: $20 to $31Valuation Model Target Price: $34Implied Upside: 54%What Happened?Acadia Pharmaceuticals stock (NASDAQ: ACAD) is facing a major test over whether remlifanserin still has a credible path forward in Alzheimer’s disease psychosis after its Phase 2 trial narrowly missed its main goal. Remlifanserin is being developed to treat hallucinations and delusions associated with Alzheimer’s disease psychosis, an indic

Investing.com17h agoneutral
Anthropic proposes supervoting shares to give co-founders majority control -report

Investing.com -- Anthropic (NASDAQ:ANTP) is seeking shareholder approval for a dual-class share structure that would hand its seven co-founders majority voting control ahead of a highly anticipated initial public offering, according to a report from The Information. Under the proposed terms, Chief Executive Officer Dario Amodei and his co-founding team would secure a combined 50.1% voting stake in most corporate matters, mirroring a collective-control framework famously deployed by Palantir Tech

America’s Fastest-Growing Retailer Is From China
The Hustle17h agoneutralVIDEO
America’s Fastest-Growing Retailer Is From China

Chinese retailers are opening stores at a pace no one saw coming — Miniso alone has hit 330+ locations across 20+ states in under three years, while American retail lost over 8,000 stores in that same window. This isn't a coincidence.*Decode any industry like an expert:* https://clickhubspot.com/8r3qIn China, it's called neijuan (involution): a brutal, self-destructive cycle where companies compete so aggressively on price that almost nobody's left with a real margin. Nearly half of China's 400,000 bubble tea shops closed in a single year. Luckin Coffee got dragged into a price war that pushed lattes down to $1.37 — and still came out ahead of Starbucks in store count in China. Miniso survived a market crowded with 1,000+ competitors by refreshing roughly 100 new products every week and building an IP empire around characters like "Strawberry Bear."That same playbook built in China's most cutthroat market is exactly what's fueling their US expansion now.0:00 Why Chinese retailers are suddenly everywhere in the US1:13 China’s “involution” problem and brutal price wars explained3:00 Luckin Coffee vs Starbucks: how Luckin hacked convenience and cost4:28 The $1 latte price war and Luckin’s shrinking margins5:56 Fraud scandal, restructuring, and how Luckin still beat Starbucks7:36 How to “decode” any industry like this7:59 Miniso’s origin story and China’s chaotic variety retail market9:42 Miniso’s IP strategy and the rise of “Strawberry Bear”12:21 Why Chinese retail methods are winning as US prices climb

Marriott (MAR) vs Hilton (HLT): Which is a Better Stock to Buy
Insider Monkey17h agobullish
Marriott (MAR) vs Hilton (HLT): Which is a Better Stock to Buy

Marriott International, Inc. (NASDAQ:MAR) and Hilton Worldwide Holdings Inc. (NYSE:HLT) barely own any hotels. Both mostly rent out their names, collect a royalty on someone else’s building, and let a franchisee carry the cost of the carpets. That makes them closer to licensing businesses than to property companies. Two numbers decide which is worth more. […]

Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?
Insider Monkey17h agoneutral
Could IBM (IBM) and Lockheed Martin (LMT)’s Quantum Bet Face a Long Road to Returns?

International Business Machines Corporation (NYSE:IBM) and Lockheed Martin Corporation (NYSE:LMT) have established a quantum innovation hub at ETH Zurich through an offset agreement with armasuisse, Switzerland’s Federal Office for Defence Procurement. The initiative will host Switzerland’s first IBM Quantum System Two, powered by IBM’s advanced Quantum Nighthawk processor, at the Swiss National Supercomputing Center in […]

US airlines oppose China's bid to add more flights
Reuters17h agoneutral
US airlines oppose China's bid to add more flights

By David Shepardson WASHINGTON, Sept 24 (Reuters) - The head of industry group Airlines for America said on Thursday that US carriers oppose adding more direct flights from China to the United States

Could Constellation Energy (CEG)’s $715 Million Shell (SHEL) Deal Accelerate its Power Growth?
Insider Monkey17h agoneutral
Could Constellation Energy (CEG)’s $715 Million Shell (SHEL) Deal Accelerate its Power Growth?

