News

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.

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Markets opened on shaky footing on Monday. Damage to Saudi Arabia’s crucial East-West pipeline stoked worries about oil shortages and inflation, sending oil prices and bond yields higher. Just a few days later, both seem like a distant memory, as oil prices fall premarket and AI stocks jump.

Alchemy’s integration of AgentCard with Mastercard Agent Pay establishes a dedicated identity layer for autonomous software. By provisioning each agent with a unique email address, phone number, stablecoin wallet, and tokenized payment credentials, Alchemy is attempting to treat AI agents as distinct, verifiable entities rather than mere extensions of a user’s existing account. This is […]

According to a report by 36kr, Li is looking to supply, among other items, its Mach driver-assistance chips to external customers.

Does Tesla stock still deserve to be valued at a premium derived from CEO Elon Musk's leadership?

Buffett dropped some useful investing wisdom at a Berkshire Hathaway meeting back in 1999.

FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.

The JPMorgan Chase CEO’s career comeback is one for the books.

Here are the numbers I'll be paying attention to in Anthropic's S-1.

The trend of thematic investing in clean and nuclear energy stocks is fading.

Frontline PLC (NYSE:FRO) recently announced a total dividend of $2.61 per share, with the ex-dividend date set for 2026-09-18. This payment consists of a $2.61 per share cash dividend payable on 2026-09-28. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

The PNC Financial Services Group (NYSE:PNC) said it remains on track to meet its previously issued third-quarter and full-year guidance, citing resilient consumer spending, broad commercial lending demand and continued momentum in its expansion markets. Speaking at an investor conference, President

Plus, Costco is expanding its fast-delivery network, and WSJ reporters explain how a ban on diesel exports might take shape.

Restaurant Brands International Inc (NYSE:QSR) recently announced a total dividend of $0.65 per share with the ex-dividend date set for 2026-09-18, including $0.65 per share cash dividend payable on 2026-10-02. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. This analysis will assess the sustainability of the dividend by examining the company's payout ratio, profitability, and growth metrics, providing value investors with a clearer picture of whether this fast-food giant can continue to reward shareholders.

Space Exploration Technologies Corp. CEO Elon Musk has confirmed that the commercial spaceflight company will begin deploying the Starlink V3 constellation in September. Starship Could’ve Had Orbital Flight Earlier The billionaire took to the social media platform X on Tuesday,...

Investing.com -- Berkshire Hathaway announced Friday that Warren Buffett has been named chairman emeritus, effective immediately.

Higher interest rates threaten to prolong private equity’s record $349 billion backlog of “zombie funds,” making exits harder, squeezing fee income and potentially forcing some firms to shrink. The Federal Reserve’s decision to raise interest rates on Wednesday will deepen problems in their portfolios from a generation of buyouts that are stuck. The bigger the logjam gets, the harder it will be to raise new funds, reducing the fee income private-equity firms rely on, a cycle that can spiral.

The off-price retailer’s supply chain strategy allows it to hold inventory instead of going straight to stores, according to a Q2 earnings call.