BNP’s top AI semiconductor & networking stock picks for Q2 earnings—ANET, STX, ALAB—plus raised targets and 2028 forecasts.

ASML raised its sales forecast and plans to expand capacity after strong AI demand, while various other chipmakers saw stock ...

Airbnb is one of the rare marketplaces that derive the supermajority of their demand organically. But regulatory headaches ...

In the second quarter, the Heartland Value Fund gained 17.05%, compared with the 17.19% return for the Russell 2000 Value ...

At Heartland, by contrast, our 10 Principles of Value Investing™ require us to constantly focus on fundamental factors such ...

ASML (ASML) raised its 2026 forecast for the second time this year and said it plans to expand capacity on the back of AI ...

Goldman Sachs Q2 FY2026 results: 38% earnings growth, $31B private credit, 130% equity underwriting surge, bigger ...

TotalEnergies looks undervalued with a sub-12x P/E, strong profitability and a growing dividend. Read the latest analysis on ...

Fabrinet is a critical supplier to the AI and data center ecosystem, yet its stock has lagged AI peers, up just 0.7% YTD. I ...

Salesforce (CRM) faces mounting skepticism as its AI initiatives, particularly Agentforce, fail to deliver meaningful revenue ...

PayPal Holdings stock is down 82% as Stripe acquisition rumors swirl. Click for this PYPL update and see why I remain bullish ...

SVXY ETF rated Hold: limited upside, high risk. Best as a short-term trade after VIX spikes amid Fed/data uncertainty. Learn ...