How gig delivery apps became retail infrastructure
Three delivery apps turned other companies' store shelves into a shared same-day network. Thousands of retailers now pay for that reach
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News sentiment over time
Daily average lexicon sentiment across 202 scored headlines over the last 8 days. For market-wide mood (VIX, breadth, regime), see Markets. For the learned model that predicts forward return from a headline, see Headline Forecast Model.
Vera Bradley Inc (VRA) (Q2 2027) Earnings Call Highlights: Direct Sales Surge and Tariff ...
Vera Bradley Inc (VRA) swung to a $3.3 million profit as comparable sales jumped 9.2% and tariff refunds boosted gross margin, though the Indirect segment remained a drag.
How Far Could RGTI Stock Drop If the Broader Market Breaks?
Rigetti Computing (RGTI) trades near $15, about 73% below the high it set inside the past year. No market shock did that: the S&P 500 returned 17% over the past twelve months while Rigetti lost 8.5%. The 73% is measured from a high set inside those same twelve months, so the stock ran up hard before it fell. A fall like that in a rising market says the price is a bet on a road map.
Stryker (SYK) Stock Still Looks Cheap On Its 24% Slide
Stryker has seen its share price slide sharply over the past year, and the question now is whether the current valuation still lines up with the cash the business is expected to generate. For investors watching the stock after recent headlines, the focus has shifted from past returns to whether today's price fairly reflects those underlying cash flows. The stock has fallen 24.5% over the past year, which puts the spotlight on whether that move has brought the valuation closer to what its...
Willis Towers Watson Stock: Is WTW Underperforming the Financial Service Sector?
Even though Willis Towers Watson has lagged behind the financial service sector over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.
Caterpillar Stock Looks Expensive Until You Price The Backlog, And Then The Margins
Caterpillar (CAT) has nearly doubled over the past year, and it trades near $820 a share, about 36 times its last twelve months of adjusted earnings. That is normalized net income with stock-based compensation added back, meant to sit closer to the basis analysts use than a GAAP figure would, though the two are not defined identically. The multiple is steep for a maker of construction equipment and engines. It reads differently against the earnings analysts expect.
Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain
Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.
Walmart (WMT) Delivery Push Gains Momentum with Papa John’s Partnership
Walmart Inc. (NASDAQ:WMT) is expanding its restaurant-delivery business through a partnership with Papa John’s, allowing customers in select U.S. markets to order pizzas, sides, and desserts through Walmart’s app and website. The service is expected to launch this fall before expanding to thousands of participating Papa John’s locations nationwide. Customers will be able to order […]
How Zimmer Biomet’s New Americas and Robotics Leadership Structure At Zimmer Biomet Holdings (ZBH) Has Changed Its Investment Story
Zimmer Biomet Holdings, Inc. recently announced a major reshuffling of its leadership structure, effective October 1, 2026, promoting Gary Campbell to President, Americas; Brian Hatcher to President, Recon, S.E.T., CMFT, Neuro and Biosurgery; and Bradley Kessler to President, Americas – Robotics, Technology and Data, while Group President Kevin Thornal exited on September 30, 2026. This overhaul elevates long-tenured internal leaders with deep orthopedic, robotics and commercial experience,...
Reported September 13, 'Trump administration officials have privately told those in the Gulf region that they want to refocus any future US-Iran negotiations on Tehran’s nuclear program and not reopening the strait' - CNN
https://edition.cnn.com/2026/09/13/politics/iran-gulf-countries-strait-of-hormuz
MasterCraft’s (MCFT) Margins Soared While Its Pontoon Brand Stumbled
On September 10, MasterCraft Boat Holdings (NASDAQ:MCFT) reported a fiscal fourth quarter that looked nothing like the one a year earlier. Adjusted EBITDA more than doubled, margins expanded across the legacy business, and the company closed out a year defined by its May 15 acquisition of Marine Products Corporation. But buried inside those same results […]
Why Is Bitcoin Stuck Below $80,000?
Every time Bitcoin pushes past a key price ceiling, sellers materialize and swat it back down within days. Understanding who those sellers are and what it would take to finally silence them changes how you read the current stall.
How Far Could Take-Two Stock Fall In A Market Shock, With Grand Theft Auto VI Still To Come?
Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.
Is Cipher Digital Stock Expensive, Or Just Early?
