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Salesforce secured a $72 million U.S. Air Force agreement as part of a broader $5.6 billion Department of Defense contract. The deal brings Salesforce's Agentforce AI platform into Air Force and Space Force operations for personnel and workflow management. This is Salesforce's largest consolidated federal contract to date and expands its reach in highly regulated government cloud environments. For investors watching NYSE:CRM, this contract lands at a time when the stock is trading at...

HII’s Ingalls Shipbuilding division recently delivered the Flight III Arleigh Burke-class guided missile destroyer Ted Stevens (DDG 128) to the U.S. Navy, while continuing work on a large pipeline of additional Flight III destroyers. The company is also scaling a distributed shipbuilding model, outsourcing more than 2,500,000 labor hours in 2026, to boost throughput and meet growing Navy demand. We’ll now examine how HII’s distributed shipbuilding push and Flight III destroyer delivery...

Recent performance snapshot Nokia Oyj (HLSE:NOKIA) has drawn attention after a strong run in the stock, with the share price up 7.5% over the past day and 38.3% over the past month. See our latest analysis for Nokia Oyj. For context, Nokia Oyj’s recent surge sits on top of a strong run, with a 30 day share price return of 38.3% and a 1 year total shareholder return of 167.7%, which points to building momentum as investors reassess both growth prospects and risks. If this kind of move has you...

Cisco reported record revenue and surging AI demand while announcing job cuts affecting thousands as it repositions for an AI-driven future.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.

CoreWeave's outlook disappointed Wall Street even as revenue more than doubled year over year.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summi

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Ira

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

This earnings season’s big winners include makers of AI-oriented hardware, but the list also includes some surprises.

Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.

Moby summary of Protalix BioTherapeutics, Inc.'s Q1 2026 earnings call

Vertiv Holdings Co (NYSE:VRT) has acquired Strategic Thermal Labs to expand its liquid cooling and high-density thermal management offerings for AI and high-performance computing data centers. The company has also been named a key infrastructure partner for Hut 8's Beacon Point campus AI project. For investors tracking AI infrastructure, Vertiv sits at the intersection of power, cooling, and data center buildouts. The stock trades at $369.99, with very large 3 year and 5 year returns and a...

Richtech Robotics recently announced that at the 2026 National Restaurant Association Show it will showcase its ADAM humanoid robot preparing fresh noodles and its Matradee Plus autonomous delivery robot transporting samples, alongside an on-site seating and meeting area for guests, media, and partners. In a separate move, SoundHound AI announced a prospective partnership with Richtech Robotics to integrate voice-driven agentic AI into Richtech’s systems, highlighting how conversational...

Considering whether eBay at US$113.01 still offers value after a strong run, or if the easy money has already been made. The stock has recently posted returns of 4.5% over 7 days, 15.1% over 30 days, 29.8% year to date and 65.7% over 1 year, with 172.2% over 3 years and 106.3% over 5 years. These moves sit against a backdrop of ongoing interest in large consumer platforms and how they are priced relative to peers and broader equity markets. Investors are paying closer attention to how...

Toast (NYSE:TOST) has agreed to deploy its full restaurant technology suite across all Hungry Howie’s locations. The enterprise partnership will roll out Toast’s integrated and AI-powered tools across the pizza chain’s multi unit footprint. This agreement expands Toast’s reach into a larger, franchise heavy client and broadens its exposure beyond its core customer base. For you as an investor, this illustrates how Toast’s restaurant focused platform can appeal to bigger, multi location...

South Korea has proposed a tax on AI driven chip profits, triggering a sector wide selloff that has pulled in NasdaqGS:SNDK alongside peers. The proposal targets profit redistribution on AI hardware leaders and has raised concerns that similar policies could appear in other manufacturing hubs. At the same time, NasdaqGS:SNDK’s very large multi year rally and high share price have sparked speculation about a forward stock split to improve retail access. Investors are reassessing both...

If you have been wondering whether NextEra Energy at around US$94.85 is a bargain or fully priced, this breakdown is designed to help you think through what the current share price might be implying. The stock has eased by about 0.6% over the past week, while returns sit at 2.8% over 30 days, 17.2% year to date and 35.3% over the last year, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on NextEra Energy as a major...

BWX’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reaction was notably negative. Management attributed the performance to higher throughput, strong operational execution, and robust demand in both government and commercial segments. CEO Rex Geveden pointed to “improved throughput, favorable pacing of work, and exceptional operational execution” as major contributors. The company also highlighted a significant year-over

Recent performance snapshot Sezzle (SEZL) stock has drawn attention after a recent run that includes a 2.8% gain over the past day, 19% over the past week, and around 67% over the past month. See our latest analysis for Sezzle. With the share price at $102.40 and a 30 day share price return of 67.02%, Sezzle’s recent momentum stands in contrast to a more modest 12.52% total shareholder return over the past year. This may indicate shifting expectations around its growth and risk profile. If...

Enovix (NASDAQ:ENVX) reported first-quarter 2026 revenue above its guidance range as the battery developer said it is advancing commercial production for smart eyewear, refining smartphone qualification standards with customers and building a larger pipeline in drone, defense and industrial markets.

Aeluma (NASDAQ:ALMU) executives said the company is seeing increased customer interest in its photonics technology as artificial intelligence data center investment strains existing supply chains for optical components, while quarterly revenue remained roughly flat and the company narrowed its full-

AI and agentic automation have been the biggest game changers the financial industry has seen in decades, as transformative to the sector as ATMs and online banking were in the 1980s and early 2000s. As the world’s largest bank by market capitalization, JPMorgan Chase & Co. (JPM) has been ...

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

The Pentagon is urgently accelerating domestic rare earth supply chains as China tightens export controls ahead of a 2027 U.S. defense ban on Chinese-origin rare earth materials.

By Max A.

Diamondback Energy’s first quarter results surpassed Wall Street’s revenue and profit expectations, yet the share price declined following the announcement. Management attributed the quarter’s performance to robust oil production growth, driven by operational improvements in well completions and field automation. CEO Kaes Van’t Hof highlighted advances in completion design and downtime reduction as major contributors, noting, “Better wells and lower downtime is a good recipe for a production bea

Oil prices moved slightly lower on Wednesday, but markets were buoyed to new heights by the strength of the tech sector. Plus, the new Federal Reserve chair cleared his final confirmation hurdle this afternoon, which likely alleviated some lingering uncertainty at the central bank, and among investors. Incoming Fed Chair Kevin Warsh was confirmed by the Senate with a vote of 54-45 on Wednesday afternoon, becoming the 17th person to take on the job.