Sharemaestro Newsreel

Oracle junk bond fears, debt surge sound alarms for investors

Oracle'sstock chart looks like a horror movie right now, and the plot keeps getting scarier. Shares of Oracle (ORCL) have fallen almost 50% from its September 2025 peak and are down 20% year-to-date. The recent sell-off is driven by a credit downgrade, a spike …

Goldman Sachs Takes On Nvidia's Biggest AI Challenge

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving to solve one of the AI boom's biggest emerging constraints: financing. Goldman Sachs (NYSE:GS) is reportedly sounding out insurers, banks and asset managers for Nvidia's plan to mobilize more than $500 billion for AI …

What's Going On With Netflix Stock Friday

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) shares dipped about 1% on Friday after the streaming company closed two internal game studios, narrowing its push into in-house development as it shifts toward games that tie more closely to its core service. The move …

Tesla Ends Three-Year Swedish Strike Without Union Deal

This article first appeared on GuruFocus. Tesla Inc. (TSLA, Financials), the electric-vehicle maker, is ending a three-year labor dispute in Sweden without signing a collective agreement. Warning! GuruFocus has detected 5 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our …

Berkshire Hathaway vs. Progressive: Which Insurance Powerhouse Leads?

Prudent pricing, increasing climate-related risks and rapid digital transformation are likely to influence the insurance industry's outlook in 2026. Although insurers remain exposed to catastrophe losses, driven by climate change, stronger pricing continues to support profitability. Global commercial insurance rates are expected to have …

Renaissance Nearly Triples Nvidia Stake, Slashes Micron

This article first appeared on GuruFocus. The biggest bet Renaissance Technologies (Trades, Portfolio) made on a top AI chipmaker was Nvidia Corp. (NVDA, Financials) in the second quarter.The quant fund added 4.56 million Nvidia shares to its stake, for a total of 7.09 million …

SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins

SMCI Q2 Deep Dive: AI Demand Drives Orders, Enterprise Mix Lifts Margins Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market's revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter's …

Nvidia, Nancy Pelosi, Cathie Wood Strike Gold With Databricks' $190 Billion Valuation

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake …

Is Dividend Hike And Medicare Exit Strategy Altering The Investment Case For UnitedHealth Group (UNH)?

In August 2026, UnitedHealth Group's board authorized a cash dividend of US$2.32 per share, paid on September 22, 2026, to shareholders of record as of September 14, 2026, while also outlining further exits from certain Medicare Advantage plans and updated margin expectations. These moves, …

Volkswagen (XTRA:VOW3) Could Be 31% Below Fair Value After US Push Reports

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Volkswagen (XTRA:VOW3) is back in focus after reports it will appoint outgoing Audi sales chief Marco Schubert to lead its US business, with a fresh push into …

What Does Microsoft (MSFT) Gaining 50MW Of AI Cloud Capacity Mean?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The …

Is Carrefour (ENXTPA:CA) Still Cheap After A 32% Gain?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Carrefour stock has delivered a 32.3% return over the past year, yet the latest valuation work suggests the shares may still trade below an estimate …

Is Costco Stock Worth Buying Now or Still Too Pricey to Touch?

Costco Wholesale Corporation COST, a prominent player in the membership-based retail industry, is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 42.91, which positions it at a premium compared to the industry's average of 31.06 and the S&P 500's 20.69. The premium …

Mastercard Is Making a Big Push Into Stablecoins. Here's Why That Matters For Crypto Investors.

Mastercard (NYSE: MA), one of the world's largest card payment service companies, has made a big push into stablecoins over the past five years. Let's see why it's so bullish on the cryptocurrency, and what its expansion might mean for the broader crypto market. …

Walmart says it did nothing wrong after 11-year-old raids family's emergency fund for $2,000 in Roblox gaming gift cards

Jean-Christophe Verhaegen/AFP via Getty Images The family of an 11-year-old boy is asking why he was allowed to spend $2,000 in cash on Roblox gaming gift cards at a Walmart [NASDAQ: WMT] in Ontario, Canada without anyone at the store questioning the transaction. The …

Talanx: Starkes 2Q26-Ergebnis hebt FY26-Prognose an

Die Becton-Dickinson-Aktie profitiert von Gewinnanstieg und erhöhter Prognose

Citigroup's Kard Acquisition Deal: A New Growth Engine for U.S. Cards?

