When Chuck Robbins took the CEO seat at Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) on July 26, 2015, the company was a slow-growth hardware vendor sliding into the shadow of cloud upstarts.
Ah, so that's why we didn't hear about ChatGPT at WWDC this year.
AtaiBeckley Inc. (NASDAQ:ATAI, XETRA:9VC)'s acquisition by Eli Lilly for up to $3.8 billion reinforces growing interest from large pharmaceutical companies in psychedelic-based therapies, according to analysts at Jefferies, who believe that the deal reflects increasing momentum driven by advancing clinical data and an improving regulatory backdrop. The acquisition, previously announced by Lilly, values AtaiBeckley at $6.75 per share in cash, or about $2.8 billion in equity, plus a contingent value right of up to $2.50 per share, worth roughly $1 billion if certain milestones are achieved.
Though a handful of companies have emerged as frequent topics of conversation in AI, investors would do well to remember that the industry is still very much in a developmental phase. It's possible, and even likely, that the list of leading AI companies in the coming years will differ from today's.
When Berkshire Hathaway moves aggressively into three names in a single quarter, allocators pay attention.
Bitcoin fell below $63,000 on Friday as a global chip-sector selloff erased gains from this week's softer inflation data. Nasdaq 100 futures dropped 1.91%, S&P 500 futures slipped 0.96%, Japan's Nikkei fell 4% and gold climbed above $4,000.
Arch Capital retains a Conditional Quality Buy rating, contingent on maintaining profitability and book value growth amid declining reinsurance pricing. Q1 2026 results confirm robust underwriting and a 15.4% operating ROE, but headline strength reflects favorable reserve releases from prior periods. ACGL's strong balance sheet and capital flexibility allow disciplined risk selection, enabling avoidance of poorly priced contracts without liquidity pressure.
Ripple partner SBI Group has teamed up with Ondo Finance to bring Japanese equities onchain, using JPYSC for seamless settlement and accelerating the adoption of blockchain-powered investing across Japan.
SBI Holdings partners with Ondo Finance to tokenize Japanese assets on-chain and explore its JPYSC stablecoin for settlement.
Billerud AB (publ) (BLRDY) Q2 2026 Earnings Call Transcript
Retail enthusiasm for Strategy (NASDAQ:MSTR | MSTR Price Prediction), still commonly known as MicroStrategy, has curdled in weeks.
Successfully implementing AI tools across a company is one thing. Getting consumers on board is another entirely—and according to a recent report, more than 97% of companies are missing the mark.
BNB Chain's tokenized real-world asset value hits $5.2 billion, a 32.26% monthly increase, making it the second-largest blockchain for RWAs behind Ethereum. BNB Chain hits new all-time high of $5.2B in total value locked for RWAs.
Tesla is scheduled to report earnings after markets close on Wednesday, with traders anticipating a big move from the EV maker's stock.
First Trust Natural Gas ETF (NYSEARCA:FCG) and United States Natural Gas Fund (NYSE:UNG) both pitch themselves as ways to play natural gas, yet they have produced wildly different outcomes for investors who held them.
The EUR/USD forecast remains biased to the downside as geopolitical tensions in the Middle East continue to underpin demand for both crude oil and the US dollar. Although this week's softer US inflation readings briefly encouraged hopes that the Fed may not have to tightening after all, the renewed rise in oil prices has complicated that narrative and prompted investors to reassess the outlook.
Ethereum price has fallen as much as 3.5% to $1,820 on July 17 after its latest rally stalled below $2,000 and weak Democratic support for the CLARITY Act hurt sentiment across the crypto market. According to data from crypto.
Amazon stock has struggled to keep pace with the broader market this year as investor sentiment toward hyperscalers has cooled. AMZN is up about 8% year to date and just 10% over the past 12 months, lagging many large-cap peers.
Q32 Bio's Part B data showed meaningful hair regrowth in severe alopecia areata, including for JAK-experienced patients. Bempikibart also seems to be relatively safe, and its treatment benefits appear to last well after finishing treatment. These factors could help differentiate Bempikibart from other continuously dosed JAK inhibitors.
Will Polygon payment profits boost POL's value?
Palantir Technologies TodayPLTRPalantir Technologies$134.44 +0.68 (+0.51%) As of 07/16/2026 04:00 PM Eastern52-Week Range$106.37▼$207.52P/E Ratio151.06Price Target$190.85Add to WatchlistFew stocks generate the visceral reaction that happens when the name Palantir Technologies NASDAQ: PLTR is mentioned.
ASML Holding faces valuation pressure despite stable sales and net income growth, as forward risks remain unresolved. Sales to China have sharply declined from nearly half to under 20%, with future performance hinging on evolving US export restrictions. ASML's updated guidance targets €43–45 billion in sales and 54–56% gross margin, driven by EUV and DUV capacity expansions.
Hypergrowth is a demanding label in 2026. To wear it, a company needs to expand revenue at a pace that leaves the broader market in the dust, and it needs to do so while the market is actively rewarding profitable, cash-generating stories.
KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred (KKR.PR.D) remains a Buy for those expecting a rebound in KKR common. KKR.PR.D offers a 7.6% yield, a significant dividend advantage over the 0.8% yield of KKR common, and mandatory conversion in March 2028. Preferred holders benefit from downside protection and limited upside until KKR exceeds $120, with conversion mechanics favoring patient investors.
Conagra Brands, Inc. reported Q4 '26 earnings earlier today. Net organic sales were flat following a 1.6% decline in volume entirely offset by a 1.6% increase in price/mix. Based on the newly released guidance for fiscal 2027, net organic sales are expected to decline between 1% and 3%, and adjusted operating margins are expected to contract further to around 10%. This would mark the fourth consecutive year of organic net sales declines and margin compression. To provide some context, the company's operating margins were in excess of 15% in 2023.
Ecolab is a Dividend Aristocrat delivering essential hygiene and water management solutions, with robust management and consistent earnings growth. ECL reported Q1 2026 net sales up 10% year-over-year, driven by strong growth in Global High-Tech, Digital, and Life Sciences segments. Shares trade at a forward P/E of 31.7, just below the 10-year average, with a fair value estimate of $283, implying a 1% discount.
The ALPS Equal Sector Weight ETF (EQL) made its debut on 07/07/2009, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Blend category of the market.
Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) is a smart beta exchange traded fund launched on 06/28/2017.
The State Street SPDR S&P Health Care Services ETF (XHS) made its debut on 09/28/2011, and is a smart beta exchange traded fund that provides broad exposure to the Health Care ETFs category of the market.
Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the VanEck Morningstar SMID Moat ETF (SMOT) is a smart beta exchange traded fund launched on 10/04/2022.