the billionaire

the letter from the rich investor

28 Jul, 2026
Nelson Peltz just made a healthcare technology spinoff his largest institutional bet, and the combination of a dirt-cheap valuation, an activist legend, and a company still sorting out its own identity creates a setup worth understanding before the market catches on.
Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.
Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.
18:37
Yahoo! Finance
Commvault beat earnings estimates and posted 71% free cash flow growth. So why did the stock crash 20%?
JPMorgan just reported incredibly strong second-quarter 2026 earnings, so why did JPMorgan's CEO sound so cautious?
Apple becomes only the second publicly traded company to reach the milestone, a day after surpassing Nvidia as the most valuable company
Technology giant Microsoft (NASDAQ:MSFT) will be reporting earnings this Wednesday after market close. Here’s what investors should know.
JetBlue just handed investors a reason to rethink the entire airline sector, but the same earnings report that sent shares soaring also revealed a widening loss that bulls are choosing to ignore.
Cathie Wood’s ARK Invest is doubling down on both Tesla and SpaceX as shares of Elon Musk’s trillion-dollar companies slide.
Bristol Myers keeps making moves to establish a strong foundation for the future.
Corning surpasses expectations with its second-quarter earnings, but the stock falls on in-line guidance.
Moby summary of CTS Corporation's Q2 2026 earnings call
The maker of optical fiber plunged on its tepid outlook. Time to buy?
Plant Labs, Rocket Lab, and AST SpaceMobile have all followed a similar path this year, crashing sharply after hitting a peak in late May.
As a group, analysts tracking the coffee giant are expecting a dip in revenue, but an improved earnings per share figure.
Coca-Cola stock rose Tuesday after the soft drinks company reported better-than-expected earnings and raised its full-year guidance, signaling to investors that demand for fizzy drinks remains robust. Coca-Cola reported adjusted earnings of 97 cents a share, as revenue jumped 7% from a year ago to $13.4 billion. Analysts were expecting earnings of 93 cents a share on revenue of $13.2 billion, according to a FactSet poll.
Sandisk and Micron have emerged as leading beneficiaries of the artificial intelligence (AI) memory boom.
Moby summary of HF Sinclair Corporation's Q2 2026 earnings call
Moby summary of Corning Incorporated's Q2 2026 earnings call
Cracker Barrel's stock has doubled this year on a CEO swap and a reversed rebrand, but the New Coke playbook Wall Street keeps citing reveals something uncomfortable about what actually comes next for David Deno.
Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd catches on.
Most enterprise AI apps today simply wait for an LLM to respond. That changes when agents begin writing and running code.
Moby summary of IQVIA Holdings Inc.'s Q2 2026 earnings call
For the same bet on enterprise software, Oracle presents a clearer forward path backed by a massive backlog, while Salesforce asks investors to underwrite a future turnaround.
Cathie Wood, a longtime Elon Musk backer, has been judiciously adding to her firm's positions in both Tesla and SpaceX, as the stocks slump.
Both Alphabet and Tesla posted negative quarterly free cash flow, but their profitability, balance sheets and stock swings after earnings show quite different dangers. Tesla (TSLA) and Alphabet (GOOGL) got the same tough message from Wall Street to start: Investors are no longer prepared to pay for ...
Cadence raised its annual revenue and earnings expectations as demand strengthened for AI-powered semiconductor-design software.
Tesla Inc (NASDAQ:TSLA) went public in 2010, with the electric vehicle company valued at around $1.7 billion. Eleven years later, the company was worth $1 trillion. For SpaceX (NASDAQ:SPCX), the space company went public already worth $1 trillion, but that makes a pullback after IPO significantly higher in value than when Tesla went public. SpaceX Valuation Wipeout SpaceX priced its IPO at $135 per share and opened for trading at $150, debuting with a valuation north of $1 trillion — enough to b
Stock Market Today: The Dow Jones index rises. Wednesday's Fed policy meeting will be key for markets. An insurance name breaks out.
Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
Apple and Nvidia are separated by less than $200 billion in market cap, with blockbuster earnings reports from both companies arriving weeks apart. One metric on July 30 could hand Apple the crown, or hand it straight back to Nvidia.