At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three leases, the debt raised to build them, and a pipeline tied largely to the Texas grid.
What Did Dell Technologies Say Before Its Stock Quadrupled?
Dell Technologies (DELL) stock more than quadrupled over the past year, a 323% gain, against about 18% for the S&P 500, and even Hewlett Packard Enterprise (HPE), up 130.6%, finished far behind. Management had described most of the drivers before the run began: customers sitting on old servers, AI orders that had outrun shipments earlier in the year, and costs falling while sales rose. Those signs could not tell you how far the stock would go.
Arista Networks Stock Rallied, But Is It Now A Bet On Its Suppliers?
Arista Networks (ANET) stock has gained about 51% since mid-December, against about 12% for the S&P 500. Peers Dell Technologies (DELL) rose 293% and Hewlett Packard Enterprise (HPE) 135%, while Cisco Systems (CSCO) gained about 40%. AI demand is the obvious explanation, and it is real. But management linked its latest outlook raise to a better supply position, and the CEO says the industry is still short of parts. From here, the shares are a bet on those parts arriving.
Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?
Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
China Could Absolutely Cripple Anthropic And OpenAI IPOs
Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.
Microsoft Vs. Alphabet: The Enterprise Fight No One Saw Coming
Azure just crossed $100 billion and Google Cloud is growing at 82%, but the bigger story is where those enterprise seats are actually moving and which balance sheet can survive the spending war to find out.
Can Snowflake Stock Keep Climbing On The Work Its AI Tools Bring In?
Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.
Can BBY Sustain Its 17.9% Three-Month Rally as Growth Drivers Broaden?
Best Buy's 17.9% three-month rally gains support from stronger Q2 results, raised fiscal 2027 guidance and broader growth, though risks remain.
FPS Set to Report Q4 Earnings: What's in Store for the Stock?
Forgent Power Solutions' Q4 outlook benefits from strong data center demand, rising bookings and backlog, though ramp-up costs may pressure margins.
S&P 500 Snaps 4-Day Decline as Oil Cools, Dell Jumps 11%: Stock Market Today
Equities rebounded Friday as crude retreated from $100, though hot CPI pushed Fed hike odds to 90%. Dell jumped 11%on Oracle's capex plan.
We Did the Math on What $100,000 Earns in the 5 Most Popular Dividend ETFs, and the Best Pays More Than Double the Worst
Not all dividend ETFs are built the same, and parking $100,000 in the wrong one could mean leaving thousands of dollars in annual income on the table compared to a better-matched alternative.
Should You Buy Elevance Health Stock For The Margin It Lost?
Elevance Health (ELV) has returned more than 40% over the past six months, though it is down 6.5% over the past three while the S&P 500 gained 3.4%. The next leg will not come from selling more insurance. It will come from keeping more of the premium it already collects.
Why Meta’s Consumer AI Agent Is Good News for Shopify Stock
Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.
Is IBM Stock A Buy After Missing On Transaction Processing?
International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.
Starbucks CEO Brian Niccol plans cafe renovations, says turnaround working
Brian Niccol marked two years of the "Back to Starbucks" plan by declaring the turnaround complete and outlining a renovation push for thousands of locations
Should You Buy Meta Stock For Cash Flow It Plans To Spend?
Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.
Starbucks CEO Says ‘Thousands’ More Store Upgrades Coming, Bets On China Growth
In an interview with CNBC, Starbucks CEO Brian Niccol said the company expects to reach roughly 1,500 or more upgraded stores by the end of the current fiscal year.
1-800-FLOWERS.COM, Inc. Reports Fiscal 2026 Fourth Quarter and Year-End Results
JERICHO, N.Y., September 10, 2026--1-800-FLOWERS.COM, Inc. (NASDAQ: FLWS), a leading provider of thoughtful expressions designed to help inspire customers to give more, connect more, and build more and better relationships, today reported results for its Fiscal 2026 fourth quarter and year ended June 28, 2026.
These Analysts Revise Their Forecasts On Chewy Following Q2 Results
Chewy’s Q2 sales missed estimates while EPS matched; it raised FY2026 revenue and margin forecasts, though shares fell and analysts cut targets.
