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I bought more Microsoft (NASDAQ:MSFT) the morning after fiscal Q4 landed, and I would hit the button again tomorrow. This is a position I keep adding to, and the July 29, 2026 report is exactly why. Investors walked in braced for a capex figure that would blow the model up. CFO Amy Hood did the ... Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter
Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.
Quest Diagnostics' earnings beat, raised 2026 outlook and broad testing demand support momentum, but valuation, debt and margin pressure temper the buy case.
A retired Wisconsin teacher sees two very different numbers on her pension statement and reaches for her vacation budget. Before she books that Norway flight, she needs to understand why one of those raises can disappear entirely next year.
FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.
The mean of analysts' price targets for Dell Technologies (DELL) points to a 25.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The mean of analysts' price targets for Dell Technologies (DELL) points to a 25.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
LyondellBasell topped Q2 earnings and sales estimates as solid margins, higher operating rates and supply disruptions lifted results despite market volatility.
It all comes down to one metric worth watching.
A fresh blank-check company just landed on Nasdaq with a mandate to shake up gaming and digital media M&A, and the acquisition targets it chooses could signal where the next wave of consolidation is headed.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Tempus AI's founder-CEO reduced an indirect stake by about 4% through a pre-scheduled trading plan, retaining roughly 6.5 million shares as the company pursues a major acquisition.
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]
Bearings manufacturer RBC Bearings (NYSE:RBC) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 19.2% year on year to $519.5 million. The company expects next quarter’s revenue to be around $510 million, close to analysts’ estimates. Its non-GAAP profit of $3.88 per share was 13.2% above analysts’ consensus estimates.
Berkshire's record cash pile could set the stage for Greg Abel's biggest AI investment yet.
Can FIX's faster earnings growth, record backlog and tech exposure justify its premium valuation over MYRG?
According to the average brokerage recommendation (ABR), one should invest in Sony (SONY). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
CPT tops Q2 core FFO estimates as occupancy remains firm and leasing trends improve, while acquisitions and updated guidance shape its outlook.
Universal Display beats Q2 earnings estimates as royalty growth offsets weaker material sales, while revenue misses and demand softness push guidance toward the low end.
Retail-Discount Stores companies TJX, ROST, TGT and DLTR stand out as shoppers seek value and investments in digital, supply chains and private labels drive growth.
IDCC tops Q2 2026 estimates as a new Amazon licensing agreement boosts streaming revenues, even as smartphone licensing sales and earnings decline.
RBC Bearings (RBC) delivered earnings and revenue surprises of +13.45% and +2.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Thursday night earnings split two of the biggest names in tech in completely opposite directions, and the reason behind the gap reveals exactly where the AI infrastructure boom is creating winners and where it is quietly crushing margins.
MKTX surged nearly 30% after agreeing to a roughly $6 billion all-cash acquisition by ICE at $167 per share, a 33% premium to its prior close.
Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.
Benoit Dageville sold and gifted shares under a pre-established trading plan, retaining a $1.27 billion stake after the transaction.
In late July 2026, Quanta Services, Inc. reported second-quarter results showing revenue of US$9.56 billion and net income of US$451.38 million, alongside higher full-year 2026 guidance calling for US$39.30–US$39.70 billion in revenue and US$1.74–US$1.82 billion in net income, with diluted EPS projected at US$11.41–US$11.92. Management cited strong demand in its electric infrastructure business, a record backlog, and the contribution of four recent acquisitions as key reasons for the...
Rocket Lab shares just shed more than a third of their value in a single month, yet three specific catalysts are quietly building pressure beneath the surface. Understanding what is actually driving this stock matters before the next move happens.
Energy Fuels (UUUU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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