ExxonMobil expands its Papua New Guinea natural gas operations. XOM's recent increased stake and operatorship in Papua New Guinea position it to benefit from premium natural gas pricing in Asian markets. The Guyana Project now has a fifth FPSO nearing first oil. Contract resets potentially support ongoing exploration cost recovery.
XRP is discussed as a neutral bridge asset in a futuristic financial system shaped by de-dollarization, CBDCs & cross-border settlement.
Fluence Energy (FLNC) stock crashed on Thursday morning after management lowered its outlook for the financial year. It now sees revenue coming in at about $2.4 billion, down meaningfully from its previous guidance for $3 billion.
AI needs to have 'reasonable guidelines,' Palantir's Karp tells CNBC
Fidelity National's recent core banking wins could deepen client relationships and open doors to more digital banking, payments, lending and data products.
MA is targeting small-business demand for integrated tools, cybersecurity and premium features to deepen relationships beyond card payments.
NVO's 5% drop in a week reflects intensifying GLP-1 competition and semaglutide risks, but its broad pipeline offers potential long-term growth.
Alphabet has beaten earnings estimates in every single quarter on record, yet one specific risk nearly derailed its last report despite a triple-digit EPS surprise.
On Holding AG (NYSE: ONON) is down 2.6% at $26.44 today, the footwear stock extending its recent slide to trade around two-year lows.
PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.
OC's 17% six-month rally rests on resilient Roofing, improving Insulation demand, cost cuts and strong cash flow, but execution remains key.
Zcash surged to a record near $1,400 as Paradigm disclosed a ZEC investment and holders backed faster blocks and Bitcoin-style halvings.
Shares of major memory-chip companies jumped on Thursday as easing oil prices and Treasury yields improved broader sentiment toward technology stocks, helping the sector recover some of the losses suffered earlier in the week. Micron Technology MU rose about 5.5%, while SK Hynix gained more than 4% and SanDisk climbed roughly 5%.
Arm Holdings stock gained 7% on Thursday after CEO Rene Haas said he was increasingly confident the company could meet Wall Street's higher revenue expectations for its new data-centre chip, the AGI CPU. Haas made the comments during an interview with CNBC's Jim Cramer on Wednesday, saying he was “more confident” about achieving $2 billion in demand for the chip than he was during Arm's July earnings call.
Otis Worldwide Corporation (OTIS) is highlighted as the largest global elevator and escalator company, with a recent 14% dip presenting a buying opportunity. I maintain conviction in OTIS, emphasizing its dominant market position and the resilience of its business model. Key investment thesis centers on OTIS's stable cash flows, essential service demand, and long-term growth prospects.
Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.
INTU uses QuickBooks Free and Lite to widen its customer funnel as online customer growth slows, with payments adding another revenue path.
After a solid multi-week run that saw Tesla Inc. NASDAQ: TSLA shares climb almost 30% from their late-July low, the rally has stalled. The stock has drifted back to around $360 as a regulatory cloud over its Cybercab robotaxi gives the bulls a reason to bank some profits.
Ed Yardeni just dialed back one of the boldest bull calls on Wall Street, but the reason has nothing to do with earnings, and that distinction changes everything about how investors should read the signal.
Amphenol's AI-driven IT datacom growth, record orders and stronger earnings momentum give it an edge over nVent Electric.
Tether reportedly provided most of Gold.com's outstanding precious-metal financing, revealing a relationship worth roughly $1.5 billion.
Halliburton Company is upgraded to a Buy, reflecting a shift to a long-term investment thesis amid expectations of higher oil prices. HAL's H1 2026 results show revenue up 2% to $11.12B and net income up 47% to $995M, with comfortable debt servicing metrics. Future growth is tied to global drilling activity, especially potential expansion in Venezuela and international markets beyond the U.S. shale patch.
F and HMC take different paths as hybrids, EV investment, motorcycles and recurring revenues shape their 2026 growth prospects.
SNAL's AI-powered NHP aims to transform gaming with human-like teammates across franchises, but scalability, adoption and monetization remain key challenges.
Meta Platforms is evolving beyond advertising, with AI agents and cloud computing emerging as new growth engines. META's recent launch of Muse, its first paid AI agent, and business AI adoption signal meaningful revenue diversification opportunities. Despite elevated CapEx ($130–$145B guidance), legal overhangs have cleared, and multiple near-term catalysts, including Meta Connect, are on the horizon.
During a recent appearance on Yahoo Finance, I highlighted that flows into fixed income ETFs have already shattered previous records in 2026. And there are more than three months left in the year.
US data center demand has outrun the grid's ability to add generation, and the power buyers know it. PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.
CIEN targets 30% revenue growth through fiscal 2029, with expanding margins and free cash flow supported by strong demand.
The Vanguard Russell 2000 ETF is rated "hold" due to less favorable risk-reward versus mid-caps amid tightening monetary policy. VTWO's recent outperformance is driven largely by multiple expansion, not sustainable earnings growth, with 29% of constituents unprofitable. Small-cap stocks face higher floating-rate debt exposure (30%) than the S&P 500 (7%), increasing vulnerability to rising rates.
Exelixis NASDAQ: EXEL President and CEO Michael Morrissey said the company is focused on expanding its oncology franchises through internal development, selective business development and potential collaborations, while preparing for a planned launch of zanzalintinib in metastatic colorectal cancer.