Electricity demand is rising, nuclear power is helping meet it, and the nuclear upturn could last for years.
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Electricity demand is rising, nuclear power is helping meet it, and the nuclear upturn could last for years.
Palladyne AI (PDYN) is back in focus after its Q1 2026 update, which paired more than doubled revenue and a larger contract backlog with wider losses, while management kept full year guidance unchanged. See our latest analysis for Palladyne AI. The Q1 update landed after a choppy few months for the stock, with a 90 day share price return of a 14.11% decline but a year to date share price gain of 30.30%. The 3 year total shareholder return is very large compared with a 2.84% decline over the...
If you are wondering whether Ciena is still attractively priced after a strong run, the key question is whether the current share price reflects its underlying business value. The stock last closed at US$538.76, with returns of 2.1% over 7 days, 20.3% over 30 days and 119.0% year to date, plus very large gains over 1 year and 3 years. Recent attention on Ciena has focused on its role in networking and optical equipment, including how demand for bandwidth and data infrastructure could...
The ride-hailing giant just posted an exceptional first quarter, reigniting the bull case.
Walmart Inc. (NASDAQ:WMT) is included among the 10 Best Inflation-Hedge Stocks to Buy for 2026. On May 7, TD Cowen analyst Oliver Chen raised the firm’s price recommendation on Walmart Inc. (NASDAQ:WMT) to $150 from $145. It reiterated a Buy rating on the stock. In a research note, the analyst said Walmart looks set for […]
Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Inflation-Hedge Stocks to Buy for 2026. On May 8, HSBC initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating. It also set a $517 price target on the stock. The firm said the company is well-positioned to benefit from growing demand for wafer […]
Howmet Aerospace (HWM) is back in focus after first quarter 2026 results topped analyst expectations on revenue, margins, and earnings, supported by higher guidance, fresh acquisitions, and continued share repurchases. See our latest analysis for Howmet Aerospace. The strong first quarter update, acquisitions of Consolidated Aerospace Manufacturing and Brunner, and ongoing share repurchases have coincided with powerful momentum. A 30 day share price return of 15.47% and a 1 year total...
Pagaya Technologies (PGY) stock is back in focus after the company paired first quarter results with higher full year net income guidance, a CFO transition, fresh partner wins and expanded asset backed securities activity. See our latest analysis for Pagaya Technologies. The recent Q1 earnings beat, higher full year net income guidance, fresh ABS issuance and new Sezzle partnership all arrive alongside a 1 month share price return of 27.78% and a year to date share price return decline of...
Altria Group, Inc. (NYSE:MO) is included among the 10 Best Inflation-Hedge Stocks to Buy for 2026. On May 1, UBS raised its price recommendation on Altria Group, Inc. (NYSE:MO) to $76 from $74. It reiterated a Buy rating on the shares. The analyst said Altria issued what the firm described as “conservative” guidance for FY26 […]
With a YTD Return of 81.29% as of May 7, Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 7, TD Cowen raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $500 from $290. It reiterated a Buy rating on the shares. The […]
With a YTD Return of 53.77% as of May 7, Microchip Technology Incorporated (NASDAQ:MCHP) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 7, Reuters reported that Microchip Technology Incorporated (NASDAQ:MCHP) forecast first-quarter revenue above Wall Street estimates, driven by strong demand for its chips used in industrial and automotive […]
With a YTD Return of 35.11% as of May 7, Baker Hughes Company (NASDAQ:BKR) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 4, BofA raised its price recommendation on Baker Hughes Company (NASDAQ:BKR) to $80 from $69. It reiterated a Buy rating on the shares. The firm said Baker […]
In early May 2026, Warner Music Group reported second-quarter sales of US$1,732 million and net income of US$183 million, both higher than a year earlier, while also highlighting margin expansion and stronger streaming and catalog performance across Recorded Music and Music Publishing. On the same day, Paramount Pictures and Warner Music Group announced a multi-year, first-look theatrical film deal built around Warner’s artist roster, underscoring how the company is increasingly turning its...
Applied Optoelectronics (NasdaqGM:AAOI) reported record Q1 2026 results and moved into volume shipments of 800G and 1.6T optical transceivers for major hyperscale datacenter customers. The company is rapidly expanding manufacturing capacity, including a larger footprint in Texas, to support growing demand. Applied Optoelectronics appointed PricewaterhouseCoopers as its new independent auditor, marking a key change in its governance framework. For investors watching the AI datacenter optics...
The goal isn't to chase the highest yield. It's to find the most reliable source of income.
As the company gears up to report its first-quarter earnings, it's looking to build on current momentum.
Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.
A better-than-expected jobs report and a blistering chip-stock rally powered the S&P 500 to a record on Friday, with the index notching its sixth straight week of gains. The Dow industrials edged up 0.2% for the week, or 110 points.
By Karen Roman Sagtec Global Limited (Nasdaq: SAGT) said its strategic partner Stateight Sdn Bhd was recognised as an Award Winner in the Residential Development category at the Asia Pacific […]
Record revenue, upbeat guidance, and a swelling defense-backed backlog put this space contractor in sharp focus, today, May 8, 2026.
Lithium Americas Corp. (NYSE:LAC) is one of the best EV battery stocks to buy in 2026. On May 5, Lithium Americas Corp. (NYSE:LAC) appointed Clayton Walker as an independent member of its Board of Directors. The tenure was effective as of May 4. Walker is a former Rio Tinto executive, where he served in several […]
To kick things off, if you are wondering whether Constellation Energy’s share price still offers value or if most of the opportunity is already reflected, the recent numbers give you a useful starting point. The stock last closed at US$311.28, with returns of 14.2% over 30 days, 15.6% over 1 year and a very large gain over 3 years. Year to date it is down 15.0% and the 7 day return is slightly negative at 0.5%. Recent company specific news, regulatory developments or sector headlines can...
The company is a well-oiled machine (pun intended).
Li Auto Inc. Sponsored ADR (LI) concluded the recent trading session at $18, signifying a +2.27% move from its prior day's close.
More than a dozen different spot Bitcoin ETFs now offer easy 1-to-1 exposure to the price of the cryptocurrency.
Corning (GLW) is back on many investors’ screens after announcing a multi year partnership with NVIDIA that links its fiber optics business directly to hyperscale AI data center buildouts across the United States. See our latest analysis for Corning. The stock’s recent momentum has been strong, with a 22.81% 1 month share price return and 49.31% 3 month share price return, alongside a very large 1 year total shareholder return and multi year gains above 5x. This acceleration has coincided...
Globant S.A. (NYSE: GLOB) is one of the best small-cap value stocks to buy. On April 9, analysts at Wedbush initiated coverage of Globant S.A. (NYSE: GLOB) with an Outperform rating and a $61 price target. According to the research firm, IT services continue to play an integral part in cloud computing. The research firm […]
Fluence Energy, Inc. (NASDAQ:FLNC) is one of the best EV battery stocks to buy in 2026. On April 30, Roth Capital lowered its price target on Fluence Energy, Inc. (NASDAQ:FLNC) to $13 from $19 while keeping a Neutral rating on the stock. The core of Roth’s caution is a concern that Fluence’s gross margins are […]