News

Applied Materials (AMAT) has put a fresh spotlight on its stock after committing US$5b to India over the next decade, anchored by a 140 acre semiconductor research park. That commitment lands at a time when Applied Materials’ share price has climbed 76.39% year to date and the 1 year total shareholder return sits at 138.91%. However, the 90 day share price return is down 24.34%, which suggests long term momentum remains strong despite a recent pullback. Scan beyond Applied Materials to see...

Pfizer (NYSE:PFE) is focusing more of its research pipeline on therapies eligible for FDA Breakthrough Therapy and orphan drug status. The FDA has widened use of Breakthrough Therapy designations in areas such as oncology, which can shorten review and approval timelines. Global orphan drug markets are expanding in value as genomics, faster approvals, and government incentives support treatments for rare diseases. The growing role of Breakthrough Therapy labels and orphan drugs for Pfizer is...

Microchip Technology (MCHP) has launched its PAC1761 and PAC1861 digital power monitor families, a product update that draws attention to how the stock reflects the company’s exposure to 48V power architectures. Recent trading shows how fast sentiment around Microchip Technology can shift. The share price has fallen 15.06% over the past 90 days despite a 14.85% year-to-date share price return, while total shareholder return over five years of 8.54% points to more modest long-run...

United Parcel Service recently reported quarterly revenue of US$22.83 billion and earnings per share of US$1.76 that exceeded analyst expectations, while facing rising fuel and energy costs that are pressuring operating margins. At the same time, UPS is rolling out 2026 holiday peak demand fees, revamping its global operating model, and being highlighted as a high-yield dividend payer with a payout ratio close to 100%, sharpening investor focus on how resilient its cash flows really...

Arista Networks, Inc. (NYSE:ANET) and Cisco Systems, Inc. (NASDAQ:CSCO) are both benefiting as AI clusters turn networking into a larger part of the data-center bill. Arista is growing much faster, but investors are paying about 43.8 times forward earnings for that growth versus roughly 20.7 times for Cisco. That valuation gap makes the pair more […]

Applied Optoelectronics has delivered a very long run in its share price, and that kind of move naturally raises the question of whether the current valuation is supported by its sales base. With the stock now trading around US$101, the key issue for you is how much revenue the business is generating to back up that market value. Over the past 5 years the share price has risen by about 13x, which puts the spotlight firmly on how much sales power is now implied in the valuation. The company’s...

Brookfield Asset Management Ulc (TSX:BAM) affiliates are finalizing an $800m refinancing of Oakbrook Center, a major U.S. mall. The GGP-affiliated venture is working with a lender group that includes Morgan Stanley, Goldman Sachs and Wells Fargo on the deal. The refinancing is expected to return cash to the mall's sponsors while keeping capital earmarked for ongoing investment in the property. This $800m Oakbrook Center refinancing by Brookfield affiliates is worth weighing against the rest...

Fresh Coverage Puts Maze Therapeutics in Focus Maze Therapeutics (MAZE) moved higher in pre-market trading on 23 September after CIBC began covering the clinical-stage kidney and metabolic disease specialist, with the share reaction unfolding alongside new kidney data from Vertex Pharmaceuticals. Recent trading has been choppy for Maze Therapeutics, with a 1-day share price return that declined 6.69% following a 7-day share price return up 11.82%. The year-to-date share price return is down...

The brands share a similar association as titans of American export culture, and the two stocks are struggling now.

Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp. (NYSE:VST) are two of the clearest public-market bets on AI electricity demand. Constellation trades near 21 times forward earnings, while Vistra trades around 13 times. The question is whether Constellation’s nuclear scarcity deserves a premium of that size. The valuation gap has been visible for months, but Peter […]

ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around 31 times forward earnings, while Applied Materials trades near 27 times. That modest premium raises a useful question: how much should investors pay for a near-monopoly? The […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) crossed $1 trillion in market value on September 21 after closing roughly 187% higher for 2026. NVIDIA Corporation (NASDAQ:NVDA) was worth about $5.45 trillion as of September 23. The more important difference is valuation. On a common S&P Global basis updated September 24, AMD traded at about 55.6 times forward […]

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) are both selling the idea that AI expands the cybersecurity market rather than commoditizing it. The stocks, however, price that opportunity very differently. CrowdStrike trades around 177 times forward earnings and 167 times free cash flow, versus roughly 94 and 78 times, respectively, for Palo […]

Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) are spending at extraordinary scale to own the AI cloud. Their valuations are surprisingly close: Microsoft trades near 25.3 times forward earnings, while Amazon is around 27.7 times. The harder question is which company is turning those infrastructure dollars into better economics. That question has become more important […]

Micron still has plenty of upside potential.

Investing.com -- SoftBank Group shares fell on Friday after Oracle’s move to protect itself against potential delays at a major New Mexico data-center project raised fresh concerns over the financing and execution of the AI infrastructure buildout.

Meta Platforms Inc. (NASDAQ:META) has overtaken Space Exploration Technologies Corp. (NASDAQ:SPCX) to become the world’s seventh-largest public company by market capitalization, as excitement builds around its new AI agent, Muse. Muse Gives Meta a New Growth Story At Thursday’s close, Meta’s market cap was roughly $1.72 trillion, ahead of SpaceX’s $1.14 trillion, according to Yahoo Finance data. Muse was launched on Sept. 8 and quickly climbed to No. 1 on Apple’s U.S. App Store, with its 12-day

Securitize stock jumped 15% after the SEC's Innovation Exemption cleared a legal path for tokenized stock trading venues.

A 72-year-old who pulls $10,000 from her IRA to write a check to her church faces a tax outcome that looks nothing like the one who skips that step entirely, and the difference runs deeper than the donation itself.

Agentic AI is reshaping expectations for chip infrastructure and CPU demand.

Five smaller stocks with market caps above $100 million beat MRNA’s monthly gain: INDP rose 249%, CYPH 124%, MNOV 85%, GRAL 58% and SRZN 53%.

There's one key advantage that separates these two ETF industry heavyweights.

Rivian Automotive has given investors a mixed ride, with the share price now sitting at US$15.29 after a multi year stretch that has tested patience. The question on the table is whether that current price tag makes sense once you line it up against the electric vehicle maker's sales. Over the past 3 years the stock has fallen 37.0%, which puts extra weight on whether the revenue base today can support a long term recovery case. The business is still in heavy build out mode, which means...

Investing.com-- Tesla Inc (NASDAQ:TSLA) CEO Elon Musk said on Thursday it had begun “high volume production” of its electric semi truck at a new facility in Nevada, with the company targeting 50,000 units a year.

Lam Research (LRCX) drew fresh attention after management lifted its 2026 wafer fab equipment outlook to the low US$150b range, while also flagging a sharp expected rise in advanced packaging revenue. Recent trading has been choppy for Lam Research, with the share price up 14.1% over the past week but down about 19% across the last three months. Even so, the year-to-date share price return sits near 66% and the 1 year total shareholder return is about 141%, suggesting strong longer run...

Eaton has delivered a powerful share price run in recent years, which naturally raises a question for anyone looking at the stock today. Are investors now paying a price that is fully supported by the cash the business is expected to generate over time, or has enthusiasm moved ahead of those cash flows? Over the past 5 years, Eaton has returned 218.4%, which puts real weight on whether the current valuation is still grounded in its future cash generation. The group’s model of selling...

Astera Labs boasts higher revenue growth, but customer concentration poses a risk. Marvell trades at lower multiples with broader diversification.

The geothermal pioneer achieved a major operational milestone.

The chipmaker’s next report could redefine its massive 2026 rally.

The prediction needs no richer valuation -- just one more year of double-digit earnings growth after 2027.