News

Netflix (NFLX) shares moved about 3% higher after Evercore highlighted live events, short form video and the ad supported tier as key levers to deepen engagement beyond traditional series and films. For context, Netflix shares have drifted lower this year, with a year-to-date share price return down about 14%, even though the 3-year total shareholder return is a little over 100%. This indicates that recent momentum looks softer than the longer-term record. Scan beyond Netflix and see how...

MARA Holdings (MARA) just spent about US$100 million acquiring 1,292 Bitcoin through FalconX, a move that signals deeper balance sheet exposure to digital assets and fresh attention on the stock. Recent trading has been choppy. MARA Holdings has a 1-month share price return of 22.17% but is still down 19.25% over 90 days, and the 1-year total shareholder return has fallen 35.88%. This points to fading long-term momentum despite a positive year-to-date move of 13.42%. Scan beyond MARA Holdings...

Eurozone households have hundreds of billions of euros invested in US technology. Analysts say Europe has the money and promising companies, but too few become accessible investments for ordinary savers.View on euronews

Amgen (NASDAQ:AMGN) outlined its growth priorities, late-stage pipeline progress and capital-allocation framework during a Morgan Stanley conference, as newly appointed Chief Financial Officer Thomas Dittrich emphasized execution, financial discipline and cash-on-cash returns. Dittrich, who previou

A shift in the US 10-Year Treasury yield from 4%-4.5% up to 4.5-5% has initially triggered a knee-jerk, negative reaction in financial markets. But equity markets do not trade on interest rates in a vacuum. They trade on the reasons WHY rates are moving, explains Bryan Perry, editor of Cash Machine.

Whether it’s a behemoth still in the prime of its life or turnaround story that’s gaining momentum, these six retailers are worth a look.

South Korea must continue advancing artificial intelligence without pause or delay, its deputy prime minister said on Wednesday, striking an unequivocal tone in a growing global debate about the pace of development for the technology.

European Lithium Limited has reached another milestone in its proposed merger with NASDAQ-listed Critical Metals Corp with the Australian Securities and Investments Commission registering the transaction’s Scheme Booklet. The proposed transaction would see Critical Metals acquire 100% of...

Meta executives argue for continued AI development with alignment, oversight and compute discipline serving as key safeguards.

On September 10, SolarEdge Technologies (NASDAQ:SEDG) said the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its own labs, with full-path validation underway. Alongside that milestone, the company published a joint white paper with NVIDIA laying out how to protect and ground 800 volt direct […]

Chewy (NYSE:CHWY) filed a universal shelf registration statement, covering multiple securities including common and preferred stock. The shelf also includes depositary shares, warrants, purchase contracts, and units that Chewy may offer over time. The registration gives the retailer flexibility to raise capital quickly for potential acquisitions or other corporate investments. Chewy's new shelf registration sits alongside a broader set of themes our research has surfaced on the business. We...

TP-Link’s new partnership with Home Depot (HD) puts four exclusive Tapo smart home camera bundles on the retailer’s shelves and website, giving the chain a fresh angle in connected security hardware. Recent price action tells a different story from the operational headlines. Home Depot’s share price has fallen 9.9% over the past month and 11.7% year to date, and the 1 year total shareholder return is down 25.5%, while the 3 and 5 year total shareholder returns of 4.9% and 3.8% point to much...

Baker Hughes Company (NASDAQ:BKR) and Venture Global, Inc. (NYSE:VG) are expanding their collaboration through a new set of equipment orders. Under the award, BKR will provide 13 gas compression systems for VG’s Cloud Connector Pipeline project in Louisiana, along with four liquefaction blocks containing eight liquefaction modules to support additional LNG production capacity at the […]

Shell plc (NYSE:SHEL) announced on September 10 that it had agreed to sell its interest in RISEC Holdings to Constellation Energy Corporation (NYSE:CEG) for $715 million. RISEC owns the Rhode Island State Energy Center, a 609 MW natural gas electric generation facility that ​serves ⁠the New England power market. At the same time, Shell will […]

Ocugen (NASDAQ:OCGN) is preparing for three planned biologics license application, or BLA, submissions tied to late-stage gene therapy programs targeting retinal diseases, Chairman, Chief Executive Officer and Co-Founder Shankar Musunuri said during a company discussion. The company expects top-lin

SK Hynix Inc. has struck an agreement with its union to pay out half of all profit-sharing bonuses in cash, resolving a dispute that threatened to disrupt production at the world’s second-biggest memory chipmaker.

