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Bank Of New York Mellon (BNY) Adds Vikram Malhotra To Its Board

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. BNY (NYSE:BNY) has appointed Vikram Malhotra, former Chairman of the Americas at McKinsey & Company, as an independent director to the Board of …

Visa Stock Edges Higher as Ackman Backs Network Durability

This article first appeared on GuruFocus. Visa (NYSE:V), the global payments giant, advanced approximately 0.5% Thursday morning after Pershing Square revealed a new position. The bet comes right when investors are asking tougher questions about Visa's future. Stablecoins are growing. AI agents could reshape …

Nvidia Stock Gains While Norway Fund Reveals Top Holding

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

Intel Stock Jumps as Bank of America Sees Bigger CPU Market

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares climbed 3% Thursday after Bank of America lifted its long-term view for server processor demand, pointing to artificial intelligence workloads as a potential source of additional CPU growth, according to a Thursday analyst note. Bank …

JPMorgan Says Salesforce Investors Miss Bigger Story

This article first appeared on GuruFocus. JPMorgan is turning bullish on Salesforce (NYSE:CRM), arguing that investors have pushed concerns about artificial intelligence and slowing growth too far. The bank initiated coverage of Salesforce with an Overweight rating and a December 2027 price target of …

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …

Netflix Doubles Down on Live Sports With Massive Push

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) is pushing further into live sports Thursday with an exclusive MLB Field of Dreams broadcast, another test of whether marquee sporting events can strengthen subscriber acquisition, engagement and Netflix's fast-growing advertising business without requiring the massive …

Informe de resultados de Banco do Brasil: BPA por debajo de lo esperado en el Q2 2026, pero los ingresos superan las previsiones

Informe de resultados: Companhia Siderúrgica Nacional supera previsiones en el segundo trimestre de 2026

Walmart, Tesla, FedEx, and More Winners and Losers From Shipping’s Rough Seas

Walmart, Tesla, and more stocks will feel the effects of the capacity constraints, delays, and higher prices reported by shipping giants Maersk and Hapag-Lloyd. Continue Reading

Netflix Stock Jumps 3.4% as Ackman Returns With New Stake

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX), the global streaming giant, jumped approximately 3.4% Thursday morning after Bill Ackman (Trades, Portfolio)'s Pershing Square revealed it was back in the stock. Yes, back. Ackman bought Netflix during the brutal 2022 selloff, then dumped the …

Here's How Ross Stores Stock is Poised Ahead of Q2 Earnings

Ross Stores, Inc. ROST is likely to post year-over-year top and bottom-line growth when it reports second-quarter fiscal 2026 earnings on Aug. 20, after market close. The Zacks Consensus Estimate for quarterly revenues is pegged at $6.1 billion, indicating a rise of 10.7% from …

Arcos Dorados Holdings Inc. Q2 2026 Earnings Call Summary

Arcos Dorados Holdings Inc. Q2 2026 Earnings Call Summary - Moby Strategic Performance Drivers Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. …

Market Chatter: Detroit Automakers Fear USMCA Revamp May Cost Them Billions

Detroit's automakers plan to argue to the Trump administration that certain proposals floated as part of an update to the US-Mexico-Canada Agreement could cost them billions of dollars and make them less competitive with foreign rivals, Reuters reported Thursday, citing two Silver Upgrade to …

Gilead (GILD) Stock Still Looks Cheap On Sales Despite A 127% Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Gilead Sciences stock has delivered a 126.6% total return over the past 5 years, and the current valuation checks still lean on the …

Koninklijke Philips (ENXTAM:PHIA) Following Exor Stake Update Still Looks Close To Fair Value

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Koninklijke Philips (ENXTAM:PHIA) has drawn renewed attention after updating its long-term agreement with Exor. The move allows Exor to raise its shareholding to 22%, while existing governance …

Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond …

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

Micron Faces a New Burry Bet as China Memory Pressure Builds

This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …

Micron Just Lost Ground in Key Memory Market

This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

Microsoft Is Retreating in China, but AI Keeps a Door Open

This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 …

Is Avery Dennison (AVY) a Solid Growth Stock? 3 Reasons to Think "Yes"

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all. In addition to volatility, these stocks carry above-average risk by …

3 Reasons Why Growth Investors Shouldn't Overlook Howmet (HWM)

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. That's because, these …

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

Ford on track to complete $2B factory overhaul for Fathom EV truck

Ford made a $2 billion bet two years ago when it closed its Louisville Assembly Plant in Kentucky and scrapped the assembly line system it had used for more than a century. Its goal was to transform the factory into one capable of making …

Bill Ackman’s Pershing Square Just Bought Netflix and 5 Other Stocks. Here’s What Investors Need to Know.

Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial …

Tesla paid Elon Musk 2.5m times more as CEO than its average worker in 2025

Elon Musk attends a session during the Cannes Lions international festival of creativity on 19 June 2024 in Cannes, France.Photograph: Marc Piasecki/Getty Images Elon Musk received over 2.5m times as much compensation at Tesla as the company's average worker, according to a new report …

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will …

MercadoLibre (MELI) Faces A Valuation Test As Record Q2 Revenue Meets Margin Pressure

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. MercadoLibre (MELI) has drawn fresh attention after reporting Q2 2026 revenue above US$10b, while earnings per share and net income declined year on …

Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds

The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading

Philips, Shell targeted by hacking group

AMSTERDAM, Aug 13 (Reuters) - Philips and Shell were recently targeted by Cl0p, the hacking group said in ‌a statement on its website. Philips said it had ‌been targeted by Cl0p while Shell said it was aware of a ​recent "possible incident", confirming an …

Informe de resultados de Pan American Silver Q2 2026: beneficios por debajo de las estimaciones y caída en bolsa