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Okta has seen a sharp rerating in recent years, and the question now is whether the current share price lines up with the cash the business is expected to generate over time. Okta has returned 152.1% over the past 3 years, which puts a lot of weight on whether its future cash flows can support that kind of rerating. New AI focused identity governance and access tools, along with security fixes for key products, can influence expectations for how quickly Okta converts customer demand into...

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

Entergy (ETR) drew fresh attention after hosting a panel at the Global Black Economic Forum during the 2026 ESSENCE Festival, where executives spotlighted grid modernization, AI, automation, and the role of women shaping the utility sector’s future. Recent trading has been softer, with Entergy’s share price down 6.2% over the past month and 14% over the past quarter. Year to date the stock is still up 5.7%, while the 1 year total shareholder return sits at 11%, and the 3 and 5 year total...

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

President Donald Trump says artificial intelligence will be a “big topic” at his summit with Chinese President Xi Jinping on Thursday.

ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK thinks the next decade of infrastructure gets built.

AMC's rising per-patron spending gets a boost from merchandise, premium formats and food innovations as attendance normalizes.

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

Oil supply disruptions from the Iran conflict have driven crude prices above $100, fueling gains of 45% to 69% YTD in energy ETFs XOP, IEO, and CRAK.

The right business model combined with the right geographic areas should deliver solid long-term results.

Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about who actually owns the supply.

NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...

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Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.

Even though First Financial Bankshares (currently trading at $31.93 per share) has gained 8% over the last six months, it has lagged the S&P 500’s 18.4% return during that period. This was partly due to its softer quarterly results and might have investors contemplating their next move.

Can EME sustain its profit momentum as stronger margins and cost absorption lift operating leverage and raise full-year expectations?

Despite being highly cyclical, the broader semiconductor market is currently on a long-term growth trajectory, fueled by factors that are beyond any specific underlying segment. Evolving demand trends for computing capabilities have pushed chipmakers to pivot from conventional 2D designs to more advanced dimensional architectures such as 2.5D and 3D. These architectures instill a higher […]

BCE (NYSE:BCE) CFO Curtis Millen said the company is prioritizing customer experience, fiber expansion and disciplined capital allocation as it pursues growth in wireless, U.S. fiber, managed technology services and AI infrastructure. Speaking at an investor conference, Millen said lower customer c

PARR's refining outlook stays supported by high margins, firm fuel demand and tight inventories, despite Hawaii turnaround pressure.

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Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

AI has created an opportunity to rethink the way that companies are structured, according to Microsoft President Brad Smith. One of the most important potential changes is the return of the generalist, according to Smith.

Wall Street's consensus target already implies strong gains for NVIDIA, but one bull case pushes far beyond what analysts are willing to say publicly. The path there hinges on three catalysts that have to land in the same window.

Most beginners chase the highest yield they can find and end up owning a ticking time bomb. One fund built around a completely different logic has quietly turned $2,000 starting positions into compounding income machines for over a decade.

Nike (NKE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

As more psychedelic drugs move toward market, developers are testing how far patent protection can extend around familiar compounds.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

JPM is exploring a private-credit "second-look" model that could widen card approvals while limiting exposure to higher-risk borrowers.

Investing.com -- HSBC upgraded Dollar General (NYSE: DG) to Buy from Hold on Thursday, saying the discount retailer's turnaround is firmly underway and its shares look too cheap.