News

The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.

ConocoPhillips (COP) beats production guidance with record Permian output, doubles share repurchases, and advances LNG and international growth initiatives.

Nuclear investment is still growing, but nuclear share prices have been shrinking.

Datadog Inc (DDOG) delivers strong Q2 2026 results with record billings and RPO, while navigating a deliberate de-risking of guidance due to a major customer's usage reduction.

Novavax secures key partnerships and raises 2026 outlook while advancing its adjuvant platform in infectious disease and oncology.

Centrus Energy Corp (LEU) reports strong Q2 2026 results with revenue up 14% and a $4.5 billion backlog, driven by key HALEU agreements and a $900 million DOE task order.

Lexicon Pharmaceuticals Inc (LXRX) advances its pipeline with strong cash position despite a challenging quarter marked by a net loss and reduced revenues.

MKS Inc (MKSI) delivers a stellar Q2 with revenue up 28% year-over-year, driven by surging semiconductor and electronics demand, while navigating margin pressures from strategic capacity expansions.

ATI Inc (ATI) posts strongest quarterly EBITDA since 2007, raises full-year outlook on robust aerospace and defense demand.

The company raised its 2026 guidance to mid single-digit growth, driven by robust bookings, a strong CSI business, and expanding opportunities in advanced logic and memory.

Marqeta (MQ) is back in focus after expanding its collaboration with Google to power a new family payments experience in Google Wallet. This gives kids and teens supervised tap to pay access while keeping parents in control. See our latest analysis for Marqeta. Despite the Google Wallet news and recent client partnerships, Marqeta’s recent momentum has been mixed, with a 30 day share price return of 4.77% but a 1 year total shareholder return that declined 38.91%, indicating longer term...

QUALCOMM’s updated fair value estimate has been cut from US$221.23 to US$196.27, trimming roughly 11% from the prior price target. This shift lines up with a research backdrop where bullish AI and data center expectations are being weighed against concerns around handset weakness and margin pressure. As you read on, you will see how these moving targets feed into the evolving QUALCOMM story and how to track the narrative from here. Analyst Price Targets don't always capture the full story...

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...

Despite a dip in total revenue, USA Today Co Inc (TDAY) posts its second consecutive profitable quarter, fueled by surging digital subscription ARPU and a transformative Palantir partnership.

QSR delivers third consecutive quarter of outperformance with 3.8% same-store sales growth, while navigating currency headwinds and elevated beef costs.

Ocugen Inc (OCGN) advances its gene therapy pipeline with key regulatory milestones and strategic partnerships, despite a wider net loss and delayed BLA submission.

Lowe's Companies stock has delivered a 25.3% gain over the past five years, yet the current valuation picture is more measured. An intrinsic value estimate from a Discounted Cash Flow (DCF) model points to shares that look roughly in line with fair value, while traditional multiples still indicate some room on the upside. Over five years, a 25.3% total return suggests Lowe's Companies has rewarded patient shareholders, although the stock has moved more modestly over shorter...

Iovance Biotherapeutics Inc (IOVA) reports record Q2 2026 revenue of $99.3 million, driven by strong Amtagvi demand and all-time high gross margins of 56%.

The fair value estimate for CVS Health has shifted from US$111.92 to US$114.88, signaling a modest reset in where analysts think the stock could be worth over time. This change lines up with recent research that leans constructive on CVS Health ahead of upcoming earnings, while still calling out execution and policy risks that could affect how closely the stock trades to that mark. As you read on, you will see how to track this evolving story and what to watch as the narrative around CVS...

Netflix stock has had a strong run over the past three years, yet current checks still point to a discount, with both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples indicating the shares may be pricing in less than the modelled cash flows. Over the past 3 years, Netflix has returned about 71%, which puts the recent share price weakness into context as a pullback after a longer period of gains. The multi year licensing deal for The Walking Dead Universe can...

BlackSky Technology Inc (BKSY) posts strong Q2 2026 results with record space-based intelligence revenue, positive adjusted EBITDA, and a strengthened balance sheet.

Unity Software Inc (U) reports 38% revenue growth and record free cash flow, pulling forward GAAP profitability to Q3 2026.

Fluence Energy Inc (FLNC) reports record $1.44 billion in Q3 orders and $6.4 billion backlog, but lowers fiscal 2026 guidance due to manufacturing ramp-up issues.

Seaport Entertainment Group Inc (SEG) achieves historic financial milestone with positive operating EBITDA and non-GAAP adjusted net income, driven by strong leasing momentum and cost reductions.

Airbnb Inc. boosted its 2026 financial outlook after posting strong second-quarter earnings, powered by accelerating booking momentum in major markets across North America and Europe.

Vaalco Energy (EGY) delivered earnings and revenue surprises of -100.00% and +3.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Ardelyx (ARDX) delivered earnings and revenue surprises of -40.00% and -2.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Twilio (TWLO) delivered earnings and revenue surprises of +11.36% and +5.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Main Street Capital (MAIN) delivered earnings and revenue surprises of -3.00% and +4.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lyft (LYFT) delivered earnings and revenue surprises of -25.64% and +1.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?