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Storonsky said the group was currently looking at a dual listing on Nasdaq and the London Stock Exchange.

Investing.com -- Goldman Sachs has pushed back on fears that U.S. corporate profits are in an "earnings bubble," even as it acknowledged some companies are "over-earning."

Warren Buffett steps down as Berkshire chairman, tech stocks and crypto assets are rising, oil prices fall, and more news to start your day.

GPUs are a great business. Optical lasers may be a better one.

BrainChip Holdings Ltd. has launched the AKD1500 PCIe development card, designed to facilitate edge AI evaluation by enabling installation in standard PCIe slots of desktops and industrial PCs. This development offers broad accessibility for developers, allowing them to validate AI models using existing frameworks, and seamlessly transition from evaluation to deployment across various hardware forms. The AKD1500 card, part of BrainChip’s diverse product line, supports the rising demand for...

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

The benchmark US stock measures were trending higher before the open Friday as investors continued t

ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?

With a plan in place, it's possible to make the most of a bear market.

The State Department’s approval of two potential arms sales to Saudi Arabia totaling $5.75 billion, including JDAM-ER munitions and AGT-1500 tank engines, offers a modest but meaningful data point for two very different defense players. For The Boeing Company (NYSE:BA), the potential sale represents an additional international defense opportunity as the company continues working through margin […]

Microsoft Corp.‘s CEO Satya Nadella said Xi Jinping’s China should also care about AI safety, weighing in on the broader discussion of AI’s impact on humans and the industry. Nadella Mulls China’s Role in AI Safety “China should also deeply...

Six Wall Street firms just raised their Salesforce price targets in a cluster, and the reasoning behind the coordinated move points to a fundamental shift in how analysts now value enterprise AI software.

While the high mortgage rates are likely to hurt the Zacks Mortgage & Related Services industry, companies like RKT, AGM and TREE are poised to navigate the challenges.

According to TheFly, Rothschild sees a stronger airline revenue backdrop into next year, while the FAA’s planned AI rollout targets the operational disruptions that continue to weigh on carriers.

EQT checks all the boxes for a top natural gas stock.

Tenev made the forecast on Robinhood's February 2026 earnings call, when the business he was describing was running at roughly one dollar in every fifteen of company revenue.

As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.

CFO JOURNAL NEWSLETTER Good morning. Financial services are being retooled in the age of artificial intelligence, which is reflected in corporate boardrooms. I recently met with Craig Richey of consulting firm Accenture and the software company BlackLine’s CFO Patrick Villanova, who both spoke about what they say is an evolving landscape.

TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.

GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as “wired to win” and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company’s utility exposure extends beyond AI power demand alone. That diversification is a real […]

LMT is ramping JATM production as U.S. and allied demand grows, supporting faster deliveries and potential long-term program expansion.

ATI (ATI) is back on investor radar after management’s upcoming appearance at Morgan Stanley’s Laguna Conference, where leaders plan to highlight aerospace exposure, recent acquisitions and ongoing supply chain and cost pressures. ATI’s share price has pulled back sharply in the short term, with a 1 day move down 3.17% and a 30 day share price return down 18.91%. However, momentum over a longer window still reflects strength, given the 54.06% year to date share price return and a 5 year total...

The fair value estimate for Salesforce has been updated from US$241.72 to US$275.87, an uplift of about 14% in the latest analyst model. This shift comes alongside new AI initiatives such as the Koa CRM reasoning model with NVIDIA, the US$3.6b Fin acquisition, and the AIforce rollout that aim to reshape how customers interact with Salesforce data and workflows. In the sections ahead you will see how these developments fit into the evolving analyst story and how to keep track of future...

Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute every quarter with no clear timeline for the cash to follow.

The latest analyst update on D.R. Horton includes a revised fair value estimate that shifts from US$165.29 to US$161.25, providing a fresh reference point for current price targets. This adjustment sits alongside a mix of bullish and cautious commentary, with some analysts highlighting solid execution and others focusing on affordability and demand risks that may limit how far targets move. As you read on, you will see how these different views shape the evolving narrative around D.R. Horton...

S&P Global (NYSE:SPGI) analysts are flagging rising U.S. utility rates as a source of pressure on municipal finances. The firm reports that higher electricity and water costs are weighing on city budgets and could affect municipal credit quality. Analysts also point to growth in affordable housing and sustainable debt markets as areas drawing more issuer and investor attention. Rising U.S. utility rates and expanding affordable housing and sustainable debt activity are important; investors...

OKLO, SMR and NNE surged after a House bill shifted data-center power costs toward operators, spotlighting advanced nuclear as dedicated supply.

Arista Networks (NYSE: ANET) reported continued robust growth linked to demand for AI data center networking infrastructure. The company raised its full-year revenue outlook, signaling higher expected sales for the current financial year. Management highlighted Arista's role in AI data center buildouts, with industry experts praising its positioning in this segment. Arista's upgraded full-year revenue guidance and AI data center traction deserves weighing against the rest of our findings...

Target is back in focus after analysts raised their fair value estimate from about US$133.84 to roughly US$162.76, a move that aligns with a wave of higher price targets across Wall Street. This shift follows Q2 research that has become more constructive, with firms debating how much of Target's merchandising and traffic recovery is already reflected in the stock. Read on to see what is driving the changing story around Target and how to keep track of the next phase in this evolving...

Barrick and Kinross shine with strong projects, rising cash flows, and solid growth prospects amid resilient gold prices.