News

W beats Q2 estimates as stronger U.S. demand, market share gains and Perigold growth lift revenues and active customers.

Sunoco's Q2 2026 revenues and EBITDA rise y/y on acquisitions, higher fuel volumes and margins. SUN raises its 2026 guidance.

The move opens contextual opportunities for advertisers by providing a smooth transition into serving real-time content based on personal context when the rollout is complete.

On Monday, Sen. Elizabeth Warren (D-Mass.) said Americans may be helping fuel the AI boom through everyday use of platforms such as Meta Platforms, Inc.’s Instagram and Gmail, owned by Alphabet Inc.’s Google, arguing that Big Tech should be taxed....

PSKY beats Q2 earnings and revenue estimates as DTC strength, a Studios turnaround and cost discipline offset TV Media weakness, with a solid Q3 outlook.

ON Semiconductor has pulled back sharply while its AI data center business accelerates toward a potential doubling, so the real question is whether the selloff created an opportunity or a warning sign worth heeding.

SpaceX (SPCX) erases $205 billion in market value on Wednesday following its first-ever earnings release, with its AI spending forecasts weighing heavily on investors' minds. BofA Securities senior aerospace and defense analyst Ron Epstein comes on Market Domination to discuss his biggest takeaways from SpaceX's results.

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.

The constraint management once pointed to for a fall in shop visit volume now sits inside the growth case, and the raised guidance now rests on working through it.

Wells Fargo's Charlie Scharf just admitted AI will eliminate tens of thousands of bank jobs, then turned around and called the American consumer stronger than ever. Whether those two statements can coexist depends on a timing problem Scharf himself admitted no one has solved yet.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

GILD beats Q2 revenue estimates as HIV sales fuel growth, while acquisition charges cause a loss. Higher HIV guidance and pipeline progress support momentum.

The AI-driven loan platform delivered strong Q2 results.

SVM heads into Q1 earnings with revenues expected to jump 70% despite lower silver output, as higher metal prices and gold sales may lift results.

Fast-food giants built their empires on budget-conscious customers, but a troubling shift in spending habits is forcing McDonald's to rethink who actually shows up at the counter.

I spent years overlooking Coca-Cola, but its latest results convinced me that this "boring" dividend stock deserves a place on any long-term investor's watch list.

Can the company keep the momentum going?

EMR's Q3 earnings beat estimates as Software & Systems surged, margins expanded and strong cash flow supported a higher fiscal 2026 outlook.

The issues reportedly included harmful material, deepfakes and operational failures.

Credo Technology Group Holding (CRDO) is back in focus after showcasing new interconnect products for AI memory and storage at the FMS 2026 conference, directly connected to data center scale requirements. See our latest analysis for Credo Technology Group Holding. The new AI focused interconnects come after a very strong run for Credo Technology Group Holding, with the share price up 66.12% year to date and a 1 year total shareholder return of 115.72%. However, the 30 day share price return...

On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are lower after the semiconductor firm's second-quarter revenue and third-quarter sales forecast underwhelmed investors expecting a stronger performance given rising demand. - Disney (DIS) shares are climbing as profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. - Shopify (SHOP) shares are soaring after it reported revenue for the second quarter that beat the average analyst estimate. President Harley Finkelstein said it was a "monster quarter" for the company.

Fastly (FSLY) stock is in focus after the company joined Experian's Agent Trust ecosystem, a collaboration aimed at verifying AI agents, supporting secure autonomous transactions, and extending Experian's trust framework to the network edge. See our latest analysis for Fastly. Fastly’s recent AI focused partnership arrives as the stock trades at US$24.95, with a strong year to date share price return of 144.85% and a 1 year total shareholder return of 291.07%. However, the 90 day share price...

Ciena (CIEN) is back in focus after e& UAE chose its next generation DWDM and software platforms to expand a high capacity network, which highlights the stock’s exposure to global digital infrastructure projects. See our latest analysis for Ciena. Ciena’s recent client wins in the Middle East and its quantum safe networking trial in the US come as the stock trades at US$411.13, with a 1 day share price return of 5.21% and a year to date share price return of 67.09%. The 1 year total...

The $55 billion leveraged buyout is the largest on record, and takes Electronic Arts private after 36 years

Viasat stock has surged over the past year, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks indicate that the shares are trading at a premium rather than at a clear bargain. Viasat has returned 209.7% over the last year, which puts the current share price well above where it was 12 months ago and raises the bar for future returns at this level. Expectations for Viasat's future cash generation can support some premium. However, any setbacks in...

The miner’s first-half earnings surged as oil, LNG, freight and commodity volatility gave its marketing machine exactly the market it was built for.

Why Novavax’s Licensing Pivot and Cyclospora Focus Matter Now Novavax (NVAX) is in the spotlight after shifting away from direct COVID-19 vaccine sales toward licensing its Matrix-M adjuvant, while investors also weigh Cyclospora outbreak headlines and the upcoming second-quarter earnings release. See our latest analysis for Novavax. At a share price of $7.66, Novavax has seen a 3.37% 1 day share price return and a 4.36% 7 day share price return, although the 30 day share price return is down...

In late July 2026, Lumentum Holdings Inc. disclosed that long-serving Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, then remain with the company for two years as a consultant while his existing equity awards continue to vest as long as he provides services. This transition keeps deep reliability and quality expertise inside Lumentum at a time when customers are increasingly focused on secure, high-performance optical components for...

Vertiv's scale, rising margins and global AI-ready capacity give it an edge in data center infrastructure over fast-growing Modine.