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Amphenol's AI datacom strength, broad interconnect portfolio and CommScope deal bolster its position against TE Connectivity and Marvell Technology.

GitLab (NasdaqGS:GTLB) released GitLab 19.4, adding new agentic automation features for software teams. The update introduces a /goal command that lets developers automate multi step objectives inside GitLab workflows. GitLab 19.4 also adds open weight model options, new platform controls, and tools to track automation usage and costs. The new agentic automation in GitLab 19.4 is only one piece of what investors should weigh about this release. We have also spotted 1 warning sign worth...

lululemon athletica has seen its share price reset sharply over the past few years, and the drop has pushed many investors to ask whether the current US$99.39 level is still aligned with the cash flows the business can generate. With the Discounted Cash Flow (DCF) framework available, the focus shifts from headlines to what the company’s future cash stream might actually be worth today. Over the past 5 years, the stock has fallen 77.0%, which puts the long term cash earning power of...

Credo Technology Group Holding has delivered a very large 3 year share price gain, putting a spotlight on what investors are actually paying for its cash flows today. With the stock now around US$168.25, the key issue is how that move lines up with what the business can generate in cash over time. The share price has risen by a very large amount over the past 3 years, which puts considerable weight on whether that performance is backed by the company’s cash generation profile. The launch of...

Sandisk (NasdaqGS:SNDK) faces fresh competition as China's CXMT Corp. moves to enter the NAND flash memory market. CXMT, known for DRAM, is setting up a dedicated NAND R&D line to build out its flash memory capabilities. The Chinese semiconductor firm has started early discussions with potential NAND customers, including at least one AI startup focused on memory needs. The CXMT push into NAND and AI memory is important, but it should be considered alongside other factors in Sandisk's story...

Huntington Ingalls Industries has delivered a 58.7% share price gain over the past 5 years, yet the recent pullback raises a simple question for investors. Is the current US$277.14 price still supported by the cash the business is expected to generate over time, or has sentiment moved ahead of those flows? That 58.7% return over 5 years puts real weight on whether the past cash flow trajectory can justify where Huntington Ingalls Industries trades today. Fresh contracts for unmanned vessels...

Toyota Motor (TM), General Motors (GM), and Ford Motor (F) have joined a coalition of automobile mak

Better Home & Finance Holding Co. (Nasdaq: BETR) ousted founder & CEO Vishal Garg in early August coup led by interim replacement, Orange Capital Managing Partner Daniel Lewis Better Home implemented poison pill on Aug. 20, potentially preventing Mr. Garg from naming his own specific slate of directors Garg instead proceeded with a consent solicitation […] The post Time to Build Better Corporate Governance at BETR appeared first on ExecEdge.

During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory, as he commented: The whole AI data center cohort peaked in June, then most of them bottomed near the end of July before rebounding like crazy. Some […]

Home Depot (HD) shares trade near $300, down about 26% over the past year, while the S&P 500 returned about 17%. Housing turnover has sat at historic lows for four years, and investors doubt the quality of Home Depot's reported profit. One number argues the other way. The stock trades at 1.8 times trailing sales, against a ten-year range of 1.7 to 2.9.

XOM's advantaged assets, strong crude prices and elevated refining margins support its production and refining outlook.

Shares of PepsiCo (NASDAQ:PEP) are trading lower in isolation on Friday, with the rest of consumer staples barely moving around them. That split matters because a defensive stock losing ground while its peer group holds steady is a name-level story, not a rotation out of the sector. This setup makes today’s PepsiCo stock session unusual […]

The AI developer is reportedly gearing up for an initial public offering this fall at a valuation near $2 trillion.

Jefferies sees higher spending and limited growth upside, while Evercore ISI views On Holding’s soccer push as a potential catalyst.

The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.

Waste Connections' shares fall 10.7% over the past year, but solid Q2 growth, a raised 2026 outlook and acquisitions support prospects amid cost and volume pressures.

JPMorgan's analysts put a staggering price tag on Bitcoin that dwarfs every other bank's forecast, yet the coin keeps trading at a fraction of that figure. Understanding why reveals something uncomfortable about how valuation models actually work.

DoorDash, Inc. (NASDAQ:DASH) is acquiring Wonder’s Grubhub Campus Dining business for $300 million and investing another $125 million in Wonder’s Series D. The campus business operates at more than 450 colleges and universities, allowing students to order from campus dining facilities, pay with dining dollars, and schedule pickup. DoorDash plans to expand the technology beyond […]

Solar names bounced hard on Thursday, but that relief trade collapsed by Friday morning, and now one question hangs over the sector: whether the rate path has already decided where these stocks go next.

The Coca-Cola Company (NYSE:KO) plans to invest $10 billion in U.S. infrastructure from 2026 through 2030, reinforcing its manufacturing, distribution, and bottling network in one of its most important markets. The commitment is system-wide and therefore includes investments by Coca-Cola’s bottling partners, rather than representing $10 billion of Coca-Cola’s own capital expenditure. Bigger U.S. Network […]

After raising more capital earlier this year, Ackman and his team purchased several new stocks in the second quarter of the year.

Samsara (IOT) trades near $40, about 88% of its 52-week high. Over the past year the stock has gone nowhere, up 1.3% against 17% for the S&P 500. The easy read is that the AI that analysts keep asking about is not showing up in the money. It is showing up. It arrives bolted to hardware, and paying upfront for more of that hardware as growth accelerates is why Samsara now expects a thinner cash margin and a fatter operating margin for fiscal 2027.

Call T-Mobile's retention team with our script to negotiate a lower bill. Plus 3 other ways to save $30-$40+ monthly on your plan.

General Motors Company (NYSE:GM) is introducing a redesigned software experience on the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500, its two important full-size pickup nameplates. The new interface expands screen real estate to more than 60 inches on some configurations, simplifies controls for functions such as trailering and off-roading, and allows GM’s native system […]

Joby Aviation has lost more than half its value over the past year, yet our model puts fair value nearly double the current price. The question is whether the certification and commercial flight timeline holds long enough to close that gap.

Disney named former Character.AI CEO Karandeep Anand its first-ever chief technology officer, a day after putting former YouTube executive Adam Smith in charge of streaming.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

Artificial intelligence has come under renewed scrutiny. But this AI stock is eyeing an entry amid bullish support as profits pop.

Novo Nordisk A/S (NYSE:NVO) decision to use “Novo” as its day-to-day name is part of a broader attempt by CEO Mike Doustdar to reset the company’s culture and sharpen its competitive focus. The rebrand comes as Novo tries to regain momentum in obesity drugs after losing ground to Eli Lilly. Doustdar’s new “Novo Way” emphasizes […]

Investor's Business Daily's IBD 50 index is on track for a third straight down month, and some of its components are sputtering. Various factors help decide when to sell stocks, and five have already triggered sell signals. AngloGold Ashanti broke out above a 113.30 buy point on Aug. 20.