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Agilent’s rebound reaches a Fair Value premium while volume thins

Agilent Technologies added 1.8% for the week and is up 29.4% over 12 weeks, but the move is now 15.6% above Sharemaestro Fair Value on only 0.6x average volume.

Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.

If there was any worry that spending on artificial intelligence (AI) was finally set to slow down, it's just been wiped away. Not only are big tech companies not dialing back their aggressive investments in AI infrastructure, but they're ramping them up. Google parent …

Delta Air Lines is Berkshire Hathaway's only airline stock

[High angle view of Delta Air Lines passenger airplane Airbus A330-223 registration N858NW taxiing at Swiss Airport Zürich Kloten on a sunny summer day.] Michael Derrer Fuchs Delta Air Lines (DAL [https://seekingalpha.com/symbol/DAL]) edged higher in early trading on Monday after Berkshire Hathaway (BRK.A [https://seekingalpha.com/symbol/BRK.A]) …

Elon Musk’s 5-Word Statement Should Have Every Micron Investor Paying Attention

Quick Read Musk identified memory as his AI compute ceiling rather than power or GPUs, spotlighting Micron (MU) as the sole U.S.-based HBM maker among just three global suppliers. On SpaceX's (SPCX) earnings call, Musk said memory demand grows 200% annually against 20% supply …

Townsquare Media partners with Midlands Media Group

* Townsquare Media (TSQ [https://seekingalpha.com/symbol/TSQ]) announced [https://seekingalpha.com/pr/20620524-townsquare-announces-strategic-digital-advertising-partnership-with-midlands-media-group] a strategic digital advertising partnership with Columbia, S.C.-based Midlands Media Group, expanding its digital advertising platform into another local media market. * Under the partnership, Townsquare Ignite, its Digital Advertising segment will provide Midlands Media Group with …

Investcorp Credit Management BDC earnings missed by $0.12, revenue fell short of estimates By Investing.com

Elon Musk Just Uttered 3 Massively Bullish Words for Micron, Sandisk, and SK Hynix

It has been a historic period for memory and storage stocks. Once relegated to a bucket of lowly valued "commodity" stocks, the agentic AI revolution has spurred an absolutely massive increase in memory and storage demand. Not only has demand increased, but the technology …

Apple to change app data consent rules, German regulator says

DUESSELDORF, Germany, Aug 17 (Reuters) - Apple will change rules governing how app developers can use personal ‌data for targeted advertising on iPhones and iPads, ‌Germany's competition authority said on Monday, closing a years-long investigation. The Federal ​Cartel Office found that Apple's App Tracking …

Cloudflare Inc (NET) carries a 46.1% 12-week gain into weekly close

The software-infrastructure stock’s advance has broadened, with weekly market data showing positive short- and medium-term returns.

Bill Ackman lost $400M dumping Netflix — now says it ‘won the streaming wars.’ Should you rebuy a stock that burned you?

Photo by Patrick T. Fallon / AFP via Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Few people willingly revisit a $400 million mistake. Bill Ackman just poured more money into his. The Pershing …

Does BioMarin’s Raised 2026 Outlook and ESOP Shelf Offering Reshape the Bull Case for BMRN?

Earlier this month, BioMarin Pharmaceutical reported second-quarter 2026 results showing revenue of US$989.71 million and updated earnings guidance for the second half and full year, including a slight increase in its 2026 revenue outlook to US$3.88 billion–US$3.93 billion. Alongside these results, BioMarin filed a …

Meta and BlackRock’s $14bn data centre exposes lenders to insurance gap

A new Texas data centre campus owned by Meta and BlackRock is on the hook for huge losses in the event of catastrophic events, creating PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan …

D.R. Horton stock holds firm as Berkshire stake and Q2 guidance shape expectations

D.R. Horton's stock is holding firm despite flat Q2 2026 revenue and cautious full-year guidance, largely due to a new stake acquired by Berkshire Hathaway. The company reported Q2 revenue of $9.23 billion, meeting analyst expectations but with full-year guidance below consensus. Investors are …

Zacks Industry Outlook Highlights CBRE Group, Jones Lang LaSalle and Newmark

For Immediate Release Chicago, IL – August 17, 2026 – Today, Zacks Equity Research discusses CBRE Group, Inc. CBRE, Jones Lang LaSalle JLL and Newmark Group, Inc. NMRK. Industry: Real Estate Operations Link to article: https://www.zacks.com/commentary/2975288/3-real-estate-operations-stocks-to-consider-despite-industry-woes 3 Real Estate Operations Stocks to Consider Despite …

Where Will Workday Stock Be in 5 Years If Silver Lake Doesn't Buy It?

