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GILT heads into Q2 earnings with defense and in-flight connectivity momentum, major orders and a planned acquisition, but execution risks remain in focus.

Shares of quantum computing company IonQ (NYSE:IONQ) jumped 8.6% in the afternoon session after the company received a bullish 'outperform' rating from Wedbush and announced the completion of its $1.8 billion acquisition of SkyWater Technology. Wedbush initiated its first formal coverage on the quantum computing firm, setting a price target of $75.00, which suggests significant upside from the stock's price of $36.44. Concurrently, IonQ finalized its acquisition of the U.S.-based semiconductor f

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement. As server designs move to high-density DDR5 standards and High Bandwidth Memory configurations to support AI workloads, specialized memory interface designers like Rambus Inc. (NASDAQ:RMBS) are key to data center design. That said, as semiconductor companies pivot their business models […]

Shares of one automation technology provider slipped after earnings, while another jumped. The new $13.15 midpoint implies fourth quarter earnings per share of about $3.60. Shares of automation technology provider Zebra Technologies were up 20% at $350 after it reported better-than-expected fiscal second-quarter numbers.

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Caterpillar shares jumped in early trading after the heavy-equipment provider raised its outlook for the year—giving the Dow industrials a big lift. As of right now, the stock has single-handedly added 313.

YouTube Premium will soon give consumers access to Peacock's streaming service.

Following triple-digit gains on the major indexes yesterday, we're up another +559 points on the Dow, +221 on the Nasdaq and +6 on the S&P 500.

Caterpillar Inc. crushed Wall Street's second-quarter expectations as the company reported stronger sales across its businesses, posted a record equipment backlog and increased its forecast for 2026 sales. Matthew Griffin reports on Bloomberg Television.

RDW heads into Q2 earnings with 70.6% projected sales growth and record backlog, but R&D spending may pressure near-term profits.

Every earnings season has a moment where a CEO says something that cuts through the noise. Not a guidance range or a revenue beat. Something that reframes how investors are supposed to think about the company. Meta's Q2 call on July 29 had one of those moments, and it didn't come from the income ...

Array Digital, Optimum and AT&T have been highlighted in this Industry Outlook article.

Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.

SpaceX will release its quarterly financial report after markets close today and its conference call starts at 4:30 p.m. ET. Similar to Tesla, SpaceX is letting investors submit questions ahead of the call.

Equities are running again after a solid “up” day yesterday. Oil is falling, while gold and silver are rising. The dollar and Treasuries are mostly flat.

ASML Holding raised its interim dividend by 17% year over year, signaling confidence in its cash generation. The company paired the dividend move with strong 2026 revenue guidance, despite ongoing China related risks. The new payout level points to a strengthening income profile for shareholders alongside ASML’s leadership in chipmaking tools. ASML Holding, ticker ENXTAM:ASML, is reinforcing its income story with a higher interim dividend and firmer guidance. The stock trades at €1,419.6,...

Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.

Broadcom (AVGO) is back in the spotlight as it prepares to present at the Future of Memory and Storage 2026 conference in Santa Clara, putting its data center and storage technology in front of industry specialists and investors. See our latest analysis for Broadcom. Recent moves suggest interest in Broadcom is rebuilding, with a 1-month share price return of 8.82% and a year to date share price gain of 12.83%. The 1-year total shareholder return is 34.88%, and the 5-year total shareholder...

These relatively safe dividend stocks offer yields of more than 3%.

McDonald's (NYSE:MCD) has appointed Skye Anderson as President of McDonald's USA. Anderson succeeds Joe Erlinger, a long-serving executive at the company. The leadership change affects McDonald's largest market in terms of systemwide sales. McDonald's remains one of the largest global quick service restaurant chains, with the U.S. as its core market. The appointment of Skye Anderson comes as the company responds to shifting consumer preferences, changing traffic patterns and a competitive...

Caterpillar said the artificial intelligence boom continues to drive demand for its engines and generators, while healthy construction spending is spurring sales of its dump trucks, bulldozers and excavators.

Fortive raises its 2026 earnings outlook as broad organic growth, margin expansion and stronger cash flow support second-half momentum.

Japan and the United States jolted the yen out of an historic slide. US and global stocks keep pressing toward records.

NRG Energy Inc. (NYSE:NRG) reported second-quarter 2026 results that featured stronger-than-expected revenue but earnings that fell short of Wall Street forecasts.

Seaways, Genko and ZIM have been highlighted in this Industry Outlook article.

Oppenheimer analyst Ittai Kidron raised his price target on Backblaze to $25 from $15 while maintaining an ‘Outperform’ rating, saying B2 cloud storage revenue came in well ahead of expectations.

The software provider sits on a map of the enterprise that dedicated security vendors can't match.

BioNTech (NASDAQ:BNTX) reported second-quarter 2026 revenue of €106 million, down from €261 million a year earlier, as lower U.S. demand for its COVID-19 vaccine weighed on results. The prior-year quarter also benefited from a one-time compensation payment from Pfizer related to its decision to opt

AI data center demand drives 53% revenue growth and record earnings guidance.

The revenue beat and the raised outlook are real, and so is the company's own account of what paid for them.