The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
In early August 2026, The Timken Company reported second-quarter results showing higher sales but lower earnings, reaffirmed and raised its full-year 2026 outlook, completed a US$47.97 million share buyback tranche, and declared a US$0.36 quarterly dividend payable on August 28, 2026 to shareholders of record on August 18, 2026. Alongside these financial updates, Timken reshaped its leadership team with new executive vice president roles for a chief commercial officer and chief operating...
NVIDIA (NasdaqGS: NVDA) is committing US$3b to energy-focused firm Lancium and a further US$2b to Firmus' Project Southgate to support AI data center infrastructure. The combined US$5b investment extends NVIDIA's role from supplying chips to taking equity and project finance positions in large scale AI compute projects. These projects are aimed at the foundational infrastructure layer that powers AI data centers and the wider AI factory ecosystem. NVIDIA is only one of several companies...
U. S. stock futures were mixed but generally positive on Monday as investors weighed diminishing prospects for a rapid resolution to the Iran conflict against expectations for important U.
By Saqib Iqbal Ahmed NEW YORK, Aug 10 (Reuters) - Fear of missing out is driving a buying rush on Wall Street, with options market metrics flashing some of the most bullish signals in years.
History actually offers two clear answers about whether to invest in the S&P 500 now.
Buying the dip during stock market corrections has historically been a surefire way to turn a profit.
Take-Two Interactive (TTWO) just got a demand signal that most companies would rush to celebrate. Instead, management slammed on the brakes. CEO Strauss Zelnick said pre-orders for Grand Theft Auto VI have reached levels neither Take-Two nor the broader videogame industry has seen before, Reuters ...
Casino, sports betting and entertainment operator PENN Entertainment (NASDAQ:PENN) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 5.2% year on year to $1.86 billion. Its non-GAAP profit of $0.44 per share was 66.9% above analysts’ consensus estimates.
The transaction brings the company’s total new equity raised over the past year to more than $3bn.
Stanley Black & Decker has outpaced the broader market over the past year, while Wall Street remains cautiously optimistic about the stock’s outlook.
The company built its name on microcontrollers. Its fastest-growing end market is now the data center.
Wall Street closed higher on Friday as weak jobs data for July raised hope that the Federal Reserve may hold interest rates steady for longer.
↗️ Berkshire Hathaway (BRK.B): The company said its quarterly profit more than doubled, powered by investment gains and strong results from its industrial and retail businesses. Shares ticked up in premarket trading.
Despite American Express’ underperformance relative to the S&P 500 over the past 52 weeks, Wall Street analysts remain moderately optimistic about the stock’s outlook.
Unionized CVS pharmacists in three states greenlit a strike sanction last week as they seek better staffing levels and a seat at the table on CVS’ pharmacy decisions.
With Netflix trading at its cheapest valuation in three years, the streaming stock could pique Warren Buffett's interest.
Medicine and manufacturing technology provider Novanta (NASDAQ:NOVT) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.3% year on year to $265.8 million. On top of that, next quarter’s revenue guidance ($302 million at the midpoint) was surprisingly good and 14.9% above what analysts were expecting. Its non-GAAP profit of $0.89 per share was 7.2% above analysts’ consensus estimates.
CAPL, JPM, AVT, LTM and PGY have been added to the Zacks Rank #1 (Strong Buy) List on August 10, 2026.
Stocks looked set to rise on Monday as investors’ focus shifted to inflation, with this week’s consumer-price report print likely to help determine if the Federal Reserve can stick to its guns by not hiking interest rates in September. Nasdaq 100 futures rose 0.4%. Dow Jones Industrial Average futures slipped 30 points, or 0.1%.
Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies.
If history rhymes once again, we could be talking about the Nasdaq topping 34,000 in August 2027.
APTV, BBSI and CABO have been added to the Zacks Rank #5 (Strong Sell) List on August 10, 2026.
The brand is trying to find ways to improve the daypart, which now represents roughly 5% of sales compared to 8% in Q2 2020, as part of a broader menu review.
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
Apple (AAPL) has been testing memory chips from China's CXMT for use in iPhones, MacBooks and other
Retail traders appear to be more interested in RKLB. RKLB’s watcher count increased 16% over three months and 56% over a year, versus 12% and 47% for ASTS.