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Trimble posted stronger-than-expected first-quarter earnings and lifted guidance amid growth in transportation software. The post Trimble sees freight recovery signs as AI tools fuel Q1 beat appeared first on FreightWaves.

AI Trade Ignites CoreWeave Surge Ahead of Key Earnings Report

Stocks Climb, Oil Tumbles on Rising Expectations of Iran Deal

Disney beat expectations, guided for 12% EPS growth, and reported the first double-digit profit margin in direct-to-consumer.

CEO Steve Cahillane says the company has $600 million to spend on adjusting products and pricing so that they offer consumers the value they are looking for.

<p>Precious metals ETFs surged on Wednesday as gold and silver miners posted outsized gains, driven by a weakening dollar, safe-haven demand, and strong institutional inflows. The <a href="https://www.etf.com/GDX"><strong>VanEck Gold Miners ETF (GDX)</strong></a>, the <a href="https://www.etf.com/GDXJ"><strong>VanEck Junior Gold Miners ETF (GDXJ)</strong></a>, and the <a href="https://www.etf.com/SLV"><strong>iShares Silver Trust (SLV)</strong></a> each logged their largest single-day gains in m

Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

ServiceNow (NOW) is back in focus after a packed Knowledge 2026 event, where it expanded partnerships with Nvidia, Microsoft, Google Cloud, and Lenovo and unveiled Project Arc, ServiceNow Otto, and an expanded AI Control Tower. See our latest analysis for ServiceNow. Despite all the AI news and partnerships, the stock is still working through a reset. It has a 30 day share price return of 9.79% and a year to date share price return of 37.60%, while the 1 year total shareholder return of...

NuScale Power stock is 77% below its all-time high.

NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck

Josh D'Amaro calls domestic park demand healthy while flagging macroeconomic uncertainty

Cerebras is seeking up to $3.5 billion as banks request limit orders from institutional IPO investors.

SHOP beat Q1 2026 estimates as revenues jump 34% and GMV stays above $100B, lifted by B2B, offline scale and Sidekick AI.

The iPhone maker is reportedly in talks with Intel to manufacture its processors.

Skyworks tops Q2 FY26 views as Broad Markets hit 42% of sales, Android design win targets $1B+ through 2030, and dividend stays at 71 cents.

It's hard to argue against its reliability.

European governments are pushing defense budgets higher than at any point since the Cold War, and three exchange-traded funds offer distinct ways to ride the spending cycle: the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA), the First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL), and the Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD). Each ... 3 Defense ETFs to Buy as Europe Rearming Cycle Accelerates Into 2026

Lisa Su points to inferencing and agentic AI as the forces behind AMD's strongest quarterly beat

Shares of this small-cap photonic solutions specialist are trading 70% below their all-time high.

Shopify Inc produced 31% free cash flow growth, but its FCF margins were slightly lower on 34% higher revenue growth. This has sparked two large, unusual long-term call option purchases.

ALAB tops Q1 estimates as revenue nearly doubles, fueled by PCIe 6 demand and AI connectivity growth, with Scorpio set to accelerate.

TER benefits from booming AI demand, driving strong growth across segments and reinforcing momentum as investors eye continued upside potential.

Eaton (ETN) is executing well across datacenters, utility and electrification, with strong order mom

Walmart's combination of retail and e-commerce sales means it can be both a growth stock and a defensive stock. The stock is up almost 20% in 2026.

Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

Artificial intelligence is driving a massive chip stocks rally. Several data points indicate that the rally is getting slightly ridiculous.

Shares of Hut 8 (NASDAQ:HUT) are surging 35% in midday trading Wednesday. Riot Platforms (NASDAQ:RIOT) stock is climbing 13% in tandem, as investors reprice former Bitcoin mining pure-plays as AI data center landlords. HUT stock changed hands near $109 after opening at $80.51, extending a one-month rally of 67% and a one-year gain of 531%. ... Hut 8 Surges 35%, Riot Platforms Climbs 13% as Bitcoin Miners Become AI Infrastructure Plays

Advanced Micro Devices shares rallied to a fresh high Wednesday after the chipmaker beat estimates with its latest quarterly results on growing AI demand.