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Why Is BlackRock (BLK) Up 8.8% Since Last Earnings Report?

It has been about a month since the last earnings report for BlackRock (BLK). Shares have added about 8.8% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next …

Berkshire CEO Greg Abel Closed a $6.8 Billion Acquisition of Homebuilder Taylor Morrison. Here's What It Signals About His Capital Allocation Style.

Even though he's only been the CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) since January, Greg Abel hasn't wasted any time putting the company's cash hoard to work. Abel used $235 million to buy back Berkshire shares in the first quarter of 2026, …

Tapestry (TPR) Stock May Be 19% Below Fair Value On Cash Flow

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Tapestry stock has delivered a very large 3 year gain, yet today the valuation signals are split, with the Discounted Cash Flow (DCF) …

Oracle Gets Cheaper Only If The Megawatts Arrive

Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 …

Home Depot, Lowe's Quarterly Results Unlikely to Show Signs of Recovery Amid Macro Pressures, Oppenheimer Says

Home improvement retailers Home Depot (HD) and Lowe's (LOW) second-quarter results are unlikely to s PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

STMicroelectronics N.V. STM is expanding its presence in optical connectivity as AI infrastructure drives demand for faster data transmission. The opportunity is gaining importance within the company's Communication Equipment & Computer Peripherals business, where second-quarter 2026 revenues increased 50% year over year and 13% …

Amazon and Alphabet Both Cost More on Next Year's Earnings Than on Last Year's

On the surface, the numbers look backwards. Amazon (NASDAQ: AMZN) trades at about 22 times earnings and about 30 times the earnings expected of it over the next year. Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) trades at about 18 times earnings and about 27 times forward. …

Is Micron or Sandisk Better Poised For Upside Through The End of September?

Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted …

Tapestry's Coach International Growth Could Offset North America Slowdown, Morgan Stanley Says

Tapestry's (TPR) fiscal Q4 results showed a slowdown in Coach's North American business, but stronger international growth could support the company's growth trajectory, Morgan Stanley said.Coach North America growth slowed to 10% year over year in Q4, while international sales Silver Upgrade to read …

Apple proposes to take a 15% cut of purchases made outside the App Store

After trying and failing to delay the matter, Apple on Thursday submitted its proposal for the commissions it wants to charge on purchases made using external links inside apps on its iOS devices. In a new filing in the U.S. District Court of Northern …

Oracle Expands AI Database Offerings Through AWS Cloud: What's Ahead?

Oracle Corporation ORCL is deepening its push into artificial intelligence-driven cloud infrastructure, expanding its database collaboration with Amazon (AMZN)-owned Amazon Web Services ("AWS") in a move that strengthens its multicloud strategy. Oracle recently announced the general availability of Oracle Exadata Database Service on Exascale …

Boeing, RTX Agree To Interceptor Deal With Pentagon; Stocks Rise

The Pentagon reached an agreement with Boeing and RTX to increase production of components used for advanced interceptor missiles. Boeing and RTX both rose about 1%. Continue Reading

Block's Square Backs The Baked Bear: Will Franchise Growth Accelerate?

Block's XYZ Square is strengthening its presence in the food and beverage industry as The Baked Bear, a handcrafted cookie ice cream sandwich brand, expands its national footprint. The dessert chain currently operates 36 U.S. locations and plans to add at least five more …

Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the ‘Big Short’ Investor Asking for Trouble?

Quick Read Burry pressed his MU short as the stock soared 671% in 2026 and rolled his QQQ ETF puts to June 2027, betting on a larger market fall. Burry covered his Tesla short for a gain but kept NVIDIA and Palantir puts, raising …

AKTIE IM FOKUS: Applied Materials im Minus nach Zahlen - hohe Erwartungshaltung

Walmart set for in-line Q2 as investors eye tariff refund plans, 2H guidance

Walmart set for in-line Q2 as investors eye tariff refund plans, 2H guidance Proactive uses images sourced from Shutterstock Walmart Inc (NYSE:WMT, XETRA:WMT) is expected to post largely in-line second-quarter results, with investor focus centered on second-half guidance, the treatment of potential tariff refunds, …

