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Alibaba Targets Big AI Gains Even as Business Growth Falls Short
Bloomberg102d agoneutral
Alibaba Targets Big AI Gains Even as Business Growth Falls Short

(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.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, Coun

BABACJDNVDA
Veteran analyst resets Apple stock price target for 2026
TheStreet102d agoneutral
Veteran analyst resets Apple stock price target for 2026

Apple’s (AAPL) AI strategy has been quiet for a while, but things could change quickly. Wedbush analyst Dan Ives raised his 12-month price target on Apple to $400 from $350, making it the most bullish call among major Wall Street analysts, according to TheFly. The move shows a broader ...

AAPL
China's $3 Billion US Clean Tech Exit Is an Investment Warning
Bloomberg102d agoneutral
China's $3 Billion US Clean Tech Exit Is an Investment Warning

(Bloomberg) -- Renewable energy manufacturer Jinko Solar Co.'s recent decision to sell control of its Florida facility extends a multi-billion dollar retreat from the US by China's clean technology firms, as they contend with an increasingly hostile policy environment and the potential loss of Biden-era incentives.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 SpotlightIran's Kharg Island Oil Jetties Empty

FSLRGLW
China’s $3 Billion US Clean Tech Exit Is an Investment Warning
Bloomberg102d agoneutral
China’s $3 Billion US Clean Tech Exit Is an Investment Warning

(Bloomberg) -- Renewable energy manufacturer Jinko Solar Co.’s recent decision to sell control of its Florida facility extends a multi-billion dollar retreat from the US by China’s clean technology firms, as they contend with an increasingly hostile policy environment and the potential loss of Biden-era incentives.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, Coun

FSLRGLW
S&P 500, Nasdaq boosted by chips to record closing highs
Reuters Videos102d agoneutralVIDEO
S&P 500, Nasdaq boosted by chips to record closing highs

<body><p>STORY: The S&P 500 and the Nasdaq gained ground on Wednesday with a boost from artificial intelligence-related tech shares.</p><p>The Dow actually fell slightly while the S&P gained about six-tenths of one percent and the Nasdaq added double that with the two indexes notching record closing highs.</p><p>The markets looked past data from the Labor Department showing producer prices jumped by 1.4% last month, the largest monthly increase in four years.</p><p>Tom Hainlin, national investment strategist with U.S. Bank Asset Management says he isn’t sure if these numbers will persist and what impact they will have on profits.</p><p>“Obviously, manufacturers and other importers are dealing with high prices due to tariffs and also due to high energy prices. I think the question is, this a temporary bump in producer prices or is it something that will ultimately eat into their profit margins? But we've seen strong investment in productivity tools . And we've seen profit margins remain pretty sturdy in here, which is driving corporate profits. But if this is a one-time blip, this can get managed through the corporate profit cycle.”</p><p>The recent inflation data is dousing any remaining hopes for a near-term rate cut from the Federal Reserve.&nbsp;</p><p>In fact, Boston Fed President Susan Collins said on Wednesday that a rate hike could be in the cards if inflation pressures fail to subside.</p><p>Kevin Warsh, President Donald Trump's nominee to succeed Fed Chair Jerome Powell, was confirmed by the Senate in a vote along party lines.</p><p>:: Ford</p><p>Stocks on the move included Ford which surged 13% following a Morgan Stanley report highlighting the strength of the company’s energy storage business.&nbsp;</p><p>And Johnson & Johnson climbed nearly 3% after brokerage Leerink Partners upgraded shares to "outperform" from "market perform."</p></body>

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Enovix (ENVX) Q1 2026 Earnings Transcript
Motley Fool102d agoneutral
Enovix (ENVX) Q1 2026 Earnings Transcript

On smartphones, we align with Honor, an updated qualification framework designed specifically for silicon anode batteries. This framework, which includes revised specifications and testing protocols, better reflects real world usage conditions.

ENVX
Alibaba Gr Hldgs Q4 2026 Earnings Call: Complete Transcript
Benzinga102d agoneutral
Alibaba Gr Hldgs Q4 2026 Earnings Call: Complete Transcript

Alibaba Gr Hldgs (NYSE:BABA) reported fourth-quarter financial results on Wednesday. The transcript from the company's fourth-quarter earnings call has been provided below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. The full earnings call is available at https://edge.media-server.com/mmc/p/npqai6e2/ Watch the full earnings call below: Summary Alibaba Group Holding Ltd reported a 11% year-over-year re

BABA
Karooooo Ltd. (KARO) Lags Q4 Earnings Estimates
Zacks102d agoneutral
Karooooo Ltd. (KARO) Lags Q4 Earnings Estimates

Karooooo (KARO) delivered earnings and revenue surprises of -14.28% and +1.59%, respectively, for the quarter ended February 2026. Do the numbers hold clues to what lies ahead for the stock?

