Corning, the company that invented Pyrex, is commanding Wall Street's attention as a supplier of fiber optics for AI.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
High-signal headlines only — macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Corning, the company that invented Pyrex, is commanding Wall Street's attention as a supplier of fiber optics for AI.
Microchip Technology (MCHP) is back in focus after reporting fourth quarter and full year results that beat expectations, issuing upbeat guidance, and combining this with product launches, expansion projects, and a fresh quarterly dividend. See our latest analysis for Microchip Technology. The latest earnings beat and guidance appear to have reset expectations, with a 30 day share price return of 50.47% and a 1 year total shareholder return of 112.90% suggesting strong momentum after a weaker...
Ferrari (NYSE:RACE) brought a major Formula 1 upgrade package with 11 changes to the SF-26 to the Miami Grand Prix. The updates did not deliver the expected performance, with the team facing tyre degradation and limited on-track gains. Drivers, including Charles Leclerc, and former engineer Rob Smedley have raised concerns about the car's development path. Comments from Lewis Hamilton and others point to questions around Ferrari's broader F1 development strategy. For investors, the F1...
Entergy Corporation (NYSE:ETR) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Entergy Corporation (NYSE:ETR) delivers electricity and gas services to 3 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. On May 5, Citi bumped up its price target on Entergy Corporation (NYSE:ETR) from $116 to $121, […]
American Electric Power Company, Inc. (NASDAQ:AEP) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. American Electric Power Company, Inc. (NASDAQ:AEP) is one of the nation’s largest electricity producers with approximately 29,000 megawatts of diverse generating capacity. American Electric Power Company, Inc. (NASDAQ:AEP) reported strong results for its […]
Constellation Energy Corporation (NASDAQ:CEG) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Constellation Energy Corporation (NASDAQ:CEG) is the largest provider of clean, low-carbon energy in the United States. The company also operates the largest fleet of nuclear facilities in the country. On May 4, TD Cowen trimmed […]
Vistra Corp. (NYSE:VST) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Vistra Corp. (NYSE:VST) is one of the largest competitive power generators in the United States. The company operates a power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities in the country. […]
In early May 2026, Monster Beverage Corporation reported first-quarter 2026 results with net sales of US$2.35 billion and net income of US$569.49 million, both higher than a year earlier, alongside basic and diluted earnings per share of US$0.58. The company also completed a share repurchase of 1,353,991 shares for US$101.08 million, while international sales growth and energy drink demand drove record first-quarter revenues. We’ll now examine how Monster’s record international-driven...
Both electric-vehicle stocks are getting punished this year, but only one looks like a business worth owning.
If you are wondering whether MaxLinear's recent share price action still leaves value on the table, the next sections will walk through what the current price might be implying. The stock last closed at US$82.37, with reported returns of 16.4% over 7 days, 347.4% over 30 days, 345.0% year to date and a very large 1 year gain of 634.1% that may have reshaped how investors see its risk and return profile. Recent coverage around MaxLinear has focused on its position in the semiconductor space...
(Bloomberg) -- Oil surged after US President Donald Trump rejected Iran’s latest response to his proposal to end the war in the Middle East, prolonging the effective closure of the crucial Strait of Hormuz.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in Twitter Stake CaseOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Wants to Make H-1B
Customers paid a collective $59 million toward a gold smartphone that Trump Mobile promised would be “Made in the USA” — but that doesn’t seem to have actually been made.
Cathie Wood, chief of Ark Investment Management, is known for making bold bets on fast-moving tech stocks. Sometimes her trades move just as quickly as the stocks themselves. In the week that began on May 3, Wood sold millions of dollars worth of shares in one high-flying AI company near recent ...
Carriers are trying to find a balance between basic fares for travelers who are trying to save money and extras for those who want them and are willing to pay more.
