News

Zscaler (ZS) has been back on traders’ screens after a 3.6% move higher on 22 September, a shift linked mainly to easing Treasury yields and slightly warmer U.S.-China trade signals. That rebound follows a sharp 65.1% 3 month share price return and a 15.7% 1 month move. However, the year to date share price return is still down 4.7% and the 1 year total shareholder return has declined 27.4%, while the 3 year total shareholder return of 42% indicates that longer term holders have seen...

Microsoft and Amazon sales were each valued at $5 million to $25 million.

On Holding (NYSE: ONON) approved a US$1b share repurchase program scheduled to run over the next three years. The company paired the buyback announcement with higher long term targets for net sales and profit margins by 2029. Management described the new outlook as a multi year plan focused on scaling the brand while improving profitability. The US$1b buyback and upgraded 2029 targets sit alongside broader themes in our On Holding research you should factor in. Our analysis turns up 3 other...

Recruiter emails show Amazon tapping its alumni network as it competes with Google, OpenAI, Meta, and Anthropic for AI talent

Move over Meta Platforms — SpaceX has a consumer AI agent, too. Bloomberg reported that SpaceX’s Grok Bot agent topped 400,000 weekly users a month after launch, citing a company presentation. SpaceX didn’t respond to a request for comment about the numbers.

Ubiquiti has been on a striking multi year run, which now meets a fresh set of business updates and a simple question about whether the current share price lines up with the cash the company can generate. With the stock back in focus, the key issue is how that recent share price history and the latest headlines stack up against its underlying cash flow profile. Over the past 3 years Ubiquiti has delivered a very large 329.7% share price gain. This puts a lot of weight on whether the cash...

Trump Makes Big Moves in Microsoft, Amazon and Nvidia Stocks

Michael Burry Adds Fresh Shorts in Micron, Palantir as AI Boom Faces New Test

CGI (NYSE:GIB) and D-Wave Quantum Inc. (NYSE:QBTS) have entered into a strategic partnership focused on developing enterprise applications for quantum computing across sectors including logistics, transportation and retail.

McDonald’s plans to provide approximately $8.5 billion in support to franchisees through 2036 as it rolls out a strategy to modernize restaurants, improve operations, and win more visits. About $5 billion of that support is expected by 2030, delivered through a combination of rent relief and capital support. The commitment is part of McDonald’s > […]

Tech stocks broke out this week as the QQQ neared record highs. Microsoft, Atlassian, and Hewlett Packard Enterprise show supportive fundamentals and technical setups that could extend gains if the sector's momentum holds.

GE Vernova Inc. (NYSE:GEV) has signed a services agreement to provide Rotor Life Extension solutions for five 9F gas turbines operating at three power plants in Egypt.

Rising interest rates haven't historically been that bad for stock prices.

NEM's record free cash flow is fueling investment in organic growth projects and incremental shareholder returns.

McDonald's (MCD) is making a long-term bet on artificial intelligence, hand-breaded chicken, and a return of 90s-style restaurants to regain customers who left for other chains, like Burger King.

McDonald's (MCD) is making a long-term bet on artificial intelligence, hand-breaded chicken, and a return of 90s-style restaurants to regain customers who left for other chains, like Burger King.

AEM is using strong cash flow to raise dividends, expand buybacks and target higher shareholder returns while supporting growth and reducing debt.

Deutsche Bank has reiterated its 'sell' rating on Haleon PLC (LSE:HLN, NYSE:HLN), warning that the consumer health group faces persistent pressure on growth even as it heads into the cold and flu season. The broker kept a 320p price target on the FTSE 100 company, whose brands include...

Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here. U.S. stock market indices posted their strongest second-quarter performance since 2020, driven largely by enthusiasm for Artificial Intelligence. Nine of the ten largest companies in the Russell Midcap Index […]

Experts say we need to segment the time a person is in proximity to a screen - 'dwell' time' - from the actual 'attention' span. This is key for marketers.

McDonald's (MCD) CFO Ian Borden sits down with Yahoo Finance Senior Reporter Brooke DiPalma to break down the fast-food chain's "McDonald's > NEXT" strategy, highlighting what it will mean for consumer value.

Five stocks stand out for high efficiency, with strong receivables, asset, inventory and operating margin metrics.

Chinese President Xi is coming to America to visit U.S. President Donald Trump. The two men will dine at the White House on Thursday evening with many U.S. business leaders in attendance, including General Motors CEO Mary Barra and Tesla CEO Elon Musk, according to Reuters. GM and Tesla didn’t immediately respond to a request for comment about the dinner.

For years, the “domestic rare earth supply chain” has been more of a policy talking point than a viable business. That’s starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America’s push to reduce reliance on Chinese-processed rare earths, told investors at the Jefferies Global Industrials Conference on September 9 that […]

US equity futures were slightly lower pre-bell Wednesday as traders awaited developments in the talk

Uber still holds a 13.5% stake in Grab, a board seat just got surrendered, and billions are now pointed at a completely different continent. The signals buried in a securities filing tell a story Wall Street speculation keeps missing.

Early iPhone 18 delivery data are becoming less negative outside China, but Wall Street remains divided over whether Apple is entering a stronger upgrade cycle.

Investors should use time and compound earnings to their advantage.

Nvidia grew revenue by 106% in its fiscal second quarter, but there’s another number I’m watching closely.

On September 17, DA Davidson lowered its price target on Reddit, Inc. (NYSE:RDDT) from $200 to $185 and maintained its Buy rating. The firm pointed to near-term risks to the company’s daily active user growth and cited Similarweb data showing continued pressure on global daily active users. According to DA Davidson, the latest web traffic […]