News

The headline numbers for Fluence Energy (FLNC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Record fundraising and Oaktree completion drive AI infrastructure expansion.

Snap stock has rallied in the last month, yet over a longer window many holders are still sitting on steep losses, which makes the current valuation read more complicated than a simple comeback story. The share price has fallen 93.0% over the past 5 years, so long term investors are still deeply under water even after the recent bounce. Expectations around future advertising revenue and new AI powered wearable products may support higher earnings power, while the risk is that these...

Pfizer (PFE) is back in focus after its second quarter 2026 update, which paired a reported net loss and sizeable non cash impairments with higher full year revenue guidance and solid non COVID product performance. See our latest analysis for Pfizer. The latest results and raised revenue guidance have lifted sentiment toward Pfizer, with the stock showing a 1 month share price return of 8.81% and a 1 year total shareholder return of 15.42%, although longer term total shareholder returns...

Visa (V) has drawn fresh attention after reporting third quarter sales of US$11.63b and net income of US$5.63b, alongside an ongoing share buyback and an affirmed quarterly dividend of US$0.67 per share. See our latest analysis for Visa. Visa's latest earnings, buyback activity and move into stablecoin infrastructure have come alongside a share price of US$368.54, with a 90 day share price return of 14.71% and a 5 year total shareholder return of 62.76%. This points to solid momentum over...

Mastercard (MA) is back in focus after Fiserv announced a global partnership that connects Mastercard Merchant Cloud with Fiserv Commerce Hub, giving enterprise merchants a single connection to a broad suite of payment services. See our latest analysis for Mastercard. Mastercard’s recent partnerships in merchant services, travel rewards and stablecoin infrastructure come as the stock posts a 30 day share price return of 7.01% and a 3 year total shareholder return of 47.52%, suggesting...

Japanese stocks were lower in early trade following Wednesday’s sharp gains led by artificial intelligence-related shares.

DoorDash (NASDAQ:DASH) executives said the company’s Q2 2026 performance reflected continued growth in restaurant delivery, grocery and retail, international operations and subscription adoption, while improved unit economics supported profitability and ongoing investment in technology. During the

Clover Health Investments (NASDAQ:CLOV) reported second-quarter results that showed continued Medicare Advantage membership growth alongside profitability, while raising its full-year 2026 outlook across its key financial measures. Chief Executive Officer Andrew Toy said the company views its Clove

Cirrus Logic (NASDAQ:CRUS) reported record fiscal first-quarter revenue of $460 million for the June quarter, up 2% sequentially and 13% from a year earlier, driven by higher component sales into smartphones. The company posted GAAP earnings per share of $1.47 and non-GAAP earnings per share of $1.8

(Bloomberg) -- Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI to build the world’s dominant AI models.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOGoogle AI Veterans Depart During Seismic Leadership ShiftChina’s AI Blitz Creates ‘Death Zone’ for Rival US

Although the revenue and EPS for Transocean (RIG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The headline numbers for SYMBOTIC INC (SYM) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

While the top- and bottom-line numbers for Solaris Energy Infrastructure, Inc. (SEI) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

While the top- and bottom-line numbers for Duolingo (DUOL) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

While the top- and bottom-line numbers for Figma, Inc. (FIG) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The Dow Jones Industrial Average weathered a slide in a handful of key stocks on Wednesday to notch its third closing high in a row. The Nasdaq Composite dropped 0.8%. While the S&P pulled back from its previous closing high, the Dow marked its 24th of the year and third in as many days.

Western Digital topped quarterly earnings and revenue estimates, but a cautious outlook appeared to weigh on investor sentiment, sending the stock sharply lower in after-hours trading.

Google's head of AI, Demis Hassabis, will step down from his current role to become Alphabet's chief scientist amid a reshuffling at DeepMind that will also include a key engineer's departure. Hassabis will take on two new titles, Alphabet announced on Wednesday: chair of DeepMind and chief scientist of Alphabet. 

Ukraine’s energy chief warned that Russian President Vladimir Putin wants winter attacks to exhaust Ukrainians and force Kyiv into capitulation as both sides escalate energy strikes. Russia’s Winter Strategy Targets Civilian Resilience "Putin wants to finish off our energy system...

Although the revenue and EPS for Nutrien (NTR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Nike stock (NKE) has fallen sharply in 2026, and investors have been waiting for signs that CEO Elliott Hill's turnaround plan is working. On Tuesday, Aug. 4, one of Wall Street's most-followed retail analysts said that wait will be longer and more costly than expected. JPMorgan downgraded Nike and ...

IonQ’s analyst fair value estimate has edged lower from US$68.79 to US$68.41, a very small shift that keeps the core price target view largely intact. That tweak sits within a broader debate, with some analysts highlighting long term quantum computing potential and government interest, while others focus on execution risk, balance sheet use and recent share price weakness. In the sections that follow, you will see how these moving pieces fit together and what to watch as the IonQ story...

Voyager Technologies has rallied sharply in the past week, yet the stock screens as expensive on market multiples and scores poorly on broader valuation checks, which leaves investors weighing a strong short term gain against a less supportive valuation read. The share price is up 53.5% over the past week, which puts fresh attention on whether recent optimism already reflects in the current valuation. Future growth in cash flows can support today’s price if Voyager Technologies converts...

Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and commentary tied to AI driven semiconductor demand. See our latest analysis for Lam Research. At a share price of US$307.42, Lam Research has seen a sharp 7 day share price return of 21.82% after recent earnings and guidance, even though the 30 day share price return is down 12.22%. The 1 year total shareholder return of 222.20%...

Lockheed Martin (NYSE:LMT) has partnered with space infrastructure company Gravitics on a Department of War contract focused on orbital systems with national importance. The company has also signed a memorandum of understanding with NioCorp to work toward a scandium oxide supply agreement that would support a U.S. scandium to warfighter supply chain. Lockheed Martin enters these agreements with its stock trading at $577.6 and showing multi year gains, including 16.2% year to date and 36.4%...

Grab Holdings (NasdaqGS:GRAB) raised its full year 2026 revenue and earnings guidance after a strong second quarter, giving investors fresh numbers to assess the stock’s risk reward profile. See our latest analysis for Grab Holdings. The raised guidance and buyback news arrive after a mixed period for Grab Holdings, with the share price down 26.38% year to date but a 7 day share price return of 11.64% and a 1 year total shareholder return decline of 21.59%. Recent gains suggest short term...

Fastly stock has delivered a very strong 299.2% return over the past year, yet the valuation checks and market multiples still lean toward the shares looking expensive rather than obviously cheap. Fastly's 299.2% one-year gain places a lot of optimism into the current share price and leaves less room for disappointment if expectations ease. The company's role in securing AI driven traffic at the network edge, highlighted by its recent move to join Experian's Agent Trust ecosystem, can...

As investors look to balance growth opportunities with defensive positioning, Acadia Pharmaceuticals, CVS Health, and Eli Lilly stand out as healthcare names combining resilient business models with strong earnings momentum.