Comfort Systems is a major beneficiary of the data center infrastructure build-out arms race.
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Comfort Systems is a major beneficiary of the data center infrastructure build-out arms race.
The AI trade lifted stocks on Thursday as all eyes were on the crucial Trump-Xi summit that kicked off in Beijing.
Eyes are on the crucial Trump-Xi summit that has kicked off in Beijing, with trade and AI high on the agenda.
US stock futures edged higher as Wall Street awaited President Trump's meeting with Chinese President Xi Jinping.
The memory chip giant's market cap has doubled in a little over a month.
KLA (NASDAQ:KLAC) has outperformed the market over the past 10 years by 25.45% on an annualized basis producing an average annual return of 39.19%. Currently, KLA has a market capitalization of $242.61 billion. Buying $100 In KLAC: If an investor had bought $100 of KLAC stock 10 years ago, it would be worth $2,724.17 today based on a price of $1850.88 for KLAC at the time of writing. KLA's Performance Over Last 10 Years Finally -- what's the point of all this? The key insight to take from this a
Every investor eventually faces the same question: when does the certainty of a bond beat the upside of a stock? Evan from the Investing for Beginners Podcast laid out a clean answer, and the math right now is closer than most people realize. On a recent episode, Evan said, “if I was able to get, ... Bonds at 7 percent could beat the stock market. Here’s when to make the switch.
onsemi’s first quarter results were met with a clearly negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP earnings expectations. Management identified accelerating demand in AI data centers and initial signs of stabilization in automotive as primary drivers, highlighting a significant ramp in the Treo product platform and strong sequential growth in their power portfolio. CEO Hassane El-Khoury stated that “improving demand signals and accelerating AI data
Alibaba Gr Hldgs (NYSE:BABA) reported fourth-quarter financial results on Wednesday. The transcript from the company's fourth-quarter earnings call has been provided below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. The full earnings call is available at https://edge.media-server.com/mmc/p/npqai6e2/ Watch the full earnings call below: Summary Alibaba Group Holding Ltd reported a 11% year-over-year re
Baidu (NasdaqGS:BIDU) stock has drawn fresh attention after recent share price moves and updated return figures, prompting investors to reassess how its current valuation lines up with its recent financial performance and segment mix. See our latest analysis for Baidu. Recent trading has been strong, with a 1 day share price return of 7.55% at US$150.50 and a 30 day share price return of 34.36%. The 1 year total shareholder return of 62.70% contrasts with a 5 year total shareholder return...
Tower Semiconductor (TSEM) is back in focus after reporting stronger than expected first quarter 2026 results, issuing record second quarter revenue guidance, and signing US$1.3b in silicon photonics contracts tied to AI data center demand. See our latest analysis for Tower Semiconductor. That upbeat guidance and the US$1.3b silicon photonics contracts come on top of a sharp re-rating in recent months, with the stock posting a 90 day share price return of 102.65% and a 1 year total...
BlackRock (NYSE:BLK) is partnering with Standard Chartered and crypto exchange OKX so investors can use units of its tokenized money market fund, BUIDL, as trading collateral. CEO Larry Fink is warning that an AI driven "K economy" could fracture markets, concentrating capital and influence among a small group of dominant players. The company is seeing ongoing crypto related fund flows and has taken part in a high profile business delegation to China, underscoring its engagement with global...
GitLab, ticker NasdaqGS:GTLB, has launched a global restructuring plan called "GitLab Act 2" focused on preparing for AI driven software development. The plan includes workforce reductions, exiting countries with smaller teams, flattening management layers, and reorganizing R&D into smaller autonomous teams. Management intends to reinvest savings from these changes into AI capabilities and growth initiatives across its DevSecOps platform. For investors watching NasdaqGS:GTLB, this...
Kratos Defense & Security Solutions (KTOS) is back in focus after a strong first quarter, raised 2026 revenue guidance, and a record backlog, as investors weigh growth in drones, hypersonics, and space contracts against valuation and cash flow questions. See our latest analysis for Kratos Defense & Security Solutions. Despite strong first quarter figures and raised 2026 guidance, the stock has come under pressure recently, with the 30 day share price return down 28.63% and the year to date...
GE Vernova (NYSE:GEV) has raised its 2026 revenue and core margin forecasts, signaling stronger expectations for its core operations. The company reported a record gas turbine backlog, with total orders increasing by $13b as data center and grid demand drive new projects. Management now expects to reach a $200b backlog target faster than previously outlined, including a goal of 110 GW in gas turbine backlog and reservation agreements by year end. GE Vernova comes into this update with the...
A stock fell nearly 13% after earnings on May 8. By the next morning, Michael Burry had already bought a full position. He posted about it on Substack before the market opened. The speed of that move tells you almost everything about how Burry thinks. The details of why he moved tell you the rest. ...
While chip makers Intel and Micron have been getting all the love in recent days, Marvell got a nice bounce Wednesday after analysts at BofA and Goldman Sachs raised their price targets for it. Marvell shares closed up 8.2% to $177.95, for a new record high. The stock is up more than 100% in 2026 on high demand for its chips and partnerships with Big Tech hyperscalers like Amazon and Microsoft It has had 12 record closes in 2026, with the last one on May 6.
Amphenol (NYSE:APH) has outperformed the market over the past 10 years by 10.83% on an annualized basis producing an average annual return of 24.57%. Currently, Amphenol has a market capitalization of $153.41 billion. Buying $100 In APH: If an investor had bought $100 of APH stock 10 years ago, it would be worth $896.05 today based on a price of $124.80 for APH at the time of writing. Amphenol's Performance Over Last 10 Years Finally -- what's the point of all this? The key insight to take from
Ralph Lauren (RL) closed at $331.62 in the latest trading session, marking a -1.64% move from the prior day.
In the latest trading session, FedEx (FDX) closed at $369.7, marking a -1.79% move from the previous day.
In the closing of the recent trading day, Copart, Inc. (CPRT) stood at $32.94, denoting a -1.5% move from the preceding trading day.
<p>SCHD and JEPI are two of the most popular dividend ETFs, but they take fundamentally different approaches to generating income. Here's how to decide which belongs in your portfolio.</p>
Karooooo (KARO) delivered earnings and revenue surprises of -14.28% and +1.59%, respectively, for the quarter ended February 2026. Do the numbers hold clues to what lies ahead for the stock?
Enovix Corporation (ENVX) delivered earnings and revenue surprises of +9.09% and +8.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Nebius (NBIS) reports a 684% jump in Q1 revenue as it establishes itself as a leading vertically integrated neo-cloud for AI compute.
Birchtech (AMEX:BCHT) reported first-quarter financial results on Wednesday. The transcript from the company's first-quarter earnings call has been provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. View the webcast at https://viavid.webcasts.com/starthere.jsp?ei=1761146&tp_key=1b46e148b3 Summary Birchtech Corp completed a $16.4 million capital raise and uplisted to the NYSE American, strengthening its
Many of us remember the days of Target being a shopping destination, as opposed to an obligatory trip to stock up on essentials. The big-box giant once dominated with its fun, fresh inventory, particularly in categories like home goods and apparel. In recent years, though, Target has lost much of ...