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Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index’s 24.02% return. The trend towards “AI winners” continued, focusing on companies related to chips, […]
IBM Lands $1 Billion Quantum Award as IonQ Stock Rises on AI Breakthrough
Applied Materials (NasdaqGS:AMAT) plans to invest US$5b to build a semiconductor research park in India on a 140 acre site. The project is intended to expand the firm’s research and development presence and deepen India’s role in the semiconductor supply chain. Management is positioning the India research park as part of a wider push to integrate the country into Applied Materials’ global operations. This US$5b semiconductor research park in India deserves to be weighed alongside the rest of...
It’s time for Tesla investors to think about EVs again. The third quarter faces a difficult year-over-year comparison.
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron SMID Cap ETF”. You can download the letter here. Baron SMID Cap ETF® (BCSM) gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index’s 24.02% return. The trend towards “AI winners” continued, focusing on companies related to chips, […]
AbbVie (ABBV) is trading within about one percent of its 52-week high after gaining roughly 24% over the past year, well ahead of the S&P 500. That price rests on two drugs, SKYRIZI above all, growing faster than 20% year over year while the company's older medicines shrink. The biggest risk to the stock makes no noise. It is the chance that this engine slows while the price assumes it cannot.
Tapestry (NYSE:TPR) has enabled in-app shopping for Coach and Kate Spade through Google's Gemini app and Google Search. The rollout connects Tapestry's product catalog to Google's AI shopping tools, allowing users to browse and buy without visiting brand websites. Transactions use Universal Commerce Protocol to support direct, secure checkout for Coach and Kate Spade inside Google's platforms. This tighter Gemini and Search integration for Coach and Kate Spade only captures part of how...
Nike (NYSE:NKE) appointed Alexandre Arnault to its Board of Directors, bringing in the LVMH executive as a new outside voice. Arnault joins after senior roles at LVMH brands, where his work included brand refreshes, digital projects, and technology-focused partnerships. Nike signaled that Arnault will focus on product, communication, and digital strategy as it works to strengthen direct consumer connections. This board appointment of Alexandre Arnault is only one piece of the broader story...
AXT (AXTI) has drawn fresh attention after a sharp one day gain of 11.4%, even as the share price remains down over the past month and past 3 months. That sharp one-day share price gain sits against a tougher recent stretch for AXT, with the 7-day share price return down 6.7% and the 30-day share price return down 33%, even after a very large year-to-date share price return of 283.7% and a multi-year total shareholder return that is many times higher than the starting point. Scan how AXT’s...
Enbridge (TSX:ENB) announced that Michele Harradence will succeed Greg Ebel as CEO and President effective January 1, 2027. Greg Ebel plans to retire as CEO and President after a multi-year succession planning process overseen by Enbridge's board. Michele Harradence currently holds senior leadership roles within Enbridge's gas utilities and operations businesses, giving her deep internal experience. The planned handover to Michele Harradence in 2027 is important context, but investors should...
L3Harris Technologies (LHX) just secured a US$4.7b undefinitized contract from Lockheed Martin to supply propulsion systems for PAC-3 MSE interceptors over seven years, extending an already deep missile partnership. L3Harris Technologies’ latest contract win lands after a tough stretch for the ticker, with the 30-day share price return down 9.93% and the 90-day move down 14.95%. Even though the 3-year total shareholder return of 52.08% still points to a much stronger longer-run outcome, the...
The platform scores stores on health inspections, pest incidents and employee illness
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Generac Soars After Landing Massive $8 Billion Amazon Deal
Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.
Adjusted EBITDA guidance moves to a $200 million loss from a $10 million loss
Vicor (NASDAQ:VICR) shares climbed 11% on Thursday morning after the company announced a non-exclusive licensing agreement for its Vertical Power Delivery (VPD) technology with a leading artificial intelligence original equipment manufacturer (OEM). The agreement allows the unnamed manufacturer to purchase VPD modules covered by Vicor’s patents from suppliers that do not hold their own licences.
Credo Technology (NASDAQ:CRDO) shares are trading higher by about 4% during Thursday’s premarket session. On Tuesday, the company disclosed the launch of its 224G-based ZeroFlap (ZF) optical transceiver family designed for AI networking. The launch represents an important step in Credo’s optical transceiver roadmap, bringing its established ZeroFlap reliability architecture to 1.6T port speeds. CRDO Expands ZeroFlap Optical Transceivers For AI Networking Credo’s new ZF transceivers combine its 2
Amazon received 1.7 million warrant shares of Generac
USA Rare Earth (NASDAQ:USAR), Pasqal (NASDAQ:PSQL) and Riven Systems have announced a strategic partnership to develop technology aimed at improving the separation of rare earth elements. The collaboration, announced on 17 September 2026, will combine Pasqal’s neutral-atom quantum computing technology, Riven Systems’ automated chemistry laboratory and USA Rare Earth’s mineral processing expertise.
Anderon is already running its first quantum wafers at a 300-millimeter New York foundry
Newmont (NYSE:NEM) shares gained 1. 5% to $123.
Wherever the stock ends up, it will be a volatile ride.
AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.
Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income statement yet.
Nebius Group NV (NASDAQ:NBIS) shares surged 11. 1% in pre-market trading after the company notified customers of price increases across its on-demand GPU cloud services, effective 1 October 2026.
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