News

Eli Lilly (NYSE: LLY) reported that its KRAS G12C inhibitor olomorasib received FDA Breakthrough Therapy designation for advanced pancreatic cancer in patients with a KRAS G12C mutation. The company entered a new clinical trial collaboration with Amplia Therapeutics to test olomorasib in combination with Amplia's FAK inhibitor narmafotinib in advanced non small cell lung cancer. These developments highlight Eli Lilly's efforts to broaden its oncology portfolio beyond its diabetes and obesity...

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...

In July 2026, AirJoule Technologies Corporation deployed its AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus in Niskayuna, New York, where it now operates as a live showcase producing distilled water directly from air for visiting customers and partners. This installation deepens the 50/50 joint venture between AirJoule and GE Vernova, giving potential industrial and data center users a real-world view of how modular on-site...

Tariffs, earnings and guidance put First Solar stock in focus First Solar (FSLR) has moved into the spotlight after the U.S. administration approved a 15% tariff and minimum import prices on polysilicon products. This policy treats its thin film technology differently from silicon based rivals. The company publicly backed the new trade measures, which target reliance on Chinese polysilicon supply chains and support domestic manufacturing. Investors are weighing how this policy backdrop...

Vishay Precision Group, Inc. has reported its second-quarter 2026 results, with sales rising to US$83.94 million from US$75.16 million a year earlier, while swinging from a net income of US$0.25 million to a net loss of US$1.72 million and issuing third-quarter revenue guidance of US$84 million to US$89 million. Despite higher year-on-year sales for both the quarter and first half of 2026, the company moved deeper into loss-making territory, marking a contrast with earlier analyst...

Why Karman Holdings stock is in focus after Q2 earnings Karman Holdings (KRMN) drew fresh attention after reporting second quarter 2026 results on 6 August, along with higher full year revenue guidance and a repricing of its term loans and revolving credit facility. See our latest analysis for Karman Holdings. The earnings beat, higher guidance and lower interest costs have clearly shifted sentiment around Karman Holdings. The 1-day share price return of 5.60% and the 7-day share price return...

Q2 Earnings Shift QuantumScape’s Timeline And Business Model QuantumScape (QS) unsettled investors after its Q2 earnings update, which paired a continued lack of revenue and cash burn with a move away from near term manufacturing plans toward a licensing focused approach. See our latest analysis for QuantumScape. QuantumScape’s Q2 update landed after a tough stretch for the stock, with the share price down 45.03% year to date and the 1 year total shareholder return down 30.59%. The 1 day...

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold entirely: equity ownership in the power infrastructure that sustains its hardware. […]

Nutrien (NYSE:NTR) reported second-quarter adjusted EBITDA of $2.4 billion and first-half adjusted EBITDA of $3.5 billion, up 6% from a year earlier, as record potash sales volumes, proprietary-product margin growth and operating execution supported results. Cash provided by operating activities in

Nerdy (NYSE:NRDY) reported second-quarter results that showed improved margins and a narrower loss, while the online learning company announced plans to wind down its Varsity Tutors for Schools business and exit First Tutors, a smaller U.K. tutoring operation. Founder, Chairman and Chief Executive

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

When a facility closes, a FedEx sorter collecting early Social Security discovers that the payment covering his moving costs and the one ending his job can trigger opposite reactions from the agency, and the smaller check may be the one that costs him benefits.

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 ...

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Keenan Michael Conder's non-discretionary sale was triggered by restricted stock unit vesting, not market sentiment.

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 […]

Robin Tomasello's non-discretionary sale reduced his stake by just 1%, leaving him with 439,863 shares worth $9.1 million.

Ana G. Pinczuk retains direct ownership of 737,716 shares worth $15.31 million, signaling continued confidence in the company despite the equity reduction.

Padgett maintains a $20.3 million stake of common shares after the non-discretionary sale triggered by restricted stock unit vesting.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

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...

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...

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...

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 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...

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) 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...

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 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 (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