The market's skepticism regarding the development of data centers is presenting contrarians with a great buying opportunity.
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SNDK's discounted valuation stands out as AI-driven NAND demand, enterprise SSD growth and multiyear supply deals reshape its growth story.
AT&T reported quarterly results that topped earnings expectations but missed Wall Street’s revenue estimates.
The company is rapidly transforming from a Bitcoin miner into a data center landlord for tech giants, but its future growth depends on navigating a complex regulatory path.
Rocket Lab lands multiyear launch contract, sending shares sharply higher
Strong quarterly results overshadowed by softer third-quarter outlookPhilip Morris International Inc. (NYSE:PM) reported better-than-expected second-quarter 2026 results on Wednesday, but investors focused on weaker-than-anticipated third-quarter earnings guidance, sending the stock modestly lower.
The deal represents the Artificial Intelligence Infrastructure Partnership’s first investment, as it joins Global Infrastructure Partners and UAE tech investment firm MGX in acquiring the data center developer.
Results exceed expectations as outlook disappoints investorsMoody’s Corporation (NYSE:MCO) reported stronger-than-expected second-quarter 2026 results on Wednesday, although investors focused on a slightly softer full-year earnings outlook that weighed on the stock. The credit ratings and analytics company posted adjusted earnings per share of $4.
Lower credit-loss provisions and stronger earnings offset a slight miss in net interest income.
Adjusted EPS topped estimates while revenue came in slightly light
The electronics retailer reported a key insider's stock sale amidst a rising share price.
JPM, GS and C stand out after strong Q2 results, upbeat 2026 outlooks and improving earnings estimates.
Record quarterly performance drives earnings beatTeledyne Technologies Incorporated (NYSE:TDY) reported better-than-expected second-quarter 2026 results on Wednesday, as record orders, revenue and operating profit helped the company surpass Wall Street forecasts and lift its full-year guidance. The aerospace and defence technology company posted adjusted earnings per share of $6.
Investing.com -- Capital Economics Chief Economic Adviser John Higgins said in a note Wednesday that a surge in foreign buying of U.S. equities could be another warning sign for the S&P 500, noting that similar surges preceded the bursting of the dotcom bubble, the global financial crisis, and the 2022 market drawdown.
Super Micro rallies after lifting margin outlook despite soft revenue view
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.
Range Resources surpasses Q2 earnings and revenues estimates as higher production, stronger price realizations and lower unit costs supported results.
AI stock volatility has created discounts from 52-week highs. SNDK, WDC and CIEN stand out with strong growth drivers and upside potential.
While most AI investors crowd into chipmakers and hyperscalers, three names one layer deeper in the buildout are quietly posting triple-digit growth rates and drawing major analyst upgrades before the next round of earnings hits.
General Motors continues its earnings beat streak and raises 2026 guidance, but can high costs and EV headwinds limit upside?
Chipmaker restructures its data center unit as Xeon demand supports its AI-focused revenue recovery.
Virgin Atlantic to become exclusive UK airline partnerJoby Aviation (NYSE:JOBY) shares gained 4% on Wednesday after the electric aircraft developer announced a long-term partnership with Virgin Atlantic to introduce commercial air taxi services across the United Kingdom. The agreement, unveiled during the Farnborough International Airshow, names Virgin Atlantic as Joby’s exclusive airline partner for UK air taxi operations.
Ark Invest added to the existing positions in three of the firm's ETFs.
Moody's raised Argentina to B3 with a positive outlook, citing stronger fiscal and external fundamentals.
Investing.com -- Bernstein initiated coverage of Affirm with an Outperform rating and a $100 price target in a note on Wednesday, arguing the buy-now-pay-later company sits "at a unique intersection of several tailwinds" despite broader skepticism toward fintech.
Intel reported its Q2 earnings after the bell on Thursday.
Philip Morris (PM) delivered earnings and revenue surprises of +7.84% and +6.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
AT&T (T) posted second quarter results that drew attention to its stock, with record fiber and fixed wireless subscriber growth, strong postpaid phone additions, and profitability that exceeded analyst expectations. See our latest analysis for AT&T. AT&T shares trade at $22.26, with the stock up 4.61% on a 7 day share price return but down 14.32% over 90 days. The 3 year total shareholder return of 76.13% contrasts with a 15.00% decline over the past year, suggesting long term holders have...
Moody's (MCO) delivered earnings and revenue surprises of +10.38% and +4.43%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%