Stock Market & Financial News
Compass Minerals: Why This Turnaround Is Different
Compass Minerals (CMP) is undergoing a structural transformation, prioritizing disciplined capital allocation and operational efficiency over cyclical growth. CMP's portfolio simplification and focus on core salt and plant nutrition segments have improved cash flow, reduced debt, and strengthened financial stability. Despite a 14.9% EV/EBITDA discount to the sector median, CMP's ongoing deleveraging and operational gains are not yet recognized by the market.
CMPGY AMKR Trades Cheaper Than Industry at 2.06X P/S: Is the Stock a Buy?
Amkor trades at a steep P/S discount despite AI-driven advanced packaging growth, Arizona expansion and rising smartphone demand, backed by long-term catalysts.
AMKR SBI picks Solana: What Japan's tokenization pivot means for SOL
On July 13, one of Japan's largest financial conglomerates rewired its blockchain strategy in a single press release.
Brookfield Infrastructure: High-Yield, Quality Infrastructure Still Selling At A Discount
Brookfield Infrastructure Partners (BIP) remains a Buy, supported by robust cash flow, resilient global assets, and attractive yield despite macro headwinds. BIP reported Q1 AFFO growth to $596M, advanced portfolio recycling, and executed strategic acquisitions, still targeting 12–15%+ IRR and >10% FFO/unit growth. Balance sheet strength is underpinned by long-term, fixed-rate, non-recourse debt and no maturities due in 2026, mitigating interest rate risk.
BN 
AMD Rallies 5%, Intel Rises 4% as Cooling Inflation Sparks a Chip Rebound
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 5% to $560.66 in early Tuesday trading, rebounding sharply after Monday's selloff.
AMD 
Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings
Wedbush is making a bold call on memory chip maker Sandisk NASDAQ: SNDK. The firm aggressively raised its targets for revenue, earnings, and stock price, citing pricing trends and a high likelihood that management had underestimated the strength.
SNDK 
The AI Boom Isn't Over: 3 Stocks to Buy for 2H 2026
MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.
AMAT 
Goldman Sachs (GS) Q2 Earnings and Revenues Surpass Estimates
Goldman Sachs (GS) came out with quarterly earnings of $20.98 per share, beating the Zacks Consensus Estimate of $14.47 per share. This compares to earnings of $10.91 per share a year ago.
GS 
Silver Clings to $60 as Geopolitical Headwinds Mount
Silver rallied early on Tuesday, as we continue to see a lot of noisy behavior. At this point, the markets are confused as far as I can see.
Ares Management: Buy This Cash Cow While It's Undervalued
Ares Management is rated a 'Buy,' offering an attractive entry for dividend growth and total return potential. ARES is demonstrating record fundraising, driven by strong institutional demand and expanding fee-paying assets. ARES benefits from diversified growth avenues—real estate, infrastructure, and international markets—beyond private credit, mitigating sector-specific risks.
ARES 
Bitcoin ETFs Lose $425M as Fidelity and Blackrock Drive Fresh Wave of Outflows
Crypto ETF flows started the week on a weak note on Monday, July 13, with bitcoin ETFs posting $424.66 million in outflows and ether funds losing $15.41 million. HYPE ETFs also slipped, while XRP and solana products saw no trading activity in a subdued session.
GSK's Jemperli Delivers Promising Interim Data in Rectal Cancer
GSK reports positive interim phase II AZUR-1 data as Jemperli meets the primary endpoint in rectal cancer, supporting potential regulatory filings.
GSK 
Here's Why You Should Retain Reliance Stock in Your Portfolio
RS is riding strong end-market demand and acquisitions to fuel growth, even as weak chip and aerospace markets and aluminum costs pressure margins.
RS 
Will Renewed Middle East Tensions Benefit Cenovus' Upstream Business?
CVE benefits from rising crude prices as well as its diversified upstream portfolio and production growth projects support enhanced cash flows.
CVE 
Senator Lummis to introduce Clarity Act for bitcoin regulation before August recess
The Clarity Act's passage could reshape digital asset regulation, influencing market dynamics and regulatory clarity for cryptocurrencies. Senator Lummis to introduce Clarity Act for bitcoin regulation before August recess.
