Stock Market & Financial News
Berkshire's Equity Portfolio Is Rallying, but the Apple Sales Still Sting
Berkshire Hathaway's biggest stock holdings have added more than $20 billion in value this quarter, but Warren Buffett's decision to slash the Apple stake continues to weigh on the portfolio's upside.
AAPL Nike: Too Early To Buy, Too Late To Sell (Rating Upgrade)
Nike, Inc. is upgraded to Hold as valuation now reflects ongoing turnaround challenges and an extended recovery timeframe. NKE sales are at multiyear lows with Q4 revenues down 1% YoY, and guidance points to further declines in Q1 FY2027. Gross margin stabilization is encouraging, and expansion is expected in Q1; EPS growth in Q4 was mostly powered by one-off tariff recovery.
NKE Does T Stock Deserve a Spot in Your Portfolio Ahead of Q2 Earnings?
AT&T expands fiber, enterprise connectivity and connected car offerings ahead of Q2 earnings, but fierce telecom competition could test growth prospects.
T Merck: 'Strong Buy' Lipfendra FDA First And Continued Oncology Expansions
Merck & Co., Inc. maintains a Strong Buy rating, driven by robust oncology expansion and the launch of LIPFENDRA, the first oral PCSK9 inhibitor for hypercholesterolemia. Company's oncology pipeline advances with FDA acceptance of four regulatory filings, including ifinatamab deruxtecan, and strategic acquisitions like Terns to counter KEYTRUDA's 2028 patent expiry. LIPFENDRA targets statin-treated patients needing further LDL-C reduction, with peak sales potential estimated at $5 billion by 2034, strengthening MRK's cardiometabolic portfolio.
MRK 
Autoliv, Inc. (ALV) Q2 2026 Earnings Call Transcript
Autoliv, Inc. (ALV) Q2 2026 Earnings Call Transcript
ALV 
Honeywell Aerospace Stock Outlook After the Spin-Off Debut
HONA enters public markets with aerospace scale, a large backlog and recurring aftermarket revenue, while investors watch its standalone execution.
HONA 
Is Honeywell Aerospace Stock Fairly Valued After Spinoff?
HONA combines aerospace scale, a sizable backlog and recurring revenue, with valuation hinging on consistent standalone execution.
HONA 
Reasons to Retain Doximity Stock in Your Portfolio for Now
DOCS is ramping up AI across physician workflows and enterprise tools, but weak pharma ads and higher AI spending may test near-term growth.
DOCS 
HONA Growth Trends Ride Aerospace Demand and Aftermarket Shift
Honeywell Aerospace taps commercial aviation, defense and space trends with recurring aftermarket and digital revenue opportunities supporting its long-term growth story.
SFT 
HRMY Posts Preliminary Q2 Revenues, Announces CFO Transition
Harmony Biosciences posts preliminary Q2 2026 Wakix revenues of about $261M, up 30% year over year, while reaffirming full-year guidance despite a CFO transition.
HRMY 
Can Novartis' Fabhalta Strengthen Its Nephrology Franchise?
NVS wins full FDA approval for Fabhalta in IgA nephropathy after phase III data shows slower kidney function decline, strengthening its nephrology portfolio.
NVS 
QURE Stock Outlook Rests on AMT-130, FDA Talks, and Cash Runway
QURE's AMT-130 is driving investor focus as FDA feedback, a targeted third-quarter 2026 filing and cash into 2029 shape its regulatory outlook.
QURE 
GMED Stock Surges 43.6% in a Year: What's Driving the Rally?
Globus Medical's 43.6% one-year rally is fueled by strong growth across both business segments, rising technology adoption and a debt-free balance sheet.
GMED 
Can Investment Income Cushion Premium Pressure for RNR's Q2 Earnings?
RenaissanceRe Holdings Ltd. RNR is set to report second-quarter 2026 results on July 22, after the closing bell.
RNR 
Can Lockheed Martin's Missile Defense Business Power Long-Term Growth?
