
Despite their massive rallies, Micron and SanDisk are still reasonably valued, but only one is the better play for the long term.
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Despite their massive rallies, Micron and SanDisk are still reasonably valued, but only one is the better play for the long term.

It may be a while before companies and consumers get any relief from higher oil prices. Speaking Tuesday at a WSJ Leadership Institute dinner in New York, Chevron CFO Eimear Bonner said higher energy prices are likely to stick around until shipping flows resume through the Strait of Hormuz at a predictable level and more refining capacity comes back online. “Until we see changes in both of those levers, prices are likely to stay elevated,” Bonner said at a dinner for financial and sustainability officers that coincided with the United Nations General Assembly.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Exclusive: The fast-food giant is investing $8.5 billion in a modernization initiative that will also include a major training effort, upgrades to the food quality, changes in marketing, and a lot more technology.

Micron is in a great position to soar after earnings.

Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands alone on the Street. The bull case hinges on a single AI product that either rewrites the CRM story entirely or confirms the market has been right to look away.

Elon Musk has reopened a question investors have kicked around for years: why keep Tesla and SpaceX separate if more of their technology is beginning to converge? During the September 15 All-In Podcast, Musk joined SpaceX President Gwynne Shotwell for a discussion that explicitly included Terafab and the possibility of combining the two companies. Tesla, […]

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.
Wall Street futures pointed sideways pre-bell Wednesday as traders mulled uncertain US-Iran relation

Plus: DoorDash to pay $131.5 million over minimum-pay law compliance and Trump weighs diesel export ban

While Boeing and Airbus remain mired below key moving averages, aviation rival Embraer sets its sights on a breakout.

Rising global concern around AI safety at the Trump Xi summit puts a spotlight on where artificial intelligence is already deeply embedded in real-world decisions. Few areas are as critical as healthcare. That is where algorithms do not just optimise ads, they help doctors interpret scans, triage patients, and support drug discovery. This article highlights three stocks from our transformative AI healthcare screener that capture that shift. The three stocks below are a small sample of what is...

Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark. Meta Platforms, Inc. (NASDAQ:META) pushed Muse to the top of the U.S. iPhone free-app charts following its launch. Reports this weekend put first-week downloads near 900,000. […]

China's AI development is moving from policy ambition to commercial reality, BofA Securities said in a research note. "Domestic capabilities and adoption are advancing despite gaps in leading-edge hardware, while improvements in model efficiency and system optimization could support commercial viability before full technological self-sufficiency," the bank said.

Kraft Heinz (NYSE:KHC) brand Capri Sun has released a limited-edition Big Pouch in response to consumer requests. The Big Pouch format is being rolled out as a time-limited trial, with direct fan feedback set to influence its future. Capri Sun is inviting consumers to share reactions on the new pack, feeding into Kraft Heinz product development decisions. The Capri Sun Big Pouch launch is only one part of how Kraft Heinz is trying to reshape its brands for the next phase. Our analysis turns...

General Electric has delivered a very large 396.5% return over the past 5 years, which naturally raises the question of whether the current US$319.22 share price is still grounded in the cash the business can generate. With that kind of long run move now meeting a softer patch in recent months, the key issue is how the stock lines up against the cash flow it is expected to produce over time. A roughly fourfold gain over 5 years puts a lot of faith into the future cash flows investors expect...

"The growth is mainly due to Novo’s sales and production in the U.S. market at the beginning of this year."
Key TakeawaysWalmart’s Q2 FY27 earnings call was framed around a 17. 4% constant-currency jump in adjusted operating income, with CFO John David Rainey calling out incremental margins running twice the pace of the overall business.

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.

Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best fits investors.

Though Trimble has lagged behind its peers over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Three nuclear stocks are chasing the same industry revival, but only one of them already has a real business to back it up.
Investing.com -- BTIG warned Wednesday that a growing set of market signals increasingly resemble those seen around the 2000 dot-com peak, even as technology stocks carry major indexes near record highs, in a note chief market technician Jonathan Krinsky titled "Super-ficial Rally."

One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18. The rally has turned a familiar memory manufacturer into one of the S&P 500’s best-performing stocks. Micron Technology, Inc. (NASDAQ:MU) has enjoyed the same AI-memory […]

Akamai Technologies has rallied other software stocks, and analysts remain moderately bullish about the stock’s outlook.

Physical gold offers lower costs and stability, while mining stocks deliver higher returns with greater volatility.

With earnings set for September 24th after the market close, implied volatility on COST stock is through the roof. Implied volatility is sitting at 23.64% compared to a twelve-month low of 17.30%. That means, it’s a great time to be an option seller.

4:15pm: Selloff deepens US stocks finished lower on Wednesday as a sharp rise in Treasury yields added pressure to equities, with the Dow, S&P 500 and Nasdaq all posting losses. The Dow Jones Industrial Average fell 352 points, or 0.7%, to 51,512, while the S&P 500 dropped 59...
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the "concentration trap" catching retail investors off guard, and share the ultimate gut-check to know if you are carrying too much risk

Royal Caribbean Group (NYSE:RCL) stock rose in Wednesday premarket trading after the company agreed to invest about $3 billion for a 50% stake in Sandals and Beaches Resorts.The deal expands Royal Caribbean into all-inclusive resorts and is expected to boost earnings next year. The company said the deal gives it greater exposure to the roughly $2 trillion global vacation market.Royal Caribbean Bets $3 Billion On SandalsRoyal Caribbean will acquire the stake at about 10 times forward EBITDA, usin
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