LOS ANGELES, July 28, 2026--Broadvoice brings GoContact into Microsoft Dynamics 365, unifying calls, records, outcomes, and notes in one CRM workspace for simple agent workflows.
The world's wealthiest person per Forbes, Elon Musk, is well-known for his appetite for risks and doesn't shy away from keeping risky assets like Bitcoin (BTC) on the balance sheets of his companies Tesla (Nasdaq: TSLA) and SpaceX (Nasdaq: SPCX). But there is a risk that he says the United ...
Next Level Solutions (NLS) today announced a new engagement with Safepoint MGA, a Tampa-based property and casualty insurance underwriter specializing in coastal regions, to develop a modern customer self-service portal designed to enhance the policyholder experience. The engagement adds to a strong first half of 2026 for NLS, marked by expanding client relationships and continued growth across the property and casualty insurance industry.
Berkshire’s equity portfolio is having a strong year to date performance, led by Apple—its largest holding—and Coca-Cola.
DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.
Get paid a handsome income now for simply agreeing to buy this tech giant later, at a price well below today's, and you keep that income no matter what the stock does.
Three cryptocurrency investors filed a federal lawsuit against Apple (Nasdaq: AAPL) on July 24. They allege they lost a combined $1.8 million in Bitcoin through a fake wallet app listed on the App Store. The complaint was filed in the U.S. District Court for the Northern District of California. It ...
16:50
Seeking Alpha
Investing.com -- Apple Inc on Tuesday briefly became the second publicly traded company to ever reach a market capitalization of $5 trillion, second only to Nvidia.
Wedbush just slapped a $600 price target on a stock that missed earnings by nearly 40% and watched its operating margin crater to almost nothing. The audacity either marks a Wall Street analyst losing the plot or someone who sees a business model transformation the rest of the market is too impatient to price in.
Apple just reclaimed the world's most valuable company crown while Nvidia posts triple-digit earnings growth, and for retirement investors only one of these mega-caps actually earns a place at the core of a 20-year portfolio.
Cathie Wood Makes Fresh Tesla and SpaceX Buy as AI Vision Stays Intact
Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
The launch comes on the heels of the firm’s Bitcoin Trust (MSBT), now with more than $381 million in assets under management.
AAPL heads into fiscal Q3 earnings with strong iPhone, Services and AI momentum, but supply constraints, rising costs and a rich valuation cloud the outlook.
Nvidia is reported to be in talks to provide substantial financial backing for a Microsoft supported OpenAI AI data center project in Ohio. The initiative would expand OpenAI’s US AI infrastructure while deepening ties between Microsoft, OpenAI, and Nvidia. Following a recent US national security AI review, the CEOs of OpenAI and Nvidia met with Senator Mark Warner to discuss AI related issues. Microsoft, traded as NasdaqGS:MSFT, sits at a current share price of $389.1. The stock is down...
Tesla sells battery storage, but needs power to keep its own AI infrastructure running, as it develops self-driving cars and Optimus robots.
At the premiere of season four of Ted Lasso, Apple (AAPL) CEO Tim Cook and incoming CEO John Ternus reflect on Apple's seamless executive transition, expressing mutual confidence in Ternus's upcoming leadership. Cook also emphasizes Apple's focus on quality entertainment over volume
Every startup success story has a chapter most people never see. It’s the stretch where founders sacrifice comfort, stretch every dollar and do whatever it takes to keep an idea alive long enough for it to become something bigger. Tesla...
Investors are watching Apple (NASDAQ:AAPL) ahead of fiscal third-quarter results due Thursday, July 30, after the close. Shares briefly crossed $5 trillion in market value yesterday, tagging $342 intraday before closing at $336.91. This print needs to justify the run. A $5 Trillion Setup Meets a Leadership Handoff Last quarter set a high bar. Apple ... Apple Can Cement Its $5 Trillion Status on July 27
15:57
Yahoo! Finance
Scott Melker dives into the roadblocks delaying the CLARITY Act, CME’s expansion into near round-the-clock futures trading, and the surge in blockchain activity as token prices cool. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
DGRO markets itself as a sleepy dividend fund, but its rulebook quietly funnels money toward mega-cap tech, and the compounding math behind that combination may rewrite which ETF actually wins over the next decade.
