Finance

ADT’s growth narrative hinges on smart-home integrations and an expanding addressable market, signaling there may be more than just momentary momentum. With debt and rising DIY competition in the mix, a hidden value story could be taking shape as demand for connected security solutions grows.

Super Micro posted Q1 sales near $5 billion, missing some expectations and sparking an early stock dip that steadied later. The company remains upbeat on demand for Nvidia’s Blackwell Ultra and its AI liquid-cooled solutions, with a bold growth outlook for 2026.

The S&P 500 has held its gains, but a narrow group of AI and semiconductor stocks has been steering the rally. With market concentration at lofty levels, questions are swirling about sustainability and what happens if profits cool. A high-flying name’s lofty valuation is drawing particular scrutiny—and it could signal more drama ahead.

New sanctions targeting Russia’s oil giants Rosneft and Lukoil signal a sharp shift in U.S. policy, with immediate ripple effects across global energy markets. As traders reassess supply and demand, crude benchmarks move and questions loom about how far the fallout will spread across Asia and Europe.

Erie Indemnity is gearing up to reveal its third-quarter results in a pre-recorded audio webcast this Friday at 10 a.m. ET, with a follow-up press release after the market closes. The session promises early insights into the insurer’s latest performance and what it could mean for investors and policyholders.

D-Wave Quantum is pushing practical quantum optimization with its sixth-generation Advantage2 system and thousands of qubits. Backed by a strong cash position, the company stands out in a fast-changing field where investors are weighing risk and reward. As the quantum frontier matures, the next few years could redefine who leads the charge.

QuantumScape’s stock eases as investors brace for a pivotal quarterly update from the solid-state battery developer. With bold ambitions and a history of milestones, the next moves hinge on progress toward commercialization and key partnerships. A high-stakes moment for a stock that recently surged, leaving market watchers weighing risk and potential in the race to…

Verizon shares waver after a downgrade, as a chorus of mixed analyst opinions swirls around the stock. A solid quarterly beat and a raised dividend add fuel to the debate over its longer-term path, with big investors quietly backing its resilience. The tension highlights the telecom giant’s tricky near-term outlook.

Oklo has seen dramatic stock swings, drawing early comparisons to Nvidia as it pursues small modular reactors to power AI data centers. Could these compact reactors unlock a near-site energy model for the AI boom, or is the road ahead too volatile to predict? A look at a bold frontier where clean power meets cutting-edge…

Beyond Meat is back in the spotlight with a striking rally and a game-changing retail partnership. Meme-stock buzz meets a wider distribution push, signaling renewed interest in plant-based options—and twists yet to unfold.

Travis Kelce is stepping into activist investing, teaming up with Jana Partners to push for change at Six Flags Entertainment. The move centers on unlocking shareholder value while boosting the guest experience across its iconic theme parks. With celebrity backing and veteran investors in tow, the strategy could reshape the future of the national park…

Navan, the Palo Alto travel-and-expense software maker, is lining up a multi‑billion‑dollar IPO as 2025 restores momentum to tech listings. With a Nasdaq debut looming and a crowded field of rivals, the move could reshape the future of corporate spend management.

Alphabet is staking its claim in AI and digital advertising, drawing renewed investor interest. A growing lineup of AI-powered tools and a broader cloud strategy are helping fuel a notable 2025 rally. As the tech giant navigates a fast-evolving landscape, momentum questions linger—how far could this rise carry its fortunes?

Amazon and Alphabet loom large, but their growth engines run on different fuel: high-margin cloud vs. advertising scale. As economic tides shift, how will each navigate momentum, margins, and valuation? A concise take on where the paths might lead.

ETF investors pulled back from U.S. stocks and chased opportunities in commodities, international equities, and safer assets like gold. The week painted a cautious, diversified tilt as flows searched for steadier ground amid market volatility.

Bill Ackman is making a bold bet on Nike’s turnaround, shifting from a large stock stake to long-dated call options as a new leadership-driven plan takes shape. With a renewed focus on marketing, product innovation, and wholesale relationships, the move signals strong conviction in a brand reboot—and the market is watching the outcome.

Major news in healthcare as Hologic moves toward a cash-and-value deal with Blackstone and TPG. The arrangement signals strong confidence in women’s health tech and hints at a rapid, global growth path—pending approvals. A pivotal moment that could reshape the company’s future.

GM lifts its full-year targets after a mixed Q3, navigating tariff headwinds while signaling momentum behind its product mix and EV push. The results hint at a competitive comeback in the U.S. market, with rising share and a brighter outlook for what’s ahead.

GE Aerospace heads into its earnings update as analysts weigh strong expectations against a cautious industrial machinery backdrop. AI-driven demand and mixed peer results add layers of uncertainty, leaving investors watching for signals on the stock’s near-term trajectory.

Here are three short teaser options you can choose from: – A landmark U.S.–Australia minerals pact signals a major shift for critical metals, with new investments and market safeguards on the horizon. The move could reshape defense and tech supply chains. – Two alliance partners poised to reshape the race for rare earths and other…

Mortgage rates look set to stay above 6% for years, testing affordability even as more homes hit the market. A new forecast hints at a modest rise in sales amid regional price twists, with buyers increasingly turning to ARMs and FHA loans to cope. The years ahead could bring a delicate balance between higher borrowing…