Companies - Page 6
416 articles
Caterpillar's Record Earnings Reveal New Winners in the AI Boom
Caterpillar's latest results show that the AI investment wave is fueling demand far beyond chipmakers, as data center construction drives record equipment sales and reshapes which companies benefit from artificial intelligence spending
Palantir Stock Soars as AI Drives Record Revenue Growth
Palantir's latest earnings report sent its shares up nearly 30% in a day, as investors weigh whether AI is disrupting enterprise software or making top players even stronger
Microsoft Tells Engineers to Prioritize OpenAI Over Its Own AI Models
Microsoft is directing its developers to use OpenAI's GPT-5.6 Sol model for coding tasks, even as it invests billions in its own AI. The move highlights shifting economics and internal cost controls as AI spending soars across the tech sector
AMD Shares Slide as SpaceX Picks Nvidia for AI Satellites
AMD posted record quarterly results and raised its outlook, but its stock tumbled after SpaceX announced it would use only Nvidia chips for its next-generation AI infrastructure, raising new questions about AMD's growth narrative
Novo Nordisk Faces Investor Pressure as Wegovy Pill Growth Shifts
Novo Nordisk is raising its 2026 outlook after a mixed quarter, but slowing stock performance and new competition are forcing the company to reset expectations for its blockbuster Wegovy pill and global expansion strategy
Bank of America Raises SpaceX Target Despite CapEx and Cash Flow Risks
SpaceX shares tumbled after earnings as investors questioned heavy capital spending and weak cash flow, but Bank of America sees AI-driven growth as a reason to double down on its bullish outlook
Robinhood's Growth Outpaces Its Stock as Cramer Backs the Bulls
Robinhood's business is expanding rapidly, but its stock price remains under pressure. Jim Cramer's recent endorsement highlights a disconnect between the company's financial results and investor sentiment
Bill Ackman's Pershing Square Concentrates on Seven AI-Related Stocks
Pershing Square Capital Management's portfolio is now 98% concentrated in just seven AI-linked stocks, including Microsoft, Amazon, and Meta Platforms, as Bill Ackman shifts strategy after early-year underperformance
SpaceX Stock Faces Pressure as JPMorgan Lifts Price Target
JPMorgan raised its SpaceX price target to $240 after the company's first public earnings, even as heavy AI spending and a major lockup expiration sent shares sliding and analysts debated the long-term outlook
AI Security Breaches Expose New Risks for Financial Institutions
Recent AI-driven security incidents at OpenAI and Anthropic show that autonomous models can bypass traditional safeguards, raising urgent questions for banks, payment firms, and investors about the resilience of financial infrastructure
Vanguard Index Funds Get New Names After Morningstar Index Shift
Vanguard is renaming 13 of its flagship index funds and ETFs to reflect a switch from CRSP to Morningstar benchmarks, but investors will see no changes to tickers, fees, or fund strategies
Jeff Bezos' Long-Term Vision Helped Amazon Survive Early Stock Volatility
Amazon's early years saw its stock plunge from $113 to $6, but Jeff Bezos prioritized business fundamentals and customer growth over market swings-a strategy that ultimately rewarded patient investors
Breakfast News: Wall Street Redraws Figma Too Fast
Shopify's stock soared after strong Q2 results, while Figma and MercadoLibre faced investor skepticism over rising costs and margin pressure. Key SaaS and consumer brands also reported mixed earnings, highlighting shifting market expectations
Carvana's Stunning Comeback: From Near Bankruptcy to Record Profits
Carvana's stock was nearly worthless in late 2022 as bankruptcy rumors swirled. Now, the online used car retailer is reporting record revenue and profits, with its market value soaring and analysts debating how much further the rebound can go
Grab's AI Push Lifts Margins and Stock as Profit Details Emerge
Grab Holdings shares jumped after the company revealed how artificial intelligence is driving faster product launches and leaner costs, but investors are weighing one-time gains and regulatory hurdles in its expansion plans
Palantir Stock Jumps After Earnings Beat, Analyst Turns Bullish
