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Karman Holdings (KRMN) has been drawing attention after recent trading, with the share price closing at $34.92 on September 24. Short term moves now sit against a backdrop of sharply mixed return figures. For context, Karman Holdings has combined a sharp 1 day share price gain of 5.66% with a slightly lower 7 day share price return. Over 30 days, the share price return is down 29.02%, and the year to date share price return has declined 54.56%, indicating fading momentum despite a less severe...

Key TakeawaysOncology Repricing: Moderna stock jumped 7% on Thursday, September 24, closing at $195 as investors kept betting on intismeran autogene’s Phase 3 melanoma data due at ESMO on October 24. Street Split: The 23 analysts covering Moderna stock are split 4 buys, 1 outperform, 16 holds, 1 underperform, and 1 sell, with a mean target of $120 that sits 39% below Thursday’s close.

Okta, SentinelOne and Meta Platforms jumped to 52-week highs on Thursday amid a series of positive catalysts and rising Wall Street optimism.

Costco Wholesale Corp (COST) posts 11.2% net sales growth to $93.87 billion in Q4 FY2026, with digitally enabled comps up 19.5% and executive membership climbing 9.4%.

Dan Fuss, the legendary vice chairman of Loomis Sayles, makes the case for intermediate-term Treasury notes.

Brookfield is one of the world’s largest alternative-asset managers with a strategy inspired by Berkshire Hathaway that has produced 30 years of impressive profit growth and shareholder returns. Brookfield doesn’t get the attention of major U.S. alternative managers like Blackstone KKR and Apollo Global Management even though it manages over $1 trillion and is a leader in renewable energy, infrastructure, real estate, private credit, and insurance. Brookfield’s U.S-listed shares look appealing after falling 20% this year to about $37 (all figures are in U.S. dollars)—little more than they fetched five years ago.

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said AI companies do not need industry-wide coordination to develop advanced systems safely, arguing that individual labs can address risks internally while prioritizing trust, privacy and alignment. AI Won’t ‘Kill Us’ If Companies Act Responsibly Speaking in an interview with journalist Joanna Stern posted on YouTube Thursday, Zuckerberg was asked, "Is AI gonna kill us?" In response, Zuckerberg said he was "quite optimistic" about AI’s futu

Ciena Corporation (NYSE:CIEN) is positioned to benefit from the growing importance of optical networking as artificial intelligence infrastructure expands. As AI data centers scale, the need to move massive volumes of data between GPUs, servers, and data centers is driving demand for faster and higher-bandwidth optical connectivity. Wall Street’s view on Ciena has shifted sharply. […]

What would it take to stop the losses in the social media giant's hardware unit?

Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand […]

Key TakeawaysChipotle’s adjusted diluted EPS held flat at $0. 33 in Q2 2026, but that flatness is a share count illusion.

Musk predicted that SpaceX could reach “pole position” in AI in about six months, citing its ability to bring computing power online quickly.

Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META) are both using AI to make advertising more valuable while spending tens of billions of dollars on the models and infrastructure underneath it. Their valuations now make the portfolio choice unusually close. Alphabet trades at roughly 25 times forward earnings, while Meta is near 23 times. The […]

The menu item comeback follows a strong quarter for the warehouse retailer.

Hewlett Packard Enterprise Company (NYSE:HPE) and Super Micro Computer, Inc. (NASDAQ:SMCI) are both selling the hardware behind AI inference and training, but their valuations imply different levels of risk. HPE trades near 14 times forward earnings, while Supermicro trades below 10 times. The lower multiple is not automatically the bargain. Oracle’s decision to put HPE […]

Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology, Inc. (NASDAQ:MRVL) are two of the clearest ways to bet that hyperscalers will keep replacing some merchant AI chips with custom silicon. The stocks now ask very different prices for that opportunity. Broadcom trades at about 20.5 times forward earnings, while Marvell trades near 47.8 times. That gap matters […]

Applied Materials (AMAT) has put a fresh spotlight on its stock after committing US$5b to India over the next decade, anchored by a 140 acre semiconductor research park. That commitment lands at a time when Applied Materials’ share price has climbed 76.39% year to date and the 1 year total shareholder return sits at 138.91%. However, the 90 day share price return is down 24.34%, which suggests long term momentum remains strong despite a recent pullback. Scan beyond Applied Materials to see...

