U.S. Tobacco Stock News

NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy (DUK) Plans $10 Billion Equity Raise After North Carolina Rate Deal

Duke Energy (NYSE:DUK) plans a US$10b equity issuance to support gas generation projects tied to rising data center power demand. The company has reached a multiyear rate settlement in North Carolina that reduces earlier proposed rate hikes and adds refund provisions linked to project timing and federal tax credits. Both the capital raise and rate agreement are set to influence how Duke Energy manages infrastructure growth, balance sheet pressure and customer pricing over the coming...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla (TSLA) Could Be 10% Above Fair Value As Its Bundle Of Bets Faces Scrutiny

Tesla (TSLA) is back in focus after a Wall Street Journal report suggested the company is weighing options to separate its China business ahead of a potential merger with SpaceX, a claim Elon Musk has publicly rejected. See our latest analysis for Tesla. Tesla's share price has been volatile in 2026, with a 1 day share price return of 2.83% and a 7 day share price return of 5.58% following July's sharp drop. The year to date share price return of 24.99% and 1 year total shareholder return of...
NYSE:WOLF
NYSE:WOLFSemiconductor

Wolfspeed (WOLF) Ties AI Data Center Push To New Silicon Carbide Partnership

Wolfspeed (NYSE:WOLF) announced a new partnership with LITEON to supply silicon carbide power solutions for next generation AI data centers. The collaboration focuses on scalable and reliable power delivery systems aimed at hyperscale AI and cloud customers. The agreement uses Wolfspeed's silicon carbide manufacturing platform within LITEON's data center power products. This move underlines how Wolfspeed is tapping into broader AI infrastructure demand. There are many other companies...
NYSE:PRSU
NYSE:PRSUHospitality

Pursuit Attractions And Hospitality (PRSU) Stock May Be Overvalued On Earnings But Strong On Returns

Pursuit Attractions and Hospitality has delivered a strong 64.3% return over the past three years, yet its current valuation screens as overvalued on market multiples and only mixed on broader checks. After a pullback in recent weeks, the question for investors is whether the price now fairly reflects the business that remains after the latest portfolio reshaping. Pursuit Attractions and Hospitality has returned 64.3% over three years, which puts recent weakness into context as a give back...
NYSE:LEA
NYSE:LEAAuto Components

Lear (LEA) Is Down 6.0% After Hiking 2026 Guidance And Expanding Buybacks And Shelf Plans – Has The Bull Case Changed?

Lear Corporation recently reported past second-quarter 2026 results showing higher sales of US$6,209.4 million and net income of US$192.8 million, raised its full-year 2026 revenue guidance to about US$23.8 billion, updated second-half operating income and margin expectations, expanded its share buyback plans, and filed new shelf registrations including an ESOP-related common stock offering. An interesting angle is how margin gains in the E-Systems segment and IDEA-driven cost savings helped...
NYSE:PEG
NYSE:PEGIntegrated Utilities

How Mixed Q2 Results Shape Public Service Enterprise Group’s (PEG) Earnings Story for Investors

Public Service Enterprise Group Incorporated recently reported its second-quarter 2026 results, with sales of US$2,554 million and net income of US$334 million, both lower than the same period a year earlier. Despite the quarterly earnings decline, the company’s six-month sales rose to US$6,402 million compared with the prior year, highlighting a different trend between short-term profitability and year-to-date revenue performance. With second-quarter earnings per share from continuing...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

How Investors May Respond To Chewy (CHWY) Expanding Autoship And Acquiring Vet Clinics

In recent months, Chewy has been highlighted for expanding its Autoship subscription program and moving into physical veterinary clinics through acquisitions such as Modern Animal, while its CEO executed a pre-planned sale of a small portion of his holdings. This combination of deeper recurring revenue efforts and a push into higher-margin vet services is reshaping how investors assess Chewy’s business mix and resilience. Next, we’ll examine how Chewy’s push into brick-and-mortar vet...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Adobe Stock Looks Cheap as AI Spending Reshapes US Large Cap Growth

When the Federal Reserve sends mixed signals on rates, inflation holds at 3.5% and jobs data softens, it can feel like the ground is shifting under every stock. That uncertainty can punish some companies, yet it can also spotlight others that appear better placed to handle choppy policy moves. This article walks through three large cap growth stocks exposed to these cross currents and explains why each might deserve a closer look right now. The three stocks covered next are just a sample, and...
NYSE:ARDT
NYSE:ARDTHealthcare

Ardent Health (ARDT) Could Be 8% Undervalued As Lower Earnings Reset Guidance

Ardent Health (ARDT) is in focus after second quarter 2026 results showed much lower net income and earnings per share than a year earlier, along with reduced full year earnings guidance for 2026. See our latest analysis for Ardent Health. Despite the earnings reset and lowered guidance, Ardent Health's recent share price return has been firm. The stock has recorded a 7 day gain of 8.25% and a year to date share price return of 33.68%. However, the 1 year total shareholder return is slightly...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

Acadia Healthcare (ACHC) Is Up 6.4% After Raising 2026 Revenue Outlook Despite Softer Q2 Earnings

