News

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

Sterling Infrastructure (STRL) could produce exceptional returns because of its solid growth attributes.

RBC Bearings (RBC) possesses solid growth attributes, which could help it handily outperform the market.

Arista Networks (ANET) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Take-Two maintained its $8 billion-plus bookings forecast ahead of the scheduled November launch of Grand Theft Auto VI.

The billionaire founder of Rockstar Energy, Russ Savage, called for a leadership overhaul at Celsius.

Higher Darzalex and Kesimpta royalties supported a $195 million increase in Genmab's annual revenue-guidance midpoint.

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.

Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.

ASYS' AI-driven growth, margin gains and strong backlog support momentum, but weak SFS demand and a premium valuation warrant caution.

MSI pairs double-digit growth and record backlog with a premium valuation, raising the stakes for sustained earnings execution.

Microsoft remains free-cash-flow positive.

New management sacrificed near-term shareholder distributions to fund a turnaround after U.S. sales and profit deteriorated.

BTQ Technologies has completed the first milestone in a multi-year effort to build chips that can protect data against future quantum computers, the company said on August 7. BTQ Technologies (Nasdaq: BTQ) is a company developing security technology for what it calls the quantum era. Its partner, ...

Doximity raises fiscal 2027 revenue guidance as AI adoption and pharma demand fuel growth, even as higher AI investments pressure margins.

Shares of this infrastructure stalwart set a new 52-week high-water mark today.

Elon Musk is turning to off-grid power to power his AI ambitions; he's not alone.

If chips are being swapped out every two years, the depreciation math looks a bit rough.

A Texas judge dismissed claims that the drugmakers illegally blocked access to compounded weight-loss drugs.

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.

EAT's Q4 results are likely to reflect Chili's traffic gains, value-led menu momentum and labor efficiencies, partly offset by commodity inflation.

AppLovin stock sinks as analysts lower price targets following Q2 earnings. Here’s how you should play APP shares at current levels.

A New Mexico judge called the company a "public nuisance" and required changes to its apps

Find insight on Munich Re, Oversea-Chinese Banking Corp., Assicurazioni Generali and more in the latest Market Talks covering financial services.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime...

Earnings shock puts Serve Robotics in focus Serve Robotics (SERV) is in the spotlight after its latest earnings release combined very strong year over year revenue expansion with a much larger net loss and a reduced outlook that weighed on the stock. See our latest analysis for Serve Robotics. At a share price of $5.68, Serve Robotics has seen a 7 day share price return of 18.09%, while the 90 day share price return is down 35.23% and the 1 year total shareholder return is down 46.36%. This...

Warby Parker (NYSE:WRBY) announced the launch of its first Intelligent Eyewear collection in collaboration with Google Gemini and Samsung. The collection introduces smart eyewear features that integrate with Google Gemini and Samsung technology platforms. The move extends Warby Parker's product range beyond traditional prescription and sun eyewear into connected devices. Readers interested in more ideas linked to the digital backbone that supports products like Warby Parker's new...

Applied Optoelectronics, Inc. recently reported second-quarter 2026 results showing sales rising to US$191.92 million from US$102.95 million a year earlier, while net loss widened to US$22.78 million and basic and diluted loss per share from continuing operations increased to US$0.28 from US$0.16. Despite higher losses, the company highlighted record revenue for the fifth consecutive quarter and strong demand for its next-generation 800G and 1.6T AI-focused optical transceivers, alongside...