Adyen N.V. posted 19% net revenue growth and 17% non-interest revenue growth in the first half of 2026, with management forecasting over 20% revenue growth for the full year. The company's large cash reserves of €12 billion and a healthy balance sheet support both organic growth and acquisitions, including recent buys like Talon.One and Orb. The launch of Adyen Agentic further strengthens its strategic position. These factors contribute to a fair value estimate of €1,471 per share, justifying a continued buy recommendation.
AT&T has been upgraded to a Strong Buy rating due to its improved free cash flow guidance, now expected to reach around $18 billion by 2026. The company shows strong pricing power and accelerating earnings, supported by rising wireless average revenu...
Jefferies has reaffirmed its 'buy' rating on Prudential PLC, highlighting management's confidence in demand for its Hong Kong insurance products. Prudential reported a 9% rise in adjusted operating profit before tax to $1.81 billion and a 10% increas...
OpenAI announced it will start displaying ads on its ChatGPT Free and Go subscription tiers in India, where it has over 100 million weekly active users. The company plans to feature ads from 50 brands and launch an ad manager next month to help marke...
Moonwell, a decentralized lending protocol on Base, has frozen borrowing in its MAMO Core Market by reducing the borrow cap to 1 wei after an attacker exploited low liquidity in the MAMO token. The attacker manipulated MAMO's price, using inflated co...
In 2026, both CVS and Intel showed strong turnaround results but faced stock sell-offs for different reasons. Intel's decline stems from doubts about its 18A manufacturing roadmap and competitive pressure, while CVS's drop relates to a cautious 2027 ...
