Diamond Hill Capital Sees Long-Term Value in Molina Healthcare (MOH) After Recent Pressure

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy delivered ...

Yahoo Finance·18h ago

The Big Short’s Michael Burry Delivers His Bluntest Warning Yet Regarding AI Stocks. Should You Listen?

Burry gained fame for a winning market prediction several years ago.

The Motley Fool on MSN·1d ago

The stock market is flashing a warning sign, but history has good news for long-term investors

Stocks may be historically expensive but that's not necessarily a sell signal.

The Motley Fool on MSN·1d ago

Meta vs Alphabet: Which AI Stock has Stronger Growth Drivers?

Overview: Meta leads on revenue growth, driven by AI-powered advertising and massive user engagement.Alphabet combines strong Search performance with rapi ...

Analytics Insight·2d ago

[Last Week's US Stocks] AI Monetization Spreads, 5% Interest Rates, and Oil Prices Fall—A Week of Selecting for 'Growth Strength' and Discount Rates

While the NASDAQ rose toward record highs led by AI and semiconductors, a sharp spike in long-term interest rates capped the market's upside. Significance: The structure has become clear where the...

note·2d ago

Microsoft’s AI Investment Could Pay Off for Years. Here’s My Price Target

Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.

Yahoo Finance·3d ago

MongoDB Unveils AI Products, Raises Long-Term Targets Amid CEO Transition

MongoDB (NASDAQ:MDB) used its 2026 Investor Day to outline a leadership transition, new AI-focused product launches and updated long-term financial targets, with executives emphasizing continued ...

Yahoo Finance·1d ago

How long will the AI boom last? Memory stocks offer clues

Plus, OpenAI scraps a model release, and AI-generated food ads gross people out ...

The Wall Street Journal on MSN·1d ago

CEG vs. D: Which Energy Stock Has Better Long-Term Upside Potential?

CEG stands out for its stronger earnings growth, superior ROIC, lower dependence on debt and better price performance than D, despite trading at a premium valuation.

Yahoo Finance·2d ago

PC Autonomous Operation AI 'Holo4' Arrives & Anthropic's Massive Infrastructure Partnership! Today's AI x Stocks [9/28]

Impact on AI x Stock Prices (September 28, 2026)Today's (September 28, 2026) main topics are the announcement of the PC autonomous operation model 'Holo4' and Anthropic's massive cloud contract....

note·2d ago

Should Long Term Growth Targets Require Action From Charles River Labs Stock Investors?

simplywall.st·3d ago

NASDAQ at an all-time high. But behind AI investments, corporate bonds at 9.75%—what did long-term investors see?

Hello, this is Ko.“With so much expectation for AI, why are they raising money at such high interest rates?”Watching the news this week, that question came to mind.Last week, I wrote about how stocks...

note·3d ago

Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under ...

To be sure, Ballmer took over the company in a precarious position. Not only were tech stock valuations extremely frothy, but Microsoft was also fighting its antitrust lawsuit. The stock dropped more...

The Motley Fool·1d ago

Samsung Electronics Stock: $1 Billion Investment in AI Infrastructure Firm Helix

Samsung Electronics stock news: the company and five affiliates will invest $1 billion in KKR-backed AI infrastructure firm Helix.

CoinCentral·1d ago

AMD: The AI Momentum Train Looks Unstoppable, But I'm Pausing Accumulation (Downgrade)

Advanced Micro Devices, Inc. stock downgraded to Hold as AI-driven estimates surge but valuation nears $699 fair value, limiting upside. Click for this AMD update.

Seeking Alpha·2d ago

Oracle vs. Salesforce: Which Enterprise AI Stock Has More Room to Run?

Enterprise AI stocks haven't been big winners for investors over the past year, as Salesforce (CRM-1.76%) and Oracle (ORCL-1.75%) shareholders will tell you. Salesforce's stock is down about 3% over...

The Motley Fool·2d ago

O'Leary backs energy play: Investor shuns AI stocks for power and uranium; says real trade is energy

Canadian entrepreneur Kevin O’Leary is directing his investment focus towards energy infrastructure over technology stocks. He asserts that the future of artificial intelligence hinges on reliable ...

The Times of India on MSN·3d ago

Adobe Stock And 2 Other AI Stocks To Own

Long term Treasury yields hitting a 19 year high have pulled attention back to boring old bonds, yet the real story sits in what is driving those yields higher. A historic surge in AI investment is...

Yahoo Finance·4d ago