Palo Alto Networks (PANW) has jumped back onto investors’ radars after a sharp rally driven by analyst upgrades, constructive channel feedback, a sizable CEO share purchase, sector strength following Fortinet, and fresh AI-focused partnerships. See our latest analysis for Palo Alto Networks. The recent 1-day share price return of 7.0% and 30-day share price return of 15.69% indicate that momentum has picked up again. However, the 1-year total shareholder return of 4.24% is far more muted than...
Toast (NYSE:TOST) is expanding its AI-driven toolkit with Toast IQ Grow, aimed at automated marketing and operational intelligence for hospitality customers. The company is extending the global rollout of its Toast Go 3 handheld devices, bringing its hardware to more international locations. Toast is forming new partnerships with The Alinea Group and Preferred Hotels & Resorts, broadening its reach across restaurants and hotels. The business is repositioning its platform toward an...
All three major stock indexes finished higher last week, with the S&P 500 and Nasdaq both reaching records.
On Thursday, Cathie Wood-led Ark Invest made notable trades involving Advanced Micro Devices Inc. and Tempus AI Inc.. These trades reflect Ark’s strategic repositioning amid evolving market dynamics. The AMD Trade ARK Innovation ETF fund reduced its stake in Advanced...
In late April 2026, Trane Technologies reported first-quarter 2026 sales of US$4,969.4 million, with net income of US$584.4 million, and raised its full-year 2026 guidance to approximately 9.5% reported revenue growth and GAAP and adjusted EPS of US$14.75 to US$14.95. The company linked this upgraded outlook to strong momentum in its Americas Commercial HVAC business, record bookings and backlog, and contributions from acquisitions and services. We’ll now examine how the raised full-year...
BlackSky Technology (NYSE:BKSY) has fully deployed its Gen-3 satellite constellation, moving into full commercial operations. The company secured a new $99 million contract with the U.S. Air Force Research Lab and a multi-year agreement with an international defense customer. Management raised full-year 2026 guidance for revenue and adjusted EBITDA as Gen-3 capabilities support faster adoption and larger, longer-term contracts. For investors tracking NYSE:BKSY, the shift to fully...
This stock has risen from the ashes to become a compelling buy-and-hold dividend investment.
Nvidia Corp. has deepened its grip on the AI infrastructure race with a $500 million investment in Corning Inc., a move that addresses critical networking bottlenecks even as Amazon.com, Inc. and Alphabet Inc.'s Google intensify efforts to challenge its dominance....
Oklo is chasing a multitrillion-dollar opportunity.
Amazon and Shopify look like two great stocks to buy for the long term.
Oklo is sitting on a trillion-dollar opportunity. Could it turn today's investors into millionaires?
Sunrun (RUN) just reset expectations with its Q1 2026 report, posting a surprise GAAP profit and stronger revenue while the stock jumped sharply as the market reacted to improved margins and record storage attachment rates. See our latest analysis for Sunrun. The strong Q1 report and improved funding terms have helped the stock rebound in the short term, with a 7.56% 1 day and 8.41% 7 day share price return. However, the 90 day share price return of 30.76% and 5 year total shareholder return...
In early May 2026, Serve Robotics Inc. reported first-quarter 2026 revenue of about US$2.98 million versus US$0.44 million a year earlier, while its net loss widened to roughly US$49.0 million from US$13.22 million and it reaffirmed full-year 2026 revenue guidance of approximately US$26.0 million. The quarter also marked a step change in scale and scope, as Serve expanded to 44 cities across 14 states, grew its robot fleet to around 2,000 units, and moved into healthcare robotics through the...
In early May 2026, Alphabet reported first-quarter 2026 results with revenue of US$109.90 billion and net income of US$62.58 billion, alongside a higher quarterly dividend and more than US$17 billion raised through euro and Canadian-dollar bond offerings to fund artificial intelligence investment. The quarter underscored how Google Cloud’s 63% year-on-year sales increase and a revenue backlog above US$460 billion, supported by large AI infrastructure deals, are reshaping Alphabet into a...