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Fresh institutional interest arrives before a critical execution update

Strong profits remain, but the cycle is starting to shift

One trades at a growth premium with minimal debt; the other offers higher margins and cash flow but faces a major tax dispute.

In late July and early August 2026, AbbVie reported stronger second‑quarter results, raised full‑year revenue guidance to about US$67.6 billion, advanced RINVOQ and BOTOX regulatory milestones, and completed a multi‑billion‑dollar mix of new fixed‑ and floating‑rate bond issuances. Together, these moves highlight how AbbVie is simultaneously expanding its immunology, neuroscience and aesthetics franchises while tapping debt markets to support its pipeline and deals such as the planned Apogee...

BlackSky Technology (BKSY) stock is in focus after the company reported second quarter 2026 results that combined 50.1% year over year revenue growth, a narrower loss, and reaffirmed full year revenue guidance of US$130 million to US$150 million. See our latest analysis for BlackSky Technology. BlackSky Technology's latest earnings announcement and reaffirmed revenue guidance have coincided with a sharp rebound in the stock, with a 1-day share price return of 10.37% and 7-day share price...

The private electric grid developer is seeing a post IPO collapse.

TTM Technologies (NasdaqGS: TTMI) announced agreements to acquire Swiss Technology Group AG and Germany based ILFA GmbH as it moves into the European market. The deals mark TTM Technologies' first direct manufacturing presence in Europe as part of its stated growth strategy. The company framed the acquisitions as a way to broaden geographic reach and customer access beyond its traditional markets. For investors watching how electronics manufacturers expand to support global demand for...

Firefox developer Mozilla is warning that it could be forced to "exit the browser and browser engine markets" if it can no longer receive payment from Google for distributing its search engine.

Vertiv Holdings Co (VRT) is back in focus after raising its full year 2026 guidance and reporting higher second quarter revenue and earnings, supported by AI-focused data center demand and expanding capacity. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co's share price has surged 56.69% year to date, with a 7 day share price return of 20.95% after its raised 2026 guidance and recent AI data center partnerships. The 1 year total shareholder return stands at 97.63%. If...

Caterpillar (CAT) is back in focus after reporting record second quarter results, lifting its full year sales outlook as demand tied to AI data center construction and power generation continues to shape the story. See our latest analysis for Caterpillar. Caterpillar’s strong guidance and record backlog have pulled the stock sharply higher this year, with a year to date share price return of 43.21% and a one year total shareholder return of 107.3%. That momentum has cooled more recently, with...

AirJoule Technologies (AIRJ) is back in focus after deploying an AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center in New York, where it will function as a live customer showcase. See our latest analysis for AirJoule Technologies. The GE Vernova showcase comes at a time when AirJoule Technologies’ share price has seen a 27.33% 7 day return and a 57.46% 90 day return, although the 3 year total shareholder return is down 46.61%. This suggests that...

CAVA Group (NYSE:CAVA) has appointed Amiee Bayer-Thomas to its Board of Directors, adding retail leadership experience. Bayer-Thomas brings a background in retail operations, growth and development from her executive role at Ulta Beauty. Her appointment is expected to influence CAVA Group's focus on operational expertise and expansion plans. Consider reviewing other restaurant and retail stocks with a similar focus on operational execution and measured growth through 78 resilient stocks...

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages.

Twilio (TWLO) stock has surged 30% to a new all-time high after the cloud communications company delivered a strong Q2 report.

10x Genomics reported second-quarter revenue of $151 million, including $1.6 million in license and royalty revenue tied to its settlement with Takara Bio. Excluding non-recurring settlement revenue in both periods, revenue was $149.4 million, up 3% from the prior-year quarter. Chief Executive Offi

Wendy's (NASDAQ:WEN) reported weaker second-quarter results as U.S. traffic declines, pressure on franchisee economics and what new Chief Executive Officer Bob Wright described as erosion in the brand’s quality and value proposition weighed on performance. Global systemwide sales declined 6.5% on a

Warner Bros. Discovery (NASDAQ:WBD) said its streaming segment surpassed $3 billion in quarterly revenue for the first time in the second quarter of 2026, as HBO Max benefited from subscriber growth, engagement and advertising monetization. President and Chief Executive Officer David Zaslav said st

The stock market cruised higher on Friday to wrap up its best week since April in the wake of the July jobs report. The yield on the 2-year Treasury note fell 4.2%, marking its biggest one-week decline since June. Bond prices move inversely to yields, so the stock market was following the bond market’s rally after the Labor Department said the U.S. economy subtracted 23,000 nonfarm jobs.

On August 4, Nvidia Corporation (NASDAQ:NVDA) opened up commercial use of Alpamayo 2 Super, a reasoning model built for robotaxis and self-driving cars. The move signals where the company wants its next growth chapter to come from, even as investors argue over what its core chip business is worth today. Bull Case: A Foundation Model […]

Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Markets and Data Editor Jared Blikre analyze a rally in solar stocks following new tariffs on imported solar components. Solar stocks include NextEra (NEE) and First Solar (FSLR). Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Financial stocks were softer in late Friday afternoon trading, with the NYSE Financial Index fractio

Energy stocks were lower late Friday afternoon, with the NYSE Energy Sector Index falling 1.1% and t

One bullish forecast challenges the post-earnings spending fears

Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at Under Armour (UAA) stock, which drops on the company's disappointing outlook. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Solana (SOL) is positioning itself as the single home for the world's financial assets, and its product chief has a familiar comparison for what that could look like. Speaking this week at BASS, the in-person gathering for Stanford's blockchain community, Vibhu Norby, chief product officer of ...

The bigger threat may extend far beyond New Mexico

VIAVI enters fiscal 2027 with strong data-center and aerospace-and-defense demand, as 1.6T, CPO and optical switching broaden test opportunities.

Is a stock down more than 80% in a year cheap, or just cheaper?

Coinbase and Circle got left holding the bag once again after Sen. Thune’s late Thursday admission that Democrats are showing no signs of budging.

The New Mexico decision adds financial and operational obligations while Meta prepares an appeal.