News

Expedia Group has appointed Derek Andersen, former Snap Inc. CFO and longtime Amazon finance leader, as its new Chief Financial Officer, succeeding Scott Schenkel, who is leaving after supporting margin expansion and strengthening the company’s financial foundation. Andersen’s background in finance leadership across social media, streaming, ecommerce, and digital media platforms introduces a tech-centric perspective to Expedia’s global finance organization under CEO Ariane Gorin. We’ll now...

NVIDIA (NasdaqGS:NVDA) and Corning have agreed a multi-billion-dollar partnership to expand U.S. optical connectivity manufacturing for AI infrastructure. The deal includes three new advanced manufacturing plants in North Carolina and Texas and is intended to increase Corning's domestic optical capacity tenfold. More than 3,000 jobs are expected to be created, with NVIDIA investing US$500 million via rights and warrants for Corning shares as part of the multi-year agreement. The partnership...

Alphabet posted a blockbuster Q1 last week, and the stock responded by closing out its best month since October 2004. That has put Alphabet within $230 billion of Nvidia for the title of the world’s largest company, with prediction market traders now pricing a real chance the crown changes hands by June. CEO Sundar Pichai told investors the company’s edge over rivals is that it “owns the silicon.” Pichai’s Full-Stack Pitch On the April 29 Q1 earnings call, Pichai said, “The fact that we own fron

MP Materials' shares are up more than 168% over the past year. How much more momentum does the stock have?

James Robert Anderson: Thank you, Paul, and thank you, everyone, for joining today's call. Coherent, Inc. is a global leader in photonic technology, which is foundational to the performance and scalability of AI data centers and critical to many important industrial applications.

Every revolution has its starting point. For aviation, it was Kitty Hawk, a beach town in North Carolina, where the Wright Brothers made the first controlled, powered airplane flights on December 17, 1903. Orville Wright flew for 12 seconds and more than 120 feet at nearby Kill Devil Hills, ...

The AI rally that’s driven the S&P 500 and Nasdaq to all-time highs has felt like it was hitting a crescedo for three years straight. But as hyperscalers push their own capital expenditure commitments higher and higher (Meta just raised their 2026 capex estimates to $145), and new entrants like Elon Musks’s SpaceX are expected to ... 2 Top AI Stocks To Put On Your Shortlist

(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services Task

(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitDOJ Plans Intervention in Trump Supreme Court Carroll AppealAnthropic Unveils AI Agents to Field Financial Services Task

Moderna (NASDAQ:MRNA) shareholders approved all four management proposals at the company’s 2026 Annual Meeting of Shareholders, including the re-election of two directors, advisory votes related to executive compensation, and the ratification of Ernst & Young as the company’s independent auditor

Cirrus Logic (NASDAQ:CRUS) reported fourth-quarter fiscal 2026 revenue of $448.5 million, finishing above the midpoint of its guidance range, as the company pointed to strong demand for components shipping into smartphones. For the full fiscal year 2026, the company delivered record revenue of $2.0

The Dow Jones Industrial Average finally joined the Nasdaq Composite and S&P 500 in exiting correction territory, but it ended the day just short of a major milestone. The Dow rose 612 points, or 1.2% after briefly crossing the symbolic 50,000 level. The S&P 500 ended up 1.5% while the Nasdaq jumped 2%.

The chip designer posted its best quarter ever. Its results are about to get much stronger.

The U.S. has crossed a threshold that is hard to ignore: the national debt is now larger than the entire economy. As of the end of March, debt reached 100.2% of gross domestic product, a level not seen since the...

Investors’ pursuit of the companies supplying key materials to the artificial intelligence build-out is powering an epic rally in shares of chip makers. The AI trade has boosted stocks’ record run, with the S&P 500 climbing 1.5% to new highs on Wednesday after signs of progress on a Middle East peace deal and strong earnings from Advanced Micro Devices It has also sparked volatility in markets, sending investors swinging between worries that AI won’t produce the expected blockbuster profits and fears it will disrupt entire industries. Corning is among the latest companies to reap a windfall from the ripple effects of the data center build-out.

Nice's Q1 report wasn't what investors were hoping for.

Investors often move like lemmings in the short term, giving long-term investors an opportunity to buy great companies.

The headline numbers for SYMBOTIC INC (SYM) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Halliburton’s refreshed valuation work now points to a fair value of US$41.64, up from US$39.30, reflecting the latest modeling of the stock’s potential. This shift sits alongside a busy period of analyst activity, with several firms lifting price targets by US$1 to US$8, a new upgrade, and at least one cut, all shaping how you might think about the current risk and reward. Read on to see what is driving these moves and how you can track the evolving narrative from here. Analyst Price Targets...

Major gauges held steady as markets adjusted to the potential of peace in Iran.

In April 2026, Texas Instruments reported first‑quarter 2026 results showing sales of US$4,825 million and net income of US$1,545 million, and issued second‑quarter guidance calling for US$5.0 billion–US$5.4 billion in revenue and earnings per share of US$1.77–US$2.05. The company’s stronger‑than‑expected quarterly performance and upbeat outlook, supported by demand in data center, industrial and AI‑related markets, has refocused attention on how its manufacturing investments and end‑market...

The ubiquitous pharmacy retailer crushed first-quarter analyst estimates.

My name is Hanley Donofrio, and I am the Investor Relations Director here at IonQ, Inc. I am pleased to be joined on today's call by Niccolo de Masi, IonQ, Inc.'s Chairman and Chief Executive Officer, and Inder Singh, IonQ, Inc.'s Chief Operating Officer and Chief Financial Officer. Niccolo de Masi: Thank you all for joining us today.

Arista Networks delivered a strong Q1 report, but its stock still lost ground.

Eric M. DeMarco: Kratos Defense & Security Solutions, Inc.'s balanced business model of making internally funded investments, including property, plant, and equipment, and the rapid development and fielding of relevant products for the Department of Defense, while also generating organic growth, increased profitability, and value for all Kratos Defense & Security Solutions, Inc. stakeholders, is succeeding. The success is reflected in our Q1 results, including a 1.6-to-1 book-to-bill ratio, a record backlog of $2 billion, and an increased opportunity pipeline up to $14 billion, and the $14 billion is after the 1.6-to-1 book-to-bill, reflecting Kratos Defense & Security Solutions, Inc.'s accelerating growth trajectory. As Deanna will go through in detail, we significantly exceeded our first-quarter forecast across the board, with EBITDA being particularly strong as a result of execution and product delivery mix, with Kratos Defense & Security Solutions, Inc.'s microwave electronics, turbine technologies, and unmanned systems businesses each having a particularly strong Q1.

IonQ raised its annual revenue forecast on Wednesday, betting on growing demand from clients for its ‌quantum computing platform. IonQ develops trapped-ion quantum computing systems and related networking, sensing and security technologies, offering cloud-based access to ​its hardware ​that attempts to solve complex ​computational problems beyond the reach ‌of classical computers. Challenges remain for quantum ​computing, the biggest being that qubit, a ​fundamental building block similar ​to a bit in classical computing, is incredibly ‌fast, but also extremely difficult to ​control and prone ​to errors.

Analyzing the Impact of Tweedy Browne (Trades, Portfolio)'s Recent 13F Filing

Exploring the Latest 13F Filing and Investment Shifts