On September 10, 2026, Constellation Energy Corporation (NASDAQ:CEG) announced an agreement to acquire 100% of RISEC Holdings, LLC, owner of the Rhode Island State Energy Center (RISEC), from Shell Energy North America, a subsidiary of Shell plc (NYSE:SHEL), for $715 million. The 609-megawatt, natural gas-fired combined-cycle facility sells power into the ISO New England wholesale […]

What Does Cloudflare (NET) New AI Crawler Control Mean For Website Owners?
Simply Wall St.17h agoneutral
What Does Cloudflare (NET) New AI Crawler Control Mean For Website Owners?

Cloudflare (NYSE:NET) introduced an "Accountable" label for AI crawlers, flagging which bots identify themselves and respect publisher rules. The firm launched a "Disallow AI Training" feature that lets site owners restrict use of their content in AI model training. Cloudflare said the new controls also extend to how AI search tools can index and surface website content. The new Accountable designation and Disallow AI Training controls deserve to be weighed alongside Cloudflare's broader...

Bristol Myers Squibb (BMY) Adds Restricted Pharmacy Path For New Myeloma Drug
Simply Wall St.17h agoneutral
Bristol Myers Squibb (BMY) Adds Restricted Pharmacy Path For New Myeloma Drug

Bristol-Myers Squibb (NYSE:BMY) has picked Onco360 to join the restricted specialty pharmacy network for ZENBEXUS (iberdomide). ZENBEXUS, a newly approved therapy for certain multiple myeloma patients, will be dispensed through a Risk Evaluation and Mitigation Strategy program. Onco360 will handle specialty dispensing and clinical support for eligible patients as ZENBEXUS enters commercial rollout for an underserved group. The selection of Onco360 for ZENBEXUS distribution comes against...

Investing.com17h agobullish
StubHub earns Moody’s upgrade to B2 as debt reduction efforts bear fruit

Investing.com -- Moody’s Ratings has upgraded the Corporate Family Rating of StubHub Inc (NYSE:STUB), LLC to B2 from B3, signaling confidence in the live-event ticketing marketplace’s ongoing balance-sheet deleveraging. The rating agency simultaneously raised the company’s Probability of Default Rating and senior secured bank credit facility ratings to B2 while maintaining a stable outlook.

Is Dell Technologies (DELL) Stock a Buy After its $5 Billion AI-Fueled Bond Sale?
Insider Monkey17h agobullish
Is Dell Technologies (DELL) Stock a Buy After its $5 Billion AI-Fueled Bond Sale?

On September 10, Dell Technologies Inc. (NYSE:DELL) raised $5 billion from an investment-grade bond sale, riding the surge in revenue from AI servers, according to Bloomberg. Investors placed up to $23 billion in orders, nearly five times the deal size and above the annual investment-grade average of four times, reflecting robust credit market demand. Dell […]

Investing.com17h agobullish
S&P Global upgrades AZZ to ’BB’ on rapid debt reduction and improving leverage

Investing.com -- S&P Global Ratings has upgraded AZZ Incorporated's (NYSE:AZZ) issuer credit rating to ‘BB’ from ‘BB-’, citing accelerated debt repayment and sustained improvements in the company's leverage profile. The rating agency also raised its issue-level rating on the company’s senior secured debt to ‘BB+’ from ‘BB’, while maintaining a ‘2’ recovery rating.

Investing.com18h agoneutral
S&P Global raises Western Digital outlook to positive on surging AI demand

Investing.com -- S&P Global Ratings has revised its outlook on Western Digital Corporation (NASDAQ:WDC) to positive from stable while affirming its 'BBB-' issuer credit rating, pointing to accelerating cash flow generation and sustained low leverage. The revision signals potential upward mobility for the data storage manufacturer's credit profile as booming demand for artificial intelligence infrastructure fuels rapid top-line growth.

A Cruise Line Betting on Land: Is Royal Caribbean’s Sandals Deal Genius or Overreach?
Insider Monkey18h agoneutral
A Cruise Line Betting on Land: Is Royal Caribbean’s Sandals Deal Genius or Overreach?

Royal Caribbean Cruises Ltd. (NYSE:RCL) is the world’s second-largest cruise company. On September 23, 2026, the company agreed to buy 50% of ownership in Sandals Resorts International for approximately $3 billion, implying an enterprise value of $6 billion for the resort operator. The move represents Royal Caribbean’s largest expansion into land-based hospitality. The announcement did […]

Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?
Insider Monkey18h agobullish
Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]