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Universal Display's 19.7% gain faces a test as softer material volumes and cautious 2026 guidance clash with OLED capacity growth.

(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M

Krispy Kreme is beginning to show what its business is capable of. The doughnut chain spent much of 2025 unwinding costly expansion, closing thousands of underperforming fresh-delivery points, and ending its nationwide McDonald’s partnership. Now, CEO Josh Charlesworth sees evidence that the work is producing a healthier growth engine. Krispy Kreme’s second-quarter net revenue fell […]

KBR's $208M Army task order boosts Trinzic's defense portfolio as Mission Technology heads toward its planned 2027 spin-off.

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

Joby Aviation reached an agreement to acquire Resonant Sciences, which will kick off its new defense business.

Lyft's AV partnerships, Price Lock and record marketplace scale support growth, while rising insurance, expenses and robotaxi risks temper the outlook.

MNDY tops Q2 estimates as revenues rise 22%, operating margin expands and AI product ARR doubles from Q1 amid growing enterprise traction.

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.

Website building platform Wix (NASDAQ:WIX) announced better-than-expected revenue in Q2 CY2026, with sales up 14.9% year on year to $563.1 million. Its non-GAAP profit of $1.39 per share was 15.3% above analysts’ consensus estimates.

Ondas is rapidly expanding its defense and infrastructure business, but with short interest near 40%, investors are betting it won't be able to turn its massive backlog into revenue fast enough.

The sale sounds like a lot, but the CEO still has skin in the game with nearly 472,000 shares owned directly.

Uber stock has barely budged since Ackman revealed his stake in February 2025.

Riot Platforms Inc (NASDAQ:RIOT) shares rose about 4% on Tuesday after the bitcoin mining company announced a 20-year data center lease with a leading frontier AI lab in a deal valued at approximately $9.1 billion over its initial term. The tenant was not identified by Riot, but the deal has...

NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.

V's Pismo-DPS strategy could deepen its banking infrastructure role, expand fintech and bank relationships and broaden its technology footprint.

BMS will invest $2.3 billion in a 600,000-square-foot Houston manufacturing campus at Generation Park in Houston, Texas.

The grocer tapped Nate Faust to the top digital role just months after it named fellow Walmart veteran Greg Foran as its CEO.

Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.

Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.

There's one thing you must know before you buy Oklo stock.

Does Figs (FIGS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does ATI (ATI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does Arista Networks (ANET) have what it takes to be a top stock pick for momentum investors? Let's find out.

Non-COVID products surge 5% as Pfizer raises guidance and targets $9.7B in savings.

Oncology and animal health drove $16.6B revenue growth amid upcoming patent expirations.

Record $20.5B quarterly sales driven by data center demand and a $72B backlog.

Open-source software has been one of tech’s biggest-ever success stories. No surprise, then, that developers of open-weight AI models try to borrow some open-source sunshine. Meta Platforms chief Mark Zuckerberg on Monday became the latest tech executive to draw an equivalence between the two, calling open-weight models “open source AI” in a 6,500-word essay posted by the company.

AI infrastructure spending is fueling broader commercial loan demand, creating a potential growth opportunity for bank ETFs beyond data center financing.