KKR's $17B USI sale highlights how its Strategic Holdings plan can turn long-held investments into sizable gains and cash proceeds.
STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
Charles River's improving DSA demand and strategic investments support growth, but uneven recovery and NHP cost volatility remain key risks.
August was a good month for tech stocks, especially software companies that had slumped earlier in the year.
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.
Allegiant Travel Company is rated Buy with a $90 price target, leveraging the Sun Country acquisition for diversification and margin expansion. ALGT's unique low-utilization model, robust Amazon cargo contract, and $140M in expected cost savings underpin resilience against fuel and labor headwinds. Q2 saw industry-leading 9.2% operating margins, record revenue per seat, and strategic capacity cuts to protect profitability amid rising jet fuel and labor costs.
Dell Technologies DELL shares fell over 4% on Tuesday ahead of the company's quarterly earnings report, as broader market weakness and rising bond yields weighed on technology stocks. Inflation concerns and elevated oil prices have pushed yields higher in the US and overseas, raising questions about whether the Federal Reserve could tighten monetary policy later this month.
Ethena Pay runs exclusively on Avalanche, combining USDe balances, transfers, payments and settlement behind a mobile interface designed to resemble conventional digital banking. Ethena has processed more than $30 billion through mint and redeem systems, while USDe is integrated across over 100 platforms and protocols.
Mama's Creations is likely to see Q2 growth, supported by new product rollouts, wider retail distribution and Bay Shore gains despite margin pressures.
Walmart International's digital mix rises as e-commerce growth and lower losses improve economics, though margin pressures persist.
The partnership gives institutions a unified system to issue, custody and manage digital assets. The offering has launched in Asia, but further expansion is planned as institutional demand grows.
The Treasury Department and the Federal Reserve are sending mixed signals to the market, but recent events have been net negative for gold on balance, with prices retreating and bond yields on the rise across the globe, according to the World Gold Council (WGC).
Investors need to pay close attention to Commerce Bancshares stock based on the movements in the options market lately.
Oil prices are back up per barrel, and bond yields continue to tick higher.
INTU's Credit Karma remains a strong growth engine, with expanding categories and TurboTax integration supporting its long-term potential.
Zillow's rent-reporting program is helping renters build credit while expanding its housing platform from rental search to homeownership.
SK Hynix has positioned itself at the center of the AI supply ecosystem.
Institutional interest in XRP products has continued this week amid volatile crypto prices and short-term offloads. This follows a broader market trend as traditional funds rebound across Bitcoin (BTC) and altcoins for the second week.
Tesla's supervised self-driving technology recorded 4.1 times fewer collisions than manually driven Tesla cars in the five European countries where it is permitted, the automaker said on Tuesday, as it steps up lobbying efforts ahead of an EU vote on wider deployment.
S&P Global (SPGI) is a foundational financial infrastructure company, currently trading at an attractive 25x forward PE with robust long-term growth prospects. SPGI's business model is resilient to AI disruption, with key segments—Ratings, Indices, Market Intelligence, and Energy—delivering diversified, high-margin revenue streams. I expect at least 8-10% long-term revenue growth and 12% FCF growth, with additional upside from buybacks, supporting a GARP investment case.
Promising results from a recent clinical trial are boosting Novartis shares this morning.
LOW cuts its fiscal 2026 outlook as weak DIY demand and housing pressure challenge gains in Pro, Online and Home Services.
The bond selloff comes as investors were already reassessing inflation risks and government borrowing as renewed military escalations between the U.S. and Iran sparked a new surge in oil prices, with crude rising to $92 a barrel on Tuesday after two Saudi oil tanks were struck in the Strait of Hormuz. The strait handled around 20 million barrels of crude oil per day before the war, and while the U.S. says between 8 million and 9 million barrels are now exported daily, other tracking firms and analysts believe the number is between 2 million and 6 million.
Ubtech Robotics delivered robust 1H2026 results, with revenue more than doubling year-on-year to CNY1.27 billion and gross margin expanding 970bps to 44.7%. UBTRF's product mix shift toward full-sized humanoid robots, strategic M&A, and operating leverage are driving margin and profitability improvements. I expect UBTRF to achieve EBITDA breakeven in 2H2026 and turn earnings positive in FY27, supported by manufacturing scale, ecosystem expansion, and cost synergies.
Robinhood Chain's rapid revenue growth highlights the potential for Layer-2 solutions to disrupt traditional finance and reshape blockchain economics. Robinhood Chain generates $2M in revenue in one day, outpacing Ethereum itself.
SYK's planned ZuriMED acquisition adds the FiberLocker System, aiming to strengthen its shoulder portfolio and rotator cuff care capabilities.
MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.
The significant USDC minting on Solana highlights growing institutional trust and demand for blockchain-based dollar liquidity solutions. Circle mints 11B USDC on Solana in historic monthly event.
The Schwab US Dividend ETF (SCHD) has continued its strong rally this year, reaching a record high of $35.30, up 27% from where it started the year. This rally has allowed the fund to outperform popular indices such as the Dow Jones, Nasdaq 100, and S&P 500.
This collaboration could enhance transparency and trust in economic data, potentially transforming how financial markets and DeFi ecosystems operate. Chainlink partners with US Department of Commerce to bring macroeconomic data onchain.