News

First Solar stock has delivered a 154.4% gain over the past 5 years. Current checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow, which currently points to the shares trading at a discount. Over 5 years, First Solar has returned 154.4%, which puts long term holders ahead of many broad equity benchmarks and makes the current price more sensitive to what the company can earn from here. Recent headlines around a large contracted sales...

Bruker (BRKR) just updated its 2026 revenue guidance alongside second quarter results, pairing a forecast of US$3.54b to US$3.57b in sales with a sizeable goodwill impairment and a reported quarterly net loss. See our latest analysis for Bruker. The sharp 1 day share price decline of 21.79% left Bruker trading at US$50.30, even though the 1 year total shareholder return is 57.62% and the 5 year total shareholder return is down 38.05%. This points to strong recent momentum but a weaker longer...

Western Digital (WDC) is in focus ahead of its fiscal fourth quarter earnings report on August 5, with investors watching how AI driven data center demand and high capacity hard disk drives are feeding into recent stock moves. See our latest analysis for Western Digital. Western Digital has seen strong momentum ahead of earnings, with a 7 day share price return of 18.73% and a 90 day share price return of 18.25%. Its 1 year total shareholder return is very large and reflects intense interest...

BWX Technologies, Inc. reported past Q2 2026 results with sales of US$901.63 million and net income of US$89.01 million, raised full‑year 2026 revenue guidance to about US$3.80 billion, and its board declared a US$0.27 per‑share quarterly dividend payable on September 4, 2026. At the same time, BWX Technologies agreed to sell most of its medical business for up to US$800 million, sharpening its focus on core nuclear markets and advanced reactor technologies. We’ll now examine how the raised...

Southern Copper stock has delivered very strong returns over the past few years, yet the current valuation checks suggest the shares are not cheap. After a long run up, investors now have to weigh that track record against signals that the stock screens as expensive on several measures. Southern Copper has returned 289.4% over the past 5 years, which means anyone buying today is paying a much higher price than long term holders did. Strong recent revenue and earnings momentum tied to copper...

TransMedics Group Inc (TMDX) posts 21% revenue growth to $190 million, raises full-year guidance, and advances key clinical programs despite margin pressure from strategic investments.

Viasat Inc (VSAT) reports strong defense segment growth and improved cash generation, offset by flat communication services and ongoing challenges in maritime and fixed broadband.

Emerson Electric Co (EMR) delivers 6% underlying sales growth and raises full-year EPS guidance to $6.55, driven by robust demand in semiconductor and power markets.

Gilead delivers strongest Q2 base business growth in 3 years, raises full-year HIV guidance, and showcases rapid uptake of Yeztugo and Trodelvy despite acquisition-related EPS drag.

Arista Networks Inc (ANET) delivers a stellar Q2 with revenue up 37.7% year-over-year, driven by robust AI fabric adoption and international growth, while navigating supply chain headwinds.

Upstart Holdings Inc (UPST) delivers 50% year-over-year originations growth and achieves all-time high contribution profit, while navigating macro headwinds and strategic portfolio shifts.

BENGALURU, Aug 5 (Reuters) - Growth in India's dominant services sector slumped to its weakest pace in over four years in July as demand was weighed down by fierce competition and fading client

Zeta Global Holdings Corp (ZETA) delivers 20th consecutive beat-and-raise quarter, driven by strong AI adoption and strategic partnerships with OpenAI and Palantir.

Duke Energy (NYSE:DUK) reported second-quarter 2026 adjusted earnings of $1.43 per share, up from $1.25 per share a year earlier, as customer growth and infrastructure investment at its electric utilities supported results. Reported earnings were $1.38 per share, compared with $1.25 per share in the

DigitalOcean (NYSE:DOCN) reported second-quarter 2026 revenue of $281 million, up 29% from a year earlier and above the high end of its guidance, as growth accelerated among its largest customers and AI-focused offerings gained adoption. Chief Executive Officer Paddy Srinivasan said the company add

Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.

DaVita Inc (DVA) reports adjusted EPS of $4.02 and reaffirms full-year guidance amid successful phosphate binder transition and expanded HD dialyzer rollout.

AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.

Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.

Atomera advances toward potential license deal while expanding into NAND and RF markets, despite wider net loss and rising costs.

Forget the Nvidia Corp. (NVDA) headlines. By the time the crowd piles into trillion-dollar AI giants, the biggest gains are often gone. The next wave of wealth may be hiding one layer deeper – in names like POET Technologies Inc. (POET), suggests Nicholas Vardy, editor of Microcap Moonshots.

Opendoor Technologies Inc (OPEN) reports a 149% year-over-year surge in homes acquired and improved margins, while reaffirming its path to adjusted net income profitability by the end of 2026.

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Toast Inc (TOST) delivers record 9,500 net new locations and raises full-year guidance as AI-powered products and new market expansions fuel robust recurring gross profit growth.

Paramount+ hits 82 million subscribers with record retention, while the company raises full-year guidance amid Warner Bros. Discovery deal optimism.

Even with the precious metal’s recent weakness, gold mining stocks could be the best way to profit from this year’s uncertainty.

CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.

EOG Resources more than doubled its second-quarter net income as higher oil prices and a 24% increase in total production drove record financial results.

August 5 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

Marathon Petroleum’s second-quarter net income more than quadrupled from a year earlier as higher crack spreads drove a sharp increase in refining earnings.