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Memory Is The Best AI Story, Equipment Is The Better Trade
The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - r
FELV Is Poised To Mark Record Annual Returns In 2026, Beating Value Indices And Peers
Fidelity Enhanced Large Cap Value ETF (FELV) earns a buy rating, driven by robust price momentum, diversified holdings, and disciplined stock selection. FELV outperformed the Russell 1000 value index
Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project
Nvidia said on Monday that it will invest $1.5 billion in SB Energy, a data center linked to SoftBank and OpenAI.
Market Stands Steady In Early Trading
FOMC minutes are coming out Wednesday. Retail earnings will take center stage this week.
The S&P 500's 50% Earnings Boom Comes With A Giant Asterisk
Alphabet posted a 216% EPS beat this season. Then I backed out the $6.26 in unrealized equity gains and got $2.85 against a $2.88 estimate.
HUTCHMED shares rise as lung cancer drug trial hits key targets
Hutchmed (China) Ltd (AIM:HCM, NASDAQ:HCM, HKG:0013, FRA:H7T2) shares rose 4% to 192p after the biopharmaceutical company reported positive top-line results from a late-stage global trial of its lung
Kaplan Fox Alerts Investors of a Securities Class Action Against Microvast Holdings, Inc. (MVST) - Deadline is September 21, 2026
New York, New York--(Newsfile Corp. - August 17, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Microvast Holdings, Inc. ("Microvast" or the "Company"
The US military is paying RTX's Raytheon big for more Tomahawk missiles. It burned through many of them fighting Iran.
The US awarded a massive contract to defense firm RTX to boost Tomahawk missile production. The $22.9 billion contract will see annual production rise to more than 1,000 missiles.
Stonegate Capital Partners Updates Coverage on Alpha Cognition Inc. (ACOG) 2Q26
Dallas, Texas--(Newsfile Corp. - August 17, 2026) - Alpha Cognition Inc. (NASDAQ: ACOG): Stonegate Capital Partners updates their coverage on Alpha Cognition Inc. (NASDAQ: ACOG). Alpha Cognition's 2Q2
Metallus: Defense Demand Is Real, But Margins Still Need Proof
Metallus is rated a buy, driven by strong Q2 demand, improved pricing, and a robust balance sheet despite valuation concerns. Q2 highlighted 12% YoY revenue growth, higher shipments, and improved net
Hertz Global Holdings, Inc. (HTZ) Class Action Lawsuit Seeks Recovery for Investors; September 22, 2026, Deadline - Contact Kessler Topaz Meltzer & Check, LLP
Did you buy HTZ common stock between May 7, 2026 and June 23, 2026? Affected HTZ Investor Summary Who: Hertz Global Holdings, Inc. (NASDAQ: HTZ) What: Securities fraud class action lawsuit filed Class
Prediction markets set date when SpaceX will merge with Tesla
Prediction market traders are increasingly betting that a Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) merger could happen in the first half of 2027.
Vår Energi ASA (VARRY) Shareholder/Analyst Call Prepared Remarks Transcript
Vår Energi ASA (VARRY) Shareholder/Analyst Call Prepared Remarks Transcript
VivoPower to spin off non-Nordic AI data center assets into new Singapore-based platform
VivoPower PLC (NASDAQ:VIVO, FRA:51J) plans to spin off its non-Nordic AI data center assets into a new, independently capitalized company, the firm said on Monday. The new entity will be headquartered
HUB GROUP, INC. (HUBG) CLASS ACTION DEADLINE APPROACHING: Berger Montague Advises Investors to Inquire About a Securities Fraud Class Action by August 28, 2026
Philadelphia, Pennsylvania--(Newsfile Corp. - August 17, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Hub Group, Inc. (NASDAQ: HUBG) ("Hub Group" o
Leopold Aschenbrenner's Situational Awareness bet big on SanDisk and Micron before it blew up
Situational Awareness built $5 billion-plus stakes in SanDisk and Micron before it blew up in July. Leopold Aschenbrenner's fund sharply concentrated its US stock portfolio last quarter, per a filing.
Another Bullish Historical Precedent
The S&P 500 achieved its 27th all-time high, supported by robust Q2 earnings growth of 31% and easing inflation data. Consensus profit growth for the S&P 500 in 2024 has surged to 27%, an unprecedente
STAG Industrial: The Vacancy Problem Is Masking Strong Rent Growth
STAG is a Buy with a $40 target, supported by 20% leasing spreads, improving industrial fundamentals, and a reasonable 14x Core FFO valuation. Occupancy fell to 94.5%, but 2026 leasing is 91.7% addr
Berkshire Hathaway: The Cash Is Moving, The Philosophy Isn't
Berkshire Hathaway Inc. delivered a strong Q2, highlighted by robust operating business growth and disciplined capital allocation under Greg Abel. Manufacturing revenues rose 15.2% with 25.8% pre-tax
Kaplan Fox Notifies Datavault AI Inc. (DVLT) Investors of a Securities Class Action Deadline on October 5, 2026
New York, New York--(Newsfile Corp. - August 17, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Datavault AI Inc. ("Datavault" or the "Company") (NASD