Reported 15 days ago
Elon Musk's legal battle over a $56 billion pay package from Tesla is reaching its final stage as he appeals a Delaware court ruling that invalidated the compensation, citing concerns over board independence and shareholder information. Tesla's attorney argued that a recent shareholder vote should affirm Musk's pay, which has implications for Delaware's corporate law landscape. If Musk does not win, he has a fallback plan with a new compensation agreement, but the current case raises larger questions about the treatment of executives and corporate governance in Delaware.
Source: YAHOO
Reported 15 days ago
The US dollar index has fallen by 0.17% following dovish comments from Boston Fed President Susan Collins, suggesting further interest rate cuts may occur amid a federal government shutdown. Concurrently, gold prices have surged to a new contract high, reaching all-time levels of $4,210.60 per troy ounce, driven by safe-haven demand due to escalating US-China trade tensions and political uncertainties. The markets are now pricing in a high probability of a rate cut at the upcoming FOMC meeting, which has further supported gold and silver prices.
Source: YAHOO
Reported 15 days ago
A consortium led by Nvidia, BlackRock, and Microsoft is set to acquire Aligned Data Centers for approximately $40 billion, aiming to enhance next-gen cloud and AI infrastructure. This acquisition highlights a surge of recent investments in the AI sector, addressing critical resource needs for technology growth. Aligned operates 50 campuses, mainly in the U.S. and Latin America, and will continue under CEO Andrew Schaap post-acquisition. The deal marks the consortium's first move, with a plan to mobilize $30 billion in equity capital, anticipating further boosting AI innovation and economic productivity.
Source: YAHOO
Reported 15 days ago
This article highlights three key signs that indicate you have successfully reached your financial goals. Firstly, having a clear financial plan or investment strategy is essential for tracking progress. Secondly, numerical proof, such as paying off debt or saving sufficiently for retirement, can validate your achievements. Lastly, feeling a sense of accomplishment is important, as it reflects the emotional aspect of meeting your financial objectives. To effectively set and achieve these goals, utilizing the SMART goal framework—specific, measurable, achievable, relevant, and time-bound—is recommended.
Source: YAHOO
Reported 15 days ago
Morgan Stanley reported a record profit of $4.6 billion for the third quarter, surpassing estimates and driven by a significant 44% increase in investment banking revenue. The company's shares rose by 6.7%, reflecting strong performance in equities trading and wealth management. As the investment banking environment improves, executives noted a robust pipeline for future deals, prompting optimism for the year ahead.
Source: YAHOO
Reported 15 days ago
Source: YAHOO
Reported 15 days ago
Analysts from several Wall Street firms are optimistic about Kenvue and United Parcel Service (UPS) as potential high-reward investments, predicting total returns of up to 41% within the next 12 months. Kenvue, the largest pure-play consumer health company, has a strong dividend history despite recent challenges. Meanwhile, UPS, despite facing its struggles, boasts a significant dividend yield and has analysts suggesting a bullish outlook on its stock price recovery. Both companies could serve as solid options for investors seeking income.
Source: YAHOO
Reported 15 days ago
Source: BARRONS
Reported 15 days ago
Nvidia's shares rose over 2% after HSBC upgraded the stock to Buy, indicating confidence in the company's continuous earnings growth driven by the expanding market for AI chips. Analyst Frank Lee expects significant revenue potential from emerging players like OpenAI and CoreWeave, estimating Nvidia could see up to $400 billion in revenue. Despite concerns over the fulfillment of OpenAI's commitments and U.S. energy infrastructure challenges, the company remains optimistic with a raised price target of $320 per share.
Source: YAHOO
Reported 15 days ago
Source: INVESTORS
Reported 15 days ago
France is experiencing a tumultuous political crisis, impacting its financial markets as Prime Minister Sebastien Lecornu agrees to suspend a key pension reform to prevent snap elections. While bond yields and stocks are showing signs of recovery, the country faces continued vulnerability to rating downgrades and high borrowing costs, with economic forecasts indicating a potential rise in the debt-to-GDP ratio if fiscal measures are not implemented. The situation remains dynamic as investors navigate political stability amid lingering fiscal concerns.
Source: YAHOO
Reported 15 days ago
ASML's recent third-quarter report reveals modest revenue growth that falls short of investor expectations, raising questions about its role in the AI boom. Despite a projection of 15% sales growth for 2025, recent performance indicates a slowdown, particularly in lithography system sales. CEO Christophe Fouquet remains optimistic about future prospects, highlighting partnerships and innovations, but investor confidence may hinge on ASML's ability to meet ambitious long-term targets amid global trade uncertainties.
Source: YAHOO
Reported 15 days ago
Source: BARRONS
Reported 15 days ago
Jim Cramer reassured investors about Freeport-McMoRan Inc. (NYSE:FCX), highlighting the company's valuable Indonesian copper and gold mine amid rising demand for copper and gold prices. Cramer dismissed concerns over potential expropriation, suggesting that investors should feel secure holding the stock, despite its historical trading challenges.
