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Is Carnival Stock Cheap, Or Is The Cash Already Spoken For?
Trefis2d agoneutral
Is Carnival Stock Cheap, Or Is The Cash Already Spoken For?

Carnival Corporation (CCL) threw off free cash worth 9.7% of its market value over the last twelve months, more than twice the 4.4% median for an S&P 500 company. A yield that high usually means a bargain or a business the market expects to shrink. Carnival is not that simple. The cash is real, and a large share of it belongs to its lenders.

How David Booth Built Dimensional From A Brooklyn Brownstone
Bloomberg2d agoneutralVIDEO
How David Booth Built Dimensional From A Brooklyn Brownstone

David Booth started Dimensional Fund Advisors out of a Brooklyn brownstone in 1981 with an idea that challenged conventional investing: investors should have exposure to smaller companies as part of a diversified portfolio. More than four decades later, Dimensional manages over $1 trillion. Booth is on this week's episode of The David Rubenstein Show: Peer to Peer Conversations to discuss how he built Dimensional and the investment philosophy behind the firm. This interview was recorded August 10 in New York.

Why Alphabet (GOOGL) Stock Is Down Today
StockStory2d agoneutral
Why Alphabet (GOOGL) Stock Is Down Today

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 3.4% in the afternoon session after sentiment weakened ahead of rival Meta Platforms Connect conference, amid growing competitive pressure as peers Anthropic and OpenAI released cheaper frontier models.

How Much Should One Number Worry AppLovin Stock Holders?
Trefis2d agoneutral
How Much Should One Number Worry AppLovin Stock Holders?

The number that should worry a holder of AppLovin (APP) stock is its revenue growth. Revenue rose 53% from a year earlier in the fiscal second quarter of 2026. That was the third quarter in a row of slower growth. The pace is still fast. But the stock is priced for growth to stay fast, which is why the slowdown matters.

Is Kraft Heinz (KHC) Undervalued As Capri Sun Buzz Meets Nasdaq Index Removal?
Simply Wall St.2d agoneutral
Is Kraft Heinz (KHC) Undervalued As Capri Sun Buzz Meets Nasdaq Index Removal?

Kraft Heinz (KHC) has two very different stories playing out this month. Capri Sun is testing a supersized Big Pouch online, while the parent group has been dropped from major Nasdaq indices. For Kraft Heinz, that product buzz is colliding with a tougher market backdrop. The share price slipped 1.5% in the latest session and is down about 6% over the past month. However, a 90 day share price return of 4.6% signals only modest recent momentum after a 1 year total shareholder return decline of...

3 Large Cap Stocks Investors Are Watching As Policy Shifts Reshape Demand
Simply Wall St.2d agoneutral
3 Large Cap Stocks Investors Are Watching As Policy Shifts Reshape Demand

Regulators are rewriting the rulebook, companies are scrambling to adjust and market reactions are uneven enough to create both opportunity and risk. That mix can reward investors who position early and avoid the wrong exposure. This article walks through three large cap stocks flagged by our Global Large-Cap Multi-Sector ETFs screener that appear closely tied to the latest policy shifts, and explains why their stories deserve a closer look right now. The stocks covered below are only a...

What Does Alibaba (BABA) Facing A Securities Fraud Probe Mean Now?
Simply Wall St.2d agobearish
What Does Alibaba (BABA) Facing A Securities Fraud Probe Mean Now?

Alibaba Group Holding (NYSE:BABA) is under investigation by the Portnoy Law Firm for potential securities fraud on behalf of investors. The probe focuses on whether Alibaba made misleading statements or omitted material information in violation of federal securities laws. Portnoy Law Firm is evaluating a possible class action, inviting shareholders who purchased Alibaba securities to contact the firm. The Portnoy securities fraud inquiry into Alibaba adds to a broader context that recent...

Can Zscaler’s (ZS) Agentic SOC Redefine Its Competitive Moat In AI-Driven Cybersecurity?
Simply Wall St.2d agoneutral
Can Zscaler’s (ZS) Agentic SOC Redefine Its Competitive Moat In AI-Driven Cybersecurity?

Earlier this month, Zscaler launched its Agentic SOC, an AI-first security operations platform that combines proprietary telemetry, a large decoy mesh network, and integrated zero trust controls with third-party tools to detect and contain threats at machine speed. A distinctive aspect of Agentic SOC is its use of AI agents co-developed with Anthropic and OpenAI, trained on a decade of frontline SOC experience and powered by more than 750 billion daily zero trust transactions to automate...

Ducommun (DCO) After The PAC 3 Contract Win, Does The Undervalued Case Still Hold
Simply Wall St.2d agoneutral
Ducommun (DCO) After The PAC 3 Contract Win, Does The Undervalued Case Still Hold

Contract win puts Ducommun in focus Ducommun (DCO) just announced a new agreement from Simmonds Precision Products worth over US$35 million to supply electronic assemblies for the Lockheed Martin PAC-3 missile family, extending its existing PAC-3 involvement. Investors have seen a sharp run in Ducommun already this year, with a year to date share price return of 71.95% and a 1 year total shareholder return of 77.24%. However, the stock has eased back 13.15% on a 1 month share price basis as...