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Mercury Systems and Palantir Technologies just agreed to automate the exact process that once nearly cost Mercury its credibility with the Pentagon. Three years ago, the Andover, Massachusetts, defense electronics maker was writing down earnings and answering to an activist investor because its ...
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.
Moderna began a Phase 1 clinical trial of its experimental vaccine mRNA-1469 targeting the Bundibugyo strain of Ebola virus.
With CAPEX expanding, enterprise backlogs swelling, and the juiciest margins in history, the AI bullish narrative remains intact.
Moby summary of Superior Group of Companies, Inc.'s Q2 2026 earnings call
Moby summary of Millrose Properties, Inc.'s Q2 2026 earnings call
Data-center developers’ demand for generators is booming, and Caterpillar is racing to meet it. The construction equipment maker said Tuesday it converted an existing plant in Wamego, Kan., to make turbine engines popular with data centers. Caterpillar also is resuming production of 10-megawatt generators, last made in 2022, and which the company expects to begin shipping in the fourth quarter.
Warner Bros. Discovery heads into Q2 earnings with NBA ad losses, linear-TV declines and deal costs offset by a strong HBO Max content slate.
Bond yields remain elevated as the investors digest the Fed's policy moves.
The shipping courier finally looks like a compelling income play again.
Its orders come from police budgets and counter-drone contracts rather than the economic cycle, yet the stock still falls harder than the market on down days.
Commerce.com heads into Q2 with AI shopping, payments and enterprise gains in focus, even as guidance signals softer sequential revenues and profit.
The S&P 500 saw fresh intraday highs during Tuesday's session and was on track for a new record close. The index was up 1.5% around 7715 in midday trading, above the existing closing high of 7609.78 hit on June 2. The S&P 500's climb to today's levels has been atypically swift.
Walmart's (WMT) Q2 growth could slow down, but it would be mostly due to a function of mix and compa
UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest clip in four and a half years.
SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.
Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is whether a single ugly quarter buried a defense giant or exposed something deeper.
The Manufacturing - Farm Equipment industry stocks DE, KUBTY, CNH, AGCO and ALG are set to benefit from demand for agricultural machinery driven by the need to feed a growing global population.
AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all three to bold new price targets in 2027.
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]
Disney’s next quarterly results are expected to be released Wednesday morning, with traders expecting a big move from the entertainment giant’s stock.
DAVE heads into Q2 earnings with beat potential as ExtraCash demand, fee changes and credit gains support growth, though valuation and spending are likely to have tempered the setup.
Find insight on Johnson Matthey, Aluminum Corp. of China, Fortescue and more in the latest Market Talks covering basic materials..
Abundant natural gas, lots of land and a supportive political environment were all reasons why data centers had been flocking to Texas. On Monday afternoon, Texas Governor Greg Abbott directed the state’s grid operator and utility regulator to conduct a “comprehensive verification and audit” of all data centers asking for interconnection, and said no additional data centers can be approved until that process is completed. This puts a pause on a new process—named Batch Zero—that Texas greenlighted in June to fast-track interconnection requests from data centers.
Jason Calacanis, the angel investor and early backer of Uber, Robinhood, and dozens of Silicon Valley's most successful startups, has a message for Bitcoin holders: the bottom is in, and now is the time to rotate. In a post on X, Calacanis said he believes Bitcoin has formed a power bottom, a term ...
Palantir's stock has exploded in the past two years, powered by AI tools integrated into the company's data platforms.
Aug 4 (Reuters) - The Trump administration is preparing to set a price floor and impose tariffs on polysilicon and related products, according to four people familiar with the plan, putting a material
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]
For most of this year, investors have obsessed over one question: when will the Federal Reserve finally begin cutting interest rates? Every inflation report, jobs release, and manufacturing survey has been dissected for clues. That scrutiny has only intensified since Federal Reserve Chair Kevin Warsh has made it clear the central bank intends to offer ... This Indicator Hasn’t Been This High in 4 Years. It Means the Fed Could Raise Rates in 2026
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