Source: YAHOO
Reported 15 days ago
Jim Cramer expressed strong interest in FactSet Research Systems Inc. (NYSE:FDS) during a recent discussion, referring to its current valuation as 'way too cheap' despite its recent downturn and valuation at a 15 multiple. He acknowledged that while he can't specifically advise buying it, the company remains undervalued, particularly in light of its financial services contributions and strong operational execution. Overall, Cramer sees potential in FactSet while also noting that some AI stocks may offer higher upside.
Source: YAHOO
Reported 15 days ago
In a recent segment, Jim Cramer discussed the Southern Company (NYSE:SO), suggesting that investors consider taking profits from the stock. Cramer highlighted its historical significance and the potential shifts in the utility sector, pointing out that while Southern is a defensive stock, there may be better investment opportunities in AI stocks.
Source: YAHOO
Reported 15 days ago
Jim Cramer has highlighted Dutch Bros Inc. (NYSE:BROS) as a potential investment opportunity, suggesting that despite its recent decline in stock price from 86 to 53, it remains a growth company. He advises investors to 'buy some and then wait' for potential further dips into the 40s, indicating confidence in the brand's expansion despite its high price-to-earnings ratio.
Source: YAHOO
Reported 15 days ago
Jim Cramer highlighted Bloom Energy as an 'extraordinary company' during his recent commentary, noting its innovative technology that converts fuels like hydrogen and natural gas into energy without combustion. Despite skepticism surrounding the company, Cramer emphasized its long-standing efforts in clean energy solutions, while also suggesting that some AI stocks might currently offer better investment opportunities.
Source: YAHOO
Reported 15 days ago
Bitcoin and Ethereum have shown signs of stabilization amidst the ongoing U.S. government shutdown, with Bitcoin trading at $112,127 and Ethereum at $4,094. Despite the uncertainty in government operations, macroeconomic factors have caused gold prices to soar to new highs. Analysts are currently assessing BTC's role as a hedge against inflation, noting the impact of the shutdown on important economic data releases. Predictions suggest the current shutdown may become the longest in U.S. history.
Source: YAHOO
Reported 15 days ago
Jim Cramer emphasizes Broadcom's significant potential in the semiconductor industry, particularly in light of its new deal with OpenAI, which involves creating chips that will power the equivalent of 18 Hoover Dams. He notes that despite being a $1.7 trillion company, Broadcom doesn't receive the recognition it deserves. Following Cramer's comments, the stock surged nearly 10%, showcasing its value as an investment in the data center sector.
Source: YAHOO
Reported 15 days ago
Synopsys, Inc. (NASDAQ:SNPS) has obtained regulatory approval to proceed with the sale of its Optical Solutions Group and PowerArtist businesses to Keysight Technologies. This divestiture is part of Synopsys's acquisition of Ansys, finalized on July 17, 2025. The company anticipates concluding the sales by October 17, 2025, and notes that these transactions will not materially affect its financials.
Source: YAHOO
Reported 15 days ago
On October 1, Stifel raised its price target for Marvell Technology, Inc. (NASDAQ:MRVL) from $80 to $95 while maintaining a Buy rating, citing significant growth in its optical business following the Inphi acquisition, which has skyrocketed annual revenues from $800 million to approximately $3 billion. The successful acquisition of Innovium has also exceeded expectations, generating double the anticipated $150 million in revenue. Marvell's custom silicon business is experiencing unprecedented design engagement, with over 50 new opportunities forecasted to yield around $75 billion in potential revenue.
Source: YAHOO
Reported 15 days ago
QUALCOMM Incorporated (NASDAQ:QCOM) has agreed to acquire Arduino, an Italian open-source hardware and software company, to enhance its developer offerings with a robust portfolio of edge technologies. This acquisition is part of QUALCOMM's strategy to provide comprehensive edge platforms and boost productivity across various industries by integrating its advanced processing capabilities with Arduino's accessible tools.
Source: YAHOO
Reported 15 days ago
Cantor Fitzgerald has raised its price target for Analog Devices, Inc. (NASDAQ:ADI) from $270 to $300, maintaining an Overweight rating. The firm observed a rise in customer confidence within the analog semiconductor sector despite overall subdued demand. Analysts also highlighted positive cyclical trends and an improved outlook for 2026, suggesting a favorable environment for investments in ADI.
Source: YAHOO
Reported 15 days ago
Bernstein has reaffirmed its Outperform rating on Applied Materials, Inc. (NASDAQ:AMAT) with a price target of $195, despite new U.S. export regulations that could negatively affect the company's financial performance. Applied Materials expects a hit of $110 million in its fiscal fourth quarter and a substantial $600 million impact for fiscal year 2026 due to these limitations on exports to certain customers in China. The firm remains optimistic about AMAT's potential as an investment, though it acknowledges the opportunity in AI stocks.
Source: YAHOO