News

LSCC's AMI acquisition broadens its AI infrastructure reach with firmware and software, but investors will watch integration as earnings-driven growth unfolds.

After months of speculation, the companies formally announced the massive project will happen just north of Houston.

The Zacks Security industry participants, PANW, FTNT and OKTA, gain from surging demand for cybersecurity solutions amid accelerating digital transformation and cloud migration strategies.

Despite Baker Hughes' outperformance relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

CAVA heads into Q2 earnings with strong traffic, new restaurant growth and menu innovation in focus as investors watch for another earnings beat.

TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant is stronger than the recent turbulence suggests.

European equities traded in the US as American depositary receipts were heading higher late Thursday

CDW (CDW) delivered a strong Q2 with beats in revenue, gross profit, and earnings per share, but wea

Creative software company Figma (FIG) topped second quarter earnings and revenue estimates. The stock has tumbled lower despite reporting 48% revenue growth. Figma CFO Praveer Melwani breaks down the earnings release and details the company's AI tools and AI credit monetizations.

RKLB heads into Q2 with strong revenue growth prospects, but premium valuation, weak ROIC and Neutron costs cloud the investment case.

After building a new house earlier this year, my wife and I got to experience the challenge of having bulky items that either needed to be signed for or needed to be moved into a house we weren't yet living in. It was about an hour drive between our former and our new residence, so it was ...

Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does his actual track record look like when you demand proof?

Anthropic confirmed its custom silicon team after poaching the engineer who helped build OpenAI’s Broadcom-made chip.

Astera Labs stock has delivered a strong 86.3% return over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently point to the shares trading at a premium rather than on sale. Astera Labs is up 86.3% over the past year, which puts extra focus on whether recent gains already reflect investors’ expectations. Recent excitement around AI infrastructure products and expansion of operations may support high growth expectations. However,...

SpaceX investors, with their heads in the clouds after a first-quarter earnings call that included trillion-dollar AI-fueled revenue projections, have to come back to Earth to deal with more mundane matters, such as trading technicalities. A huge lump of SpaceX stock is unlocking, which will likely create even more volatility for shares of Elon Musk’s rocket and AI company. SpaceX stock dropped 12% on Wednesday after reporting a very solid inaugural quarter as a publicly traded company.

Axon Enterprise stock has delivered a very strong 230.1% return over the past five years, yet the current valuation checks point to a company that screens as expensive on a Discounted Cash Flow (DCF) basis and only about fair when judged by market multiples. For investors, the recent share price recovery sits against an intrinsic value estimate that suggests the stock trades at a premium. Axon Enterprise has returned 230.1% over five years, which puts extra weight on whether today’s price...

Alphabet just posted its first-ever negative free cash flow and is racing back to debt markets for the third time in nine months. What looks like financial strain may actually reveal something surprising about how the AI arms race is being won.

MercadoLibre (NasdaqGS: MELI) reported more than US$10b in quarterly revenue for the first time, marking a new operational milestone. Management linked the revenue figure to deeper engagement in its core e-commerce markets and record fintech payment volumes across Latin America. The scale of the quarter highlights MercadoLibre's expanding role in regional digital commerce and payments ecosystems. MercadoLibre is not the only stock tied to this kind of long term growth theme, so it is worth...

Cisco, Intrusion and RADCOM face a mixed earnings setup as AI networking demand rises, while cautious IT spending, costs and deployment delays weigh.

E.l.f. Beauty (NYSE:ELF) lifted its fiscal 2027 sales outlook as it approaches the US$2b annual sales mark. Management plans to use tariff refunds to support marketing and pricing initiatives. The revised forecast and reinvestment plans highlight management's view of the current business trajectory. For readers looking to explore more ideas in related areas, a natural next stop is 8 dividend fortresses NYSE:ELF Earnings & Revenue Growth as at Aug 2026 e.l.f. Beauty sits in the mass...

Eos Energy Enterprises stock presents a split valuation picture today. The Discounted Cash Flow (DCF) intrinsic value estimate points to about 14.1% upside from the current price, while market based multiples suggest the shares trade on the expensive side and the broader checks are cautious. Over the past 5 years the share price has dropped about 74.6%, which means long term holders have seen a significant erosion in value even after more recent moves. The growing project backlog and recent...

Advanced Micro Devices has delivered a very strong run over the past five years, yet its current share price and valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples suggest the stock screens expensive. Over the last five years, AMD has returned about 352.6%, which puts extra focus on whether today’s price still leaves enough room for future cash flows to justify that gain. Expectations...

Infineon Technologies guidance puts AI and automotive demand in focus Infineon Technologies (XTRA:IFX) has drawn fresh attention after issuing fourth quarter and fiscal 2026 revenue guidance, alongside record quarterly revenue linked to AI data center demand and automotive related orders. See our latest analysis for Infineon Technologies. Despite record guidance and AI focused orders, Infineon Technologies’ 1 day share price return declined 5.71% to €60.08, extending a 30 day share price loss...

SpaceX's first lockup expiration was supposed to flood the market with newly unlocked shares and crush the stock, but something unexpected happened instead, and satellite peers are now joining the rally.

Newly filed court exhibits show OpenAI’s legal strategy in Apple’s trade secrets lawsuit: argue that Apple’s own security and offboarding practices — including allowing an Apple manager to access a former engineer’s iCloud account after he left the company —undermine its claims that the allegedly stolen information was properly protected.

According to a Bloomberg report, no final decision has been made on the size of the offering.

ACN's multi-year Dabur deal embeds AI across data, operations and decision-making to drive efficiency, agility and profitable long-term growth.

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

NYSE Sr Market Strategist Michael Reinking joins Kristen Scholer on NYSE Live to discuss the Dow Jones record