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Benzinga Bulls and Bears: Riot Platforms, Firefly, Virgin Galactic

BenzingaBenzinga Senior Editor

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

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  1. The Motley FoolMike Schwenk

    Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

    Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.

  2. The Motley FoolSara Appino

    Applied Materials vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026?

    The article compares Applied Materials and Broadcom as semiconductor investment options for 2026. Applied Materials provides chip manufacturing equipment with $28.4B in FY2025 revenue and strong free cash flow of $5.7B, but faces customer concentration risks and export control challenges. Broadcom, with $63.9B in FY2025 revenue and $26.9B in free cash flow, is recommended as the better buy due to its dominant AI accelerator business with locked-in commitments from major tech companies and deeper, harder-to-replicate hyperscaler relationships.

  3. Zacks Investment ResearchNa

    Can Barrick Mining's Cash Engine Unlock Greater Returns Ahead?

    Barrick Mining Corporation leverages strong cash generation and a solid balance sheet to return significant value to shareholders through dividends and share repurchases. The company generated $1.7 billion in operating cash flows (up 28% YoY) and returned $1.5 billion to shareholders in Q2 2026. Peers Newmont Corporation and Agnico Eagle Mines also demonstrate robust capital return programs, with Newmont returning $1.9 billion since April 2026 and Agnico Eagle planning to return 40% of annual free cash flow.