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HGV, VAC, and TNL all underperformed over five years despite 2026 sector gains. VAC raised guidance after strong Q2 results; HGV and TNL offer higher FCF yields. Analysts favor TNL for its balance sheet and brand strength, though VAC shows stronger near-term momentum.

Lockheed Martin (NYSE:LMT) just landed one of the largest single contract awards in its history. On July 29, the Department of War handed the defense giant a seven-year, up to $53.86 billion undefinitized contract action for PAC-3 Missile Segment Enhancement interceptors, pushing the total multiyear deal to $58.62 billion once the $4.7 billion awarded back […]

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

Construction equipment company Caterpillar (NYSE:CAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24% year on year to $20.54 billion. Its non-GAAP profit of $8.17 per share was 31.8% above analysts’ consensus estimates.

Everyone wants to pick the winning humanoid robot company, but that race may already be the wrong bet. The real opportunity hides inside a supply constraint that no robot builder can sidestep, no matter who comes out on top.

CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock...

Aehr Test Systems has surged over 400% this year on a dramatic business transformation, but with a price-to-sales ratio that would make most investors flinch and insiders quietly selling into the rally, the question now is whether the momentum has any room left to run.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Walmart stock is in focus with earnings due Aug. 20. Here's how to reach for profit with a short-term options trade on the retailer.

Gov. Gavin Newsom‘s (D-CA) MyFirstEV program promises a $3,500 instant discount on new EVs, as well as a $1,750 discount on used EVs, for first-time buyers in California. Now, Elon Musk‘s Tesla Inc. has confirmed on its website that it...

A $410 million regulatory fine, a massive data breach, and a currency collapse sent Coupang to near 52-week lows while its peers barely flinched. One top analyst sees that punishment as a setup, not a sentence.

Silicon photonics run rate reached $680 million, targeting $1 billion by year-end.

CEO Blake Moret discusses strong software growth and tariff headwinds.

Revenue surged across all channels as TransDigm raised full-year guidance.

Online travel agency Booking Holdings (NASDAQ:BKNG) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 8.1% year on year to $7.35 billion. Its non-GAAP profit of $2.54 per share was 4.5% above analysts’ consensus estimates.

On Holding (NYSE:ONON) shares fell 19% after the company reported second-quarter net sales below expectations and issued full-year growth guidance at the lower end of forecasts, overshadowing strong direct-to-consumer growth and an expansion in gross profit margin. The Swiss sportswear...

Spotify hits 300 million premium subscribers and record 33.4% gross margin.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

TJX Companies (TJX) is set to deliver "in-line" Q2 EPS report and raise guidance, with limited impac

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

As Broadcom has outperformed the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Wayfair (W) could benefit from improving home furnishings demand, stronger internal programs, market

Cardinal Health beats fiscal Q4 EPS estimates as profit surges, while revenues miss; fiscal 2027 guidance points to continued earnings growth.

Riot Platforms surged more than 20% after signing a $9.1 billion deal, reportedly with Anthropic, to lease AI computing capacity at its Texas campus. The move shows how bitcoin miners are reinventing themselves as AI infrastructure landlords. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

Monolithic Power (MPWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

One of these two takes the cake if your priority is cash right now.

The Southeast Asian tech powerhousey delivered better-than-expected results.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

Hims & Hers Health, Inc. reported second-quarter 2026 sales of US$753.21 million, up from US$544.83 million a year earlier, but moved from net income of US$42.51 million to a net loss of US$86.29 million, while also raising full-year 2026 revenue guidance to between US$3.10 billion and US$3.30 billion and issuing higher third-quarter revenue expectations. Alongside this growth outlook, the company is rolling out an AI-powered, personalized weight loss experience on the Hers app, supported by...

Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.