In the past quarter, Acadia Healthcare Company, Inc. reported second-quarter 2026 results showing sales of US$865.84 million and net income of US$10.93 million, alongside weaker earnings per share than a year earlier. Despite softer quarterly profitability, management raised full-year 2026 revenue guidance to US$3.40–US$3.45 billion, highlighting confidence in the company’s underlying demand and growth pipeline. Next, we’ll examine how Acadia’s weaker quarterly earnings but higher full-year...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Why Tempus AI (TEM) Is Up 18.6% After Joining CellCarta’s CDx Commercialization Lab Network

On 6 August 2026, CellCarta Inc. said it would add Tempus AI to its CDx Commercialization Lab Network, with Tempus using its Tempus Hub to manage provider test ordering, sample routing to CellCarta, and result delivery for oncology-focused companion diagnostics in the U.S. This collaboration links Tempus AI’s ordering and data platform with CellCarta’s development and regulatory capabilities, aiming to close the gap between CDx approval and real-world clinical access for cancer...
NYSE:CRI
NYSE:CRILuxury

Carter's (CRI) Posts Stronger Earnings And New Guidance, Is It Still Below Fair Value?

Stronger earnings and fresh guidance reshape the Carter's story Carter's (CRI) is back in focus after reporting much higher second quarter and first half 2026 earnings compared with 2025, alongside new guidance that points to continued sales growth for the rest of the year. See our latest analysis for Carter's. The latest results and updated guidance come after a strong run in Carter's share price, with a 90 day share price return of 13.11% and a year to date share price return of 20.36%...
NYSE:VIA
NYSE:VIASoftware

Via (VIA) Stock Can Revenue Growth Justify Ongoing Losses

Via Transportation stock added 3% today, a calm move for a company that just put a high growth, still loss making model back under the spotlight. The real story is not whether the stock popped or faded. It is whether investors believe the revenue engine and margin trajectory in this quarter are strong enough to justify paying up for a business that still reports losses. The headline from Via Transportation’s Q2 is clear. Revenue reached about US$136m and the adjusted earnings before interest,...
NasdaqGS:INTR
NasdaqGS:INTRBanks

Inter & Co (INTR) Posted Record Profit, Is The Stock Still A Bargain?

Inter & Co (INTR) has drawn fresh attention after reporting second quarter 2026 results. The company posted net income of R$421.11 million and basic earnings per share of R$0.95 from continuing operations. See our latest analysis for Inter & Co. Despite Inter & Co reporting record quarterly profitability, the stock's 1 day share price return declined 7.87% to US$5.27. This contributed to a 37.63% share price decline year to date, while the 3 year total shareholder return remains positive at...
NYSE:BX
NYSE:BXCapital Markets

Blackstone (BX) Backs AI Data Centers As TXNM Merger Scrutiny Drags On

Blackstone (NYSE:BX) has invested in AI data center company Firmus alongside investors such as Nvidia and Coatue, expanding its exposure to AI infrastructure. The Firmus funding round positions Blackstone in a growing ecosystem of capital flowing into data center and AI related assets. Separately, Blackstone's extended merger agreement with TXNM Energy remains under regulatory and legal scrutiny, with public calls for customer rate credits adding pressure. The combination of the Firmus...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK) Gains An AI Angle As Nextera Deal Puts Fair Value In Focus

Oshkosh stock reaction to Nextera Robotics deal Oshkosh (OSK) has drawn fresh attention after announcing an equity investment in Nextera Robotics, an AI and robotics firm focused on autonomous construction project management and job site intelligence. The move links Oshkosh’s equipment ecosystem, including its JLG access platforms, with Nextera’s autonomous robots and data tools. Investors now have a clearer view of how the company is integrating AI, connectivity, and on site analytics into...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Is Allegro MicroSystems (ALGM) A Bargain As Strong Earnings And Guidance Lift Hopes?

Allegro MicroSystems (ALGM) has drawn fresh attention after reporting first quarter sales of US$259.24 million and net income of US$15.87 million, along with new guidance indicating higher net sales for the second quarter. See our latest analysis for Allegro MicroSystems. At a share price of US$43.77, Allegro MicroSystems has a year to date share price return of 62.65%, while the 1 year total shareholder return of 42.25% points to strong but recently cooling momentum. This follows a 30 day...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Is Earnings Momentum And Selective M&A Activity Altering The Investment Case For Powell Industries (POWL)?

Powell Industries, Inc. recently reported higher third-quarter and nine‑month fiscal 2026 sales and earnings year on year, while its board reaffirmed a quarterly dividend of US$0.09 per share payable in September 2026. At the same time, management highlighted an active but selective M&A pipeline, focusing on acquisitions that could expand complementary products and services despite what it views as rich sector valuations. Building on this earnings momentum and disciplined acquisition stance,...
NYSE:AIZ
NYSE:AIZInsurance

Assurant (AIZ) Stock May Be A Bargain At Today’s Price

Assurant stock has delivered a strong 112.2% return over the past three years, yet the valuation signals are split, with the Excess Returns intrinsic value estimate suggesting the shares trade below intrinsic value while earnings based multiples point to a richer price. Assurant's 112.2% three-year return highlights how strongly the share price has rewarded long-term holders. Future valuation may be supported if the company can sustain reliable cash generation, although any pressure on...