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Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone
Simply Wall St.9d agoneutral
Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone

Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower’s PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T with higher-bandwidth 6.4T near-packaged optics planned for volume production from First Half 2027. This collaboration highlights Tower’s role at the center of advanced optical interconnects, where integrating lasers, modulators, amplifiers, and...

3 Mining Stocks Retail Investors Are Watching For Europe Critical Minerals Demand
Simply Wall St.9d agoneutral
3 Mining Stocks Retail Investors Are Watching For Europe Critical Minerals Demand

Trade threats between the U.S., Canada, and Europe are turning tariffs, minerals, and supply chains into tools of power, not just policy. That raises the stakes for any stock exposed to critical minerals and cross Atlantic trade flows. Missing this shift could mean missing where future capital and regulations concentrate. This article walks through three stocks tied to that story and examines how this new EU Canada axis might affect them. The companies in the list below are just a starting...

What Amazon.com (AMZN)'s US$8 Billion Backup Power Deal With Generac Means For Shareholders
Simply Wall St.9d agoneutral
What Amazon.com (AMZN)'s US$8 Billion Backup Power Deal With Generac Means For Shareholders

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...

IBM (IBM) Stock Could Trade At A Discount On AI Governance News
Simply Wall St.9d agoneutral
IBM (IBM) Stock Could Trade At A Discount On AI Governance News

International Business Machines has given long term holders a strong run over the past few years, yet after a sharp setback this year the question now is whether the current US$237.75 share price still lines up with the cash it is expected to generate. Recent headlines around quantum computing, AI governance and a major investigation into a recent earnings shortfall have further sharpened the focus on what IBM’s cash flows are really worth. Over the past 5 years the stock has returned...

Procter And Gamble (PG) Stock Could Be Cheap As 16% Five Year Gain Continues
Simply Wall St.9d agoneutral
Procter And Gamble (PG) Stock Could Be Cheap As 16% Five Year Gain Continues

Procter & Gamble has delivered steady long term gains for shareholders, yet the current share price raises a clear question about how fully its cash flows are being reflected in the valuation. With the stock recently closing at US$147.55, the issue now is whether the underlying cash generation can support that level over time. Over the past 5 years, Procter & Gamble has returned 16.4%, which puts long term cash flow strength at the centre of the pricing debate today. Recent coverage...

Why Is e.l.f. Beauty (ELF) Pushing Deeper Into The Americas Now?
Simply Wall St.9d agoneutral
Why Is e.l.f. Beauty (ELF) Pushing Deeper Into The Americas Now?

e.l.f. Beauty (NYSE:ELF) expanded its retail reach through new partnerships with Sephora in Canada, Mexico, and Brazil. The Naturium skincare brand is launching in Sephora stores and online across Canada and Mexico, widening its North American presence. e.l.f. Cosmetics becomes the first mass color brand available in Sephora Brazil, adding a new entry point in South America. The Naturium rollout and e.l.f. Cosmetics debut in Sephora Brazil only capture part of what this expansion may mean...

Colgate’s Steady Dividend and Premium Push Might Change The Case For Investing In Colgate-Palmolive (CL)
Simply Wall St.9d agoneutral
Colgate’s Steady Dividend and Premium Push Might Change The Case For Investing In Colgate-Palmolive (CL)

Colgate-Palmolive’s board recently declared a quarterly cash dividend of US$0.53 per common share, payable on November 13, 2026, to shareholders of record on October 20, 2026, extending a dividend record that has remained uninterrupted since 1895. This reaffirmation of the dividend coincides with Colgate-Palmolive intensifying efforts to revive its North America business through greater support for premium toothpaste innovations and higher advertising investment. Next, we’ll consider how...

Norfolk Southern Sees Fuel Hit but Eyes Freight Share Gains From Trucking
MarketBeat9d agoneutral
Norfolk Southern Sees Fuel Hit but Eyes Freight Share Gains From Trucking

Norfolk Southern (NYSE:NSC) said higher fuel prices are expected to pressure its operating ratio in the second half of the year, reversing the tailwind management had anticipated just two months earlier, while the railroad sees opportunities to gain freight share from trucking and continue investing

CGDV vs. SCHD: Can an Active Dividend ETF Dethrone the Index Favorite?
24/7 Wall St.9d agoneutral
CGDV vs. SCHD: Can an Active Dividend ETF Dethrone the Index Favorite?

CGDV and SCHD both carry the dividend label, but their portfolios share almost nothing in common and their recent returns have split dramatically. The fund that dominated for five years is now lagging badly, and the reason comes down to a single philosophical disagreement about what a dividend ETF should actually own.

3 Large Cap Stocks With Strong Balance Sheets for Higher Rate Markets
Simply Wall St.9d agoneutral
3 Large Cap Stocks With Strong Balance Sheets for Higher Rate Markets

Fed rate hikes, stubborn inflation and higher borrowing costs have pushed investors to care more about balance sheet strength than headline stories. That shift can reward stocks with solid cash flows while leaving weaker businesses exposed to the same news. This article cuts through the noise by focusing on quality. You will see three large cap stocks from our screener that appear better positioned to handle the Fed’s latest move. The three stocks below are just a starting sample from this...

nLIGHT (LASR) Stock Looks Pricey As Sales Struggle To Support Its Price
Simply Wall St.9d agoneutral
nLIGHT (LASR) Stock Looks Pricey As Sales Struggle To Support Its Price

nLIGHT has delivered a strong multi year share price run, and the question now is whether that performance lines up with what its sales can reasonably support. With the stock recently closing at US$38.43, investors face a simple but important query about how much revenue they are actually paying for. Over the past 3 years the share price has climbed about 273.1%, which puts a lot of weight on whether nLIGHT's current sales footprint can shoulder that kind of move. The business leans heavily...

RTX Corporation (RTX)’s Pratt & Whitney Deepens Poland Bet with $25M Engine Parts Expansion
Insider Monkey9d agoneutral
RTX Corporation (RTX)’s Pratt & Whitney Deepens Poland Bet with $25M Engine Parts Expansion

On September 4, RTX Corporation (NYSE:RTX) announced that its Pratt & Whitney business was investing $25 million to expand its manufacturing facility in Niepołomice, Poland. The site produces complex tubular assemblies for both military and commercial engines. The expanded facility will begin operations in 2028 and create over 120 jobs. Niepołomice already delivers precision components […]

Inside Huntington Ingalls Industries (HII)’s Latest Pentagon Win: Long Lead Materials, Long Runway to 2039
Insider Monkey9d agoneutral
Inside Huntington Ingalls Industries (HII)’s Latest Pentagon Win: Long Lead Materials, Long Runway to 2039

On September 4, the U.S. Department of War (DoW) announced a $336,112,000 Navy contract for Huntington Ingalls Industries, Inc. (NYSE:HII) to advance procurement of long-lead materials for the construction of the future USS William J. Clinton (CVN 82). Work on the program will be executed in Newport News, Virginia, with completion anticipated by March 2039. […]

JPMorgan Chase (JPM) Commits $750 Billion to Rebuilding America’s Housing Supply
Insider Monkey9d agoneutral
JPMorgan Chase (JPM) Commits $750 Billion to Rebuilding America’s Housing Supply

JPMorgan Chase & Co. (NYSE:JPM) said it plans to place more than $750 billion through 2035 to increase U.S. housing supply and support homeownership, with the Wall Street Journal covering the pledge as part of its broader American Dream Initiative. The commitment, nearly 40% more than the bank’s housing-related capital deployment over the prior decade, […]