SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.
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Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption. It is part of the company’s strategy of extending its cloud platform, Azure, beyond traditional infrastructure into the foundation for nmext-generation AI computing. That was evident on July 21, as the software giant confirmed the expansion of […]
Investors think good news for D-Wave is great news for IonQ. Are they wrong?
Talen Energy Corporation (TLN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Oil prices (CL=F, BZ=F) are pulling back as the U.S. and Iran pause military strikes. Tortoise senior portfolio manager & managing director Rob Thummel joins Market Catalysts to discuss the volatility of oil prices and why he sees long-term value in energy stocks.
Investors are underappreciating the MLP's war-fueled earnings and volume growth potential.
The payments enterprise has seen its share price soar 2,410% since its initial public offering in 2008.
Microsoft's Azure outlook stays strong ahead of fiscal Q4 results as AI demand outpaces capacity and new platform launches test margin durability.
CVS, CAH, HUM and ACAD look ready for Q2 2026 earnings beats as growing demand for medical products and services continues to support performance.
Shinhan Financial (SHG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Texas Instruments (TXN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Jefferies upgraded Ford and General Motors as they moved past last year's electric vehicle losses. Ford stock rose about 1%, while General Motors advanced around 2.5%.
Intel reported blowout numbers in the second quarter of 2026.
Ingersoll Rand, RBC Bearings and Crane enter earnings season with favorable estimate trends, supported by manufacturing strength and aerospace demand.
Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.
The average S&P 500 yield hasn't been this low in more than 150 years.
Apple's consumer products, including the iPhone, could be reasons to consider the stock ahead of its next earnings report.
The chief investment strategist at Concurrent Asset Management shares her top investment picks right now.
Delek US, Par Pacific, PBF Energy, ZIM Integrated and Nabors emerge as broker favorites amid oil-price swings and hopes for a U.S.-Iran diplomatic resolution.
5G demand sets the stage for QCOM, MSI and IDCC earnings as AI, IoT and network upgrades shape quarterly prospects.
F, PCAR, OSK and ABG face mixed Q2 setups as softer volumes, tariffs and pricing pressures cloud their chances of beating estimates.
Neocloud infrastructure provider Nebius has solid backing from Nvidia, and it is on track to multiply its revenue substantially over the next three years.
Benchmark said multiple quantum hardware platforms can succeed as enterprise adoption expands, reducing the likelihood of a single dominant player emerging.
The USDC issuer acquired nearly 1,000 patents from IBM in a single deal, but IBM is still backing USDC's most dangerous rival.
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a ‘value trap’. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins […]
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.
GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.
The voice artificial intelligence (AI) company releases its second-quarter numbers next week.
Palantir Technologies (PLTR) is expected to report "solid" Q2 revenue growth and raise its full-year