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The retailer is seeing a shift it can’t afford to ignore

AI hardware went from tech niche to geopolitical bargaining chip almost overnight, as Nvidia CEO Jensen Huang now shapes how President Trump talks about regulation, export fees, and China trade. That power shift creates real ripple effects for companies exposed to these talks. Read on to see how three US listed hardware stocks tied to AI chips and datacenter gear are plugged into this story, and why those links could matter for your portfolio. The stocks covered below are just a small slice...

Cloudflare has delivered very strong share price gains over the past few years, which puts a spotlight on what investors are now paying for each dollar of its sales. With the stock still tied to expectations for its role in internet security and web performance, the key issue is how that price compares with the revenue the business currently generates. Over the past 3 years the stock has returned around 460%, which puts a lot of weight on whether the revenue base can support that kind of...

Twilio has delivered a powerful share price run, and the question now is whether that surge can be backed up by the cash the business is expected to generate over time. With the stock heavily in focus, the core issue is how today’s valuation lines up against its Discounted Cash Flow (DCF) based view of intrinsic value. Over the past 3 years the stock has returned 311.3%, which puts a lot of future cash flow expectations under the microscope. Fresh investment in AI-powered customer engagement...

Phillips 66 (NYSE:PSX) has almost doubled in value since the beginning of 2026, propelled by the high refining margins amid the US-Iran war, which has significantly reduced the world’s refining capacity and tightened supplies of gasoline, diesel, and jet fuel. With PSX currently trading near its all-time high, investors are beginning to question whether the […]

Key TakeawaysOn Kinder Morgan’s second quarter 2026 call, the company declared a quarterly dividend of $0. 2975 per share, an annualized $1.

Baker Hughes Company (NASDAQ:BKR) raised its 2026 financial guidance on September 9, reflecting the impact of its $13.6 billion acquisition of Chart Industries, a global manufacturer and servicer of highly engineered equipment focused on the industrial gas and clean energy markets. The oilfield services company now expects revenue of $28.50 billion to $30.30 billion in […]

Wells Fargo has lowered its year-end 2026 S&P 500 target to 7,700 from 7,950, citing concerns about equity valuations, investor positioning and liquidity conditions. The firm now forecasts potential near-term downside of 5% to 10%.

Marathon Petroleum Corporation (NYSE:MPC) has substantially outperformed the wider market and more than doubled in value since the beginning of 2026. The stock is currently trading near its all-time high, propelled by an unusually sharp jump in global refining margins as the ongoing disruptions have significantly reduced the global refining capacity and tightened supplies of […]

The S&P 500 hasn't been this expensive since the dot-com internet bubble in the late 1990s.

BlackRock’s Jacobs argued Bitcoin still serves as a portfolio diversifier despite institutional adoption.

While gold trades roughly flat YTD, Coeur Mining, Alamos Gold, and Wheaton Precious Metals have outperformed, boosted by strong earnings, free cash flow, and rising dividends.

The leading network airline is a very different business from what it was a decade ago, and it might be time for the market to rerate its stock.

Key TakeawaysAtlassian stock has climbed 132% since mid-June, moving from roughly $83 to $192. 02 by September 18, after a run of AI-driven software earnings beats flipped the sector’s disruption narrative into a tailwind story.

Ciena has unveiled its ambitious 2029 targets aiming for 30% CAGR growth through 2029.

ChatGPT ads just passed $1 billion in annualized revenue.

Oracle’s chief reveals what the AI productivity boom is missing

Key Takeaways CFO Andre Maciel told analysts on the Q2 2026 earnings call that Kraft Heinz protected free cash flow at the same dollar figure committed at the start of the year, even while stepping up marketing investment. The dividend has sat at $0.

Bond yields rose ahead of the Fed rate hike, and investors should be worried about Wall Street and Main Street.

After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.

Following three strong years of returns, the stock is struggling in 2026.

The chain rarely tells members it’s discontinuing an item, but there’s one telltale sign that true insiders know.

Key TakeawaysOkta stock has climbed 132. 5% since mid-March, and the single biggest leg came on August 27, when shares jumped as much as 21% after a fiscal second-quarter earnings beat.

Generating $15,500 a month from a portfolio sounds like a fixed number, but the actual capital required swings by millions depending on one decision most investors get wrong before they ever buy a single share.

AI is not so fashionable, in part, because most labs are privately owned, Vlad Tenev said. So that leaves regular investors with no “skin in the game,” he said.

The Federal Reserve just lifted interest rates again, which increases borrowing costs and puts pressure on weaker balance sheets. Cash rich Canadian companies with solid finances can be in a stronger position in this kind of market. That is where high quality but overlooked stocks can matter. This article highlights three Canadian shares from our high quality undervalued group that combine sturdy cash flows with attractive value scores. The shares covered next are a small sample. The wider...

West Pharmaceutical Services (WST) is juggling mixed signals after recent updates on its business outlook. Investors now have to balance long-term growth drivers with fresh headwinds from a cyber incident, cost inflation, and a Scottsdale product line shutdown. Recent price action reflects that push and pull. The share price is up 9.89% over the past 90 days and 31.08% year to date, while the 1-year total shareholder return of 42.61% contrasts with a slightly negative 3-year total shareholder...

Green Brick Partners has rewarded long term holders with a strong multiyear return, yet the recent pullback has investors asking whether the current share price lines up with what its earnings can reasonably support. With fresh commentary from management on expansion in Texas and capital allocation, the question now is how much of that story is already reflected in the valuation. Over the past 5 years the stock has gained 209.8%, which puts real pressure on the earnings picture to justify...

The company helped supply Walmart, Target, and Amazon. Here’s what it means for your holiday.

Natural gas midstream operators are powering AI data centers directly, and Enterprise Products, Energy Transfer and Williams are collecting long-term fees.