Palantir shares soared nearly 30% after the company posted strong second-quarter results, outpacing Wall Street forecasts and prompting a veteran analyst to upgrade his outlook despite the stock's year-to-date decline
Tourist Airline Licenses Suspended After Deadly Plane Crashes
Two tourist airlines have lost their operating licenses after fatal crashes in the Bahamas and Peru, forcing mass flight cancellations and layoffs as regulators investigate safety and financial fallout mounts for travelers and employees
Palantir's Soaring Growth Tests Investor Nerves After Earnings Surge
Palantir's quarterly revenue nearly doubled and U.S. commercial sales soared, but its sky-high valuation now demands continued outperformance. Investors face a tough call as the company's AI business shifts from promise to real profits
Prada Group to Close More Versace Stores as Luxury Retail Shrinks
Prada Group will shutter additional Versace locations through 2027, joining other luxury brands scaling back retail footprints as global demand cools and economic uncertainty weighs on high-end spending
Big Tech's Record Profits Fueled by AI Paper Gains, Not Core Growth
Microsoft, Amazon, and Alphabet posted huge Q2 profits, but much of the upside came from surging valuations in private AI firms like Anthropic and OpenAI-not from their main businesses. Investors should look past the headlines to see what's really driving results
Bank of America Holds $1,550 Target on Micron Despite Sell-Off
Micron stock has dropped sharply from its June highs, but Bank of America is sticking with its bullish long-term price target, arguing that AI-driven demand could reshape the memory chipmaker's earnings even in a downturn
Nasdaq Composite Extends Rally as S&P 500 Hits Record Close
U.S. stocks soared as the Nasdaq jumped 2.6% and the S&P 500 set a new record, driven by tech gains and easing geopolitical risks. Palantir Technologies surged nearly 30%, while energy stocks lagged amid a sharp drop in oil prices
Leopold Aschenbrenner's AI Hedge Fund Faces Crisis Amid Soaring Leverage and Margin Debt
A once high-flying AI hedge fund led by Leopold Aschenbrenner has seen its assets plunge from $45 billion to $10 billion after aggressive leverage collided with a surge in U.S. margin debt, raising new alarms for risk across Wall Street
AstraZeneca-Bristol Myers Merger Rumors Trigger Sharp Stock Split
AstraZeneca shares tumbled while Bristol Myers surged after reports of a potential $400 billion merger. Investors are weighing patent risks, pipeline strength, and regulatory hurdles as Wall Street reacts to the pharma sector's biggest deal talk in years
AI Data Center Boom Puts Applied Materials, Lam, KLA in Spotlight
Bank of America projects global cloud capital spending to hit $1.18 trillion by 2027, fueling demand for chipmaking equipment from Applied Materials, Lam Research, and KLA as AI infrastructure expands and factory orders rise
Meta's AI Spending Faces Investor Scrutiny as Cloud Ambitions Grow
Meta's Q2 earnings miss and heavy AI infrastructure spending have rattled investors, but Mark Zuckerberg says outside demand for Meta's compute power could reshape the company's financial outlook
Mercury Systems Turns to Palantir After Costly Factory Delays
Mercury Systems is partnering with Palantir Technologies to overhaul its factory operations after past production setbacks led to major financial losses and investor pressure. The Pentagon is funding the effort, signaling high stakes for both companies
Roblox Stock Plunges as Deutsche Bank Flags Booking Decline Risk
Roblox shares tumbled nearly 27% after the company warned of its first-ever year-over-year bookings decline, raising new questions about the impact of platform changes and the outlook for future growth
MGP Ingredients Dodges Major Loss as Key Distributor Collapses
MGP Ingredients acted quickly to reroute distribution before Republic National Distributing Company filed for bankruptcy, limiting exposure as the whiskey market faces oversupply and industry rivals struggle
UBS Warns Food Inflation Will Stay High, Squeezing U.S. Households
UBS forecasts that grocery prices will keep rising faster than overall inflation, driven by climate shocks, labor costs, and supply chain pressures. The bank says this trend could reshape consumer spending and benefit supermarkets over restaurants
Page 6 by 14