News

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

AST SpaceMobile's Q2 revenues surge on gateway deliveries and government contracts, but higher costs drive a wider loss with missed estimates.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 1.3% return lagged the S&P 500 by 9.7 percentage points.

Array Digital Infrastructure beat Q2 estimates as site rental revenues surge 95%, while spectrum sales boost gains and 2026 guidance.

TDS' Q2 earnings surged on spectrum sales, while fiber growth acceleratesd as itand liftsed its full-year address target to 250,000-300,000.

inTest (INTT) delivered earnings and revenue surprises of +125.00% and +1.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Recently released industry research indicates that the global power device analyzer market is expected to grow as electric vehicles, renewable energy systems, semiconductor production, and advanced industrial electronics expand, with combined AC/DC analyzers and automotive customers emerging as key demand drivers. Because Keysight Technologies is a major supplier of power device analyzers, this projected market expansion, particularly in North America, could enhance its opportunities in EV,...

AKAM tops Q2 2026 estimates as AI cloud and cybersecurity demand lift revenues, but higher infrastructure investments pressure earnings.

CCOI beats Q2 earnings estimates despite a revenue miss as weakness in Sprint Wireline and off-net services offset growth in on-net and wavelength offerings.

Vistance's Q2 earnings miss estimates as lower legacy license sales and memory costs pressured results, while DOCSIS 4.0 offers growth potential.

OPTU's Q2 revenues slip amid broadband and video pressure, while mobile growth, margin expansion and network investments offer offsets.

HUBS tops Q2 2026 estimates with 20% revenue growth, AI-powered CRM demand and customer gains fueling earnings and a stronger full-year outlook.

ZG beats Q2 2026 estimates as mortgage and rental growth lift revenues 18%, while its outlook points to continued momentum across key businesses.

Viavi beats fiscal Q4 earnings and revenue estimates as data center, aerospace and defense demand, and Spirent products fuel growth, with strong Q1'27 guidance.

MSI beat Q2 earnings and revenue estimates as strong demand and record orders drove backlog to a second-quarter high, prompting another 2026 outlook increase.

LSCC posts record Q2 revenues and beats earnings estimates as AI data center demand and industrial recovery fuel growth, with upbeat Q3 guidance.

PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.

ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.

VSAT posts Q1 fiscal 2027 earnings beat despite a revenue miss, as lower interest expense narrows losses and management reaffirms growth expectations.

SPCX beats Q2 estimates as revenue surged 91.9%, fueled by AI cloud deals and Starlink growth, while heavy capex reshaped cash deployment.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

ADTN beats earnings and revenue estimates in Q2 2026 with optical networking sales growth and a growing innovation pipeline supporting its outlook.

Fortive raises its 2026 earnings outlook as broad organic growth, margin expansion and stronger cash flow support second-half momentum.

Fortive's faster growth, wider margins and stronger cash flow bolster its case, but near-normal valuation and execution risks may limit upside

If you hold Synopsys shares, the market is pricing a potential fifty percent swing over the next year, a two-sided risk you carry whether or not you ever touch an option.

Synopsys and Keysight Technologies have certified advanced EDA and electromagnetic simulation tools for Intel's latest 14A and 18A P foundry nodes. The certification expands Intel Foundry's design ecosystem for AI and high performance computing customers using these advanced manufacturing processes. The new tool support is intended to help reduce design risk and shorten time to market for chips built on NasdaqGS:INTC process technology. Intel is working to position its foundry business as a...

VIAV faces fiscal Q4 earnings with AI networking launches and Spirent integration in focus, but weak telecom spending and cash flow concerns cloud the outlook.

CDNS beats Q2 2026 estimates as AI-fueled demand lifted revenues 24.2% and backlog to a record $8.1 billion, prompting a higher full-year outlook.

Keysight Technologies has delivered an 85.6% total return over the past three years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium to those fundamentals. Over the last three years, Keysight Technologies has returned 85.6%, which puts extra focus on whether recent gains still line up with its underlying cash flow outlook. The launch of Keysight Multiphysics may support expectations for future design...

Keysight (KEYS) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.