News

European equities traded in the US as American depositary receipts were rising sharply late Thursday

Intel advances AI inference with stronger Xeon 6 and Arc Pro B-series GPU results, software gains and a new retrieval-augmented generation benchmark.

Stocks Rebound as Jobless Claims Hit 57-Year Low.

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

LLY's GLP-1 momentum, Foundayo launch and retatrutide pipeline support growth, but premium valuation and rising competition weigh on the stock.

Roper's Application Software segment is powering growth with rising SaaS adoption, recurring revenue strength and GenAI innovation across key businesses.

While it’s understandable that the surprising news has caused a sizable selloff in Citi stock, the pessimism could be an overreaction.

The company said the technology is designed to provide a more consistent and centralized view of risks across its system.

PJM capacity prices just hit the ceiling for the third straight auction, and the utilities scrambling to meet hyperscaler demand are not all playing the same game. Three names are getting paid to solve the grid crisis in very different ways, with very different risks hiding behind the same tailwind.

Microchip Technology expands its edge-AI push as AnalogAI adopts SST's memBrain SAGE IP for ultra-low-power processors in robots, drones and vehicles.

Lucid stock jumped after the EV maker announced an autonomous-driving partnership with Bolt and its CEO said work with restructuring consultant AlixPartners had concluded.

The prospects of the Zacks Manufacturing - Construction and Mining industry look good. Stocks like CAT, KMTUY and TEX are worth a look.

Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.

The capital required to replace a professional salary with investment income swings by more than $2 million depending on one decision, and most investors default to the wrong tier without realizing it.

Long-term holders of the Schwab U.S. Dividend Equity ETF have seen their yield on cost gradually rise.

Selective Insurance's investment income remains a major earnings driver, with higher yields and invested assets supporting growth despite moderating tailwinds.

The booming demand for AI servers will supercharge Jabil's growth.

AEO's Aerie momentum, brand investments and cost discipline support growth as it works to reignite its namesake brand.

Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.

Editor’s note: This story has been updated to more accurately reflect Rick Rieder’s comments on 10-year Treasury yields. BlackRock Chief Investment Officer Rick Rieder warns that the $40 trillion national debt is a mounting fiscal burden, yet he views a...

Analog Devices' Industrial segment surges 53% year over year in fiscal Q3 2026, but intense competition and inventory trends could shape its next phase.

Lululemon Athletica (LULU) has fallen about 22% since late August and now trades at its lowest price in the past year. Is that a chance to buy? Its own record says dips here have paid off more often than not. The catch is that the recent ones have not. And Lululemon's own women's leggings sales, in a category it leads, fell about 20% in fiscal Q2 2026.

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

‘Big Short’ investor Steve Eisman called fears of runaway artificial intelligence “garbage” Thursday and challenged AI companies that warn the technology is moving too fast to back it up by postponing their IPOs and capital raises. “I think this whole...

StandardAero (SARO) has multiple margin improvement opportunities, though meaningful benefits will t

The Clarity Act has a narrowing window to pass. Senate Democrats remain committed to passing the crypto bill as SEC, CFTC push rules.

Dutch Bros' growth is supported by shop expansion, digital adoption and higher 2026 guidance, but its premium valuation and rising costs add risk.

Genpact shares jump 24.8% in three months as Agentic Operations momentum, capital returns and strong liquidity support investor confidence.

Political prediction markets just repriced faster than almost anyone on Wall Street expected, and the calendar now lines up with the single most turbulent stretch of the four-year stock market cycle.

AI slowdown fears are shaking chip stocks, but Broadcom CEO Hock Tan remains confident. Here’s what he sees that investors may be missing.