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Despite Moderna's stellar outperformance over the past year, Wall Street analysts remain cautious about the stock's longer-term prospects.

A science that only seemed experimental just a few years ago is now an increasingly commercialized must-have.

Following a standout year of market-beating returns, Corning continues to earn a moderately bullish endorsement from Wall Street analysts.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

Oracle's disappointing stock performance over the past year has done little to dampen Wall Street's optimism, with analysts remaining firmly bullish on its outlook.

Although Blackstone has lagged the broader market over the past year, analysts continue to maintain a cautiously bullish outlook on the stock.

A record send-off met an after-hours drop of as much as 8%. The market was looking past the quarter.

(Updates to include Elon Musk's statement, details on capex, and recent stock movement in the headli

Retail sentiment on Stocktwits has improved, turning ‘neutral’ on SPY, and ‘bullish’ on QQQ.

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

Many of Lynch's best picks came from consumer stocks.

The brand, which has faced many food safety scares over the years, said its ingredient traceability system identified a batch of peppers that may have been contaminated.

Sacrificing additional transparency is a dangerous game to play.

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

Albemarle (ALB) is back in focus as analysts outline expectations for higher quarterly earnings and revenue, with the Energy Storage segment projected to contribute a large share of the anticipated growth. See our latest analysis for Albemarle. At a share price of $120.82, Albemarle’s recent 1-day and 7-day share price returns of 1.78% and 6.77% contrast with a 30-day share price decline of 10.87% and a 90-day share price decline of 37.27%. The 1-year total shareholder return of 79.42% sits...

The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...

Micron Technology and Liqid are working together on a memory centric AI platform for the U.S. Department of Energy’s Pacific Northwest National Laboratory. Micron Technology is supplying memory to support a large shared pool tailored for scientific and AI workloads. Micron Technology and Microchip Technology have shown a next generation PCIe Gen 6 storage architecture for high performance data center use. Micron Technology, traded as NasdaqGS:MU, is adding new real world projects to its AI...

From problem child of the chip industry to winner of the AI era: Infineon has reinvented itself. Its semiconductors now power electric cars, data centres and the energy transition.View on euronews

The fair value estimate for Enbridge has shifted slightly, moving from CA$78.48 to CA$80.14. It now sits within a wider range of Street price targets that run from the mid CA$70s to the mid CA$80s. This adjustment reflects a mix of optimism and caution as analysts weigh Enbridge's project backlog, cash flow outlook, and questions about near term growth on key systems. Read on to see what is driving these calls and how to keep track of the evolving story around Enbridge. Analyst Price Targets...

Bruker Corporation’s Q2 2026 results, released on August 4, 2026, showed sales rising to US$838.5 million from US$797.4 million year over year, but a goodwill and intangible asset impairment charge of US$134.9 million and other items drove a net loss of US$52 million versus prior-year net income. The company reaffirmed a path to growth by guiding Fiscal Year 2026 revenues to US$3.54–US$3.57 billion, implying 3%–4% reported growth over 2025, while targeting cost savings and maintaining its...

Morningstar questioned whether SpaceX’s exclusive Nvidia deal signals a retreat from its Tesla-linked Terafab plans.

The law of supply and demand could hit SpaceX hard.

Palantir barely moved over the past year, yet the leveraged ETF built to amplify its gains somehow lost a third of its value. The math behind that gap is stranger and more punishing than most investors expect.

Monthly revenue at Taiwanese contract electronics manufacturer Foxconn hit a record ‌in July, surpassing T$900 billion ($27.93 billion) for ‌the first time as strong demand for AI products boosted sales, ​the company said on Wednesday. Foxconn, a major supplier to Nvidia and Apple, said revenue last month rose 54.2% from a year earlier to T$946.5 billion. Its cloud ‌and networking products division, ⁠which includes AI servers, saw strong growth, benefiting from "strong pull-in momentum for AI ⁠products", the company said.

The rocket and satellite company beat Wall Street's loss forecasts in its first quarterly report as a public company, even as investors question its heavy AI spending and whether Elon Musk has oversold its prospects.View on euronews

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Michael Burry warns of a 1987-type crash and keeps Nvidia and Tesla shorts as the S&P 500 hits a record high.

The Coca-Cola Co. bottler said revenue per case rose and that earnings were boosted by growth in both its sparkling and energy segments.

With a recent modest payout increase, Enterprise Products extends its status as one of the most venerable dividend names in the midstream space.