News

CVS Health's Health Services arm is gaining from pharmacy strength and improving care delivery, with robust new sales and clinic economics supporting growth.

Xcel Energy has delivered a 41.5% gain over the past three years, a solid showing for a regulated utility stock. That performance puts fresh focus on what investors are really paying for today. The central question now is whether the current share price around US$74 is adequately supported by the dividend stream that Xcel Energy is expected to deliver over time. The 41.5% return over three years puts meaningful weight on the idea that a large share of future investor outcomes may depend on...

Aeluma (NASDAQ:ALMU) shares rose 7% to $13. 42 in premarket trading on Tuesday after the company announced an agreement with Sumitomo Chemical Advanced Technologies to jointly develop and manufacture photonics wafers for the artificial intelligence data communications market.

Block (NYSE:XYZ) is opening its Cash App Score to external lenders through a new partnership with Nova Credit. The Cash App Score, built on users' cash flow data, will be accessible to lenders across multiple consumer finance categories. The collaboration uses Nova Credit’s platform to plug Cash App Score into third-party underwriting systems beyond Block’s own products. This move to share Cash App Score with outside lenders is only one piece of the broader Block story for investors. Take a...

Sandisk rides on surging AI-driven Edge storage demand as device content rises, but Micron and Seagate pose formidable competitive threats.

Recent headlines around Amazon.com (AMZN) have zeroed in on its AI footprint, from the planned Anthropic IPO and large AWS cloud commitment to new Qualcomm silicon work and quick commerce growth in India. All this AI news is landing while Amazon.com’s share price has eased in the short term, with a 30 day share price return of 3.47% in decline. However, longer runs, such as the 3 year total shareholder return of 81.13%, point to momentum that is still broadly positive. Scan how Amazon.com’s...

Walt Disney (NYSE:DIS) is rolling out National Geographic's AFRICA EARTH'S WILD HOME franchise on Disney+ and Hulu as a new factual series launch. The project forms part of a multiyear National Geographic initiative to cover wildlife and ecosystems on each major continent. The franchise combines extensive fieldwork, exclusive wildlife footage such as the first wild black panther video, and CGI driven sequences. National Geographic and Rolex are partnering on AFRICA EARTH'S WILD HOME,...

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index’s 15.1% and the MSCI ACWI Value Index’s 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The […]

Pfizer, Novartis, Janux Therapeutics and Candel Therapeutics offer varied prostate-cancer exposure, with established drugs and clinical or regulatory catalysts.

Ciena's new $200 million venture program targets AI-driven networking, data centers and optical technologies as demand for connectivity surges.

A significant portion of the latest funding derives from a $143.62m (C$200m) bought deal arrangement led by BMO Capital Markets.

Charlie Munger explained why he self-insured against some risks after becoming wealthy, saying people should insure against losses they can’t afford and keep manageable risks themselves.

RBC is bullish on Qualcomm after its Amazon AI deal. But with QCOM stock still below its 52-week high, is this the opportunity investors have been waiting for?

Zoom Communications (NASDAQ:ZM) announced an AI-powered revenue operating system on September 15, 2026, aimed at bringing buyer intelligence, customer conversations and revenue-management tools into a single platform. The company introduced two capabilities for its Zoom Revenue Accelerator product, called Engage and Forecast.

Energy infrastructure and crude oil ETFs EMLP and SCO saw trading volumes well above average, putting both in focus.

Uber Technologies (UBER) was Smart Insider's stock pick of the week after President and Chief Operat

PAAS delivers silver AISC below its guidance in H1'26, but higher costs at key mines may pressure its strong performance in H2.

Rocket Lab Corporation (NASDAQ:RKLB) stock is rising 3% to $64.14 in Tuesday morning trading as investors respond to progress on the company’s planned acquisition of Iridium Communications. Rocket Lab completed a $1.944 billion at-the-market equity offering, giving Rocket Lab enough financing to cover the cash portion of the roughly $8 billion transaction and related costs. […]

The FAA lists a date for SpaceX's Starship test flight 14, which could take off as early as next week. Elon Musk sets goals for Flight 15.

West Street Capital Partners IX raised $9.6 billion, with the remainder split between an Asia-focused fund and co-investment vehicles

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index’s 15.1% and the MSCI ACWI Value Index’s 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The […]

Markets enter the week accordingly jumpy, with volatility measures rising into the seasonally weak month of September.

GDS's AI-driven bookings, high pre-commitment and backlog support growth visibility, but rising utility costs and debt pressure margins.

Wells Fargo & Company (NYSE:WFC) Chief Financial Officer Mike Santomassimo said the bank continues to see strong consumer spending, healthy credit trends and expanding business activity as it pursues growth following the removal of its asset cap. Speaking at a financial conference, Santomassimo sai

SEALSQ (NASDAQ:LAES) reported sharply higher revenue and gross profit for the first half of 2026, while widening operating losses as the company increased spending on post-quantum security products, certifications, acquisitions and its broader quantum technology strategy. Revenue rose 131% to $11.2

While the odds of the 330/340 October bull spread for GE stock may be disastrously low, that’s not an exclusive forecast.

CRDO and AVGO ride the AI connectivity boom, but growth, valuation, margins and customer risks shape which stock stands out.

The Treasury selloff has extended into Tuesday, a move that has taken 10-year yields to 5.045%, a 19-year high. When yields rise it means bond prices are down. A rebound in oil prices has contributed to the weakness in bond prices.

TEAM's AI adoption, cloud momentum and lower valuation give it an edge over NOW despite both benefiting from enterprise AI demand.

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.