LMT expands missile production under new U.S. agreements as rising air and missile defense demand supports long-term growth prospects.
LMT 
ISRG Q2 Earnings Beat Estimates, Stock Falls on Slow Procedure Growth
ISRG beats second-quarter earnings and revenue estimates, but shares fall after hours as procedure growth slows sequentially despite strong placements.
ISRG 
Robinhood Chain surpasses $170M in ETH bridged from Ethereum as Layer-2 sees explosive first week
Robinhood Chain surpasses $170M in ETH bridged from Ethereum in its first week, with DEX volume topping $1B and over 17 million transactions on the new Robinhood Chain surpasses $170M in ETH bridged from Ethereum as Layer-2 sees explosive first week.
Studsvik AB (publ) (SUDKY) Q2 2026 Earnings Call Transcript
Studsvik AB (publ) (SUDKY) Q2 2026 Earnings Call Transcript
SUDKY 
Joby, Archer, and EHang Are Down 40% to 60% in 2026. Are Air Taxi Stocks Damaged Beyond Repair?
The air-taxi trade has come undone this year, it seems. Shares of Joby Aviation (NYSE:JOBY | JOBY Price Prediction), Archer Aviation (NYSE:ACHR), and EHang Holdings (NASDAQ:EH) have all slid sharply this year, with drawdowns spanning 40% to over 60%.
EH 
ZETA's AI Momentum is Strong, but Can Execution Keep Up?
Zeta Global's AI momentum is strong, but margin pressure, integration risks and softer earnings estimates suggest investors may want to stay cautious.
ZETA 
Tom Lee says Ethereum now anchors second-wave AI investment shift
Tom Lee says Ethereum has become a key downstream AI story as investors rotate away from overheated semiconductor exposure. His thesis centers on autonomous AI agents needing secure settlement rules and consumers needing neutral protection for data and wallets. Lee cited Robinhood Chain fees settled in ETH, BlackRock's $2.
Cardano Pumps as Network Moves to Further Decentralize Development
Input Output is handing its core infrastructure to outside teams as ADA gets a lift from an imminent protocol upgrade.
DGRO's December Rebalance Could Reshape Healthcare Exposure: Here's What to Watch
The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) trades near $77, up roughly 11% year to date year-to-date.
DGRO 
Cross Country Healthcare Clears Key Hurdle as Stockholders Approve Merger
Cross Country Healthcare NASDAQ: CCRN stockholders approved the company's proposed merger agreement at a virtual special meeting held July 16, according to remarks delivered during the meeting by Kevin Clark, the company's co-founder, CEO and chairman of the board.
CCRN 
Tether's USDT adds over 30M wallets each quarter, Ardoino says
Tether registers an increase of over 30 million digital wallets on its network during each quarterly period of 2026. The stablecoin's market capitalization rose to near 190 billion dollars over the course of the current year. The company reported an audited net profit of 1.
Epiroc AB (publ) (EPOAY) Q2 2026 Earnings Call Transcript
Epiroc AB (publ) (EPOAY) Q2 2026 Earnings Call Transcript
EPOAY 
WaFd, Inc. (WAFD) Q3 2026 Earnings Call Transcript
WaFd, Inc. (WAFD) Q3 2026 Earnings Call Transcript
WAFD 
Planet Labs vs. Satellogic: Which Earth Observation Stock Has an Edge?
SATL edges PL on valuation, share gains and growth projections as both target rising geospatial intelligence demand.
SATL 
Does Starship's Launch Abort Change the SpaceX Investment Story?
Space Exploration Technologies Corp. SPCX shares came under pressure after Starship's 13th test flight scheduled on Thursday was aborted moments before take-off. The stock's price fell below the IPO price on Thursday following this incident.
SPCX 
Cboe Global vs. Nasdaq: Which Exchange Stock Is the Better Buy Now?
CBOE edges NDAQ on valuation, share performance, growth estimates and analyst sentiment, backed by recurring revenues and diversification.
GTLL 
