Microsoft's Azure cloud growth remains the key driver, supported by strong AI integration and its OpenAI partnership, with a 5-year average growth forecast of 30.5%. The gaming segment faces headwinds from console cycle maturity and market shifts, but represents less than 8% of total revenue, limiting its impact on overall growth. Our updated DCF valuation shows a 26% upside as we rate Microsoft as a Buy, reflecting higher forward growth forecasts and robust cloud momentum.

GoodRx offers compelling value after a ~50% stock decline over the past 12 months, trading at just 6.1x FY25 adjusted EBITDA despite recent execution challenges. A new Novo Nordisk partnership for Ozempic and Wegovy discounts could attract new users and offset recent guidance cuts and Rite Aid-related headwinds. The company cut its revenue and adjusted EBITDA outlook for FY25, which was widely expected after the bankruptcy of Rite Aid.

RJ Caringe, Rivian CEO, joins 'Squawk on the Street' to discuss the company's new plant Stanton Springs, Georgia, the impact of the loss of the EV credit and much more.

Tesla (TSLA) shares are trading at their highest levels since January after gaining ground for five straight days, with the latest boost coming from news that CEO Elon Musk had purchased about $1 billion worth of the company's stock.

Shares of Dave & Buster's Entertainment (PLAY) plunged in morning trading when the game-themed restaurant posted worse-than-expected results as comparable store sales declined and it warned that inflation and tariffs might hurt future demand.

S&P 500 slips from record highs as Oracle rallies on TikTok deal news. Traders eye Fed policy outlook and Powell's comments for the next market move.

Alphabet's stock (NASDAQ: GOOGL) has increased by 24% in one month, driven by a favorable ruling in its antitrust case and the rising popularity of Google's Gemini app. This recent surge raises a key question: How does Alphabet's stock now compare to its peers in terms of size, valuation, growth, and profit margins?

PPG debuts its VELOCITY refinish system, offering durable performance, fast application and cost-effective solutions for busy body shops.

Atlanticus (ATLC) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

LITTLE-KNOWN LAMBORGHINI PREGUNTA WAS THE FINAL CONCEPT CAR BUILT BEFORE AUDI TOOK OWNERSHIP OF THE SANT'AGATA COMPANY | PREGUNTA DESIGN INSPIRED BY THE DASSAULT RAFALE FIGHTER JET | DESIGNED BY MARC DESCHAMPS, BODYWORK WAS BUILT BY CARROSSERIE HEULIEZ | CONCEPT BUILT ON EXTENSIVELY REWORKED LAMBORGHINI DIABLO UNDERPINNINGS | AUCTION TO TAKE PLACE ON 10 OCTOBER 2025 IN COLLABORATION WITH ZOUTE GRAND PRIX CAR WEEK LITTLE-KNOWN LAMBORGHINI PREGUNTA WAS THE FINAL CONCEPT CAR BUILT BEFORE AUDI TOOK OWNERSHIP OF THE SANT'AGATA COMPANY | PREGUNTA DESIGN INSPIRED BY THE DASSAULT RAFALE FIGHTER JET | DESIGNED BY MARC DESCHAMPS, BODYWORK WAS BUILT BY …

Bank of America Corporation (NYSE:BAC ) Bank of America 30th Annual Financials CEO Conference 2025 September 16, 2025 8:15 AM EDT Company Participants Alastair Borthwick - Executive VP & CFO Conference Call Participants Antonio Reale - BofA Securities, Research Division Presentation Antonio Reale BofA Securities, Research Division We're playing on home ground really. So a warm welcome to our own group CFO, Alastair Borthwick.

Schwab Long-Term U.S. Treasury ETF offers low-cost exposure to long-maturity U.S. Treasuries, tracking the Bloomberg US Long Treasury Index. SCHQ provides attractive current income due to elevated long-end yields, but its long duration makes it sensitive to rising rates and curve steepening. Recent yield curve dynamics show a bear steepening, increasing risk for SCHQ as the long end rises faster than the 10-year segment.

Western Digital's shares have soared 128.8% in six months as AI demand, high-capacity drives and debt reduction fuel momentum near 52-week highs.

CNQ, NBHC and ORRF made it to the Zacks Rank #1 (Strong Buy) income stocks list on September 16, 2025.

On Sept. 9, one of the world's biggest tech stocks, Oracle NYSE: ORCL, provided key information that blew investors away. Shares closed up by 36% on Sept.

MGA has recently been in the news on account of a new vehicle assembly deal with Xpeng which marks its first collaboration with a Chinese EV player in Europe. Assembly volumes for MGA's 'Complete Vehicle' division have been on a slump, but this development could help boost prospects, particularly next year, when a mass market model could come tothetable. The XPEV partnership marks MGA's first Chinese OEM assembly in Europe, potentially boosting its smallest, least profitable division over time.

Schwab U.S. Small-Cap ETF (SCHA) is downgraded to hold, reflecting shifting market conditions favoring large-cap stocks over small caps. SCHA offers strong diversification with low idiosyncratic risk and balanced sector exposure, but lacks the tech concentration currently driving market rallies. Recent performance shows SCHA underperforming large caps, with negative fund flows and heightened volatility amid macroeconomic uncertainty.

Fundstrat's Tom Lee has been a notable pundit in this wildly bullish stock market.

Pilgrim's Pride's Small Bird segment delivered strong second-quarter results, fueled by surging QSR demand and value-focused consumers.

Dave & Buster's Entertainment (NASDAQ:PLAY) shares slid 15% to $20.56 in early trading on Tuesday after the restaurant and arcade chain's second quarter 2025 financial results fell short of Wall Street expectations. Dave & Buster's adjusted earnings for the quarter of $0.40 per share was down from $1.12 a year ago, and below the analyst consensus estimate of $0.92.