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Zoetis Receives Emergency Use Authorization for Simparica Trio® (sarolaner, moxidectin, and pyrantel chewable tablets) for Treatment of New World Screwworm Infestations in Dogs and Puppies

Expands the solutions available to veterinarians to help address New World screwworm and gives added confidence for pet owners whose dogs and puppies are already receiving Simparica Trio Milestone demonstrates Zoetis' coordinated multi-species response to address New World screwworm across both companion animals and …

The Shipping Crunch Is Getting Worse. What It Means for Walmart, Tesla, and More.

Walmart 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

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Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.3% and the State Street SPDR S&P Semiconductor ETF (XSD) down 0.3%.The Philadelphia Semiconductor index added 1.2%.In corporate news, Amazon-backed (AMZN) Silver Upgrade to read this …

Analyst Sees Trouble Brewing for Hot Chip Stocks

This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing …

Why Netflix Stock Popped Today

This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NASDAQ:NFLX), returning to the streaming company after a costly exit in 2022, according to a six-month financial report. Warning! GuruFocus has detected 2 …

Prediction: Here's What a $10,000 Investment in Archer Will Be Worth in 3 Years

Key Points Wall Street analysts expect Archer's revenue to grow to $1.6 billion by 2029. If we account for dilution, Archer's revenue growth could support a market cap of $8 billion to $9.6 billion by that year. Archer stock would then grow about 20% …

Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy

Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up …

Micron Stock Extends Winning Streak on Strong AI Memory Demand

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 5% Thursday, extending a three-session rebound as investors continued to focus on AI-related memory demand. The rally comes as Micron remains exposed to strong demand for high-bandwidth memory and data-center storage. The …

OpenAI Revenue Chief to Leave, Marking Latest Exec Departure at AI Lab

OpenAI.jpg -Shutterstock OpenAI said Thursday that Chief Revenue Officer Denise Dresser is leaving, marking the latest departure at the artificial intelligence lab.Dresser will step down to "pursue other opportunities following a transition period," the maker of AI chatbot ChatGPT said. She joined OpenAI Silver …

Microsoft Stock Rises as Ackman Reaffirms Azure Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new …

Meta Stock Rises While 756,000 Teen Accounts Come Down

This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META), the social-media powerhouse behind Facebook and Instagram, rose roughly 1.3% Thursday morning as Australia's under-16 social-media crackdown put Meta's enforcement machine under the microscope. The numbers are huge. Meta removed 756,000 suspected underage accounts from …

Truist Lifts Doximity Target to $24 and Stays on Hold

This article first appeared on GuruFocus. Doximity (NYSE:DOCS), a digital platform for US medical professionals, rose 0.46% premarket after Truist Securities raised its price target to $24 from $19 and reiterated a Hold rating. The stock is already trading around that level. Truist now …

IBM partners with OpenAI to bolster enterprise AI push

IBM on Thursday announced its partnership with OpenAI to bring the AI company's models and tools to more enterprise customers, opening another avenue for OpenAI to connect with some of the world's largest companies through IBM's global consulting business as competition for corporate AI …

Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …

Meta Removes 756,000 Teen Accounts in Australia

This article first appeared on GuruFocus. Meta Platforms Inc. (META, Financials), the parent of Facebook and Instagram, said it has erased approximately 756,000 accounts believed to belong to Australians under 16 as the government tightens up enforcement of its social media prohibition.Between December and …

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? …

Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years. Here's How Much $10,000 Invested Pays Annually.

If you're not aware of them, there's a group of stocks known as Dividend Kings. This select group of companies have all increased their dividends annually for at least 50 consecutive years. A few of these Dividend Kings have done much better. Drug and …

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 …

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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 …

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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 …

Reading Between The Lines Of XOM's Latest Call

Photo by jplenio on Pixabay ExxonMobil's latest earnings call forced management to explain a strange problem: why its best project is so successful that the company's share of the oil is now falling. After a large 56% run over the past year, ExxonMobil (XOM) …

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 …

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