News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Fabrinet (FN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Wheaton keeps its 2026 production outlook intact as mine sequencing, Antamina and strong deal capacity support its second-half growth plans.
Take-Two keeps FY27 Net Bookings at $8-$8.2B as record GTA VI preorders build ahead of the Nov. 19 launch, while guidance stays unchanged.
Redwire's Q2 call highlighted a $542.1M backlog, stronger guidance visibility and disciplined margin expectations as it scales defense and space.
Fluence Energy cuts fiscal 2026 outlook as factory delays push revenues into 2027, even as orders, backlog and data center demand hit records.
ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.
Demand for electricity projects better fits Fluor’s project profile than the data centers they power, CEO Jim Breuer said during the firm’s second-quarter earnings call.
Shares of Archer Aviation soared Monday after the company announced it was taking over some of Boeing subsidiaries as it adds to its flying-taxi and autonomous flight capabilities. Archer Aviation stock rose 29% to $6.63 on Monday while Boeing stock declined 0.7% to $232.74. The sharp share price increase Monday was in response to the announcement that Archer has agreed to acquire Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu.
Stocks around the globe kicked off the new trading week on a solid footing. In the U.S., indexes were little changed, as focus remains on economic data and the wind-down of second-quarter earnings season.
A single Boeing deal just rewired Archer Aviation's entire business model, pulling in defense revenue, autonomy IP, and airspace software overnight. Whether today's 20% surge holds depends on what the company says after the closing bell.
Machine vision technology company Cognex (NASDAQ:CGNX) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 16.9% year on year to $291.3 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $310 million at the midpoint, or 9.9% above analysts’ estimates. Its non-GAAP profit of $0.45 per share was 5.9% above analysts’ consensus estimates.
Tech stock news for the week of Aug. 10
Tech stock news for the week of Aug. 10
Tech stock news for the week of Aug. 10
(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been
The consensus price target hints at a 78.7% upside potential for Archer Aviation (ACHR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
The average of price targets set by Wall Street analysts indicates a potential upside of 25.7% in Ouster (OUST). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The mean of analysts' price targets for Arista Networks (ANET) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
The shareholder-friendliness of these companies often floats under the radar.
Ouster's 56% revenue growth, Rev8 ramp and smart-infrastructure wins bolster its Physical AI story despite profitability and scaling risks.
ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.
Airbnb CEO Brian Chesky gives his take on the future of AI.
Stock markets were little changed Monday, holding near record highs amid thin summer volumes, as investors awaited inflation data this week for more clues to the interest-rate outlook for the US economy.The AI sector that has recently underpinned the US stock market is increasingly reliant on debt to fund its massive investments, and would be penalised by higher interest rates, she added.
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]