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Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?
Insider Monkey4d agoneutral
Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial intelligence. On September 15, the company’s board approved a quarterly dividend of $0.98 per share, representing an 8% increase from the previous quarter. The dividend, which is payable on December 10, […]

Hims & Hers Just Went Negative on Profit. Twice.
TIKR4d agoneutral
Hims & Hers Just Went Negative on Profit. Twice.

Key TakeawaysGross margin at Hims & Hers has fallen for eight straight quarters, from 79% in September 2024 to 64% in the quarter ended June 2026, even as revenue grew 40% year over year in that same latest quarter. Reported EBITDA margin turned negative in the March 2026 quarter and stayed there in June, at negative 8.

Charles Schwab, JPMorgan Chase Slide On Vanguard-Backed AI Threat
Investor's Business Daily4d agoneutral
Charles Schwab, JPMorgan Chase Slide On Vanguard-Backed AI Threat

Charles Schwab led a wide swath of brokerage, bank and other financial stocks lower on Tuesday as AI-fueled competition heats up. Schwab's partnership news with Anthropic last week was meant to address just this kind of disruption, but may have fallen short. Markets didn't react much on Sept. 1, when Altruist announced its new AI-powered all-in-one financial planning agent, encompassing retirement planning, investment optimization, cash flow analysis, estate planning, tax strategy, and insurance and risk.

Is Tesla's evaluation based on pure faith or on hoping for the best?
Yahoo Finance Video4d agoneutralVIDEO
Is Tesla's evaluation based on pure faith or on hoping for the best?

Market Hang's panel talk about the evaluation of Tesla’s (TSLA) stock, highlighting how early faith in CEO Elon Musk's electric vehicle expansion has been underpinned by new endeavors of Cybercabs and humanoid robots.Defiance ETFs CIO Sylvia Jablonski, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, Interactive Brokers Chief Strategist Steve Sosnick, and Yahoo Finance Executive Editor Brian Sozzi discuss.

Is Tesla's evaluation based on pure faith or on hoping for the best?
Yahoo Finance Video4d agoneutralVIDEO
Is Tesla's evaluation based on pure faith or on hoping for the best?

Market Hang's panel talk about the evaluation of Tesla’s (TSLA) stock, highlighting how early faith in CEO Elon Musk's electric vehicle expansion has been underpinned by new endeavors of Cybercabs and humanoid robots.Defiance ETFs CIO Sylvia Jablonski, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, Interactive Brokers Chief Strategist Steve Sosnick, and Yahoo Finance Executive Editor Brian Sozzi discuss.

Netflix (NFLX) Is Down 8.7% After Wells Fargo Flags Engagement Risks From YouTube And Rivals
Simply Wall St.4d agoneutral
Netflix (NFLX) Is Down 8.7% After Wells Fargo Flags Engagement Risks From YouTube And Rivals

In recent days, Wells Fargo downgraded Netflix after flagging weaker viewer engagement and rising pressure from rivals such as YouTube, intensifying concerns about how much time subscribers spend on the platform. The downgrade has thrown a spotlight on whether Netflix’s push into formats like live sports, video podcasts, and short-form “Verts” can meaningfully revive engagement. Now we’ll examine how these engagement concerns and competitive pressures could influence Netflix’s previously...

AI Infrastructure Stocks Worth Watching While Rates Stay Higher for Longer
Simply Wall St.4d agoneutral
AI Infrastructure Stocks Worth Watching While Rates Stay Higher for Longer

Higher rates, a 5% 10-year Treasury, and a Fed intent on keeping borrowing costs elevated have taken the easy-money tide out of the market, yet capital still pours into AI infrastructure and data center buildouts. That split creates an opening for investors who can distinguish between hype and resilient cash engines. This article examines three stocks affected by the latest Fed move and AI spending wave and explains why each may warrant closer review now. The three stocks below are just a...

Meta’s Muse Drags Down Stocks That Depend on ‘Consumer Inertia’
Bloomberg4d agoneutral
Meta’s Muse Drags Down Stocks That Depend on ‘Consumer Inertia’

Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

Corning (GLW) To Show High Density Optical Chip Links At ECOC 2026
Simply Wall St.4d agoneutral
Corning (GLW) To Show High Density Optical Chip Links At ECOC 2026

Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...

Walmart (WMT) Reverses Course On In Store Digital Wallet Payments
Simply Wall St.4d agoneutral
Walmart (WMT) Reverses Course On In Store Digital Wallet Payments

Walmart (NasdaqGS:WMT) is rolling out support for Apple Pay and Google Pay across its U.S. stores in a policy reversal. The retailer previously promoted its own Walmart Pay solution and had limited acceptance of third party digital wallets in stores. Apple Pay and Google Pay support is expected to cover in person checkout, with timing and specific rollout details still emerging. Walmart's move to support Apple Pay and Google Pay matters, but investors also need to think beyond this payments...

TTM Technologies (TTMI) Stock Could Be 17% Overvalued Following Third Point Interest
Simply Wall St.4d agoneutral
TTM Technologies (TTMI) Stock Could Be 17% Overvalued Following Third Point Interest

TTM Technologies has turned into a major winner for shareholders over the past few years, which naturally raises a question about whether the current share price still lines up with the cash the business can generate. After such a run, the key issue for anyone looking at TTM Technologies today is how well its market value is anchored in its underlying cash flows rather than recent momentum. Over the last 3 years the stock has delivered a very large gain of about 888%, which puts a lot of...

Is Nebius Group (NBIS) Still Undervalued Following FTSE All World Index Inclusion?
Simply Wall St.4d agoneutral
Is Nebius Group (NBIS) Still Undervalued Following FTSE All World Index Inclusion?

Nebius Group (NBIS) just joined the FTSE All-World Index, a move that brings the AI infrastructure specialist into a global benchmark and could put the stock on more institutional radar screens. The FTSE inclusion comes at a time when Nebius Group has already shown strong momentum, with a year-to-date share price return of 158.81% and a 1-year total shareholder return of 118.39%, even after a 90-day share price decline of 15.42% from earlier highs. Scan beyond Nebius Group and see which AI...