Tesla has lost a third of its value since January yet still carries a valuation that demands near-perfect execution on bets the market openly doubts. The bull and bear cases are both internally consistent, which makes the actual risk sitting at $309 harder to see than either side admits.
Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
GNTX beat Q2 earnings estimates as favorable product mix, tight cost control and tariff reimbursements offset softer auto demand and lower revenues.
You bought a diversified fund, but one high-flying stock may now be quietly driving your returns and your risk.
Meta Platforms (META) and asset manager BlackRock (BLK) have teamed up to develop a data center camp
GM vs. FSS: Which Stock Is the Better Value Option?
Harmony Biosciences, Invesco, GM, HPE and Quanex made the screen of low price-to-book stocks that also met multiple value metrics.
PCAR beats Q2 earnings estimates as higher truck profitability and record parts revenues offset softer sales.
One hyperscaler may already be signaling a capex plateau, and if Jim Cramer's read is right, the selloff cascading through Oracle, Amazon, Alphabet, Meta, and Microsoft has barely started.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Why Etsy’s AI partnerships matter for investors Etsy (ETSY) is rolling out conversational AI across its marketplace, supported by new partnerships with OpenAI, Microsoft, and Google. This shift focuses on smoother search, smarter seller tools, and higher intent traffic. See our latest analysis for Etsy. These AI partnerships sit against a share price that has gained 32.64% over the past 90 days and delivered a 46.37% year to date share price return, while the 5 year total shareholder return...
Apple's market capitalization briefly surpassed $5 trillion for the first time on Tuesday, making it only the second company ever to achieve that milestone after ‌Nvidia. Its shares were last up 0.2% at $337.7, giving it a market capitalization of $4.96 ‌trillion. The iPhone maker became the most valuable company ​in the world earlier this month, overtaking chip giant Nvidia - which had been at the top since June 2025 and was the first company ever to breach the $5 trillion threshold.
Amazon just killed off several of its flagship Nova AI models days after laying off engineers from its AGI division, and the timing looks alarming. But the $200 billion still flowing into AI infrastructure tells a very different story about what Amazon is actually building.
Hyperscalers are expected to fund an increasing amount of their capex with debt.
Investors want to see that the cloud giants are justifying their massive capex. Google just did that.
People around the world know "Shark Tank" for its multimillion-dollar deals and high-stakes negotiations, but entrepreneur and investor Kevin O’Leary says the appeal of the show he stars on has little to do with money. "I don’t think this show...
The absolute value of Elon Musk’s wealth and the recent changes in that wealth are something to behold, and tell investors something about expectation, optimism, and stock market volatility. Tesla and SpaceX shares, the main source of Musk’s wealth, just won’t stop going down. Tesla shares were off 2.2% at $302.82 early Tuesday, while the was trading broadly flat.
Two EV giants faced the same struggling global market over the past month and walked away with completely opposite results. The reason why tells you something unsettling about where each company is actually headed.
FEATURE Nvidia stock is ‘cheap as chips’, as the popular British saying goes. In fact, the shares haven’t been this cheap in more than 11 years. The company’s forward price to earnings ratio stood at 18.
This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.
A brutal year for Tesla investors is getting even more brutal.
14:21
Seeking Alpha
Galaxy CEO Mike Novogratz said the deal reflects its view that AI compute demand is a structural shift.
Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre
Fundstrat's Tom Lee recently made similar points about Ethereum's long-term growth potential, expanding the Amazon analogy beyond Bitcoin.
The world’s richest man has been losing money at a historic clip. Over roughly the past month, Elon Musk’s net worth has fallen by an average of $16.3 billion a day, according to a Benzinga tally. In the middle of that stretch, Musk sat down with The Economist at the Gigafactory in Texas and offered ... After Losing An Average Of $16.3 Billion A Day For Over A Month, Elon Musk Says “Money Won’t Matter in 2036”
Tesla is set to buy electricity from Project Sterling, a KKR-backed large solar and battery storage project in Arizona.
The man who spent months wielding a chainsaw against federal spending just told The Economist the Treasury should start writing checks to everyone. What happened between DOGE and that Gigafactory interview is a stranger story than the headline suggests.
Here is how General Motors (GM) and OPENLANE (OPLN) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Tesla just logged its worst earnings reaction of the year, wiping out billions in market value, yet some analysts still see a path to $500 per share. The question is whether the numbers behind that target hold up or collapse under scrutiny.