Lesaka’s FY2026 Results: Lesaka delivers FY2026 guidance across all metrics, exceeds Adjusted EPS range and achieves GAAP profitability
JOHANNESBURG, South Africa, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Lesaka Technologies, Inc. (Nasdaq: LSAK; JSE: LSK) today released results for the fourth quarter (“Q4 2026”) and full year of fiscal 2026 (“FY2026”). FY2026 performance1:All growth rates are year-on-year between FY2026 and fiscal year 2025 (“FY2025”). Group LevelUSD(In thousands, except per share data) ZAR(In thousands, except per share data) FY26 FY25 FY26 FY25 YoY%Revenue721,554 659,701 12,180,962 11,980,399 1.7%Net Revenue(2)374,8
Limoneira (NASDAQ:LMNR) Shares Slide 10% on Fiscal Q3 Revenue and Profit Miss
Limoneira (LMNR) shares fell 10% after Q3 revenue and EPS missed estimates, though avocado volume guidance was raised for fiscal 2026-27.
AMGEN TO PRESENT AT THE MORGAN STANLEY 24TH ANNUAL GLOBAL HEALTHCARE CONFERENCE
Amgen (NASDAQ:AMGN) will present at the Morgan Stanley 24th Annual Global Healthcare Conference at 11:30 a.m. ET on Tuesday, September 15, 2026. Jay Bradner, executive vice president, Research and Development, Artificial Intelligence and Data at Amgen, and Thomas Dittrich, executive vice president and chief financial officer at Amgen, will present at the conference. The webcast will be broadcast over the internet simultaneously and will be available to members of the news media, investors and th
Can Data Center Power Fuel CAT Stock To New Highs?
Caterpillar (CAT) has almost doubled over the past year, gaining 96.3% while the S&P 500 returned 19.1%. Deere and Cummins each gained about 43%. The broader machinery cycle carried Caterpillar part of the way, but enthusiasm around power generation drove the premium. The gap to the stock's 52-week high is what a buyer now has to price against those expectations.
Can BigBear.ai Keep Expanding Its Government Customer Base?
BBAI is widening its government reach with new contracts, secure AI capabilities and defense ties, though procurement risks could test further growth.
Wellcome Leap Appoints John Young and Thomas Glanzmann to Board of Directors
SAN DIEGO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Wellcome Leap (Leap), a U.S. nonprofit founded by the Wellcome Trust to accelerate breakthroughs in human health, today announced that John Young and Thomas Glanzmann have joined its Board of Directors. “Throughout my career, I have seen what becomes possible when exceptional science is matched with urgency, clear goals, and the ability to operate at scale,” said John Young. “Wellcome Leap brings those elements together in a unique way – assembling m
Pure-Play AI Cloud vs. Energy-Driven Infrastructure: Nebius Scale Meets IREN Limited’s Efficiency
Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.
Anthropic Bombshell Spikes Fears for AI Stocks—and Humanity
A current Anthropic researcher replied on X, giving such a scenario a greater than 10% chance. Especially the costs of running AI data centers, though Google has found a cool way to reduce energy costs. The latest trade tit-for-tat between the U.S. and Canada will also affect a range of goods.
Agentic AI Is Moving From the Back Office to the Oilfield
ASHBURN, VA / ACCESS Newswire / September 9, 2026 / Baker Hughes announced a deal in late January that didn't get much attention outside trade press, but it captured something bigger happening across the oil patch. Expand Energy, the largest natural gas producer in North America, agreed to roll out an automated production system called Leucipa across thousands of wells in the Marcellus, Utica and Haynesville shale plays.
Google Has a Cool $15 Billion Fix to the AI Energy Problem
Google has found an interesting way to combat the sky-high energy costs involved in data centers—build them in an extremely cold country. The tech giant announced a 13 billion-euro ($15 billion) investment in artificial-intelligence infrastructure in Finland, in a blog post Wednesday. The company leads the way among its peers, though, committing to long-term spending of $811 billion for technical infrastructure and inventory as well as energy contracts and content licenses, Barron’s recently reported.
QQQ vs QQQM: Same Index, Same Stocks, Different Fee – and the Math Says One Leaves You Thousands Richer
Invesco offers two funds tracking the exact same Nasdaq-100 stocks with the same management team, yet one of them quietly drains thousands of dollars from a long-term investor's portfolio. Knowing which ticker belongs in your account depends entirely on how you plan to use it.
GameStop beats second quarter estimates on collectibles
Investing.com -- GameStop Corp. (NYSE:GME) reported second quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.27 beating the consensus estimate of $0.19. Revenue of $790.2 million also surpassed the analyst estimate of $756.8 million, though it declined 18.7% YoY from $972.2 million in the prior year’s second quarter.
