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Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out
Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92
Ford Motor is setting an ambitious target for its new electric truck that has only been seen by Tesla in the U.S. The truck, called the Ford Fathom, starts around $30,000 and will go on sale next year. Ford is seeking mainstream sales not seen by its earlier, more expensive electric vehicles.
Dick’s Sporting Goods missed earnings and closed 113 stores tied to Foot Locker.
Thomas D. Schwenger exercised options and sold 10,000 shares under a pre-arranged trading plan, retaining 19,449 directly held shares.
A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.
From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 47.6% over the past six months, outpacing the S&P 500’s 12.3% rise.
The acquisition also leaves Sequoia-backed Serval as the de facto startup leader in AI IT service automation, industry watchers believe.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
Microsoft used to publish only the percentage growth rate for its Azure cloud computing division, its key growth driver.
Reuters reported that bankers are expecting a $50 billion-plus valuation, even as SB Energy did not disclose the IPO’s target raise or valuation.
The data warehouse has been a unique exception to Wall Street’s software malaise. Its latest results are showing the rally could continue.
HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.
CEO Dara Khosrowshahi said Uber is removing organizational layers and taking other steps to boost its efficiency.
Investing.com -- UK-based neocloud provider Nscale is informing prospective investors that its total contracted revenue has expanded to approximately $103 billion, bolstered by a landmark $45 billion computing deal with Anthropic, according to investor materials reviewed by The Information. The Nvidia-backed infrastructure firm could launch an initial public offering as soon as this month, utilizing the massive backlog to demonstrate sustained enterprise demand for specialized artificial intelli
Results from the chipmaker might offer clues about how businesses are thinking beyond NVIDIA for their AI infrastrucutre needs.
Needham called fixed ALPR a modest input to its model
Why Snap Stock Is Back In Focus After Its Latest Earnings Report Snap (SNAP) is drawing fresh attention after its latest earnings report, which combined 19% year over year revenue growth with a very large jump in adjusted EBITDA, even as the share price has declined about 7.6%. At a share price of $5.59, Snap has seen a 1 month share price return of 10.9%. However, the year to date share price return is down 31.2% and the 5 year total shareholder return is down 92.5%, which points to fading...
American Airlines Group stock has fallen over the past few years, yet the broader valuation checks currently lean cheap relative to where the market has priced the shares. The share price is down 31.5% over 5 years, which means long term holders have seen a material capital decline. Future earnings and cash flow can be influenced by efficient fleet use and cost discipline, while high debt levels remain a key risk if conditions weaken. The broader checks lean cheap, with American Airlines...
Cigna Healthcare recently introduced an industry-first connected benefits experience that links medical and supplemental health coverage to simplify access to cash benefits for unexpected health events, with Medical with Smart Coverage slated to begin offering supplemental cash of up to US$7,000 per covered event from January 2027 for eligible mid-sized employer plans. This move directly addresses widespread gaps in Americans’ financial readiness for medical shocks and the underuse of...
Amgen stock has logged a strong 5 year run, yet current valuation checks send mixed signals as the intrinsic value estimate suggests a discount while market based multiples look closer to fair. Over 5 years, Amgen has returned 134.2%, which means anyone looking at the stock today is weighing fresh gains against the chance that the easy part of the move is already behind it. New clinical data around Repatha and Tezspire can support expectations for future cash flows, while ongoing trial and...
PepsiCo (PEP) is in a transitional phase after conflict related damage at a Ukrainian production facility and softer demand in North America, which is putting more attention on how its stock reflects these operational pressures. Over the past year, PepsiCo’s share price return and its 1 year total shareholder return have both slipped slightly. Together with softer North American demand and the recent Ukrainian facility damage, this has cooled momentum even as the company signs new...
Investing.com -- JPMorgan Chase & Co (NYSE:JPM) has scaled back the financing extended to Jane Street following the quantitative trading giant's expansion into U.S. Treasury market-making, according to a report from the Financial Times. The decision highlights mounting friction between Wall Street's legacy dealers and the non-bank trading firms increasingly capturing market share across fixed-income markets. The financing reduction represented roughly 5% of Jane Street's overall fixed-income cre
American Tower (AMT) reached $172.92 at the closing of the latest trading day, reflecting a -1.76% change compared to its last close.
Dow Inc. (DOW) closed at $31.28 in the latest trading session, marking a +2.69% move from the prior day.
Halliburton (HAL) closed at $37.63 in the latest trading session, marking a +2.26% move from the prior day.
NXP Semiconductors (NXPI) concluded the recent trading session at $228.5, signifying a +2.74% move from its prior day's close.
Oppenheimer raised its SpaceX target to $280 from $250 as stronger AI usage and compute economics lifted its long-term revenue outlook.
The airline is betting richer passengers can lift margins
The worst-case breakup risk just became far less likely
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