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Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off
Insider Monkey17d agobearish
Renewed Industry Competition Sparks T-Mobile US’s (TMUS) Sell-Off

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 […]

Generac signs long-term Amazon data center generator deal
Proactive17d agoneutral
Generac signs long-term Amazon data center generator deal

Generac Holdings Inc (NYSE:GNRC) signed a long-term agreement to supply backup generators for Amazon.com Inc (NASDAQ:AMZN) data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028. The US power equipment maker's shares surged nearly 18% in Thursday...

Fastly Highlights 43% Security Growth as AI Traffic Fuels Edge Opportunity
MarketBeat17d agoneutral
Fastly Highlights 43% Security Growth as AI Traffic Fuels Edge Opportunity

Fastly (NASDAQ:FSLY) executives said demand remained healthy across the company’s delivery, security and compute offerings, with CFO Rich Wong pointing to broad-based growth and increasing customer commitments. Speaking at a Piper Sandler conference, Wong said Fastly generated $183 million in reven

Bank of America Reaffirms Buy Rating on Costco Stock Despite Target Price Cut
TIKR17d agobullish
Bank of America Reaffirms Buy Rating on Costco Stock Despite Target Price Cut

Key Stats for Costco StockPrice change for Costco stock in the last 6 months: -10%$COST Stock Price as of Sep. 16: $89452-Week High: $1097$COST Stock Price Target: $1072What Happened?Costco (COST) stock is in focus today after Bank of America kept its Buy rating on the company while trimming its price target to $1,095 from $1,200.

Nvidia Has Built an AI Empire. Here’s What It Could Be Worth
24/7 Wall St.17d agoneutral
Nvidia Has Built an AI Empire. Here’s What It Could Be Worth

NVIDIA's Data Center revenue more than doubled year over year, yet the stock sits well below its 52-week high while Wall Street debates a bold price target that would require nearly 90% gains. The math to get there is tighter than you'd expect.

Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade
Insider Monkey17d agobullish
Strong Operational Momentum Drives Quanta Services’ (PWR) Full-Year Outlook Upgrade

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 […]

AI is the latest addiction — Does it need to be regulated like cigarettes?
Yahoo Finance Video17d agoneutralVIDEO
AI is the latest addiction — Does it need to be regulated like cigarettes?

Salesforce (CRM) kicked off its Dreamforce 2026 conference this week, where the company unveiled its new AI-powered AIforce platform. Salesforce CEO Marc Benioff weighs in on how AI should be regulated, comparing the new technology to the addictive nature of cigarettes and social media on younger users.

Chevron Stock Gets a Boost in Price Target by Goldman Sachs on Production Expansion
TIKR17d agoneutral
Chevron Stock Gets a Boost in Price Target by Goldman Sachs on Production Expansion

Key Stats for Chevron StockPrice change for Chevron stock for Last 1 Year: 32%$CVX Stock Price as of Sep. 16: $21252-Week High: $218$CVX Stock Price Target: $223What Happened?Chevron (CVX) stock is drawing fresh attention after Goldman Sachs raised its price target to $240 a share from $225, even though shares actually slipped 2.