News

Kinder Morgan surpasses Q2 earnings and revenue estimates on strong natural gas volumes, raises its 2026 outlook and boosts its quarterly dividend.

The “merger of equals” partners raised guidance, following signs of strength in San Francisco and New York City.

NOK's Q2 earnings beat profit estimates as AI & Cloud demand lift Network Infrastructure growth, even as revenues miss expectations.

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. RAM Smid Composite gained 20.06% in the second quarter of 2026, outperforming the Russell 2500 Value Total Return Index’s 18.50% return, while year to date performance reached […]

Netflix and Roku just reported earnings that could not look more different, and understanding that gap reveals a split-ticket streaming trade worth considering before Roku's next report drops on July 30.

Estee Lauder (EL) 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.

Cava (CAVA) 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.

The biggest US stock fund is asking a premium price, but the powerful earnings growth of its top holdings makes a strong case for it.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.

Rocket Lab's expanding defense business is adding fresh momentum to its long-term investment story despite recent stock turbulence.

Does Old Dominion Freight Line (ODFL) have what it takes to be a top stock pick for momentum investors? Let's find out.

Southwest (LUV) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Does Goldman Sachs (GS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?

Nvidia-Backed Nebius Takes Early Lead in Race for Next-Generation AI Infrastructure

Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.

Alphabet's Q2 revenues rise 24% as Cloud surges 82% and Search grows 17%, while AI demand drives higher capital spending.

ServiceNow's Q2 earnings beat estimates as subscription revenues rise 24.5%, AI ACV tops $1 billion and 2026 subscription guidance increases.

Sezzle's subscriber growth, rising purchase frequency and strong margins give it the edge over Upstart despite a richer valuation.

Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.

Lockheed Martin highlighted major contract wins to support long-term growth, helping lift its second-quarter backlog to a record $230 billion.

LMT beats Q2 earnings and sales estimates, delivers double-digit revenue growth and raises its 2026 sales and EPS outlook.

Comcast Corporation (NASDAQ:CMCSA, XETRA:CTP2) reported stronger-than-expected second quarter 2026 results on Thursday, with adjusted earnings per share and revenue topping Wall Street expectations, while the company highlighted growth across its connectivity businesses and the first quarterly...

Analysts are turning bullish after the wireless carrier beat the Street’s second-quarter earnings target.

Texas Instruments earnings event and why it matters Texas Instruments (TXN) has just reported second quarter 2026 results, with sales of US$5,463 million and net income of US$1,980 million, putting the stock firmly in focus for earnings driven investors. See our latest analysis for Texas Instruments. The earnings beat and higher guidance come after a strong run in Texas Instruments’ share price, with a year to date share price return of 65.72% and a 1 year total shareholder return of 62.38%...

The AI power stock has slumped after Q2 earnings. Is this a warning or an opportunity?

Shares of Cleveland-Cliffs are up about 16% after the steelmaker forecast profits in the back half of the year will be the strongest in five years. Cliffs is the largest producer of steel for the automotive industry. Goncalves said he would consider restarting an idle steel mill in Dearborn, Mich., if automakers commit to relocating more vehicle production to the U.S. from Mexico, Canada or South Korea.

Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...

The company delivered a staggering 997% average earnings surprise over the prior four quarters.

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.