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Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.
RDW's phased-array investment could expand its Defense Tech reach into resilient space communications, but funded programs and returns remain unproven.
Campbell's just slashed its dividend and reset guidance well below Wall Street's bar, and the fallout is spreading fast to peers that haven't reported a single number yet.
APP's 53% revenue surge, record margins and Q3 outlook extend its growth streak, but sustaining advertiser demand is key to keeping momentum alive.
Investors should pay a premium for Joby but avoid Archer.
Redwire enters the second half with record backlog, rapid Defense Tech growth and stronger liquidity, but cash burn and a premium valuation demand execution.
Moby summary of Ciena Corporation's Q3 2026 earnings call
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell 3.3% Thursday afternoon despite the company issuing a bullish long-term forecast for its artificial intelligence business, projecting AI revenue of $230 billion in fiscal 2028. The company also raised its fiscal 2027 AI revenue outlook to $115...
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.
Diesel prices are up more than 60% this year and are close to record high levels. J.B. Hunt, Old Dominion, and other trucking stocks are feeling it.
Redwire's 30.5% three-month slide contrasts with record backlog and better margins, but cash burn, Space weakness and a premium valuation still cloud a rebound.
Palo Alto Networks, Inc. (NASDAQ:PANW) delivered strong fiscal fourth-quarter 2026 results, but the stock’s reaction shows that investors are demanding more than an earnings beat from one of the market’s biggest cybersecurity winners. During the September 1 episode of Mad Money, Jim Cramer said: The cybersecurity stocks have been climbing steadily higher for months now, […]
Exercise of options at $25.29 per share followed by immediate open-market sale at $148.02, executed under a pre-established Rule 10b5-1 trading plan.
The oil giant is expanding its Venezuelan operations with plans to more than double production.
Noting that long-held KLA Corporation (NASDAQ:KLAC) shares had pulled back significantly after peaking past $300 in June, a caller on the September 1 episode of Mad Money asked if it is a buy, hold, or sell. In response, Jim Cramer said: I think it’s a great company. It is up 40% for the year. Its […]
The rebound follows a market sell-off earlier in the year, though a rising share of workers also tapped their accounts for emergency cash
Bitcoin and Ethereum both jumped 5% today, and the stocks built on top of them moved at twice that speed. Here is what is driving the leverage stack and whether the momentum has anywhere left to go.
Wall Street’s worst day in weeks hit tech hard. One dividend ETF barely flinched, showing where investors are placing their bets now.
On the September 1 episode of Mad Money, Jim Cramer called CrowdStrike Holdings, Inc. (NASDAQ:CRWD) a “heavy hitter” in cybersecurity and highlighted its Fal.Con conference in Las Vegas, as he said: Listen, this is really important. Today was brutal for all things tech because these stocks tend to sell off horribly when hostilities with Iran […]
Campbells cut its full-year guidance and slashed its dividend, as a consumer staples ETF lags behind the market. Staples are not the safe haven they usually are.
Snowflake Inc (NYSE:SNOW) shares jumped more than 20% on Thursday following a blowout second-quarter earnings report, driven by accelerating product revenue growth and surging enterprise adoption of its AI offerings. Bank of America raised its price objective on the stock to $470 from $395,...
An auction of the retail empire formerly owned by the Barclay family is set to be shelved after bidders failed to meet the £2bn asking price.
An auction of the retail empire formerly owned by the Barclay family is set to be shelved after bidders failed to meet the £2bn asking price.
NIO stock has slumped to its 52-week lows amid the pessimism towards Chinese EV stocks. However, tepid valuations make the stock a buy here.
With a historic banking approval, robust compliance infrastructure, and expanding utility across AI micropayments and U.S. Treasury markets, Circle is positioned to dominate the stablecoin market.
Federal Reserve Governor Christopher Waller said he would support holding rates steady if upcoming inflation data is supportive
Management's commentary is putting the wind in investors' sails.
Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who gets left holding the debt when the cycle turns is aimed squarely at the investors still rushing in.
RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...
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