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Latest youtube.com · about 12 hours ago

Starboard Value Has Taken a Position in Shake Shack, CEO Smith Says

Starboard Value CEO Jeff Smith says his firm has a position of several hundred million dollars in Shake Shack during an interview with Dani Burger on "Bloomberg Deals." -------- More on Bloomberg Television and Markets Like this video?

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P-SPAC seekingalpha.com · about 12 hours ago

SpaceX: Looking Beyond The Hype

SpaceX aka Space Exploration Technologies Corp. offers massive long-term potential but current valuation exceeds reasonable near-term expectations, especially post-IPO with further share unlocks imminent. SpaceX's vertically integrated model—launch, Starlink connectivity, and AI—drives recurring revenue, but faces intensifying competition and execution risks, especially in AI and satellite markets. Key SPCX risks include Musk's centrality, Starship execution, valuation risk, and capital intensity; Starlink and launch services are strong, but AI market share assumptions are speculative.

XLV etftrends.com · about 12 hours ago

Showstopper Healthcare Earnings Elevate Use Case for XLV

Wednesday, August 5th may have felt like an average Summer day, but it actually represented a compelling inflection point for the healthcare industry. This is because a few key healthcare giants reported their Q2 2026 results, showing that the industry still has plenty of gas left in the tank.

MRBK seekingalpha.com · about 12 hours ago

Meridian Holdings: The Market Still Sees The Acquisition, Not The Earnings Engine

Meridian Holdings has transitioned from an acquisition-driven story to a profitable, earnings-focused operation, with two consecutive quarters of profitability. MRDN's core Meridianbet segment is expanding faster than the online gambling market, driving strong revenue growth, improved operating leverage, and reduced interest expense. Despite a working capital deficiency and pending acquisition payments, MRDN's cost structure and free cash flow have enabled significant debt reduction and margin expansion.

AFLYY globenewswire.com · about 12 hours ago

Declaration of number of voting rights

Declaration of number of voting rights Information relating to the total number of voting rights and shares as required by L.233-8 II of the code of commerce and article 223-16 of the general rules of the French market authority (AMF). Date Number of shares Total number of voting rights       07/31/2026   262,769,869 Theoretical number of voting rights1: 375,176,162 1 The theoretical voting rights include all voting rights, including double voting rights.

NVDL 247wallst.com · about 12 hours ago

SPCQ +21% and NVDL + 6% as SpaceX Earnings Reshuffle the AI Chip Trade

A single catalyst is doing the sorting in the AI hardware trade today. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) released its first quarterly report since its June 2026 IPO after the close on August 4, and although the top-line numbers beat expectations, investors focused on the eye-watering pace of AI capital spending.

AMD marketbeat.com · about 12 hours ago

AMD's Post-Earnings Drop May Be the Opportunity Investors Wanted

Contrarian as it may sound, Advanced Micro Devices' NASDAQ: AMD August price pullback looks like a strong signal to buy. The pullback was triggered by a typically understated earnings report and lofty expectations; however, nothing in the release warranted closing out positions or shorting the stock.

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