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Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

Ciena’s surging orders, expanding backlog, rising margins, and growing data center business could give CIEN a powerful runway for further gains.

A brand-new ETF targeting China's memory chip supply chain just posted a 4% gain on one of its first trading days, but with no published holdings and a regulatory environment that can reprice the entire sector within days, the real story is what happens next.

Here is how Hewlett Packard Enterprise (HPE) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year.

Ackman was right about Netflix, but he still lost money on his investment.

A BlackRock-validated chain, a launch livestream, and a man in a gaming chair. Within an hour, Arc traders were selling. Why?

Diesel prices just hit a level that has Washington reaching for a policy tool it has never once deployed on refined fuel, but the experts arguing it would backfire may have the more convincing case.

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]

On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

A pioneering move in corporate payouts allows shareholders of Elemental Royalty (NASDAQ:ELE) to receive their upcoming quarterly dividend in either traditional fiat currency or digital gold. Dividend election detailsDividend amount: US$0.

Cambiar SMID Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets rebounded strongly in the second quarter, with the S&P 500 gaining 15.2% and the Russell 2000 rising 21.5%. Growth outperformed value during the quarter, although value remained ahead year-to-date. Small- and mid-cap stocks […]

A massive financing package is putting Google's custom AI chips at the center of a new cloud buildout.

Visa and American Express have also been readying their systems for agentic bots that shop on behalf of cardholders.

Securities regulators in the U.S. say they plan to move forward with regulations to govern cryptocurrencies as the ...

Ron Baron has $25 billion in SpaceX shares and a projection that Starlink alone hits $1 trillion in revenue, but the math holding that forecast together rests on a single unproven assumption about AI that deserves far more scrutiny than it has received.

Tesla just posted record deliveries and expanded Robotaxi to seven cities, yet the stock sits 20% in the red for the year. Something has to give, and one stacking set of catalysts could force Wall Street to completely rethink its math.

According to the average brokerage recommendation (ABR), one should invest in Abercrombie (ANF). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Based on the average brokerage recommendation (ABR), Synopsys (SNPS) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

The average brokerage recommendation (ABR) for CRISPR Therapeutics (CRSP) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The leading tradfi giant JPMorgan Chase is no longer just eying the retail or institutional segment of crypto. It is still building out a new digital-assets organization inside its consumer banking business, months after the bank first began publicly hiring for the unit. The Consumer & Community Bank Digital Assets and Blockchain Solutions team first

A German court says Meta can be held responsible for fraudulent third-party ads because of how its platforms control what users see.

The company once seen as vulnerable to generative AI now expects the technology to help carry revenue beyond Wall Street's forecast.

The company is partnering with mobility platform Bolt -- but no vehicle orders have been placed just yet.

Hundreds of workers at memory chip giant Micron Technology rallied on Thursday, threatening a strike as they rejected the US company's bonus offer of 68 months' pay as insufficient.The unions are seeking a one-off bonus of 83 months' salary as well as a permanent system that allocates 15 percent of the company's operating profits to worker bonuses, distributed quarterly rather than annually.

GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.

BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.

US stock index futures pointed to a sharply higher opening on Thursday as crude oil prices and Treasury yields retreated, following a late-session sell-off on Wall Street after the Federal Reserve’s latest interest-rate increase. The anticipated rebound follows a difficult Wednesday session in which the Dow Jones Industrial Average closed at a three-month low and the S&P 500 recorded its lowest closing level in more than a month.

CleanSpark Inc. is seeking to borrow roughly $2.23 billion through a junk-bond offering to fund artificial intelligence infrastructure tied to Meta Platforms Inc..

Key TakeawaysHome Depot paid $2. 3 billion in dividends during its fiscal second quarter, even as return on invested capital slipped to 24.