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Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported that the fund gained 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-off environment where […]

Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

These stocks have both soared by more than 600% in the past 12 months.

TSMC is one of the most important companies in the AI infrastructure space, which is why its stock could keep soaring.

Paramount Skydance Corp (NASDAQ:PSKY) shares fell nearly 5% on Tuesday morning after the media company reported first-quarter earnings the previous evening, as investors looked past a stronger-than-expected profit result and focused instead on underwhelming forward guidance. Shares initially...

Pinterest Inc (NYSE:PINS) shares rose almost 10% to just shy of $23 following the company’s first-quarter 2026 results, which came in ahead of expectations on revenue and earnings and were supported by stronger user growth and an upbeat second-quarter outlook. The company reported adjusted...

Ciena (CIEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Lululemon (LULU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Applied Materials (AMAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Coinbase cuts 14% of workforce amid AI-focused restructuring. Bullish spikes on $4.2 billion acquisition to power tokenization.

PINS tops Q1 estimates as AI-driven ads and advertiser demand lift revenue 18% and users to 631M, while Performance+ adoption and margins gain.

Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Memory chip stocks are ripping higher again this morning, with Micron Technology (NASDAQ:MU) shares up 12% and SanDisk (NASDAQ:SNDK) shares climbing 10% in mid-morning trading on Tuesday. MU stock is changing hands near $644, while SNDK shares are pushing through $1,380. The synchronized rally extends what’s already been a parabolic year for memory names. Micron ... Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade

Robinhood CEO Vlad Tenev addresses analyst pushback over the brokerage's government partnership to manage "Trump Accounts." Tenev explains why the accounts will rely heavily on human customer service rather than AI, and calls the initiative a "once-in-a-lifetime opportunity."

NXP’s diversified business and strong cash generation make it a compelling long-term semiconductor bet.

Apple is in early discussions with Intel and Samsung about producing processors for its devices in the U.S., according to Bloomberg

Veeva’s upcoming S&P 500 inclusion could bring fresh index-driven demand to a high-margin software stock still trading far below its 52-week high.

Shares of Pinterest (NYSE:PINS) are riding a wave of Wall Street enthusiasm following a stronger-than-expected Q1 2026 earnings report. At least seven sell-side firms raised their price targets on May 5, with PINS stock trading up 11% intraday to $23 and change. The takeaway for prudent investors: the worst may be behind Pinterest, but firms ... Pinterest Just Got a Wall Street Pile-On: Six Firms Hike Price Targets After Q1 Beat Crushes Estimates

By Lawrence Delevingne and Amanda Cooper May 5 (Reuters) - Global stocks rose on Tuesday, taking some heart from a series of robust earnings, while simmering hostilities between the U.S. and Iran over

Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in industrial markets, alongside a gradual recovery in automotive. The semiconductor company posted adjusted earnings of $0.64 per share on...

A major analyst just made the bull case for ON Semiconductor (NASDAQ:ON), and it wasn’t alone. KeyBanc raised its ON Semiconductor stock price target on the chipmaker to $125 from $75, keeping an Overweight rating after a Q1 2026 print that pointed to a cyclical bottom. The call was part of a broad wave of ... Upgrade Cycle for ON Semiconductor: KeyBanc Hikes Price Target to $125 as AI Datacenter Demand Doubles

STRL smashes Q1: EPS of $3.59 and revenues of $825.7M beat estimates, margins expand and 2026 guidance jumps on award momentum.

Pinterest's (PINS) GPU investment and proprietary model improvement commentary is the "most intrigui

KKR shares rise after Q1 earnings beat estimates, fueled by strong AUM growth and higher fees, though rising expenses temper overall gains.

Bank of America just reset its view on the home improvement sector, and Lowe’s (NYSE:LOW) drew the short straw. On May 5, 2026, the firm reinstated coverage of Lowe’s stock at Neutral with a $260 price target, stepping down from its prior Buy rating. The call functions as a de facto analyst downgrade. The investor ... Lowe’s Just Got Yanked From the BofA Buy List: Is the Home Improvement Trade Stalling?

PayPal (NASDAQ: PYPL) fell below $45 a share after a brutal earnings reaction, while Wall Street’s consensus price target sits at $52.97. That leaves roughly 17% of implied upside between where the stock is and where analysts think it should be. PayPal still runs one of the largest digital payments networks on the planet, with ... PayPal at $45: A Value Trap or a Generational Buy?

The deal would hand Murdoch control of one of the most recognizable U.S. magazine brands and a sizable podcast business

Argus has stepped up with a Buy rating on Chipotle Mexican Grill (NYSE:CMG) stock, upgrading the burrito chain from Hold on May 5. The firm’s thesis is straightforward: management is sandbagging, and cautious 2026 guidance will likely be surpassed as comparable sales accelerate through the rest of the year. For long-term investors, the call lands ... Argus Upgrades Chipotle to Buy: Wall Street Bets the Cautious Guidance Will Be Crushed