Price Prediction: Nvidia vs AMD vs Broadcom, Which One Could 3x by 2027?
Three stocks, one question: can any of them triple by 2027? NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) are the three horses in the AI silicon race, and each is priced very differently.
AMD 
New York Times is not "failing": Here's why its stock may surge soon
The New York Times' stock has pulled back into a local correction, retreating from its year-to-date high of $87.18 to $75. The decline follows profit-taking after Berkshire Hathaway disclosed its stake in the company back in February.
NYT 
Nine Miles Metals reports visual sulphide mineralization in third Wedge drill hole
Nine Mile Metals Ltd. (CSE:NINE, OTCQB:VMSXF, FRA:KQ9) has reported that its third drill hole of the 2026 program at the Wedge project in New Brunswick intersected visually identified sulphide mineralization, including pyrite and chalcopyrite, with laboratory assay results pending.
VMSXF 
ServiceNow: AI Is An Opportunity, Not A Threat
I am initiating a Buy rating on ServiceNow (NOW), citing attractive valuation, robust compounding growth, and high brand quality. NOW trades at 26x forward earnings, near decade lows, with a 21% subscription revenue growth guide and 97% renewal rate. AI monetization is accelerating: Now Assist ACV more than doubled, and 3+ product deals grew 70% year over year.
NOW 
JPMorgan crushes estimates as trading revenue nearly doubles
JPMorgan Chase & Co (NYSE:JPM, XETRA:CMC) reported second-quarter profit and revenue that topped Wall Street expectations, as strength in investment banking and trading fees drove a 41% jump in net income. The bank posted net income of $21.2 billion, with earnings per share of $7.70 topping the $5.72 estimate.
JPM 
Will ADA Price Rebound as Cardano Stakeholders Reach 3.5-Year High?
Cardano stakeholders hold over 25.6 billion ADA, a 3.5-year high, while ADA trades near key support and faces resistance at $0.187 as retail holdings fall.
BigBear.ai Stock Falls 24% in a Month: Buy the Dip or Stay Away?
BBAI has pulled back sharply as investors weigh AI growth opportunities against slower revenue growth and ongoing profitability challenges.
BBAI 
3 Utilities Mutual Fund Buys as AI Drives Power Demand
BULIX, FSUTX and FKUTX gain traction as utilities ride defensive demand and AI-driven electricity growth, reshaping their role in 2026 portfolios.
XLU 
Can CTV Momentum Strengthen Trade Desk's Growth Outlook?
TTD is riding connected TV momentum as advertisers embrace data-driven campaigns, with premium publishers and AI helping expand its long-term growth opportunity.
CTV 
Loan Growth, Fee Income Strength to Support Truist's Q2 Earnings
TFC's Q2 earnings are likely to have benefited from loan growth and stronger fee income, even as expenses and non-performing assets weigh on performance.
TFC 
Tether leads $7M Series A in Pact Labs to expand USA₮ into payroll and payments
Tether's investment in Pact Labs could accelerate USA adoption, but hinges on regulatory clarity and competition from established players. Tether leads $7M Series A in Pact Labs to expand USA₮ into payroll and payments.
Ripple v. SEC battle reignites over XRP security claims
As the XRP community celebrated 3 years since the court ruled the token is not a security, Marc Fagel, a veteran securities litigator, has argued that Ripple Labs may not be out of the woods yet.
Conagra Brands Q4 Earnings on the Horizon: Key Factors to Note
CAG readies for Q4 results as revenue growth prospects face pressure from higher commodity, protein and tariff-related costs.
CAG 
XRP Spent a Year Building Strength — Now Comes the Real Test Amid Heightened Offline Storage
XRP holders accumulate in silence as the final phase of the correction takes shape.
Telefonaktiebolaget LM Ericsson (publ) (ERIC) Q2 2026 Earnings Call Transcript
Telefonaktiebolaget LM Ericsson (publ) (ERIC) Q2 2026 Earnings Call Transcript
ERIC 