Google Cloud Boss Makes Bold Claim About AI Chip Business
In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.
Uber Falls 4% on Tesla Cybercab Threat as Slovenia Clears Full Self-Driving; TSLA Stock Rises 4%
Tesla's expanding robotaxi footprint is sending ripples through the rideshare market, and Uber shareholders are absorbing the hit even though Uber's own results gave them no reason to sell.
2 Large-Cap Stocks with Exciting Potential and 1 We Find Risky
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Palantir Wants to Kill the 'Pay-Per-Token' AI Economy
Every AI prompt comes with a cost. For most enterprises, that means paying third-party providers every time employees use a model — without ever owning the intelligence those interactions create. Palantir Technologies Inc‘s (NASDAQ:PLTR) latest partnership with Nebius Group N.V. (NASDAQ:NBIS) suggests the company is pushing a fundamentally different idea: AI shouldn’t be a recurring subscription. It should become an asset that companies build, improve and keep. • Palantir Technologies shares are
Howmet Rises 26.5% Year to Date: Should Investors Buy the Stock Now?
HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
How Far Could RKLB Stock Fall In The Next Shock?
Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.
This Could Be the AI Stock That Keeps Surprising Wall Street
Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard to predict.
Carnival's Record Booking Curve Extends: Will Pricing Momentum Last?
Carnival's record booking curve and higher forward pricing support yields, though European headwinds are likely to keep growth uneven in 2026.
Longtime PostalAnnex in Austin, Texas Transitions to New Ownership After Nearly 20 Years of Service
Annex Brands, Inc., a leading franchisor in the packing, shipping, and office services industries, is pleased to announce the successful transfer of ownership of an existing PostalAnnex location in Austin, TX to new owners, Gene Rivera, Brian Cassanego, Angelo Vinco, Mary Nava and Esther Thomas. This transition to new ownership ensures that the community will benefit from the essential Shipping and Office Services provided by this PostalAnnex location for the past 19 years.
Can Visa's Agentic Ready Program Answer The Citrini Bear Case?
Visa Inc. (NYSE:V) expects millions of consumers to use AI agents to complete purchases by the 2026 holiday season. The question for investors is what happens when those agents start deciding not only what to buy, but
Medtronic (NYSE:MDT): A Dividend Quality Play for Income Investors
Medtronic (MDT) offers a 3.5% yield with strong profitability, though its payout ratio and health need watching. A solid pick for dividend investors.
BAX Raises 2026 Outlook as Strong Q2 Growth Offsets Margin Pressure
Baxter raises its 2026 sales and earnings outlook after strong Q2 growth, though manufacturing costs, tariffs and pricing pressure margins.
The Shingles Vaccine Is $0 at the Pharmacy. Get the Same Shot at Your Doctor’s Office and the Front Desk Asks for $200 Per Dose.
The shingles vaccine costs nothing under Medicare Part D, yet thousands of beneficiaries walk out of their doctor's office owing hundreds of dollars for the exact same shot. The billing system has a gap, and most patients have no idea it exists until they're already holding the receipt.
Uber tries to leave a key market
The ride-hailing giant thought it was done, but that may not be the case.
Micron Has Skyrocketed 256% in 2026. What Would It Take to Get MU Stock Up to $1,250?
Micron shares have already rewritten what investors thought possible for a memory stock, but the next leg higher hinges on a single question about contract pricing that the upcoming earnings report will either answer or obliterate.
Is Occidental Petroleum Stock Outperforming the Nasdaq?
Though Occidental Petroleum has outpaced the broader Nasdaq Composite over the past year, Wall Street analysts cautiously strongly optimistic about the stock’s prospects.
Walmart's Ad Business Expands: Can High-Margin Growth Lift Profits?
Walmart's fast-growing ad business boosts its higher-margin mix as digital sales scale, though Vibe costs are likely to pressure fiscal 2027 profit growth.
Breakfast News: Selling Is an Art. Your Art.
Selling is less formula than judgment. Thoughtful investors reach different judgments from identical facts...
Tesla Wants to Be Seen as an AI Company
Tesla's management is pitching investors on an AI future while the income statement tells a very different story, and the gap between those two realities is getting harder to ignore.
