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Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 2.4% return lagged the S&P 500 by 4.7 percentage points.
Micron's brutal post-earnings cooldown sent shockwaves through the semiconductor world, but three major tech ETFs absorbed the hit in surprisingly opposite ways. The difference comes down to one structural variable most investors overlook when choosing their AI exposure.
The gas itself isn’t a huge moneymaker for the company. But it still drives the company’s profits indirectly.
Industrials automation company Rockwell (NYSE:ROK) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 7.9% year on year to $2.31 billion. The company expects the full year’s revenue to be around $9 billion, close to analysts’ estimates. Its non-GAAP profit of $3.49 per share was 3.2% above analysts’ consensus estimates.
Space Exploration Technologies Corp. is expected to significantly increase spending, partly driven by joint projects with Tesla Inc., with analysts forecasting negative free cash flow. Bill Birmingham, MD of exchange-traded product provider Rex Shares, told MarketWatch, “They’re going to be...
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]
Adjusted profit per share reached $8.17 against a $6.22 consensus
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Moby summary of Sterling Infrastructure, Inc.'s Q2 2026 earnings call
Moby summary of ON Semiconductor Corporation's Q2 2026 earnings call
Moby summary of CNH Industrial N.V.'s Q2 2026 earnings call
Moby summary of Vertex Pharmaceuticals Incorporated's Q2 2026 earnings call
Moby summary of Voyager Technologies, Inc.'s Q2 2026 earnings call
Moby summary of Powell Industries, Inc.'s Q3 2026 earnings call
Moby summary of Kosmos Energy Ltd.'s Q2 2026 earnings call
Moby summary of Ichor Holdings, Ltd.'s Q2 2026 earnings call
Moby summary of BWX Technologies, Inc.'s Q2 2026 earnings call
Moby summary of Adeia Inc.'s Q2 2026 earnings call
Moby summary of Diamondback Energy, Inc.'s Q2 2026 earnings call
Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.
Investors need to pay close attention to CVLT stock based on the movements in the options market lately.
Stephen Schork, principal and editor at The Schork Group, says refiners have virtually no ability to increase capacity and deliver more gasoline and diesel products and lower costs for consumers. President Donald Trump scolded ExxonMobil Holdings Corp. and Chevron Corp. Monday for making too much money as oil prices surged amid the war in Iran.
Investing.com -- The hits keep coming for CoreWeave, which was up 19% yesterday after a flood of strong Big Tech quarterly results ignited a broad rally across AI infrastructure names. Now, Wall Street is stepping in with fresh analytical support for the specialized cloud operator. In a new research note initiating coverage on two leading public "neoclouds," Piper Sandler analyst James Fish assigned CoreWeave an Overweight rating with a $151 price target, while initiating rival Nebius Group with
The bond market’s summer reset has 10-year note yields trading near the highest levels since early 2025.
Wayfair (W) delivered earnings and revenue surprises of +1.06% and +1.52%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Shoals Technologies (SHLS) delivered earnings and revenue surprises of +20.00% and +3.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Rockwell Automation (ROK) delivered earnings and revenue surprises of +2.95% and +2.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
McDonald's (MCD) delivered earnings and revenue surprises of +1.81% and -0.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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