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Advance Auto Parts' Q2 Print Seen In-Line as Comps Get Tougher, RBC Capital Markets Says

Advance Auto Parts (AAP) is expected to deliver an in-line fiscal Q2, while tougher compares in H2 will provide a real test of the company's fiscal 2026 outlook, RBC Capital Markets said in a note Wednesday.The investment firm maintained its 2% Q2 comparable sales …

General Motors Gains 13% in a Month: Buy, Sell or Hold the Stock?

General Motors Company GM shares have risen 13.1% in a month amid the company's continued restructuring efforts in China, growth in software and digital business and expansion of its business beyond traditional vehicle manufacturing. In the second quarter of 2026, General Motors' adjusted earnings …

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …

IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …

How Pfizer’s Higher 2026 Guidance And LITFULO Trial Results At Pfizer (PFE) Have Changed Its Investment Story

In early August 2026, Pfizer Inc. reported second-quarter results showing revenue of US$15,034 million and a net loss of US$248 million, alongside US$4.30 billion in non-cash intangible asset impairments and a modest increase in full-year 2026 revenue guidance to US$60.50–US$62.50 billion. A key offsetting …

Nvidia’s new $500B plan is risky but brilliant, especially for aging GPUs

Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline

Netflix NFLX shares have plunged 20.9% year to date, a decline steep enough to test the patience of long-term holders. Shares of Netflix have underperformed the broader Zacks Consumer Discretionary sector's decline of 7.5% Yet a close reading of the company's own second-quarter 2026 …

Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article …

Tesla Is Down 26% in 2026 and Trailing Every Magnificent Seven Peer. Here's What Could Turn It Around.

Key Points Tesla's vehicle sales are slowing, which is causing the stock to drop. Its margins are compressing rapidly while it embarks on a massive capital expenditures plan. SpaceX may merge with it in the future. These 10 stocks could mint the next wave …

Pan American Silver Corp. revisa sus previsiones de producción para el tercer trimestre de 2026

Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory

Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were …

Gary Black Says Tesla Needs to Work on Branding: ‘Without Great Marketing, Apple Would Not Be a $4.4T Market Cap Company’

When it comes to Tesla Inc(NASDAQ:TSLA), the electric vehicle giant is notorious for not partaking in much traditional advertising, instead relying on word of mouth and strong sales and ratings to help spotlight the brand. Investor Gary Black believes the company needs a marketing …

Howmet Rides on Commercial Aerospace Strength: Will the Uptrend Continue?

Howmet Aerospace Inc. HWM continues to gain momentum, with commercial aerospace remaining its strongest growth engine. In the second quarter of 2026, revenues from the commercial aerospace market surged 28% year over year, accounting for 53% of total revenues. An increase in air travel …

91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.

Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year …

Noteworthy ETF Outflows: TQQQ, ADI, MRVL, GILD

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraPro QQQ (Symbol: TQQQ) where we have detected an approximate $156.7 million dollar outflow -- that's a 0.4% decrease week over week (from …

Oracle + AWS Execs Talk Expanded Collaboration to Accelerate Customer Migration

Oracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration View Comments

FedEx 777 in retro livery lands at Memphis airport renamed for Fred Smith

FedEx Corp. landed a Boeing 777 freighter aircraft painted in a retro 1973 color scheme and the Memphis metropolitan region renamed its airport Frederick W. Smith International Airport in honor of FedEx founder Fred Smith, who died in June of last year. Today, FedEx …

1 Growth Stock Set to Flourish and 2 We Find Risky

1 Growth Stock Set to Flourish and 2 We Find Risky Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID …

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 …

MCY Outperforms Industry in a Year: Time to Add it for Better Returns?

Mercury General Corporation MCY shares have risen 40.5% in the past year, outperforming the industry, the Finance sector and the Zacks S&P 500 composite's growth of 7.8%, 13.3% and 21.7%, respectively. Mercury General has outperformed its peers, including Axis Capital Holdings Limited AXS, The …

RBC eleva el precio objetivo de Advance Auto Parts por perspectivas de margen

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

1 Growth Stock to Add to Your Roster and 2 We Turn Down

1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to …

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

Diageo Reshapes Its Portfolio: Can Core Brands Drive Growth?

Diageo plc DEO is reshaping its portfolio and investment priorities as it seeks to restore sustainable growth amid a challenging spirits backdrop. Management's strategy centers on building relevant brands within competitive category strategies, sharpening customer and channel execution, and creating a more agile operating …

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company …

My Take on Barrick Mining's Pullback: This Is a Buying Window, Not a Red Flag.

Shares of Barrick Mining (NYSE: B) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from …

How the AI boom is keeping Microsoft in China

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