Analog Devices (NASDAQ:ADI) Surfaces on Best Dividend Screen with Solid Dividend Growth Backed by Strong Profitability
Analog Devices (ADI) passes dividend screen with solid profitability, 1.88% yield, and 10% dividend growth, though health rating is average.
Top Wall Street analysts like these 3 stocks for the long haul
The ratings of these experts are backed by in-depth research of a company's financials, and thorough analysis of the factors affecting business performance.
Bitcoin Just Exploded 40% From Its July Low — Is $100,000 Back on the Table?
Bitcoin has clawed back tens of thousands of dollars from its summer lows, putting a once-abandoned price target back within striking distance. But a wall of macro headwinds stands between here and there, and the next move could go either direction fast.
Broadcom And 2 Other Undervalued Stocks To Own
Resilient US services activity and solid composite PMI data keep attention on cash flow, since companies that keep money moving through the business can often ride out mixed macro signals better than those that cannot. When some investors focus on headline growth stories, stocks with strong cash generation that trade below estimated fair value can get ignored. This article highlights three such opportunities from our cash flow value screener. The three stocks below are just a starting sample...
Lockheed Martin (LMT) Could Be 22% Undervalued On Credit Deal Extension
Lockheed Martin (LMT) extended its existing US$3.0b five year revolving credit agreement by one year to August 24, 2031. The stock gives investors another financing decision to weigh following recent price softness. Lockheed Martin’s share price has pulled back recently, with the stock down 6.84% over the past week and 9.06% over the past month, even though the year to date share price return is 5.68% and the 1 year total shareholder return is 16.16%. This suggests that shorter term momentum...
Marvell Raised Its Outlook but Fell as Google Chip Revenue Stayed Distant. Has the AI Payoff Been Priced In? (Ready for review)
Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]
What Is Comcast (CMCSA) Signaling With Its Multi State Broadband Expansion?
Comcast (NasdaqGS: CMCSA) reports that more than half of its large-scale network build in Jackson County, Michigan is now complete, as of early September 2026. The company continues multi-year broadband expansions across Utah, Indiana, Ohio and other states, targeting thousands of unserved and underserved homes and businesses. Recent buildouts extend access to high-speed internet and advanced digital services for local communities that previously had limited connectivity options. Comcast is...
Jim Cramer Highlights AeroVironment’s (AVAV) Steep Competition
During the lightning round of the September 2 episode, a caller asked if AeroVironment, Inc. (NASDAQ:AVAV) stock being down presents a good buying opportunity. Mad Money host Jim Cramer replied: I’m thinking, even though the stock’s down 40%, the competition in their particular niche of defense work is so strong that I just have to […]
Sirius XM (SIRI) Stock Still Looks Cheap On Cash Flow And Earnings
Sirius XM Holdings has surged 45.1% year to date, yet several valuation checks still point to the stock trading below an estimate of its intrinsic value. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples suggest the current share price does not fully reflect those valuation signals. The 45.1% year to date gain highlights how quickly sentiment around Sirius XM Holdings has improved, which can make fresh valuation work especially important for new money...
Polymarket Launches Crypto Perpetual Futures With Up to 20x Leverage
The prediction market platform's new Perps product scaled from 10 markets to 67 on its first day—though the 20x leverage ceiling only applies to some of them, and none of it reaches U.S. traders.
Bitmine Sinks 6%, Strategy Slips: Is the Crypto Treasury Trade Unwinding?
Bitmine just surrendered a big slice of its 37% monthly run while Strategy barely flinched, even though both coins fell together. What separates the two crypto treasury stocks matters more today than the coins themselves.
How Much Upside Can BSX Stock's Growth Deliver?
While two high-profile segments - WATCHMAN and Electrophysiology - have stumbled, the market is overlooking the company's core stability. Business units representing roughly 75% of revenue are performing consistently with their historical track record, though this durable base's near-term ~6% growth leaves our 10.8% three-year CAGR reliant on a post-2026 pipeline re-acceleration.
Insiders Are Buying These 2 Stocks — Should You Take the Hint?
There’s only one real trick to stock investing, but it’s a doozy. You have to figure out the right stocks to build your portfolio. There are thousands of them out there, and thousands of traders dealing in them, and their tens of millions of transactions make for a lot of noise. You need to find a signal that will cut through all of that. This is where the insiders can make a difference for the outsiders. ‘Insider’ might sound nefarious, but it’s not – it’s just the corporate officers and board
Should You Worry That IBM Has Gone Quiet On Its AI Total?