Pfizer (NYSE:PFE) is focusing more of its research pipeline on therapies eligible for FDA Breakthrough Therapy and orphan drug status. The FDA has widened use of Breakthrough Therapy designations in areas such as oncology, which can shorten review and approval timelines. Global orphan drug markets are expanding in value as genomics, faster approvals, and government incentives support treatments for rare diseases. The growing role of Breakthrough Therapy labels and orphan drugs for Pfizer is...

Microchip Technology (MCHP) has launched its PAC1761 and PAC1861 digital power monitor families, a product update that draws attention to how the stock reflects the company’s exposure to 48V power architectures. Recent trading shows how fast sentiment around Microchip Technology can shift. The share price has fallen 15.06% over the past 90 days despite a 14.85% year-to-date share price return, while total shareholder return over five years of 8.54% points to more modest long-run...

United Parcel Service recently reported quarterly revenue of US$22.83 billion and earnings per share of US$1.76 that exceeded analyst expectations, while facing rising fuel and energy costs that are pressuring operating margins. At the same time, UPS is rolling out 2026 holiday peak demand fees, revamping its global operating model, and being highlighted as a high-yield dividend payer with a payout ratio close to 100%, sharpening investor focus on how resilient its cash flows really...

Arista Networks, Inc. (NYSE:ANET) and Cisco Systems, Inc. (NASDAQ:CSCO) are both benefiting as AI clusters turn networking into a larger part of the data-center bill. Arista is growing much faster, but investors are paying about 43.8 times forward earnings for that growth versus roughly 20.7 times for Cisco. That valuation gap makes the pair more […]

Applied Optoelectronics has delivered a very long run in its share price, and that kind of move naturally raises the question of whether the current valuation is supported by its sales base. With the stock now trading around US$101, the key issue for you is how much revenue the business is generating to back up that market value. Over the past 5 years the share price has risen by about 13x, which puts the spotlight firmly on how much sales power is now implied in the valuation. The company’s...

Brookfield Asset Management Ulc (TSX:BAM) affiliates are finalizing an $800m refinancing of Oakbrook Center, a major U.S. mall. The GGP-affiliated venture is working with a lender group that includes Morgan Stanley, Goldman Sachs and Wells Fargo on the deal. The refinancing is expected to return cash to the mall's sponsors while keeping capital earmarked for ongoing investment in the property. This $800m Oakbrook Center refinancing by Brookfield affiliates is worth weighing against the rest...

Fresh Coverage Puts Maze Therapeutics in Focus Maze Therapeutics (MAZE) moved higher in pre-market trading on 23 September after CIBC began covering the clinical-stage kidney and metabolic disease specialist, with the share reaction unfolding alongside new kidney data from Vertex Pharmaceuticals. Recent trading has been choppy for Maze Therapeutics, with a 1-day share price return that declined 6.69% following a 7-day share price return up 11.82%. The year-to-date share price return is down...

The brands share a similar association as titans of American export culture, and the two stocks are struggling now.

Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp. (NYSE:VST) are two of the clearest public-market bets on AI electricity demand. Constellation trades near 21 times forward earnings, while Vistra trades around 13 times. The question is whether Constellation’s nuclear scarcity deserves a premium of that size. The valuation gap has been visible for months, but Peter […]

ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around 31 times forward earnings, while Applied Materials trades near 27 times. That modest premium raises a useful question: how much should investors pay for a near-monopoly? The […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) crossed $1 trillion in market value on September 21 after closing roughly 187% higher for 2026. NVIDIA Corporation (NASDAQ:NVDA) was worth about $5.45 trillion as of September 23. The more important difference is valuation. On a common S&P Global basis updated September 24, AMD traded at about 55.6 times forward […]

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) are both selling the idea that AI expands the cybersecurity market rather than commoditizing it. The stocks, however, price that opportunity very differently. CrowdStrike trades around 177 times forward earnings and 167 times free cash flow, versus roughly 94 and 78 times, respectively, for Palo […]

Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) are spending at extraordinary scale to own the AI cloud. Their valuations are surprisingly close: Microsoft trades near 25.3 times forward earnings, while Amazon is around 27.7 times. The harder question is which company is turning those infrastructure dollars into better economics. That question has become more important […]