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The topics and banter at this year’s Sohn Investment Conference offered a glimpse at what is on the minds of top fund managers.

Greenlight Capital's David Einhorn pitched two investment ideas Tuesday at the Sohn Investment Conference that he says are undervalued beneficiaries of the artificial-intelligence boom: Centene: The managed-care company can use AI to speed up manually repetitive processes such as claims processing, Einhorn said.

FLR's Q1 2026 EPS and revenues miss estimates as legal and project charges hit results, sending shares down 15.2% on Friday.

Centrus Energy (NYSE:LEU) reported higher first-quarter revenue and raised its full-year revenue outlook, citing commercial progress, improving offtake discussions and continued work on its uranium enrichment expansion program. On the company’s Q1 2026 earnings call, President and Chief Executive O

Fluor (NYSE:FLR) reported first-quarter 2026 results that management said reflected a growing pipeline of potential work but also included several discrete items, including a legal charge tied to past government services work and a cost increase on a mining project in the Americas. Chief Executive

Recent share performance and business profile With no single headline event driving Fluor (FLR) into focus, investors may be looking at the stock’s recent returns and fundamentals to reassess how this engineering and construction company fits into a diversified portfolio. Fluor has a market capitalization of about US$7.8b and provides engineering, procurement, construction, fabrication, modularization, and project management services across three segments: Urban Solutions, Energy Solutions,...

The Nasdaq Composite and the S&P 500 reached new peaks on Friday, boosting their weekly gains, follo

US benchmark equity indexes were higher intraday as traders parsed the latest jobs report, while oil

NuScale Power has plunged 58% in six months, but NRC approvals, TVA partnerships and AI energy demand could support its long-term nuclear growth story.

The drop in bookings reflects timing rather than demand, CEO Jim Breuer said, with  stronger performance expected in the second half.

Fluor (FLR) reported weaker-than-expected first-quarter results on Friday while the engineering and

Fluor Corporation (NYSE:FLR) shares dropped 5. 05% in premarket trading on Friday after the engineering and construction company reported weaker-than-expected first-quarter results and tightened its full-year outlook.

Fluor reports adjusted earnings per share of 14 cents from sales of almost $3.7 billion. Wall Street expected earnings per share of 52 cents from sales of $9.2 billion.

Fluor (FLR) delivered earnings and revenue surprises of -78.63% and -3.63%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

CoreWeave drops after missing analysts’ earnings target, while Trade Desk plummets on weak revenue guidance.

Fluor has fully exited its equity position in NuScale Power (NYSE:SMR), moving from majority owner to preferred EPC partner. The exit marks a shift from long-term anchor shareholder to commercial contractor, with Fluor reporting a significant profit on its investment. This change reshapes NuScale's governance setup and shareholder mix while preserving an important project delivery relationship. NuScale Power focuses on small modular reactor technology, a segment that sits at the...

NuScale's small modular reactors could change the way nuclear energy is deployed, but the company has its work cut out for it.

Trex (TREX) delivered earnings and revenue surprises of +16.39% and +1.06%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Fluor was an early investor in NuScale Power in 2011.

Can STRL's first-quarter 2026 results extend its data center surge despite housing softness and seasonal headwinds?

Fluor (NYSE:FLR) is shifting its core business toward a capital efficient reimbursable services model. The company is backing this move with a substantial share repurchase program. Fluor plans to fund a significant part of the buyback through the sale of its stake in NuScale. Fluor sits at the intersection of engineering, procurement and construction services, a space where contract structure can have a major impact on earnings stability. Moving away from large fixed price projects toward...

Fluor's stock price is climbing in 2026, but there are other factors to consider before making an investment.

Is FLR a good stock to buy? We came across a bullish thesis on Fluor Corporation on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal. In this article, we will summarize the bulls’ thesis on FLR. Fluor Corporation’s share was trading at $47.14 as of April 21st. FLR’s trailing and forward P/E were 2.71 and […]

KBR teams with Tagup to embed AI-driven logistics planning, cutting planning time and boosting Space Force and missile defense readiness.

Centrus Energy (NYSE:LEU) has engaged Geiger Brothers as construction contractor for an expansion of its uranium enrichment plant in Ohio. The project is focused on increasing capacity for High Assay Low Enriched Uranium (HALEU) and Low Enriched Uranium (LEU) production. Fluor Corporation will continue to provide engineering oversight for the facility expansion. Centrus Energy, a nuclear fuel supplier trading under ticker NYSE:LEU, is moving its Ohio enrichment project into a more...

Is MTZ or FLR better positioned to capture rising U.S. infrastructure demand as backlogs grow and project pipelines expand across key markets?

Semiconductor stocks steal the spotlight with data center investments -- but that doesn't mean they should upstage this industrials company.

Geiger Brothers will manage the on-site construction tasks in partnership with Centrus’ existing teams and Fluor.

From a quadruple-bagger AI stock, to an apparel behemoth, to a past nuclear darling, insiders are trading these three stocks.