News

Veeco's $200 million advanced packaging orders and capacity build set the stage for a 2027 ramp in AI-linked markets despite near-term margin pressure.

UBER's Q2 call spotlights AV scale, 22% bookings growth and widening profitability, alongside stronger mobility and cross-platform engagement.

SYM's Q3 call spotlighted margin gains, steady Q4 expansion and a broader product set, with major inflections expected in fiscal 2027 and early 2028.

NuScale highlights TVA talks and near-term deployment readiness, backed by approved designs, available fuel, suppliers and $1.9 billion in liquidity.

SHOP's Q2 call highlights agentic commerce, AI-driven order growth and expanding payments, backed by broad GMV gains and operating leverage.

Rockwell Automation's broader end-market demand, stronger margins and raised fiscal 2026 outlook signal momentum, even as inflation and tariffs increase costs.

SiTime sees AI infrastructure and TPD fueling a sharp Q3 revenue step-up as rising timing content and longer orders improve visibility into 2027.

NRG builds its growth strategy around a 1.2-GW Texas data-center power project, targeting protected returns and customer-backed cash flows.

Lilly lifts its 2026 outlook as Foundayo adoption accelerates, Medicare expands obesity access and retatrutide advances toward a 2027 filing.

IonQ raises 2026 revenue outlook after record Q2 sales, as SkyWater advances its 256-qubit system and vertically integrated quantum road map.

e.l.f. Beauty raises its fiscal 2027 outlook as rhode demand, improving organic trends and global expansion drive 36% of first-quarter sales growth.

DIS' Q3 call highlights parks and streaming growth, reaffirms fiscal 2026 guidance and raises planned share repurchases to at least $9 billion.

DoorDash says faster growth and better unit economics are funding DashPass, AI, autonomy, merchant services and its global technology platform.

Robust Q2 earnings momentum is likely to fuel a broader market rally. These ETFs are well positioned to benefit from the scenario.

Celestica (NYSE:CLS) shares dropped around 15% on Thursday after the electronics manufacturing company announced a $3 billion public share offering priced at a discount to its previous closing price. The capital raise is intended to strengthen the company’s balance sheet and support future investment, although the discounted pricing weighed heavily on investor sentiment.

Target has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

Net income from continuing operations surged 51% year-on-year to $552m.

Sandisk and Western Digital shares fell sharply Thursday, despite exceeding Wall Street’s quarterly sales and profit estimates.

(Corrects to remove detailed Microsoft information as story published July 31 included Q3 data.)

Shares in Moderna ticked higher after the biotech secured Food and Drug Administration approval for its mRNA flu vaccine for use in adults aged 50 and older. The FDA's decision capped an arduous seven-month process that included a rare refusal by the regulator to consider the shot.

Your own evolving goals might point the way to a different type of exchange-traded fund.

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI […]

The consensus price target hints at a 27.9% upside potential for Advanced Energy (AEIS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Record ETF inflows are rewriting the rules of passive investing, but the money flooding into funds isn't spreading across the market the way most investors assume. What's hiding inside your index fund may be a far more concentrated bet than you bargained for.

Visa has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

ACMR heads into second-quarter earnings with advanced packaging and ECP demand supporting growth despite rising expenses and margin pressure.

Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most investors would consider impossible at this stage of the rally.

D-WAVE QUANTUM (QBTS) delivered earnings and revenue surprises of -25.00% and -19.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Acuren Corporation (TIC) delivered earnings and revenue surprises of +7.69% and +1.43%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ATI (ATI) delivered earnings and revenue surprises of +19.42% and +3.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?