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Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.

IT's discounted valuation, rising earnings outlook and strong cash flow offer appeal, but uneven revenue growth and Consulting weakness add risk.

EAT's Q4 results are likely to reflect Chili's traffic gains, value-led menu momentum and labor efficiencies, partly offset by commodity inflation.

AppLovin stock sinks as analysts lower price targets following Q2 earnings. Here’s how you should play APP shares at current levels.

A New Mexico judge called the company a "public nuisance" and required changes to its apps

INOD tops Q2 earnings and revenue estimates as AI demand and margin expansion fuel record profitability, sending shares up about 14.6% after hours.

Find insight on Munich Re, Oversea-Chinese Banking Corp., Assicurazioni Generali and more in the latest Market Talks covering financial services.

ANET pairs strong AI networking growth with record financial performance, but its premium valuation leaves little room for execution missteps.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime...

Earnings shock puts Serve Robotics in focus Serve Robotics (SERV) is in the spotlight after its latest earnings release combined very strong year over year revenue expansion with a much larger net loss and a reduced outlook that weighed on the stock. See our latest analysis for Serve Robotics. At a share price of $5.68, Serve Robotics has seen a 7 day share price return of 18.09%, while the 90 day share price return is down 35.23% and the 1 year total shareholder return is down 46.36%. This...

Investing.com - Citadel Securities' Scott Rubner has started advocating for adding structural exposure to gold for the first time in 2026, calling the current precious metals setup "one of the more compelling upside setups we have seen in precious metals in months."

Warby Parker (NYSE:WRBY) announced the launch of its first Intelligent Eyewear collection in collaboration with Google Gemini and Samsung. The collection introduces smart eyewear features that integrate with Google Gemini and Samsung technology platforms. The move extends Warby Parker's product range beyond traditional prescription and sun eyewear into connected devices. Readers interested in more ideas linked to the digital backbone that supports products like Warby Parker's new...

Applied Optoelectronics, Inc. recently reported second-quarter 2026 results showing sales rising to US$191.92 million from US$102.95 million a year earlier, while net loss widened to US$22.78 million and basic and diluted loss per share from continuing operations increased to US$0.28 from US$0.16. Despite higher losses, the company highlighted record revenue for the fifth consecutive quarter and strong demand for its next-generation 800G and 1.6T AI-focused optical transceivers, alongside...

In the past week, Autodesk reported steady fiscal Q2 sales trends despite its ongoing restructuring, with partners successfully adjusting to the company’s newer transaction model, according to recent commentary. Investors are also watching closely ahead of the previously scheduled 27 August 2026 earnings release, where analysts had been expecting year-on-year growth in both earnings and revenue. What stands out is that Autodesk’s operational reshaping appears to be progressing without major...

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

Arista Networks unveils new AI networking platforms to expand Ethernet AI opportunities, but customer adoption and execution will determine how the rollout unfolds.

Its five-year correlation to the market is low, and that buys a different kind of risk rather than less of it.

Apple (NasdaqGS:AAPL) has filed a lawsuit against OpenAI alleging misappropriation of confidential AI and hardware technology trade secrets. The complaint seeks a preliminary injunction that Apple says is needed to prevent irreparable harm to its core AI and device development work. The case could bring internal details of Apple's AI research, product security practices, and development processes into public view. Legal and competitive risks around AI intellectual property are back in focus...

D-Wave Quantum (NasdaqGS: QBTS) reported a breakthrough two-qubit entangling gate published in Nature, marking a key advance toward practical gate-model quantum computing. The new gate is designed to be fast and high fidelity with built-in error detection, targeting more hardware-efficient and scalable quantum error correction. D-Wave presents this result as a milestone in its roadmap toward fault-tolerant quantum systems that aim to support larger, more reliable quantum programs. Readers...

ANET has surged on booming AI networking demand, record results and expanding enterprise reach as growth momentum continues to drive investor confidence.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

IT raised its 2026 EPS and free cash flow outlook as margins improved, but lower revenue guidance keeps attention on execution and Consulting weakness.

Wendy's (WEN) second-quarter earnings fell year over year amid weak traffic trends, while the fast-f

Lyft CEO David Risher discusses the company's growth compared to Waymo, its plans to expand internationally and where Lyft is focused internally. He speaks with Ed Ludlow on "Bloomberg Tech."

CELH posts higher second-quarter revenues as Alani Nu demand and Rockstar Energy contributions offset weaker CELSIUS brand sales.

SM's Q2 earnings beat estimates as production more than doubled, realized prices rose and free cash flow supported debt reduction and returns.

By Amanda Cooper LONDON, Aug 7 (Reuters) - Global stocks headed for their strongest weekly gain since May after a weaker-than-expected U.S. jobs report eased fears of an imminent Federal Reserve rate