Investing
Investing news and analysis from Bear Creek Capital Network, updated daily.
- 3M Raises 2026 Earnings Outlook but Settlement Payments Loom Over 2027 and 2028
3M lifted its full-year 2026 adjusted earnings-per-share guidance and is tracking toward mid-teens percentage earnings growth, according to The Motley Fool. The improvement is real, but two years...
- WEG Shares Fell After Earnings. One Analyst Sees an Opening.
WEG's third-quarter results sent shares lower, but one Seeking Alpha analyst argues the selloff has created an entry point. Revenue grew year over year while margins tightened, and two new...
- Two International ETFs, Two Very Different Bets Outside the US
One fund chases developed-market stability at rock-bottom cost; the other loads up on emerging-market tech. The Motley Fool compared the State Street SPDR Portfolio Developed World ex-US ETF and...
- Nebius Seen as Safer AI Cloud Bet as CoreWeave's Debt Troubles Rattle Investors
A Seeking Alpha analyst argues that Nebius Group (ticker: NBIS) stands to gain as CoreWeave's debt-driven instability pushes cloud computing clients toward alternatives. The case rests on a...
- Billionaires Sold Six Magnificent Seven AI Stocks in Q2. One Fund Bought Four Others.
Billionaires or their funds sold out of six Magnificent Seven stocks in the second quarter, while one of them, Appaloosa, opened a position in Apple and added to three others.
- Six blue-chip names are 20%-plus off their highs. Which are bargains?
Nike, Goldman Sachs, Intel, Disney, Pfizer, and Home Depot are each trading at least 20% below their all-time highs, even as the S&P 500 is up 14% year to date. The Motley Fool ran each through a...
- Ridgeline closes $250M Series E at $1.425B valuation, claims first AI management ISO cert
Ridgeline, the investment management software platform, announced a $250 million Series E funding round at a $1.425 billion valuation and disclosed it has achieved ISO/IEC 42001 certification for...
- Bloom Energy's full-year guidance is the only number that matters at Q3 earnings
Bloom Energy reports third-quarter results in the last week of October, and the stock has already climbed roughly 2,350% over three years. The company has raised its full-year revenue guidance...
- Oakmark Fund skipped AI infrastructure stocks and calls it a missed opportunity
Harris Associates' Oakmark Fund acknowledged in its Q3 2026 commentary that avoiding AI infrastructure names cost it meaningfully against the Russell Value Index this year. The fund is also...
- VYM yields more, but VIG has returned more over the past decade
Vanguard's two dividend ETFs split on what a retiree is buying. VYM's 30-day SEC yield is 0.84 percentage points higher, while VIG has compounded faster over the past ten years, according to an...
- Meyer Global Management and its chief executive accused of defrauding pre-IPO fund investors
The Securities and Exchange Commission has charged Meyer Global Management LLC and its chief executive, Owen E.H. Meyer, with defrauding retail investors across multiple schemes tied to SpaceX and...
- BlackRock SOXX Leads SMH by 22 Points Over One Year, Trails by 100 Over Five
The iShares Semiconductor ETF has outrun the VanEck Semiconductor ETF across every recent time frame, including by more than 22 percentage points over the past year. But the longer the comparison...
- Nvidia's data center segment reached 92% of revenue last quarter
Data center sales were $89.0 billion of Nvidia's $96.2 billion in the quarter ended 26 July 2026. The Motley Fool's 8 October review called the stock a bargain at roughly 25 times forward...
- Buterin sees Ethereum as a cryptographic world computer by 2030
Ethereum co-founder Vitalik Buterin has outlined a sweeping technical roadmap that would fundamentally change what the network is and does by the end of the decade. The ambition is real, but...
- MercadoLibre trades near multi-year valuation lows as growth investments weigh on earnings
MercadoLibre's stock has fallen over the past year as competition and rising loan losses pressure near-term profits, but the company's first-half revenue still grew 50% year over year. The Motley...
- Eli Lilly Phase 2 Data Shows EloraTZP Outperforms Tirzepatide Alone
A phase 2 trial of Eli Lilly's combination weight loss drug EloraTZP produced meaningfully greater weight reduction than tirzepatide by itself, according to The Motley Fool. The company plans to...
- Quercus Fund posts wildest monthly swings in its history through mid-2026
The Quercus Fund's shareholder letter for the second quarter of 2026 reports that seven of the first eight months of the year produced monthly returns exceeding 7% in either direction, the most...