News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nvidia is already preparing investors for another unusually large jump in AI chip demand
Hopefully, a recession is averted, but if one arrives, the Invesco S&P 500 High Dividend Low Volatility ETF could help investors weather the storm.
Spotify is hitting record margins and crossing major milestones while Home Depot waits for the housing market to cooperate. The growth profiles tell very different stories for investors right now.
Alphabet Inc. (NASDAQ:GOOG) has introduced two new Gemini voice models and highlighted a benchmark result that puts its Extended Thinking model ahead of competing voice agents from OpenAI and xAI, strengthening its position in the real-time voice AI era. The benchmark lead is real and measurable. However, voice AI benchmark rankings have shifted repeatedly over […]
Getting a new iPhone won't be cheap.
Longtime Berkshire Hathaway leader Warren Buffett announced he is stepping down as chairman effective immediately.
BBY's AI tools, experiential stores and vendor collaboration are fueling digital growth and retail momentum.
The 777-8F replacement isn't expected in service until around 2029
My plans definitely aren't set in stone.
NVIDIA just posted triple-digit growth and Broadcom matched it with a custom chip story that has hyperscalers quietly betting billions against the GPU. Something has to give, and the timeline is closer than most investors realize.
Trump has called AI risks a hoax while Amodei, Altman and Musk want a slowdown
“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
Nvidia CEO Drops Bold Prediction as Chip Sales Could Double Next Year
CVS Health (CVS) keeps a little over a penny of profit from every dollar it takes in. A net margin of 1.2% reads like a verdict on the business. On $415.1 billion of revenue, one point of net margin is worth over $4 billion, and 1.2% is closer to a floor than a peak. Management has been working on it through 2026.
McDonald's, Starbucks, and Dutch Bros Face a New Investor Test
Apple new iPhone 18 Pro and Pro Max hit the shelves today, with CEO John Ternus at the company’s New York flagship store for the launch.
Liberty Energy has delivered a strong multi year return, yet the recent pullback in the share price raises a straightforward question for you as an investor. Do the current earnings of Liberty Energy really support where the stock trades today, or has the market moved ahead of the underlying business performance? Over the past 5 years the stock has gained 79.6%, which puts real pressure on the current earnings to carry that higher valuation footprint. The business relies heavily on how...
On September 14, during the lightning round of Mad Money, a caller asked if they should be concerned about Energy Transfer LP (NYSE:ET) moving its primary stock listing from the New York Stock Exchange to the Texas Stock Exchange on October 5. In response, Jim Cramer said: No, I actually, you know, I got to […]
Pan American Silver has delivered a powerful multi year share price run, and that raises a straightforward question for you as an investor. Is the current stock price at around US$69.46 still in step with the earnings power the business is generating today. Over the past 3 years the share price has gained about 252.5%, which puts real pressure on the question of how much of Pan American Silver's earnings story is already reflected in the valuation. Recent updates on mineral reserves and free...
Bristol-Myers Squibb (NYSE:BMY) is funding lung cancer screening research in India that targets risks beyond smoking. The Bristol Myers Squibb Foundation is backing two clinical trials at the All India Institute of Medical Sciences in New Delhi. The projects aim to build localized lung cancer risk models and screening tools that include nonsmokers and people exposed to high air pollution. The Bristol Myers Squibb Foundation move into India focused lung cancer screening sits alongside wider...
Dell Technologies (DELL) just finished a sizeable share repurchase phase that started in 2021. The latest tranche alone retired 9,500,000 shares, which gives investors fresh context for recent stock moves. Dell Technologies’ recent buyback comes on top of a powerful run in the shares, with a 1-month share price return of 25.55% and a year to date share price return of 360.41%. This has been fueled by heavy interest in its AI server exposure and a series of positive updates, including strong...
GE Aerospace Issues Reassuring Outlook on Critical 777X Engine Fix
ATI Inc. has seen its share price move sharply in recent years, which naturally raises a question for anyone looking at the stock today. Are the cash flows the business can generate over time enough to support where ATI now trades? ATI has delivered a very large gain over the past 5 years, which puts real pressure on the valuation case to be grounded in its cash generation rather than just share price momentum. The company’s focus on higher value materials and improving cash conversion can...
Investing.com -- Saudi Aramco has informed at least two oil refining customers in Europe that they will receive no crude oil next month following an attack on the kingdom’s main pipeline to the Red Sea, according to a report from Bloomberg News, citing people familiar with the matter.
Nike's stock has shed nearly half its value in a year, and suddenly the swoosh is flashing a yield income investors cannot ignore. But a fat dividend built on a collapsing share price is a very different animal from one earned through compounding.
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.
Investing.com -- Wells Fargo downgraded Netflix to Underweight from Equal Weight in a note Friday, warning that softening viewer engagement and a weaker content slate could pressure the streaming giant's margins and valuation.
Investing.com - U.S. stock futures edged broadly higher on Friday, following a rally in stocks in the wake of the Federal Reserve’s interest rate hike on Wednesday.
HYPE price hits new all-time high as Hyperliquid launched manual borrows feature on Friday. Users can use HYPE and Bitcoin collateral to borrow quote assets such as USDC and USDT. Ad Ad Hyperliquid Enables Users to Take USDC and USDT Loans Manual borrows go live on Hyperliquid on September 18. It allows users to borrow