Workday (NASDAQ: WDAY) had its best day since 2016 last Thursday. Shares jumped nearly 18% (trading was halted multiple times along the way) after Reuters reported that private equity firm Silver Lake has spent recent months in talks to take the human resources and …

TD Asset Management Inc Reduces Stock Position in Advanced Micro Devices, Inc. $AMD

Billionaire Stanley Druckenmiller Dumped Micron and Intel, and More Than 11X'd Duquesne Family Office's Stake in an AI Pioneer

Although earnings season is typically the highlight of each quarter for investors, the filing of Form 13Fs with regulators can be equally valuable. A 13F details which stocks Wall Street's smartest money managers, such as Duquesne Family Office's billionaire boss, Stanley Druckenmiller, bought and …

Extra Space Storage stock holds steady as Q2 2026 funds from operations rise

Extra Space Storage Inc. (ISIN US30225T1025) reported higher revenue, earnings, and funds from operations for Q2 2026, leading management to raise full-year guidance. Despite the positive financial results, the stock traded steadily near $148, close to the consensus "Hold" rating and price target of …

Meta Platforms, Inc. $META Shares Sold by Spire Wealth Management

Secure Asset Management LLC Acquires 2,849 Shares of Meta Platforms, Inc. $META

Personal Loan Stocks Q2 Earnings: SoFi (NASDAQ:SOFI) Best of the Bunch

Personal Loan Stocks Q2 Earnings: SoFi (NASDAQ:SOFI) Best of the Bunch Let's dig into the relative performance of SoFi (NASDAQ:SOFI) and its peers as we unravel the now-completed Q2 personal loan earnings season. Personal loan providers offer unsecured credit for various consumer needs. The …

Paul R. Ried Financial Group LLC Boosts Stock Position in Amazon.com, Inc. $AMZN

Grove Bank & Trust Increases Holdings in Amazon.com, Inc. $AMZN

Amazon.com, Inc. $AMZN Stock Holdings Lifted by Howard Financial Services LTD.

Amazon.com, Inc. $AMZN Shares Acquired by Pacific Excel Wealth Advisors Inc.

Amazon.com, Inc. $AMZN Shares Bought by Grant Private Wealth Management Inc

Walmart, Target, Home Depot, Amazon, Micron and Alphabet are part of Zacks Earnings Preview

For Immediate Release Chicago, IL – August 17, 2026 – Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Walmart WMT, Target TGT, Home Depot HD, Amazon AMZN, Micron MU and Alphabet GOOGL. Q2 Earnings Season Enters Final …

XP Inc (XP) enters earnings week with relative strength at -22.6

The Brazil-focused capital-markets firm reports on Aug. 17, with consensus earnings at 51 cents a share for the June quarter.

Market Chatter: Apple May Buy Chinese Memory Chips Despite US Request

Apple (AAPL) may defy a request by the Trump administration and buy memory chips from China, which it is already testing, the Wall Street Journal reported Friday, citing people familiar with the matter. US Commerce Secretary Howard Lutnick was cited by the Journal as …

BeyondSpring GAAP EPS of -$0.02

* BeyondSpring press release [https://seekingalpha.com/pr/20620220-beyondspring-reports-second-quarter-2026-financial-results-and-provides-corporate-update] (BYSI [https://seekingalpha.com/symbol/BYSI]): Q2 GAAP EPS of -$0.02. * Net loss was $1.8 million for the quarter ended June 30, 2026, compared to $1.9 million for the quarter ended June 30, 2025. * Cash, cash equivalents, and short-term investments were …

Global Retirement Partners LLC Takes Position in Lowe's Companies, Inc. $LOW

Global Retirement Partners LLC has acquired a new stake in Lowe's Companies, Inc. (NYSE:LOW), purchasing 19,722 shares valued at approximately $4.35 million. This move is part of broader institutional investor activity, with hedge funds owning 74.06% of the company's stock. The article also details …

Flputnam Investment Management Co. Has $22.50 Million Holdings in Lowe's Companies, Inc. $LOW

Flputnam Investment Management Co. has decreased its stake in Lowe's Companies, Inc. by 11.6% in the second quarter, now holding 102,061 shares valued at $22.50 million. Despite this, institutional investors collectively own a significant 74.06% of the company's stock. Analysts generally rate Lowe's as …

DexCom (DXCM) Stock Sees Modest Fair Value Lift After Q2 And Clinical Updates

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. DexCom's latest analyst work shows a modest lift in the modelled fair value, with …