A massive capital infusion for Alphabet's Waymo accelerates its autonomous ride-hailing expansion, sharpening the focus on Tesla's premium stock price and its yet-to-materialize self-driving ambitions.
Nvidia deepens its strategic partnership with AI cloud provider CoreWeave through a massive $2 billion investment, aiming to accelerate global data center build-out. The move comes as CoreWeave faces mounting investor lawsuits questioning its operational disclosures and financial projections, casting a shadow over its rapid ascent.
A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.
Aubrey Capital Management has completely exited its position in MercadoLibre, a move that highlights shifting investor sentiment amid the company's margin pressures and intensifying regional competition.
Despite posting strong quarterly results and aggressive buybacks, electronic trading giant Virtu Financial trades at a steep discount. Analysts see a potential double as its resilient business model and capital returns clash with regulatory headwinds.
Despite recent share price pressure, Ferrari N.V. (NYSE: RACE) presents a compelling case as a defensive luxury compounder. Its deliberate strategy of controlled scarcity, exceptional margins, and disciplined capital allocation underpins a resilient business model that may be undervalued in the current market.
The data storage giant's robust quarterly results and aggressive share repurchase plan highlight its strategic positioning to capitalize on soaring demand from AI and data centers.
Elon Musk argues that rapid advances in AI and robotics will soon dismantle traditional labor markets, potentially rendering conventional retirement planning unnecessary in a future of 'universal high income' and extreme abundance.
While Nordson Corporation may not be chasing explosive growth, its consistent 14% return on capital employed and disciplined reinvestment strategy have delivered solid, long-term value for shareholders. We analyze the stability behind the industrial technology leader's performance.
As stablecoin capitalization surges past $300 billion, a new Moody's report warns that structural vulnerabilities, including opaque reserves and weak governance, could undermine the perceived stability of these digital assets and pose systemic risks.
Amid a prolonged freight recession, TFI International's stock has been battered. Yet, a deep dive into its fundamentals reveals a resilient cash-generating machine poised to capitalize on an impending industry-wide capacity shock, setting the stage for a potential major rerating.
Fortive Corporation (NYSE: FTV) capped off its first year as a refocused industrial technology leader with robust fourth-quarter results, exceeding guidance and launching an aggressive share repurchase program. CEO Olumide Soroye detailed the early success of the 'Fortive Accelerator' strategy, projecting confidence in sustained organic growth and disciplined capital allocation for the year ahead.
Reports of a stalled mega-investment sent Nvidia shares tumbling, but both CEOs have publicly reaffirmed their commitment. Behind the scenes, OpenAI's search for alternative AI chips reveals the complex dynamics shaping the industry's future.
In a significant portfolio adjustment, Cornerstone Planning Group has acquired a $12.5 million position in the VictoryShares Short-Term Bond ETF (USTB), signaling a strategic pivot towards capital preservation and income in anticipation of evolving monetary policy.
Taysha Gene Therapies has dosed the first patient in its pivotal REVEAL trial for TSHA-102 and secured FDA agreement to incorporate data from its earlier ASPIRE study into a future marketing application, marking a significant step in its quest to bring a treatment for Rett syndrome to market.
Analysts at Benchmark reaffirm their bullish stance on AppLovin (APP), arguing that emerging AI tools like Google's Project Genie won't undermine the mobile advertising giant's core business, despite reshaping parts of the game development landscape.
Amid a rapidly intensifying winter storm, a Gastonia Police K-9's tracking efforts proved critical in the safe recovery of a vulnerable 13-year-old boy who wandered from home.
As online ad costs surge, a technical revolution in user consent, pioneered in Europe, is quietly reshaping the global ad landscape. U.S. businesses, already grappling with state privacy laws, must integrate compliance with campaign performance to safeguard future marketing efficacy.
The residential battery startup has now raised over half a billion dollars to scale its fleet of home energy storage systems, positioning itself as a key player in the rapidly growing virtual power plant market aimed at stabilizing the national grid.
The Tampa-based multifamily giant hires two seasoned executives in New York to strengthen institutional investor ties and drive capital formation efforts, signaling aggressive growth ambitions in a competitive market.