Based on the average brokerage recommendation (ABR), General Motors (GM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
The US dollar continues to flex its muscles early on Tuesday.
QuantumScape holds solid-state battery IP that every major automaker quietly covets, yet its stock has lost more than half its value in a year. Five potential acquirers have the cash, the motive, and a reason to move before someone else does.
Polaris Inc (PII) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Bank of America today announced the launch of an enhanced Travel Center, making it easier for clients to plan, book and manage travel. The newly redesigned platform powered by Rocket Travel by Agoda – the strategic partnerships arm of digital travel platform Agoda, a Booking Holdings company – features a wider selection of travel inventory, improved search and filtering capabilities and flexible payment options, includingthe ability to combine credit card rewards with a credit or debit card paym
General Motors (GM) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
(Bloomberg) -- Two months after Ford Motor Co. became the latest old-economy manufacturer to be swept up in the artificial-intelligence rally, investors are looking for proof the enthusiasm was justified. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oi
Jefferies just named five U.S. dividend stocks to its exclusive Global Best Ideas list, and with the S&P 500 stretched to historically expensive valuations, the case for these high-conviction picks has never been more urgent.
Investing.com -- Bank of America expects the Federal Reserve to hold interest rates at its July meeting, and warned in a note on Tuesday that a surprise hike would break with decades of precedent.
(Bloomberg) -- One of this year’s hottest themes in the stock market has been the crowds of traders chasing the recipients of all the planned spending on new artificial-intelligence data centers. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline
In BlackRock Bitcoin news, the asset manager has formally endorsed the CLARITY Act, the most consequential piece of US crypto regulation legislation currently before Congress, and Coinbase Vice Chairman Ryan VanGrack made sure no one missed it. On July 27, VanGrack posted on X that “BlackRock is officially on board,” ...
In July 2026, General Motors reported second-quarter results showing slightly higher revenue of US$48.03 billion but lower net income of US$1.31 billion year over year, while also declaring a US$0.18 quarterly dividend and completing a large share repurchase under its 2024 buyback program. At the same time, GM both retired roughly a quarter of its shares through buybacks and filed a US$2.05 billion shelf registration to issue common stock for its employee stock ownership plan, underscoring...
General Motors remains Canada's electric vehicle (EV) sales leader through the first half of 2026, with more than one in five EVs registered in Canada being a GM vehicle1. GM's EV sales increased 33.4 per cent year-over-year through June, reflecting continued demand for GM's expanding EV lineup.
Chinese memory chip maker’s IPO adds to crowded market, Ford wants to build an Army truck, another shipping crisis, and more news to start your day.
The overall cryptocurrency market fell 2.5% to around $2.45 trillion, wiping out more than $530 million in long bets.
Chairman Tom Lee said the company increased buybacks because the rising ETH/BTC ratio signals strengthening cryptocurrency prices despite delays surrounding the CLARITY Act.
The company has a highly attractive market position and business model that supports a rich valuation, but a lot of things need to go right for it to look like a great value.
Trump stood before autoworkers at a GM proving ground and promised his tariffs had revived American manufacturing, but Michigan employment data from the same period tells a sharply different story about who is actually paying the price.
BAC, NFLX and TTE lead today's top stock reports, highlighting earnings, growth drivers and key risks shaping their outlooks.
This is the first wage agreement this year among South Korean automakers.
The Fed meeting, GDP, PCE inflation and payrolls could drive major forex moves this week. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
The crypto market fell over 1% as crypto deal-making collapsed and Fed rate hike bets triggered $608 million in liquidations.
How the AI boom has transformed six spectacular stocks.
Tesla has shed 15% in 2026 while the broader market climbs, yet one of Wall Street's most vocal analysts just doubled down on a target that implies the stock is nowhere near finished. The gap between his conviction and the crowd's skepticism comes down to a single question about execution.
27 Jul, 2026
Bank of America (NYSE:BAC) has been highlighted as a primary beneficiary of artificial intelligence adoption, with projected profit margin expansion through 2027. Morgan Stanley strategists have identified the bank as one of the leading US companies expected to see net-margin gains from significant AI investment. This focus on AI comes alongside, but separate from, recent attention on capital returns and leadership changes at the company. For investors tracking NYSE:BAC, the AI angle adds a...