GTLB
Birchtech Q1 2026 Earnings Call: Complete Transcript
Benzinga102d agoneutral
Birchtech Q1 2026 Earnings Call: Complete Transcript

Birchtech (AMEX:BCHT) reported first-quarter financial results on Wednesday. The transcript from the company's first-quarter earnings call has been provided below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. View the webcast at https://viavid.webcasts.com/starthere.jsp?ei=1761146&tp_key=1b46e148b3 Summary Birchtech Corp completed a $16.4 million capital raise and uplisted to the NYSE American, strengthening its

AXP
Target bets on viral toys to boost struggling sales
TheStreet102d agoneutral
Target bets on viral toys to boost struggling sales

Many of us remember the days of Target being a shopping destination, as opposed to an obligatory trip to stock up on essentials. The big-box giant once dominated with its fun, fresh inventory, particularly in categories like home goods and apparel. In recent years, though, Target has lost much of ...

TGT
Amdocs Q2 Earnings Call Highlights
MarketBeat102d agoneutral
Amdocs Q2 Earnings Call Highlights

Amdocs (NASDAQ:DOX) reported fiscal second-quarter 2026 revenue and non-GAAP earnings above the midpoint of its guidance, while newly appointed Chief Executive Officer Shimie Hortig used the company’s earnings call to outline a strategy centered on “agentic” artificial intelligence for telecom opera

SATS
Cisco Systems Q3 Earnings Call Highlights
MarketBeat102d agoneutral
Cisco Systems Q3 Earnings Call Highlights

Cisco Systems (NASDAQ:CSCO) reported record fiscal third-quarter revenue and raised its expectations for artificial intelligence infrastructure orders, as executives said demand accelerated across hyperscale, enterprise and public-sector customers. Chair and CEO Chuck Robbins said Cisco delivered “

CSCO
Cisco to Shed Jobs for All-In AI Push
The Wall Street Journal102d agoneutral
Cisco to Shed Jobs for All-In AI Push

The networking company said Wednesday that it is launching a restructuring that will cost up to $1 billion in severance, one-time termination benefits and other costs.

CSCOORCL
Aeluma Q3 2026 Earnings Call Transcript
Benzinga102d agoneutral
Aeluma Q3 2026 Earnings Call Transcript

Aeluma (NASDAQ:ALMU) held its third-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. Access the full call at https://event.choruscall.com/mediaframe/webcast.html?webcastid=a5tAb4Gd Summary Aeluma reported Q3 fiscal 2026 revenue of $1.2 million, slightly down from $1.3 million in both the prior year and previous quarter, ma

ALMU
JPMorgan pulls no punches on Strait of Hormuz, oil prices
TheStreet102d agoneutral
JPMorgan pulls no punches on Strait of Hormuz, oil prices

Something doesn't add up in the global oil market right now. Supply disruptions have hit historic levels. Inventories are draining at a pace not seen in decades. Yet prices, while elevated, haven't spiked as violently as past crises might suggest. JPMorgan says that gap is a warning sign, not ...

JPM
Full Transcript: Spire Global Q1 2026 Earnings Call
Benzinga102d agoneutral
Full Transcript: Spire Global Q1 2026 Earnings Call

Spire Global (NYSE:SPIR) held its first-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. Access the full call at https://event.choruscall.com/mediaframe/webcast.html?webcastid=wVypr0EE Summary Spire Global reported Q1 2026 revenue of $15.8 million, exceeding the high end of their guidance, wit

SPIR
Full Transcript: Lightwave Logic Q1 2026 Earnings Call
Benzinga102d agoneutral
Full Transcript: Lightwave Logic Q1 2026 Earnings Call

On Wednesday, Lightwave Logic (NASDAQ:LWLG) discussed first-quarter financial results during its earnings call. The full transcript is provided below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. Access the full call at https://viavid.webcasts.com/starthere.jsp?ei=1759268&tp_key=aa37bf88c1 Summary Lightwave Logic Inc reported a revenue of $29,000 for Q1 2026, marking a 27% year-over-year increase, with

LWLG
Doximity (DOCS) Lags Q4 Earnings Estimates
Zacks102d agoneutral
Doximity (DOCS) Lags Q4 Earnings Estimates

Doximity (DOCS) delivered earnings and revenue surprises of -7.14% and +1.19%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

VEEV
Cisco Systems Reports Q3 2026 Results: Full Earnings Call Transcript
Benzinga102d agoneutral
Cisco Systems Reports Q3 2026 Results: Full Earnings Call Transcript

Cisco Systems (NASDAQ:CSCO) reported third-quarter financial results on Wednesday. The transcript from the company's third-quarter earnings call has been provided below. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. View the webcast at https://events.q4inc.com/attendee/657245031 Watch the full earnings call below: Summary Cisco Systems reported record Q3 revenue of $15.8 billion, up

CSCO