Apple proposes 15% commission on link-out app purchases as Epic legal saga continues

[Seventh Annual Amazing Las Vegas Comic Con] Paul Butterfield Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) submitted its proposal for commissions related to link-out purchases from its App Store to the U.S. District Court for the Northern District of California in Oakland [https://cand.uscourts.gov/locations/oakland] on Thursday. It's the latest …

Die Thermo-Fisher-Aktie legt nach starken Quartalszahlen zu

‘Tesla Is Going All In on Nuclear’: Chamath Palihapitiya Weighs In on Elon Musk’s $10 Billiom Solar Manufacturing Bet (UPDATED)

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Editor's Note: The story has been refreshed with the latest market price action and a revised headline. Venture capitalist Chamath Palihapitiya said Wednesday that Tesla Inc.'s expansion …

Wells Fargo downgrades Roku to equal weight after strong second quarter

Investing.com -- Wells Fargo downgraded Roku to Equal Weight from Overweight on Friday, saying the streaming platform's strong second-quarter results had lifted its estimates but left limited upside to its valuation as the company moves toward its planned acquisition by Fox Corp. Wells Fargo …

Is Citigroup a Solid Investment Option After a 51.2% Jump in a Year?

Citigroup, Inc. C shares are experiencing significant momentum, rising 51.2% in the past year, outperforming the industry's growth of 30.6%. Its peers, Bank of America's BAC shares have risen 39.6% and Wells Fargo WFC shares have gained 16.8% over the same period. Price PerformanceZacks …

Is Autonomous Driving Becoming a Risk for Uber (UBER)?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Zoetis (ZTS) Remains a Leader, So Why Was It Sold?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Home Depot to Post Q2 Earnings: Is it Wise to Buy Before the Release?

The Home Depot, Inc. HD is set to report second-quarter fiscal 2026 results on Aug. 18, before market open. The company's top line is expected to have increased year over year in the to-be-reported quarter. The Zacks Consensus Estimate for fiscal second-quarter revenues is …

Die Bristol-Myers-Squibb-Aktie profitiert von FDA-Zulassung und solider Prognose

Synopsys (SNPS) Growth Disappointed – Should Investors Worry?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

ROUNDUP 2: Deutsche Euroshop steigert Gewinn - Prognosen für 2026 bestätigt - 14.08.26 - News

Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading

Verizon vs. Nokia: Which Telecom Stock is the Better Buy Now?

The telecom industry is evolving beyond traditional wireless connectivity. The rapid adoption of cloud computing, AI and other data-intensive applications is propelling demand for faster networks, greater fiber capacity and robust infrastructure. Network operators are prioritizing investments in broadband, 5G and network modernization to …

Applied Materials Inc (AMAT) Aktuelle Aktien-News

Tapestry (TPR) Is Down 20.7% After Soft 2027 Outlook Tempers Dividend Hike And Buybacks

Tapestry, Inc. has already reported fourth-quarter and full-year 2026 results, with sales rising to US$1,876.6 million and US$8,004.2 million respectively, alongside a swing from loss to profit and a Board-approved 16% increase in the quarterly dividend to US$0.4625 per share. The company also completed …

Dow Movers: AMGN, HONIV

In early trading on Friday, shares of Honeywell International topped the list of the day's best performing Dow Jones Industrial Average components, trading up 7.5%. Year to date, Honeywell International registers a 42.2% gain. And the worst performing Dow component thus far on the …

Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship

Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about …

Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Die Home-Depot-Aktie hält Kurs vor Quartalszahlen und Analystenkonsens

5 Insightful Analyst Questions From Kraft Heinz’s Q2 Earnings Call

5 Insightful Analyst Questions From Kraft Heinz's Q2 Earnings Call Kraft Heinz's second quarter was marked by ongoing sales declines and a negative market reaction, reflecting persistent challenges in core packaged food categories. Management attributed the weak top-line performance to continued softness in U.S. …