The jet-engine giant's stock is flying at a premium to its peers, but its performance on the ground tells a more complicated story.
Ford and GM Stocks Rise After Jefferies Boosts Ratings and Price Targets
Bank of America's trading, investment banking and digital expansion drive growth, but rising costs and market volatility pose key challenges.
Most reporting banks in the US have beaten earnings forecasts for the second quarter, driven by favo
Investors were counting on the summer rally to carry into August, buoyed by resilient earnings, cooling inflation, and hope of a turnaround in tech stocks. Bank of America is warning that the calendar might be turning against them. The bank’s latest seasonality analysis, shared with me, points to a ...
ITG (NASDAQ:ITG) has received ‘Buy’ ratings from both Bank of America and UBS on Monday, with the firms citing the communications infrastructure services provider's growth prospects, recurring revenue base and acquisition opportunities. Bank of America began coverage with a $16 price target,...
Social media influencer and investor Carl Runefelt is best known on the internet for posting crypto-focused content and showcasing his lavish lifestyle. Known online as "The Moon," he claims he dropped out of high school and worked as a supermarket cashier in Sweden before investing in Bitcoin ...
Apple is facing a lawsuit from three users who say they collectively lost more than $1.8 million after downloading a fraudulent crypto wallet from the App Store, challenging the company’s longstanding claims that its app review process keeps users safe from scams.
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a warning sign about what the market now demands before rewarding the neocloud thesis.
The XLF ETF lets investors tap into the power of giants like JPMorgan, BofA and Berkshire with a single trade and less risk.
17:30
Yahoo! Finance
The federal funds rate can impact a host of borrowing costs, and thus the entire U.S. economy. Here's how it works.
In a podcast, Anthony Scaramucci stated he is not optimistic about the CLARITY Act’s passage this year and says it has up to a 40% chance, despite recent progress in the legislature.
François Garcin and three advisory entities claim MARA ended their engagement after securing control of Exaion, resisted its European expansion and removed French leadership. MARA has not filed a response.
Woodward (WWD) and Howmet Aerospace (HWM) are expected to benefit from a strong engine market in the
BAC posts 34.4% EPS growth in 2Q26 as record NII, strong trading and investment banking results highlight the strength of its diversified business model.
Alliance Resource Partners (NASDAQ:ARLP) reported higher second-quarter results as increased coal sales volumes, lower operating costs, record oil and gas royalty performance and stronger equity-method investment income offset lower average coal pricing. Net income attributable to ARLP rose 33.9% f
C's record Q2 results, transformation plan and shareholder returns fuel optimism, but does its valuation still leave room for more upside? Let us find out.
Ahead of Apple's Thursday earnings, Bank of America expects a strong beat driven by Services growth, but analysts note the stock's record-high valuation leaves little room for a disappointing report.
According to Bitfinex analysts, in May and June, wallets holding 100 to 1,000 BTC sold for $5.1 billion.
Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions about what the bounce actually signals.
Bitmine Immersion Technologies (NYSE: $BMNR) purchased another 10,000 Ethereum (CRYPTO: $ETH) over the past week.&n...
Stablecoin issuer Circle Internet Group (NYSE: $CRCL) has purchased nearly 1,000 blockchain patents from technology...
Cryptocurrency treasury firm Strategy (NASDAQ: $MSTR) has again chosen to raise its cash reserves and leave its Bit...
The US dollar softened a bit in the early part of the Monday session, as the missiles in the Middle East have stopped, for the moment.
Strategy disclosed that it did not purchase any Bitcoin during the past week, extending its buying pause to five consecutive weeks.
Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.
(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re
The Fed, GDP, PCE inflation and payrolls headline a pivotal week for forex markets. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
The aerospace and defense giant is standing out in a weak market, but its real value lies in a long history of moving independently.
26 Jul, 2026
GE Aerospace is performing very well as a business, and perhaps even better as a stock.
General Electric stock has delivered a very large 5 year return. However, at around US$353.73 per share the valuation checks are cautious, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples look closer to fair and the overall value score is low. A roughly 4.6x gain over 5 years highlights how strongly General Electric has rewarded long term shareholders, which can leave less room for error if expectations are high. Recent progress in...
