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Call it a monopoly or a private equity company in disguise, but there's no doubt TransDigm is a compounder.

Investing.com -- Mizuho TMT specialist Jordan Klein is making Microsoft his top software long into year-end, citing the potential for Azure to surpass 50% growth as additional capacity comes online.

SUN's planned $600 million Offen acquisition expands its fuel distribution footprint, adds scale and is expected to boost cash flow immediately.

DICK'S Sporting, Motorola and Goldman stand out for accelerating sales growth, strong cash flow and favorable valuation and profitability metrics.

Trump Media and Technology Group (NASDAQ: $DJT) has reported a $360.6 million U.S. loss on its cryptocurrency holdi...

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

RBC Capital kept a ‘Sector Perform’ rating on Upwork while citing pressure from both artificial intelligence trends and changes to Google's search algorithm.

The bitcoin mining company, which has pivoted toward selling data center capacity, signed a deal with a major AI developer, widely reported to be Anthropic, in a transaction valued at $9.1 billion.

BioCryst just turned profitable, its HAE drug Orladeyo is minting cash, and a rival's blockbuster acquisition just put the whole rare-disease sector in play. So which pharma giant has the most to lose by letting someone else snap it up first?

Riot Platforms secured a 20-year, $9.1 billion colocation agreement covering 191 MW of AI data center capacity at its Rockdale campus in Texas.

Flex's planned CPI spin-off would separate its fastest-growing business, sharpening its AI data-center exposure and the remaining company's cash focus.

Elon Musk's Terafab pulled one US stock back into focus with $16.8 billion. But no deal is signed, and Wall Street's biggest banks disagree.

FLEX's 10.6% slide comes as AI-led CPI growth, raised guidance and stronger margins collide with higher debt, heavy spending and a premium valuation.

Bob Wright, who turned around Potbelly, is facing declining sales at Wendy's. He says the fix starts with the food.

The 20-unit agreement advances equipment work for accelerated data-center power projects, but B&W has not disclosed the customers, delivery schedule, contract value or financing terms.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today announced the launch of three new leveraged single-stock ETFs. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock.

Review M/A-Com's (MTSI) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Explore MKS' (MKSI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

While the smart money appears quite cautious about Ondas’ upcoming earnings report, ONDS stock is also flashing a compelling quant signal.

A single prospective tenant is negotiating for Riot’s entire Corsicana site. A definitive lease could exceed $1 billion in annual rent, but key commercial terms and credit support remain unresolved.

Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road’s long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining flat. Despite underperforming the S&P, the strategy focuses on established industrial companies with strong growth potential and attractive cash […]

NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

McDonald's (MCD) just reported second quarter results that kept revenue and earnings growing, while also revealing slower US comparable sales and rising competitive pressure from Burger King. At the same time, management is reshaping leadership and execution. See our latest analysis for McDonald's. Against that backdrop, McDonald's share price has softened, with the year to date share price return down 9.7% even though the stock has seen a 27.4% total shareholder return over five years. This...

Celsius Holdings stock is under pressure after a long slide in returns, while the valuation checks suggest the shares still do not screen as a clear bargain. With management changes following weak recent performance and a low value score, investors are weighing whether the current price fairly reflects the risks around execution and growth. Celsius Holdings has fallen 55.4% over the past 3 years, which raises the question of whether the pullback has fully reset expectations or if investors...

RKLB faces government spending, competition and supply-chain risks despite benefiting from a major Space Force award.

Riot Platforms, the Bitcoin miner-turned-data center operator, discloses a $9.1 billion compute supply deal with a frontier artificial-intelligence giant. That customer is Anthropic, a source familiar with the matter confirmed to Barron’s.

Bank of America (NYSE:BAC) is tightening its lending approach to data center projects as community opposition and permitting disputes increase. A senior infrastructure finance executive said local resistance and regulatory delays are now a key focus in financing decisions for data center deals. The shift comes as AI related data center construction faces growing scrutiny over land use, power demand, and local environmental impact. For a broader view on how the AI build out and rising...

Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...

J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.

Why RTX stock is back in focus after fresh missile defense contract RTX (RTX) is drawing renewed investor attention after its Raytheon business secured a US$745 million Missile Defense Agency contract for Standard Missile-3 Block IIA interceptors, along with expanded U.S. production capacity. See our latest analysis for RTX. The fresh missile defense contract arrives at a time when RTX's share price has shown firm momentum, with a 30 day share price return of 14.39% and a year to date share...