GTES enters the second half of 2026 with stronger sales, margins and cash flow, but agriculture weakness and rising costs temper its recovery.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The two companies were once embroiled in a trade secret theft lawsuit. Now, Wisk is being absorbed into Archer.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 16.8% over the past six months. At the same time, the S&P 500 was up 10.9%.
The chipmaker is raising fresh capital for AI and manufacturing investments, but shareholders face a sizable dose of dilution.
AROC's Q2 earnings and revenues lag estimates as it faces pressure from weaker AMS, though strong contract operations and higher margins provide support.
ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.
Shares of SpaceX on Monday rose above $135, the price at which the company sold shares to the public in mid-June, for the first time since July 16.
NKE is streamlining global logistics to improve inventory flow, curb markdowns and support margins, though international sales remain under pressure.
Investors aren't happy with high-spending companies that don't turn a profit.
Microsoft, Amazon, Micron and Alphabet headline a strong Q2 season, with robust earnings and upward revisions reinforcing corporate fundamentals.
Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud
Rocket Lab stock rose slightly ahead of its earnings report on Monday. Shares rallied 27% last week.
ICF International's Q2 earnings beat estimates as commercial and international growth, margin gains and solid 2026 guidance offset federal weakness.
SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.
Amazon's AI monetization and earnings momentum fuel its breakout, while Krispy Kreme faces falling estimates despite early turnaround gains.
Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on ...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
First Phosphate Corp (NASDAQ:PHOS)(CSE:PHOS)(OTCQX:FRSPF) has uplisted to the Nasdaq Global Market, with CEO John Passalacqua telling Proactive's Stephen Gunnion that the move transforms the company into a primary US security, opening it up to portfolio managers who can only buy US-listed stocks or securities on specific exchanges. Passalacqua described the uplisting as consistent with the company transitioning from small cap to mid cap status. Passalacqua said the Nasdaq Global Market listing improves both liquidity and visibility as First Phosphate advances its Bégin-Lamarche phosphate project, and provides access to US and international capital markets. He noted that many of the company's anticipated customers and business partners are based in the US and Europe, making a presence on a leading transnational exchange strategically important. On operational milestones, Passalacqua said the company's priority is delivering a feasibility study, which it hopes to complete by end of 2026 or early 2027. He added that First Phosphate is fully capitalized to move through permitting and reach a final investment decision over the next couple of years. First Phosphate's stated ambition is to build a North American mine-to-market lithium iron phosphate (LFP) supply chain. Passalacqua said the Nasdaq listing supports that goal by giving the company the profile of larger peers in the critical minerals and technology space. #FirstPhosphate #PHOS #phosphate #LFP #criticalMinerals #Nasdaq #miningStocks #batteryMaterials #Canada #resourceInvesting
The company said the round was “the largest raise in live commerce”, with the funding “going toward one thing: helping small businesses grow”.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
SpaceX stock is trading at a jaw-dropping valuation even after its steep post-IPO slide, and at least one seasoned hedge fund veteran thinks the dip is a trap. Here is why buying the discount could cost you more than you bargained for.
Strategy Inc. co-founder Michael Saylor said OpenAI‘s ChatGPT helped Strategy design a novel preferred stock structure that ultimately enabled it to raise roughly $15 billion to purchase additional Bitcoin. How ChatGPT Helped Strategy Design a New Bitcoin Funding Vehicle Speaking...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
Varex Imaging reported higher revenue, stronger non-GAAP margins and improved earnings, although tariff refunds and related customer reimbursements provided a roughly $10 million benefit to quarterly gross profit. Key Investor TakeawaysVarex Imaging (NASDAQ:VREX) reported Q3 FY2026 revenue of $211 million, up 4% year over year, with Industrial revenue reaching $77 million and Medical revenue at $134 million.
Tesla just posted record deliveries while cratering its own profitability story, leaving investors to weigh a broken Q2 against a 2027 pipeline that could rewrite the entire valuation case.
(Bloomberg) -- Global AI, a two-year-old tech firm, has raised $441 million in debt financing led by JPMorgan Chase & Co. to meet growing demand for artificial intelligence data centers.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Stree
SpaceX, Arista Networks and Boeing face contrasting catalysts, from AI and network demand to space, defense and execution risks.
Cristina Tazza adds to her duties, as she remains global chief strategy officer.