International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.
Fewer Than 30 Companies in the S&P 500 Have Raised Their Dividend for 50 Straight Years. This Financial Stock Is One of Them.
Companies that consistently increase their dividends outperform those that do not, and S&P Global is an excellent example of one such stock that has delivered for investors.
Eos Energy (EOSE) Stock Fair Value Falls As Analysts Weigh Growth Against Execution Risk
The average analyst fair value estimate for Eos Energy Enterprises has shifted from about US$7.89 to about US$6.67, signaling a reset in how price targets are lining up with current assumptions. This move reflects research that balances enthusiasm for the company’s Z3 projects, manufacturing plans, and large commercial pipeline against concerns about dilution, execution at the Thorn Hill facility, and broader renewables risks. As you read on, you will see how this evolving narrative could...
Is Eaton (ETN) Cheap As It Doubles Fibrebond Capacity With A $242 Million Expansion?
Eaton (ETN) is committing more than US$242 million to a new 1 million square foot facility in North Little Rock, Arkansas. The facility is intended to double Fibrebond’s U.S. capacity for customized electrical enclosures. For Eaton, the Arkansas expansion comes after a strong run in the share price, with a year to date share price return of 21.33%, even though the stock has pulled back with a 30 day share price decline of 10.71%. Recent news around increased Fibrebond capacity and upcoming...
2 Growth Stocks to Add to Your Roster and 1 We Turn Down
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
2 Reasons Why Microsoft Can Deliver on Its Massive AI Spending
Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.
Is Marathon Petroleum Stock Still a Buy After More Than Doubling YTD?
MPC's 138.6% YTD surge is backed by strong refining execution, high-return projects and robust cash flow, though cyclical risks remain.
How Putin’s Space Failures Highlight SpaceX’s Dominance
London news outlet The Times recently reported that Russia’s effort to build a Starlink-like satellite constellation to help in its war efforts with Ukraine is failing. Russia has launched dozens of satellites, with many failing to reach the appropriate orbit, leaving Russian troops with limited ability to use satellites to guide drones. It is SpaceX’s space-based broadband product with thousands of satellites in orbit, millions of subscribers, and billions in annual earnings.
Phillips 66, Target, and Wells Fargo Just Paid Shareholders. Here’s What They Got.
On September 1, shareholders of three companies spanning oil refining, retail, and banking all received dividend checks on the same day, but two of those checks arrived at a rate investors had never seen before.
Why PayPal (PYPL) Is Down 7.6% After Deep Job Cuts And Cost-Saving Push
In recent months, PayPal has accelerated a multi-year restructuring, cutting hundreds of roles in India and Ireland as part of plans to simplify global operations and target at least $1.5 billion in cost savings over the next few years. Alongside these reductions, PayPal has emphasized reinvesting a significant portion of those savings into its evolution from a payments provider into a broader money management and commerce platform, with Venmo playing an important role. Next, we’ll examine...
Eaton Stock Looks Expensive Until You Price The Factory Ramp
Eaton (ETN) trades near $390 a share, about 39.7 times the adjusted earnings it made over the past twelve months. That basis is normalized net income with stock-based compensation added back, meant to sit closer to the analyst-consensus basis than a GAAP figure would, though the two adjusted measures are not defined identically. On that figure alone the stock looks dear. But it prices a year Eaton has already finished.
SIRI Showered Owners With Cash. The Stock Still Lagged The Market
The satellite radio giant sent owners a fortune in cash, yet the stock went backward over those five years (it has actually outpaced the market over the past year). Here is the accounting of what that trade actually delivered, and what has to go right from here.
Bitcoin reclaims $80K as DXY falls amid continuing suspected yen intervention
Bitcoin rallied 5% to reclaim $80,000 as the US dollar weakened amid a suspected Bank of Japan currency intervention, though analysts remain split on the impact.
