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Qiagen (QGEN) Beat Its Own Guidance, So Why Did Margins Slip?

Qiagen (NYSE:QGEN) walked into its second quarter of 2026 bracing investors for a roughly 2% sales decline. Instead, net sales came in flat at $535 million on August 6, and adjusted diluted EPS hit $0.62, both ahead of the company's own outlook. For a …

Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the …

S&P 500 Hits Record as Cooling Inflation Boosts Rate-Cut Hopes

This article first appeared on GuruFocus. The S&P 500 moved into record territory Thursday after U.S. wholesale prices showed little change in July, giving investors another indication that inflation pressures may be easing. The benchmark was recently up about 0.5%, while the Nasdaq Composite …

Cisco Systems' Fiscal 2027 Revenue Outlook Seen As Conservative, UBS Says

Cisco Systems (CSCO) initial fiscal 2027 revenue outlook appears conservative, with UBS's analysis of orders and backlog suggesting the implied second-half growth rate could be understated by at least 5 percentage points.The company raised its fiscal 2027 AI revenue outlook to Silver Upgrade to …

Tapestry Tumbles 17% as Kate Spade Weakness Hits Outlook

This article first appeared on GuruFocus. Tapestry Inc. (TPR, Financials) shares slid as high as 16.9% after the owner of Coach and Kate Spade gave a more cautious annual sales projection. Warning! GuruFocus has detected 5 Warning Sign with TPR. Is TPR fairly valued? …

Mastercard Stock Rises as Ackman Targets Agentic Commerce

This article first appeared on GuruFocus. Mastercard (NYSE:MA), the global payments powerhouse, rose about 0.1% Thursday morning after Pershing Square revealed a new position. The market has spent months worrying that stablecoins, AI shopping agents and potential U.S. regulation could chip away at the …

JPMorgan Chase (JPM) Stock Looks Reasonable On A 166% Five Year Run

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. JPMorgan Chase stock has delivered a strong 166.0% total return over the past 5 …

Bill Ackman Buys Back Into Netflix Four Years After Selling at a Loss

This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio) disclosed six new holdings, buying Netflix (NASDAQ:NFLX), Visa (NYSE:V), Mastercard (NYSE:MA), eye care company Alcon (NYSE:ALC), exchange operator Intercontinental Exchange (NYSE:ICE) and financial data provider S&P Global (NYSE:SPGI) from the second quarter onward. The …

Apple Stock Rises While Norway Fund Reveals Huge Position

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund …

Margendruck belastet Ergebnis: thyssenkrupp verengt den Prognoserahmen - Aktie dennoch positiv

Tesla $10 Billion Solar Bet Could Change Its Energy Game

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is seeking tax incentives for a proposed $10.1 billion solar manufacturing facility in Texas, a project that could expand the company's domestic production footprint. Tesla submitted an application for Project Crystal Sun in Fort Bend County, …

Gene Therapy Remains Top-of-Mind in Hemophilia Despite Recent Market Contraction, as Physicians and Patients Raise the Bar for Success

Nearly nine in ten EU4+UK hematologists now require longer-term efficacy data before referring patients with hemophilia A for gene therapy, while Spherix patient research reveals continued interest in the modality. Exton, PA, Aug. 13, 2026 (GLOBE NEWSWIRE) -- The hemophilia gene therapy market is …

Google Just Lost One Of Its Biggest AI Names

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is facing another test of its ability to retain elite AI talent after former Google chief scientist Jeff Dean reportedly entered talks to raise $1 billion for his new startup, Discovery Loop, at a valuation near …

IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push

This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned …

Cisco Falls 7% Despite Strong AI Outlook

This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials), the networking equipment maker, fell about 7% in premarket trading even after its latest results and outlook came in ahead of Wall Street expectations. The disconnect appears to be margins. Warning! GuruFocus has …

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 …

Douglas AG: Bewertungskennzahlen, Analystenprognosen

Amazon Stock Gains as Ackman Backs Accelerating AWS Growth

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the e-commerce and cloud powerhouse, gained approximately 0.6% Thursday morning as Pershing Square made one thing clear: it is not scared of Amazon's massive AI spending spree. The fund kept Amazon as a core holding and …

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 …

Alphabet Stock Climbs as Norway Fund Ranks It Third

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …

Walmart Faces a 4.6% Earnings-Day Move

This article first appeared on GuruFocus. Walmart Inc. (WMT, Financials), the world's biggest retailer, may see shares swing around 4.6% when it releases quarterly earnings on Aug. 20, according to options data compiled by Bloomberg.Compared to some of Walmart's prior earnings reactions, that move …

Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH

Dividend Kings have earned their reputation by raising their payouts for at least 50 consecutive years, an accomplishment that requires navigating recessions, inflationary periods, rising interest rates, and numerous market cycles without breaking their streaks. Still, an exceptional dividend history doesn't automatically make a …

Michael Burry Sends Fresh AI Warning on Nebius, Micron and Oracle

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) has increased bearish positions tied to artificial intelligence and semiconductor stocks, while adding to selected long holdings, according to a Wednesday Substack post. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU …

Do Options Traders Know Something About Lockheed Martin Stock We Don't?

Investors in Lockheed Martin Corporation LMT need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 18, 2026 $330 Call had some of the highest implied volatility of all equity options today. What …

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 …

Novo Nordisk Stock Slips as Pill Strategy Reframes Obesity Race

This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish obesity-drug giant behind Wegovy and Ozempic, slipped approximately 1% Thursday morning as CEO Mike Doustdar tried to reset the market's thinking about the obesity race. His pitch: stop treating Novo versus Eli Lilly …

Bernstein Makes Big Call on Super Micro Stock

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is winning fresh Wall Street support after issuing unusually strong fiscal 2027 guidance, but Bernstein is stopping short of turning bullish. The firm raised its price target to $42 from $37 while maintaining a …

FlightSafety: How To Find & Own America's Greatest Opportunities

FlightSafety was founded in 1951 and didn't go public until 1968. In the late 1970s, the company made a significant move on the stock market. Continue Reading

Apple opens Advanced Manufacturing Center in Houston

New training center helps American workers and businesses expand smart manufacturing skills CUPERTINO, Calif., August 13, 2026--(BUSINESS WIRE)--Apple® today opened its new Advanced Manufacturing Center (AMC) in Houston. The center offers free training and educational sessions for small- and medium-sized businesses, giving them direct …

Intuit's AI and Mid-Market Push: Can Growth Follow Through?

Intuit Inc. INTU is significantly expanding its mid-market strategy by positioning QuickBooks Online Advanced for larger, fast-growing businesses and Intuit Enterprise Suite ("IES") for complex, multi-entity organizations. Its key product push, Intuit Intelligence Chat, allows finance teams to ask questions, generate reports, identify anomalies, …

Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …

Anthropic's IPO Could Arrive in September. This Warren Buffett Advice From 1996 Shows What to Do Next.

Key Points Anthropic could go public in the next two months. Its stock could be prone to wild price swings during its debut period. Warren Buffett has long suggested that investors pay particular attention to their planned holding periods for stocks. 10 stocks we …

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 …

Viatris (VTRS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, August 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS CEO - Scott SmithInterim CFO - Paul CampbellChief R&D Officer - Philippe MartinChief Commercial Officer - Corinne Le GoffHead of Capital Markets - Bill Szablewski TAKEAWAYS Revenue -- …