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Investing.com1d agoneutral
Qualcomm secures long-term Apple patent deal, easing revenue fears

Investing.com -- Qualcomm (NASDAQ:QCOM) shares ticked up 0.2% today after the chipmaker announced a renewed global patent licensing agreement with Apple, taking effect April 1, 2027. The deal secures a critical, long-term revenue stream for Qualcomm, helping the stock pare earlier losses amid a broader Nasdaq 100 sell-off.

Walmart (WMT) Stock Looks About Right As AI Shopping Ties Expand
Simply Wall St.1d agoneutral
Walmart (WMT) Stock Looks About Right As AI Shopping Ties Expand

Walmart shares have quietly built a powerful track record over the past few years, which puts a sharper spotlight on what investors are really paying for its earnings today. With the stock last closing at US$110.53, the key issue is whether that price still lines up with what the retailer is generating in profit. Over the past 5 years, Walmart has returned 151.3%, which raises the question of how much of that gain is backed by its earnings power versus higher expectations being baked into...

Nordson (NDSN) Stock May Be Fairly Valued On Its 52% Run
Simply Wall St.1d agoneutral
Nordson (NDSN) Stock May Be Fairly Valued On Its 52% Run

Nordson shares have climbed strongly over the past few years, and with the stock recently closing at US$321.42, the real question now is whether that price still lines up with the cash the business is expected to generate. With investors focused on cash flows rather than just headlines, the valuation debate around Nordson has become much sharper. The stock has returned 51.7% over the past 3 years, which puts real pressure on the idea that recent cash flows alone can explain today’s...

Why Archer Aviation (ACHR) Is Up 9.4% After Expanded Midnight Air Taxi Tours And UAE Push
Simply Wall St.1d agoneutral
Why Archer Aviation (ACHR) Is Up 9.4% After Expanded Midnight Air Taxi Tours And UAE Push

Archer Aviation has recently accelerated real-world demonstrations of its Midnight electric air taxi, including public flights at the California International Air Show in Salinas and a “No Roads” tour across several US states, while also pushing international commercialization efforts in regions such as the UAE and broader EMEA and Asia-Pacific. Beyond showcasing technology, these tours and regulatory collaborations indicate Archer is actively working to turn concept routes into practical...

3 AI Infrastructure Stocks Retail Investors Are Watching Right Now
Simply Wall St.1d agoneutral
3 AI Infrastructure Stocks Retail Investors Are Watching Right Now

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity
Insider Monkey1d agoneutral
Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity

The Boeing Company (NYSE:BA) achieved a major milestone by extending its established Landing Gear Exchange Program to single-aisle 737 MAX platform. In that regard, the company recently completed the first landing gear exchange with American Airlines, authenticating the program’s quality benchmarks. For Boeing, this development is an acknowledgment of its capacity to supply fully overhauled […]

SLM (SLM) Could Be 18% Below Fair Value As Student Loan Reform Expands Its Market
Simply Wall St.1d agoneutral
SLM (SLM) Could Be 18% Below Fair Value As Student Loan Reform Expands Its Market

SLM (SLM) has come under pressure recently, with the share price down 2.6% on the day and about 10% over the past month. This has drawn fresh attention to its student lending focused business. At the current share price of $23.61, SLM has seen share price returns weaken over the past week and month, while the year to date share price return is also down, even though the three and five year total shareholder returns remain firmly positive. This suggests that recent momentum is fading after a...

Tesla’s In-House Battery Plant Could Give Cybercab a Major Edge
Barrons.com1d agoneutral
Tesla’s In-House Battery Plant Could Give Cybercab a Major Edge

Tesla’s battery cathode plant in Texas is up and running. Battery makers, including Tesla, assemble completed batteries, but they often source cathode material from suppliers in China, Korea, Japan, and elsewhere. Tesla built the plant to improve efficiency, localize supply of key components, and secure its supply chain.

3 Stocks Under $10 We Keep Off Our Radar
StockStory1d agoneutral
3 Stocks Under $10 We Keep Off Our Radar

Investors can certainly boost their returns by concentrating on stocks trading between $1 and $10. However, a disciplined approach is necessary because many of these businesses are speculative and lack the underlying fundamentals to support their prices.

Nasdaq Eyes Always-On Markets With Tokenized Equities and 23/5 Trading
MarketBeat1d agoneutral
Nasdaq Eyes Always-On Markets With Tokenized Equities and 23/5 Trading

Nasdaq (NASDAQ:NDAQ) is building its equities and financial technology businesses around an “always-on” market model that it believes can expand investor access while maintaining regulatory oversight, President Tal Cohen said at the Future of Commerce conference hosted by Autonomous. Cohen said the

2 S&P 500 Stocks Worth Your Attention and 1 We Find Risky
StockStory1d agoneutral
2 S&P 500 Stocks Worth Your Attention and 1 We Find Risky

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.