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NiSource Q2 Earnings Call Highlights
MarketBeat3d agoneutral
NiSource Q2 Earnings Call Highlights

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

Disney may give streaming away for a surprisingly profitable reason
TheStreet3d agoneutral
Disney may give streaming away for a surprisingly profitable reason

Streaming customers have seen their monthly bills go in one direction for years: up. But it seems Disney (DIS) is thinking quite differently now. In its latest earnings call, Disney CEO Josh D’Amaro said the company is exploring free streaming channels that could make some of its vast entertainment ...

Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
Insider Monkey3d agoneutral
Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

Innodata (INOD) Reaffirms 2026 Guidance Following Record Q2 As Valuation Debate Heats Up
Simply Wall St.3d agoneutral
Innodata (INOD) Reaffirms 2026 Guidance Following Record Q2 As Valuation Debate Heats Up

Why Innodata stock is back in focus after fresh guidance Innodata (INOD) has moved back onto investors watchlists after the company reaffirmed its full year 2026 revenue guidance, targeting revenue growth of 40% or more compared with 2025. The guidance update lands alongside record second quarter 2026 results, a planned leadership transition, new AI cybersecurity products and fresh capital markets activity. This gives you several angles to assess what the stock’s current price is factoring...

Can Starbucks (SBUX) Justify Its Valuation As Earnings And Guidance Move Higher?
Simply Wall St.3d agoneutral
Can Starbucks (SBUX) Justify Its Valuation As Earnings And Guidance Move Higher?

Starbucks earnings and guidance move back into focus Starbucks (SBUX) is back in the spotlight after reporting fiscal third quarter results on July 29, 2026, with revenue of US$9.32b and net income of US$1.05b. Earnings per share from continuing operations were US$0.92 basic and US$0.91 diluted. For the first nine months of the fiscal year, Starbucks reported revenue of US$28.77b and net income of US$1.85b. Basic and diluted earnings per share from continuing operations were...

Circle (CRCL) Stock Sees Fair Value Cut As Analysts Split On USDC And Arc
Simply Wall St.3d agoneutral
Circle (CRCL) Stock Sees Fair Value Cut As Analysts Split On USDC And Arc

The fair value estimate for Circle Internet Group has been revised from US$133.71 to US$107.98, pointing to a lower implied equity value in current models. This shift sits within a Street backdrop where price targets range from roughly US$25 to US$157, reflecting very different views on USDC, Arc and the impact of new stablecoin rivals. In the sections that follow, you will see how these moving pieces shape the evolving analyst narrative and what to watch next as it develops. Analyst Price...

Why Century Aluminum (CENX) Is Up 14.4% After Returning To Profit And Full Smelter Utilization
Simply Wall St.3d agoneutral
Why Century Aluminum (CENX) Is Up 14.4% After Returning To Profit And Full Smelter Utilization

In the past week, Century Aluminum Company reported second-quarter 2026 results showing revenue of US$752.1 million and net income of US$249.3 million, a shift from a small net loss a year earlier. The company also achieved full utilization of its smelting assets for the first time in over a decade and secured future tariff relief supporting its planned Oklahoma smelter project, reshaping its operational and policy backdrop. Now we’ll explore how Century Aluminum’s move to full operating...

Karman Holdings (KRMN) Stock Looks Strong On Returns But Expensive On Sales
Simply Wall St.3d agoneutral
Karman Holdings (KRMN) Stock Looks Strong On Returns But Expensive On Sales

Karman Holdings has delivered a 27.2% gain over the past year, yet its broader valuation checks suggest the stock is not an obvious bargain at current levels. The 27.2% one year return highlights that recent shareholders have been rewarded, which naturally raises the question of how much value is already reflected in the price. Recent contract wins and an acquisition aimed at expanding Karman Holdings' European defense presence can support expectations for future revenue, while the company...

Is Microchip Technology (MCHP) Fairly Valued On Strong Earnings And Data Center Growth?
Simply Wall St.3d agoneutral
Is Microchip Technology (MCHP) Fairly Valued On Strong Earnings And Data Center Growth?

Microchip Technology (MCHP) drew strong investor attention after its June quarter earnings topped both company and analyst guidance, supported by broader demand recovery, higher factory utilization, and growing data center and PCIe Gen6 design traction. See our latest analysis for Microchip Technology. The strong June quarter and upbeat guidance have quickly shifted sentiment around Microchip Technology, with the stock’s 1-day share price return of 13.89% and 7-day share price return of...

