News

AI is no longer just a tech story. With Washington and Beijing now debating AI safety, export controls and sanctions, the real action sits in the hardware and data center build-out that keeps this computing race alive. That is where capital is flowing and where rule changes can quickly reshape winners and laggards. This piece explores three stocks exposed to that news backdrop and how the same headlines can help or hurt your portfolio. The stocks in the list below are just a starting sample,...

Telesat (NasdaqGS:TSAT) is back in focus after Orange S.A. commissioned the first European gateway for the Telesat Lightspeed constellation in France, a key piece of the network’s ground infrastructure. The share price reaction has been choppy around the Orange partnership, with Telesat slipping 5.1% on the day to US$48.79. However, it has still posted a 10.2% 1 month share price return and a 67.3% share price gain year to date, while the 1 year total shareholder return of 94.9% and 3 year...

Both stocks could merit being long-term investments.

Investing.com -- Bernstein stated on Wednesday that investors should hold off on buying the recent selloff in U.S. defense stocks until after the November midterm elections, seeing the vote as a potential clearing event for the group.

In recent days, partners including Marvell, Nokia, Causaly, Everforth and others have announced expanded collaborations that embed Microsoft Azure, Copilot and Fabric more deeply into financial services, telecom, life sciences and IT modernization workloads. Together with Microsoft’s latest dividend increase and fresh AI‑driven client wins, these moves reinforce how broadly the company’s cloud and AI platforms are being adopted across regulated, data‑intensive industries. Against this...

Affirm Holdings (NasdaqGS: AFRM) has introduced a new transformer-based underwriting model for real-time decisions at checkout. The system is designed to assess individual borrowers in milliseconds using machine learning signals beyond traditional credit bureau data. Affirm reports that the new model targets consumers with limited credit histories who previously struggled to receive approvals. The transformer-based underwriting rollout is only one part of Affirm's story. The broader picture...

Intercontinental Exchange (ICE) could see more growth from the MarketAxess deal, new trading product

Warner Bros. Discovery (WBD) jumped into focus after a new multi year licensing deal with PowerA connected its Harry Potter consumer products to branded controllers and accessories for Nintendo Switch 2 and Xbox players. For investors watching the bigger picture, Warner Bros. Discovery has ridden a wave of deal headlines and licensing announcements, with the Harry Potter accessories partnership arriving just after merger settlement progress that pushed the stock close to the US$31 cash offer...

Recent commentary around Ichor Holdings (ICHR) has focused on its P/S ratio sitting below sector averages, even after a strong share price run that tracked improving semiconductor equipment demand. Ichor Holdings has been through a volatile spell, with the share price falling 35.74% over the past 90 days after a very strong year-to-date share price return of 181.43%. The 1-year total shareholder return of 212.85% and 3-year total shareholder return of 89.45% show longer term holders have...

Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.

Boeing has had a difficult run in 2026, with the share price down 13.2% year to date, so the obvious question is whether that slide matches what the business is generating in cash. With production hiccups, an acquired supplier and fresh cost discoveries now in the mix, the real issue for investors is how today’s price lines up with the cash flows the company is expected to produce over time. The stock is down 13.2% year to date, which puts the focus squarely on whether the current valuation...

The coffee giant is redesigning its stores with a stronger focus on comfort, local identity and the in-store customer experience.

Adobe's Jet2 partnership expands its AI-powered customer-experience push as CX momentum strengthens amid rising competition.

A fat telecom yield in a taxable account quietly surrenders a chunk of itself to the IRS every single year, and the math looks very different once you line up these six tickers against the right account type.

Novo Nordisk (NYSE:NVO) (NYSE:NVO), the Danish drugmaker, would be open to considering a direct listing of its shares on the New York Stock Exchange, according to chief executive Mike Doustdar. Doustdar told the Financial Times that he could see advantages to such a move, although he...

Investors interested in taking some bullish exposure on Micron stock can do so with lower risk through a bull call spread.

McDonald's says its upgrades will pay back franchisees in about four years

CoreWeave is raising billions to expand its AI infrastructure as UBS starts coverage with a Buy rating and a $120 price target.

The quantum computing sector has seen no shortage of hype this year, and now one of the industry’s largest gatherings is set to give stocks another push. The main draw is the convention floor, where company representatives stand by tables, fielding questions and making the case for their unique approach to quantum computing.

VRTX announces positive AMPLIFIED data for inaxaplin, while completing AMPLITUDE enrollment and targeting interim results in early 2027.

A senior Iranian official told a Japanese news agency that Tehran could reopen one of the world's most critical oil chokepoints within seven days, and the stocks that stand to gain the most are not the ones the market moved on Friday.

McDonald’s said it intends to spend billions of dollars over the next decade to help franchisees improve their restaurants.

Speaking at a WSJ Leadership Institute dinner in New York during UNGA, Chevron Chief Financial Officer Eimear Bonner told Alan Murray how she has navigated various cycles of volatility during her tenure at the company.

Investors need to pay close attention to PWR stock based on the movements in the options market lately.

In this episode of the Daily Wolf, Scott Melker discusses Mastercard (MA) and SoFi's (SOFI) new stablecoin partnership, Binance investing $100 million into Circle's (CRCL) global USDC expansion, and a strong two-day run for bitcoin (BTC-USD) ETFs which raked in $1.7 billion in inflows.

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

IonQ's (IONQ) new quantum error-correction decoder test is boosting the larger quantum computing industry (QTUM). The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley outline the details in the video above.

Not everyone is excited about Muse.

The bank’s co-president Wednesday pointed to “clearly identifiable” gains from AI, as questions swirl around how soon returns on investment will be seen.

GM and Tesla CEOs are expected to attend a dinner with President Trump and President Xi. Ford, apparently, wasn’t invited.