25 Jul, 2026
GE Aerospace (NYSE:GE) has acquired an odd habit of beating earnings and then watching the stock sink. The pattern continued with the company’s Q2 2026 report on July 16, with shares falling nearly 5% in early trading the next day, mirroring the reaction to the previous two earnings reports, despite solid figures each time. The […]
08:56
Seeking Alpha
Uber is leaning into delivery services with its acquisition of Delivery Hero. Plus, GE Aerospace is having a hard time sourcing materials.
24 Jul, 2026
23:42
Yahoo! Finance
Investing.com -- Europe’s economy is nearing a critical point as renewed energy inflation, slowing manufacturing activity and limited fiscal support raise the risk of a technical recession, according to BCA Research.
The best aerospace and defense ETFs can help investors capitalize on higher defense spending and hedge against the potential of a large-scale conflict.
This industrial powerhouse is in the middle of a demand-driven moment it's been waiting on for a while.
Commitment for ~1,800 engines*, including largest LEAP agreement ever with IndiGoFARNBOROUGH, England, July 24, 2026 (GLOBE NEWSWIRE) -- GE Aerospace (NYSE: GE) wrapped up the 2026 Farnborough International Airshow with record engine demand, continued momentum across durability and services, and major advances in hybrid electric flight. H. Lawrence Culp, Jr., Chairman and CEO of GE Aerospace, said, “At GE Aerospace, we are focused on delivering for our customers today while investing in the tech
Here is a way to get paid a real income stream on your RTX shares right now, cash you keep no matter what, in exchange for agreeing to sell at a price nicely above today's.
An analyst said Saccaro’s decision was “surprising,” adding that investors were not calling for his departure.
GE, T, CB and GENC are in focus as Zacks highlights key growth drivers, operational strengths and challenges shaping each company's outlook.
The ECB kept rates unchanged as traders turn to U.S. PMI data and the Fed meeting. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
23 Jul, 2026
GE Aerospace, AT&T and Chubb headline today's top analyst reports, highlighting business momentum, key challenges and strategic drivers shaping each company.
Industrial stocks bucked a falling market on Thursday. The State Street Industrial Select Sector SPDR ETF popped back into in a buy zone, led by gap-ups and breakouts for CSX, RTX and others. Many holdings in this exchange traded fund delivered blowout earnings this week.
The American currency is moving higher as oil prices soar amid rising tensions in the Middle East.
GD vs. GE: Which Stock Is the Better Value Option?
The AI power stock has slumped after Q2 earnings. Is this a warning or an opportunity?
The European Central Bank left interest rates unchanged Thursday amid uncertainty about how volatile energy prices will affect inflation. The central bank for the 21 countries that use the euro currency left its benchmark rate unchanged at 2.25% following a quarter-point hike at its previous meeting June 11. Analysts say the bank may simply be taking a pause to gather more information amid swings in oil prices, which fell after announcement of a ceasefire but then rose again when the ceasefire agreement collapsed and fighting resumed.
The ECB is likely to hold rates steady today, and avoid premature signals on September policy as energy risks, Iran tensions and a weaker euro keep inflation uncertainty alive.
The ECB rate decision and strong U.S. data keep forex markets on edge. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
22 Jul, 2026
22:14
Seeking Alpha
Interest rates in America continue to put bearish pressure on some currencies.
Fed and ECB policy meetings headline the week as DXY holds its uptrend. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
21 Jul, 2026
Rising demand for safe-haven assets provided support to the American currency.
Europe's household debt map reveals a surprising north-south divide. Discover the latest Eurostat figures and the 10 most indebted countries.View on euronews
20 Jul, 2026
Strong U.S. data and rising inflation risks support the dollar as traders reassess Fed rate cuts. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
16 Jul, 2026
The American currency gains ground, supported by rising Treasury yields.
The key risk for euro bulls is that a prolonged energy shock eventually shifts the market’s focus away from higher interest rates and back toward recession risks.
The US dollar is choppy overall in early trading on Thursday, as markets try to determine their next move.
U.S. retail sales and jobless claims could reshape Fed rate expectations. See the latest outlook for DXY, EUR/USD and GBP/USD.
10 Jul, 2026
08 Jul, 2026

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