Preview: August non-farm payrolls by the numbers
<p>What's expected:</p><ul><li>Consensus estimate +56K (range -25K to +121K)</li><li>July -23K</li><li>June +63K</li><li>Private consensus estimate +45K</li><li>Unemployment rate consensus estimate: 4.1% vs 4.1% prior</li><li>Participation rate consensus 61.4% prior</li><li>Prior underemployment U6 prior 7.9%</li><li>Avg hourly earnings y/y exp +3.0% y/y vs +3.2% prior</li><li>Avg hourly earnings m/m exp +0.3% vs +0.1% prior</li><li>Avg weekly hours exp 34.3 vs 34.3 prior</li></ul><p>August jobs so far:</p><ul><li>ADP employment report +38K (lowest since Jan) vs +47K expected and +46K prior </li><li>ISM services employment 47.8 vs 47.4 prior</li><li>ISM manufacturing employment 51.2 vs 52.5 exp and 52.8 prior</li><li>Challenger Job Cuts 52,881 vs 33,429 prior</li><li>Philly employment +27.9 vs +10.0 prior</li><li>Empire employment +9.3 vs +11.4 prior</li><li>Initial jobless claims survey week 206K vs 187K prior</li><li>Revelio Labs +36.5K vs +79.2K prior</li></ul><p>Seasonally, the headline reading is weak in August, according to BMO. It has come in below estimates 71% of the time and beating 29% of the time, by 71k and 18k, respectively, on average. Similarly, 36% of previous unemployment prints for August have been higher-than-expected, 28% have been lower-than-estimates, and 36% have matched the consensus.</p><p>August can be a tricky month for seasonal adjustments because of school start times so market participants will generally try to filter out educational jobs and look through them.</p><p>The trend has been weakening in jobs lately and last week's initial benchmark revisions unexpectedly shaved jobs through March.</p><p></p><p>Still, unemployment is running at just 4.1% and it's hard to see it as anything but the oft-discussed 'low hire/low fire' economy.</p><p>In terms of trading, a soft report is the hint from these numbers and that would place further pressure on the US dollar, which is already weak after surprisingly-dovish comments from Fed Governor Chris Waller on Thursday. USD/JPY has also been hit by intervention (though not confirmed) and plunged 330 pips on the day, leaving a turbulent dynamic for FX traders through the report.</p><p>In contrast, equities were a more-straightfoward response to Waller and are also benefitting from new AI model releases that are showing another leap forward. A softer jobs report would lift them further while a hot reading could spoil the party.</p><p>A clear spot to look for clues is the front end of the bond curve with US 2-year yields trading at 4.33%. For the moment, the market is just under 50/50 for a September rate hike.</p> This article was written by Adam Button at investinglive.com.
Uber Is Cutting 10% of Its Workforce and Betting $10 Billion on Robotaxis Instead
Uber is slashing thousands of jobs and pouring billions into self-driving cars it will never actually build. Whether that bet saves the company or slowly hands its future to someone else is the real question.
UnitedHealth Stock Recovered Before Its Margins Did
UnitedHealth (UNH) stock has gained about 41% since early March, and at roughly $400 a share the market has already paid for a recovery. The easy reading is that the turnaround is finished. It is not. One half got better over those six months, the other got worse, and the price reflects the good half.
JP Morgan Maintains Neutral on Casey's General Stores, Lowers Price Target to $833
JP Morgan analyst Thomas Palmer maintains Casey's General Stores (NASDAQ:CASY) with a Neutral and lowers the price target from $975 to $833.
How Far Can Amazon Stock Fall When The Business Is Fine?
Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.
What Uber's Drone Delivery Bet May Be Signaling
Uber and Zipline are targeting one million drone deliveries per day by the end of 2029, though this remains a company-stated goal rather than current operating scale.
How Long Can Rocket Lab Stock Wait On Neutron?
Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.
Tesla and Google Just Joined a New Bet on the Electric Grid
PG&E is connecting thousands of smart-home devices into a virtual power plant that could reshape how utilities manage peak electricity demand.
Rural Pharmacies Identify Thousands of Patients at Risk of Stroke, Heart Disease, Pilot Program Finds
Program yields evidence supporting $14.1 million in savings by keeping patients out of the hospitalALEXANDRIA, VA / ACCESS Newswire / September 3, 2026 / Originally published on NCPA.
Is Synopsys Stock Underperforming the Nasdaq?
Though Synopsys has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.
TSLA, PCG, GOOGL, RUN, CARR Stocks In Focus: A New Virtual Power Plant To Connect 21,000 Home Energy Devices
The idea of the project is to build a virtual power plant that connects thousands of smaller energy resources such as home batteries and smart appliances
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