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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...

Wall Street futures pointed moderately higher pre-bell Friday, as global crude prices eased and trad

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.

Michael Dell tells parents to teach compounding, not him, as $250 deposits land and Dell stock hits a record near $600.

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.

EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.

When it comes to game-changing catalysts, consider relative size, not just dollar figures alone.

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.

Wells Fargo downgraded Netflix to 'Underweight' from 'Equal Weight' and cut its price target to $57 from $80.

Vicor (VICR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

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,...

CrowdStrike’s “genie is out of the bottle” warning on AI risks could create a fresh growth catalyst for CRWD stock as increasingly powerful AI systems drive demand for cybersecurity.

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