News

JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical and higher-beta areas potentially taking a greater role as the year progresses.

71% That's the share of Alphabet’s quarterly profits that came from "other income" last quarter. The gains came from revaluing equity holdings, which include SpaceX and Anthropic. Other income made up 66% of Amazon’s earnings, primarily due to its stake in Anthropic.

The S&P 500 Index ($SPX ) (SPY ) is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.15%. September E-mini S&P futures (ESU26 ) are up +0.01%, and September E-mini Nasdaq futures (NQU26...

JD.com beat Q2 earnings estimates as margin gains, better marketing efficiency and narrower Food Delivery losses offset revenue pressure.

Gemini Space Station (NASDAQ:GEMI) reported second-quarter revenue growth despite weaker crypto trading activity, as expanding services revenue, over-the-counter trading and new product offerings offset a decline in exchange revenue. The company also highlighted lower operating costs following restr

Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

Virgin Galactic delays its first commercial Delta flight to February 2027 but keeps its 2027 cash flow target as ticket demand stays strong.

NU says record risk-adjusted margins can stay near current levels as AI expands, credit holds firm and Mexico's banking push accelerates.

LONDON, Aug 14 (Reuters) - Nvidia's colossal financing deal for AI infrastructure buildouts is the talk of private markets this week.

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

Dell Technologies stock has room to run after its recent breakout, according to Wells Fargo Securities.

Stablecoin payments company RedotPay is delaying its planned $1 billion U.S. initial public offering (IPO). <...

Resideo beat sales and earnings expectations in fiscal Q2, but that hasn't stopped the stock from getting hit with big sell-offs.

On this episode of Stock Movers: Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and&nbsp;Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components. Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda loss. Reddit (RDDT) climbed on the news that the stock is set to be included in the S&P 500 index.

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...

Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.

Aug 14 (Reuters) - Wall Street's main indexes were mixed at the open on Friday, a day after the S&P 500 closed at a record high, as investors assessed retail sales data and took stock of the latest

It's a war of words in the fast food space.

Tech stocks look a touch lively in premarket trading.

New leadership outlines turnaround strategy amid traffic declines and margin pressure.

While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.

Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.

Sandisk stock surged as Wall Street digested the flash memory maker's bullish long-term growth targets.

Adjusted EBITDA surged 30% year-over-year as peak loads hit records in Texas and PJM.

Net bookings hit $1.39 billion, beating guidance as GTA and NBA 2K franchises outperformed.

New awards surged to $6.1 billion, driven by nuclear and mining conversions.

Investing.com -- SpaceX finalized its acquisition of Anysphere, Inc., the developer of the popular AI coding tool Cursor, in an all-stock transaction valued at $60 billion. Confirmed via an SEC Form 8-K, the historic deal resulted in the issuance of approximately 391 million SpaceX Class A shares and is widely considered the largest startup acquisition on record. Following the announcement, SpaceX (NASDAQ: SPCX) shares saw a 1.5% bump, trading at $143.45. Under the agreement, Cursor’s outstandin

Coach handbags are flying off shelves, margins are expanding, and Tapestry just topped earnings estimates, yet the stock cratered 16% in a single session. Whether that brutal selloff signals a buying opportunity or a warning worth heeding depends on two conditions management has yet to prove.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.