Fortinet (FTNT) Lifted 2026 Guidance, Is The Stock Now Too Expensive?
Simply Wall St.3d agoneutral
Fortinet (FTNT) Lifted 2026 Guidance, Is The Stock Now Too Expensive?

Fortinet (FTNT) drew fresh investor attention after reporting second quarter 2026 results and issuing new guidance, including a full year 2026 revenue outlook of US$8.02b to US$8.18b with 19% year over year growth. See our latest analysis for Fortinet. Fortinet’s share price has climbed strongly over the year, with a 90 day share price return of 39.95% and a year to date share price return of 104.98%. The 1 year total shareholder return of 114.60% points to powerful longer term momentum...

SentinelOne (S) Deepens AWS Ties As Growth Accelerates
Insider Monkey3d agoneutral
SentinelOne (S) Deepens AWS Ties As Growth Accelerates

On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company’s revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same […]

Caterpillar tariffs send major signal on margins
TheStreet3d agoneutral
Caterpillar tariffs send major signal on margins

Caterpillar delivered a quarter that its own leadership called historic. Sales topped $20 billion for the first time in company history, and profit per share jumped 73% from last year. Notably, Caterpillar's (CAT) adjusted operating margin came in at 21.9%, boosted by a surprise recovery of tariff ...

Natural Grocers by Vitamin Cottage Q3 Earnings Call Highlights
MarketBeat3d agoneutral
Natural Grocers by Vitamin Cottage Q3 Earnings Call Highlights

Natural Grocers by Vitamin Cottage (NYSE:NGVC) reported a 1.8% increase in third-quarter fiscal 2026 net sales to $334.7 million, as comparable-store sales growth accelerated sequentially despite what management described as a challenging consumer environment. Daily average comparable-store sales r

Cloudflare Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Cloudflare Q2 Earnings Call Highlights

Cloudflare (NYSE:NET) reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, as the company cited accelerating customer growth, expanding adoption of its Workers developer platform, and demand for products supporting AI-related workloads. Chief Executive Officer Matthew

NACCO Industries Q2 Earnings Call Highlights
MarketBeat3d agoneutral
NACCO Industries Q2 Earnings Call Highlights

NACCO Industries (NYSE:NC) reported stronger operating performance across its utility coal mining, contract mining and minerals and royalties businesses in the second quarter of 2026, but solar-project impairment charges drove the company to a consolidated operating loss and net loss for the period.

Manitowoc Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Manitowoc Q2 Earnings Call Highlights

Manitowoc (NYSE:MTW) reported higher second-quarter sales, orders and adjusted EBITDA, citing strong crane demand, improved operating execution and a net benefit from tariff-related items. The company raised its full-year outlook for sales, adjusted EBITDA, earnings per share and free cash flow. Se

Jim Cramer Is Telling Investors to Accumulate SpaceX for the Long Term
Insider Monkey3d agoneutral
Jim Cramer Is Telling Investors to Accumulate SpaceX for the Long Term

During CNBC’s Mad Money episode aired on August 5, Jim Cramer addressed investor concerns surrounding Space Exploration Technologies Corp. (NASDAQ:SPCX) and its immense capital requirements. Explaining why he remains bullish on SpaceX’s long-term trajectory despite the massive expenditures involved, Cramer stated: I want to take this moment to explain why the stock might be valuable […]

Jim Cramer Weighs In on Space Equities: Rocket Lab (RKLB) vs. Voyager Technologies (VOYG)
Insider Monkey3d agoneutral
Jim Cramer Weighs In on Space Equities: Rocket Lab (RKLB) vs. Voyager Technologies (VOYG)

Commercial space and defense equities continue to draw investor attention, but CNBC’s Mad Money host Jim Cramer took a cautious stance on higher-risk plays in the sector on August 5. When asked about Rocket Lab Corporation (NASDAQ:RKLB), Cramer dismissed the stock as speculative while steering investors toward Voyager Technologies, Inc. (NYSE:VOYG): Pure spec, that’s the […]

AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?
Insider Monkey3d agobullish
AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia?

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]

Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground
Insider Monkey3d agoneutral
Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier’s network, part of a broader push toward what Nokia calls AI-native mobile […]