Energy Transfer LP (NYSE:ET) has surged by almost 30% since the beginning of 2026, propelled by its strong performance, high natural gas demand in the US, and new pipeline opportunities from data centers. The stock has also now received a fresh vote of confidence from Wall Street. On September 10, Stifel resumed coverage of ET […]

A private equity firm and New Mexico’s largest electric utility have set out to sweeten their proposed merger deal, more than doubling customers’ potential rate credits. Blackstone and TXNM Energy on Tuesday filed a request to the New Mexico Public Regulation Commission to revise their merger application to reflect the rate credit hike and several other new commitments. The changes would ...

Venture Global, Inc. (NYSE:VG) announced on September 14 that it had signed a new sales and purchase agreement with China Gas Holdings for 0.5 million tons per annum (mtpa) of LNG starting in 2030. The agreement raises the Chinese natural gas operator’s total long-term commitments with VG to 2.5 mtpa, providing the American LNG operator […]

The AI race is a boon for the electrical equipment maker.

Inflation is running hot, and rates look more likely to rise than fall, but these high-yielders shouldn't skip a beat on the dividend front.

BWX Technologies, Inc. (NYSE:BWXT) announced on September 3 that it had secured a $4 million contract to develop a conceptual design for the first module of a new Lithium Processing Facility for the U.S. National Nuclear Security Administration (NNSA). The planned facility is intended to modernize and replace aging infrastructure used for lithium reprocessing, while […]

A new AI agreement has changed how Wall Street views SpaceX’s growth.

The launch of Trump accounts for children born from 2025 through 2028 with $1,000 from the government has drawn support from Americans and billionaires. Some billionaires and companies are stepping up to help fund the accounts or add to the...

F5 recently expanded its application and AI security portfolio, enhancing Distributed Cloud Bot Defense with persistent device intelligence and launching Workforce AI Security to monitor and control workforce and agentic AI usage across enterprises. Together with its MuleSoft Agent Fabric integration, these releases show F5 moving deeper into inline AI governance, securing prompts, agents, and applications within a unified platform. We’ll now explore how F5’s push into agent-aware AI...

Strategy Inc. (NasdaqGS:MSTR) paused Bitcoin purchases for a second straight week to prioritize STRC preferred share buybacks. The firm is allocating company reserves to repurchase STRC preferreds as concerns build around its capital structure and program sustainability. Critics are questioning whether ongoing buybacks funded from internal resources can be maintained without reshaping Strategy's broader capital framework. There is more to Strategy's decision to pause Bitcoin buying for STRC...

Fortum Oyj (HLSE:FORTUM) just tied its future Loviisa nuclear output to Google through a multi decade power purchase agreement, which gives the utility clearer long term revenue visibility around its planned lifetime extension investments. Recent trading suggests investors are leaning into that story. Fortum Oyj’s share price return is up 19.3% over the past month and 28.3% year to date, while the 1 year total shareholder return of 59.3% points to momentum that has been building rather than...

Marvell Technology (MRVL) is back in focus after an AI driven sell-off hit semiconductor stocks, with investors now weighing that volatility against the company’s upcoming AI Infra Summit and conference appearances. Recent trading has been choppy for Marvell Technology, with the share price declining 23.43% over the past 90 days. However, the year-to-date share price return sits at 148.01% and the 1-year total shareholder return reaches 222.64%. This suggests powerful longer term momentum...

Golden Dome’s space-based interceptor program reached “flight-ready hardware,” with an integrated demonstration targeted for 2028.

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang is reportedly expected to join President Donald Trump at a state dinner for Chinese President Xi Jinping. Jensen Huang to Attend Trump-Xi State Dinner Huang is set to attend the dinner when Xi travels to Washington for a meeting with Trump on Sept. 24, CNBC reported on Tuesday, citing a person familiar with the guest list. In a statement to the publication, the White House said Trump invited several prominent U.S. business leaders to the dinner, adding