News

Credo Technology Group Holding (CRDO) is back in focus after showcasing new interconnect products for AI memory and storage at the FMS 2026 conference, directly connected to data center scale requirements. See our latest analysis for Credo Technology Group Holding. The new AI focused interconnects come after a very strong run for Credo Technology Group Holding, with the share price up 66.12% year to date and a 1 year total shareholder return of 115.72%. However, the 30 day share price return...

On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are lower after the semiconductor firm's second-quarter revenue and third-quarter sales forecast underwhelmed investors expecting a stronger performance given rising demand. - Disney (DIS) shares are climbing as profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. - Shopify (SHOP) shares are soaring after it reported revenue for the second quarter that beat the average analyst estimate. President Harley Finkelstein said it was a "monster quarter" for the company.

Fastly (FSLY) stock is in focus after the company joined Experian's Agent Trust ecosystem, a collaboration aimed at verifying AI agents, supporting secure autonomous transactions, and extending Experian's trust framework to the network edge. See our latest analysis for Fastly. Fastly’s recent AI focused partnership arrives as the stock trades at US$24.95, with a strong year to date share price return of 144.85% and a 1 year total shareholder return of 291.07%. However, the 90 day share price...

The $55 billion leveraged buyout is the largest on record, and takes Electronic Arts private after 36 years

Viasat stock has surged over the past year, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks indicate that the shares are trading at a premium rather than at a clear bargain. Viasat has returned 209.7% over the last year, which puts the current share price well above where it was 12 months ago and raises the bar for future returns at this level. Expectations for Viasat's future cash generation can support some premium. However, any setbacks in...

The miner’s first-half earnings surged as oil, LNG, freight and commodity volatility gave its marketing machine exactly the market it was built for.

Why Novavax’s Licensing Pivot and Cyclospora Focus Matter Now Novavax (NVAX) is in the spotlight after shifting away from direct COVID-19 vaccine sales toward licensing its Matrix-M adjuvant, while investors also weigh Cyclospora outbreak headlines and the upcoming second-quarter earnings release. See our latest analysis for Novavax. At a share price of $7.66, Novavax has seen a 3.37% 1 day share price return and a 4.36% 7 day share price return, although the 30 day share price return is down...

In late July 2026, Lumentum Holdings Inc. disclosed that long-serving Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, then remain with the company for two years as a consultant while his existing equity awards continue to vest as long as he provides services. This transition keeps deep reliability and quality expertise inside Lumentum at a time when customers are increasingly focused on secure, high-performance optical components for...

Vertiv's scale, rising margins and global AI-ready capacity give it an edge in data center infrastructure over fast-growing Modine.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Five dividend payments hit accounts this month, but a Friday deadline separates investors who collect from those who wait another quarter. Not every yield on this list is what it appears to be.

Procter & Gamble stock rallies on $3.8 billion acquisition of Thorne. Here’s what the deal means for PG shares.

Record vehicle deliveries and robotaxi expansion drive capital spending surge.

Kratos Defense & Security Solutions (KTOS) just delivered second quarter 2026 results that came in above earlier expectations for revenue and adjusted EBITDA, and management raised full year revenue and organic growth outlooks. See our latest analysis for Kratos Defense & Security Solutions. Kratos Defense & Security Solutions’ latest earnings and raised guidance arrived after a weak stretch for the stock, with the share price down 34.6% year to date despite a very large 3 year total...

J's Q3 revenues top estimates as record backlog and AI-related infrastructure demand support growth, even as the stock fell after results.

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

Recursion Pharmaceuticals, Inc. reported its Q2 2026 results, with revenue falling to US$7.67 million from US$19.22 million a year earlier, while its net loss narrowed to US$131.01 million and loss per share improved to US$0.25. Alongside these figures, the company highlighted progress on its AI-enabled drug discovery platform, including Genentech advancing a neuroscience target into joint early discovery and updates on REC-4881 Phase 2 data and the upcoming REC-7735 clinical trial. With...

Lockheed Martin (LMT) has become a fresh talking point for investors after its Skunk Works unit and the U.S. Air Force Test Pilot School used an onboard AI agent to execute 27 sensor-driven air intercepts. See our latest analysis for Lockheed Martin. Against this backdrop of AI testing success and major missile and interceptor contracts, Lockheed Martin’s share price has moved to US$589.33, with a 30-day share price return of 7.95% and year-to-date share price return of 18.56%, while the...

European equities traded in the US as American depositary receipts were edging higher late Wednesday

Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.

Analyst price targets for Cipher Digital currently span a wide band from about US$25 to US$53.50, with many frameworks clustering around a Fair Value figure close to US$32.79 per share. Much of this centers on how research views Cipher Digital’s mix of high performance computing and bitcoin mining, its power access, and the strength of its leasing pipeline with hyperscalers and other tenants. As you read on, you will see how to track these shifting assumptions and what they can mean for your...

Philip Morris International opened a new manufacturing campus in Aurora, Colorado, its largest investment in the U.S. to date. The facility expands domestic production capacity for modern nicotine products, including nicotine pouches sold under the ZYN brand. The Aurora campus is fully integrated, supporting production, logistics, and distribution for the company’s U.S. operations. For investors tracking Philip Morris International, NYSE:PM, the Aurora opening adds context to a stock that...

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

Block executive Alex Anderson took advantage of his interview process for the Flex CFO seat to “mine” the business for trade secrets, a suit alleges.

GE's commercial engines unit surges on services, spare parts and LEAP deliveries, while major orders support its 2026 growth outlook.

PLTR lifted its 2026 revenue, profit and cash flow outlook as AI demand surged, but higher targets also raise the execution bar.

SAN FRANCISCO, Aug 5 (Reuters) - Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its

HWM's Q2 results are due Aug. 6, with commercial aerospace strength expected to aid growth despite transportation and supply-chain headwinds.

This marks the official launch of Zoox's commercial operations.

Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. ‌road safety agency allowed commercial deployment of its robotaxis that run without human ‌controls. Zoox, whose electric carriage-style vehicle has two rows of inward-facing seats, has been carrying passengers in Las Vegas, ​San Francisco, Austin and Miami for free as part of testing. Zoox will ‌start charging passengers in Las ⁠Vegas from Monday, with pricing similar to the "comfort" tier offered by other ride-hailing companies, it said in a statement.