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GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.

Rapid symptom improvement broadens the drug's potential reach, but filing, approval and adoption remain ahead.

Google will be the first big tech company to put an experimental satellite in orbit to answer AI queries.

Common agent verification could protect Visa's role even when software--not consumers--initiates transactions.

The two-year forecast demands supply, customer deployments and margins--not merely bigger hyperscaler commitments.

New pills, injections and maintenance regimens broaden patient choice while raising the durability test for market leaders.

AI shopping can generate transactions, but unclear authorization and liability could make every automated checkout more expensive.

Customer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.

Figma is growing fast and finding its footing as a newly public company. ServiceNow is generating substantial free cash flow and deepening its grip on enterprise operations. The gap in financial maturity tells the whole story.

Bloom Energy shares sink as Oracle issues a force majeure notice on its New Mexico AI data center. Here’s why the development is bearish for BE stock.

Something happened to Apple stock on Sept. 23 that has not happened since Tim Cook was running the company.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how semiconductor manufacturing stocks fared in Q2, starting with Teradyne (NASDAQ:TER).

In September 2026, Invesco Ltd. expanded its QQQ Innovation Suite by launching the Invesco Nasdaq International Innovators 100 ETF (QQI), a rules-based fund tracking the Nasdaq International Innovators 100 Index to target 100 innovation-focused companies outside the United States with a total expense ratio of 0.29%. This launch gives investors a new way to access non-US innovative businesses within a familiar QQQ-branded framework, potentially broadening Invesco’s global ETF footprint and...

Karp's nationalization argument distinguishes frontier labs, while Palantir's own filing acknowledges AI liability.

Why Plug Power Is Back On Investors’ Radar Plug Power (PLUG) has pushed deeper into the green hydrogen build out, shipping a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand while expanding electrolyzer supply partnerships in Australia. Recent trading shows that momentum in Plug Power has been weakening, with the share price down 20.62% over 90 days and 8.52% year to date, while the 1 year total shareholder return has declined 15%. This hints that investors remain cautious even as...

Trump’s investment accounts bought shares of Strategy (NasdaqGS:MSTR) shortly before the stock recorded an 83% rally. The purchases add a former U.S. president to the roster of high profile investors with exposure to Strategy’s Bitcoin focused approach. The holding was disclosed only after the surge in Strategy’s share price, raising fresh questions about timing and market impact. Trump’s late disclosed Strategy trades are important, but investors still need a broader view of the company’s...

Tesla closed at US$380.12 on Tuesday after a mixed run that includes a 54.3% gain over the past three years and a year to date decline of 13.2%. This puts a sharper spotlight on whether that price still lines up with what the company is generating in sales today. Over the last 3 years, Tesla has returned 54.3%, which means a lot of investor expectations are already baked into the stock and brings the link between its share price and underlying revenue into focus. Fresh headlines around...

Cisco Systems (CSCO) is back in focus after a fresh wave of AI and security product news around Splunk, including new on-premises AI infrastructure and tools to monitor token usage and agent performance. Investors have seen mixed signals around Cisco Systems in recent weeks, with fresh Splunk AI products, new quantum networking work with Infleqtion and a Notre Dame campus upgrade arriving just as an analyst downgrade and profit taking pulled the stock back from recent highs. Despite a 90 day...

Annual subscriptions can productize Unit 42 expertise, while model costs and human remediation may constrain margins.

Investing.com -- Unity Software Inc. (NYSE:U) fell 5%, while Roblox Corporation and AppLovin each dropped 1% after Meta announced new AI-powered game creation tools at its Connect conference.

Shares of Coherent Corp. (NYSE:COHR) are up 59% year to date (YTD) in 2026, a striking run for a stock leveraged to the shift from copper to optical connectivity inside AI data centers. Coherent stock trades at $294.37, and the gain looks substantial in isolation. Yet, the same optical-components trade that lifted Coherent lifted its […]

By Isla Binnie Sept 24 (Reuters) - Oracle issued a "force majeure" notice to a Blue Owl unit, the developer of a large New Mexico data center, citing potential delays in securing power for the project

Key Stats for RTX Corporation 52-Week Range: $155. 64 to $226.

Key TakeawaysCrowdStrike stock has climbed 154% since late March, closing at $262 on September 23 after a fiscal quarter that delivered the largest net new annual recurring revenue beat in the company’s history. Wall Street carries 30 buy ratings, 10 outperforms, 12 holds, 1 no opinion and 1 underperform on the stock, but the $236 mean target now sits 10% below the $262 close.

Nike just signed a $200 million deal with the University of Miami. Could this be a sign of life for NKE stock?

The idea makes more than enough sense. Not every idea, however, has an easily identifiable way of capitalizing on it.

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including Powell (NASDAQ:POWL) and its peers.

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Starbucks shares slid hard this month while the broader market climbed, and the disconnect raises a question every shareholder needs to answer before the next move hits.

Bloom Energy could still generate big multibagger gains.