Citigroup, Inc. C has been sharpening its focus on strengthening its U.S. consumer banking franchise, with credit cards remaining one of the company's most important customer businesses. As competition in cards increasingly shifts toward personalized rewards, digital engagement and merchant-funded offers, C has been …

Lang & Schwarz Aktie: 3,00 Euro Dividende gefordert

Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez …

3M Rides on Transportation & Electronics Strength: A Sign of More Upside?

3M Company's MMM Transportation and Electronics segment has been benefiting from strength in the transportation and aerospace end markets. Solid momentum in the semiconductor, data center, aerospace, advanced materials and commercial branding, driven by demand for new products and expanding sales coverage, is proving …

iPhone users now won't have to wait as long for $250M settlement

The wait for Apple customers to see payments from a class-action lawsuit involving iPhones 15 and 16 just got a few months shorter. On Thursday, Aug. 13, the U.S. District Court for the Northern District of California granted permission to move a final approval …

JPMorgan set a serious Microsoft stock price target for 2027

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed …

Nvidia Stock Rises as It Bets on Robots

Nvidia stock has been on a good run recently, and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea’s LG Group to develop a humanoid robot. Nvidia shares were up 0.1% at …

Altria Rises 13% YTD: Should You Buy, Sell or Hold the Stock?

Altria Group, Inc. MO has delivered solid year-to-date gains as its strategic focus on smoke-free products, disciplined pricing and portfolio management continues to support earnings despite persistent declines in cigarette volumes. The stock has risen 12.8% year to date ("YTD"), slightly outperforming the S&P …

Die Microchip-Technology-Aktie legt nach starken Quartalszahlen zu

Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week

Quick Read Applied Optoelectronics surged 15% and Lumentum jumped 6%, with the intraday rally building on recent earnings strength and no confirmed same-day catalyst. Broadcom dropped 5% as component suppliers rallied, with Wolfe Research flagging its $30B in residual value guarantees as a longer-term …

Solar Power Hits Big Milestone, Trumping Wind For First Time

Solar generated more electricity than wind for the first time last year, nearly topping nuclear too. Continue Reading

Veteran Bank Gives Intel Foundry a Major Vote of Confidence

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) could be showing signs of progress in its contract-chipmaking business through its recently expanded stock offering, according to GF Securities analyst Jeff Pu in a Friday note to clients. The company raised $20 billion through the …

What Is American Express (AXP) Signaling With Its Expanded Virtual Card Push?

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. American Express (NYSE: AXP) has expanded its virtual card services for U.S. commercial customers, …

Mangione Pleads Guilty in US Case Over Healthcare CEO Killing

Luigi Mangione pleaded guilty to federal stalking charges related to the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson. He faces a maximum sentence of life in prison. This happened in New York federal court Friday morning. Mangione also faces charges in New …

Berkshire Stock Slips Despite $1.75 Million Insider Buying Signal

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the sprawling insurance and operating giant, slipped about 0.3% to $505.61 Friday morning. But forget the tiny move for a second. The bigger signal is coming from inside Berkshire. General Counsel Michael O'Sullivan's trust …

SpaceX, Sandisk, Micron, Workday, Applied Materials, Reddit, Unusual Machines, and More Stocks That Explain Today’s Market

Sandisk trades higher with several Wall Street firms responding positively to the company’s long-term revenue growth plan. Continue Reading

Eli Lilly (LLY) Steps Up Legal Fight Over Illegal Retatrutide Sales

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. Eli Lilly (NYSE: LLY) has intensified legal action against U.S. entities accused of selling …

Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) rose 2.08% intraday after New Street Research upgraded the stock to Buy with a $1,250 price target, arguing the current run "breaks from the industry cycles we have witnessed in recent decades." The firm's evidence …

Apple Builds Custom AI Model for China With Alibaba

This article first appeared on GuruFocus. Apple Inc. (AAPL, Financials), the iPhone maker, has developed its own large language model for China with support from Alibaba, marking a shift in how it plans to roll out artificial intelligence in one of its most important …