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30,556 signal articles · 139 in last 24h · 154,971 total before filter · latest 58m ago
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Boston Scientific Won’t Meet Guidance Due to Cyberattack
The Wall Street Journal17d agoneutral
Boston Scientific Won’t Meet Guidance Due to Cyberattack

Boston Scientific said it likely won’t meet its financial guidance due to the cyberattack that has disrupted its operations, sending shares of the medical-technology company down sharply in premarket trading.

Boston Scientific Won’t Meet Guidance Due to Cyberattack
The Wall Street Journal17d agoneutral
Boston Scientific Won’t Meet Guidance Due to Cyberattack

Boston Scientific said it likely won’t meet its financial guidance due to the cyberattack that has disrupted its operations, sending shares of the medical-technology company down sharply in premarket trading.

Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
Insider Monkey17d agoneutral
Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains

Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider. However, its investment case still hinges on free cash flow support even as the AI narrative keeps getting louder. On September 4, Morgan Stanley analyst Sanjit Singh raised the price […]

Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
Insider Monkey18d agobullish
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

MACOM’s (MTSI) Earnings Explosion Raises A Very Big Question
Insider Monkey18d agoneutral
MACOM’s (MTSI) Earnings Explosion Raises A Very Big Question

On August 6, MACOM Technology Solutions Holdings (NASDAQ:MTSI) reported fiscal third-quarter results for the period ended July 3, and the numbers moved faster than the top line already suggests. Revenue climbed 35.8% year over year to $342.2 million, but net income more than tripled, jumping from $36.5 million to $100.7 million. When profit grows at […]

Is Investis Holding (SWX:IREN) Still Below Fair Value As Bond Issuance And Earnings Land?
Simply Wall St.19d agoneutral
Is Investis Holding (SWX:IREN) Still Below Fair Value As Bond Issuance And Earnings Land?

Investis Holding (SWX:IREN) has drawn investor attention after completing a CHF 100 million fixed income offering of 0.95% bonds due February 19, 2029, shortly after releasing its half year 2026 earnings. At a share price of CHF145.0, Investis Holding has seen the share price ease around 4% over the past month, while the 1 year total shareholder return of about 16% and 3 year total shareholder return above 60% point to momentum that has built over a longer period as investors weigh the recent...