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In early August 2026, Sezzle Inc. raised its 2026 total revenue growth guidance to the top of its prior 30%–35% range at 35%, reported higher quarterly and half-year sales and net income versus a year earlier, secured a new US$300 million credit facility with Mesirow, and completed a US$27.89 million share repurchase program. The combination of upgraded guidance, improved funding costs, and rising earnings suggests Sezzle is pairing growth ambitions with expanding financial flexibility and...

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Cadence Design Systems (NASDAQ:CDNS) and its peers.

Over the last six months, Gilead Sciences’s shares have sunk to $137.77, producing a disappointing 11.3% loss - a stark contrast to the S&P 500’s 13.1% gain. This might have investors contemplating their next move.

The Dow Jones Industrial Average finished the week down 0.6% on Friday, snapping a two-week winning streak.

What a fantastic six months it’s been for Moderna. Shares of the company have skyrocketed 44.2%, hitting $63.36. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Sotera Health Company trades at $19.02 per share and has stayed right on track with the overall market, gaining 11.3% over the last six months. At the same time, the S&P 500 has returned 13.1%.

A multiple this low usually means the market smells decline -- yet the latest quarter set records.

Over the past six months, Zoom has been a great trade, beating the S&P 500 by 10.4%. Its stock price has climbed to $109.49, representing a healthy 23.5% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

J. M. Smucker trades at $121.13 per share and has stayed right on track with the overall market, gaining 14% over the last six months. At the same time, the S&P 500 has returned 13.1%.

The neocloud company is scaling its gigawatt portfolio quickly.

Sezzle (SEZL) is back in focus after the company raised its full year 2026 total revenue growth guidance to 35% and secured a new US$300 million credit facility with Mesirow. See our latest analysis for Sezzle. Sezzle's latest guidance raise and new US$300 million credit facility arrive after a sharp pullback, with the 30 day share price return down 26.17% while the year to date share price return is 97.94%. The three year total shareholder return is above 8x, which points to strong longer...

Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.

Home Depot faces an unexpected leadership change just days before earnings, but Tuesday's report should matter considerably more for HD stock.

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

Vistra has delivered a very large 5 year return, yet on current checks the stock now looks closer to fairly valued than clearly cheap, which puts more focus on whether recent news and changing expectations justify the price you see today. Over the past 5 years, Vistra has returned roughly 8x an initial investment, which means even small changes in expectations can matter a lot for anyone looking at the stock now. Growing power demand from hyperscalers and data centers can support profit...

Morgan Stanley sees U. S. corporate earnings momentum spreading well beyond the largest technology companies, creating opportunities in quality stocks, artificial intelligence adopters, large-cap financials and consumer discretionary goods.

The midstream company raised its guidance for yearly adjusted EBITDA during its second-quarter earnings report.

JPMorgan has increased its 2026 S&P 500 price target to 8,000 from 7,800, pointing to an exceptionally strong second-quarter earnings season and growing evidence that massive artificial intelligence investments are translating into stronger business performance. The bank also raised its earnings forecasts for both 2026 and 2027, although elevated interest rates, geopolitical risks and heavy capital-market supply are keeping its valuation assumptions in check.

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.

During the August 11 episode of CNBC’s Mad Money, host Jim Cramer discussed McDonald’s Corporation’s (NYSE:MCD) recent earnings report and said: Last week, we heard from both McDonald’s and Restaurant Brands International, the parent of Burger King… McDonald’s kicked things off last Tuesday morning, delivering a fairly tepid set of numbers. Their global same-store sales […]

It's up only 4% year to date.

On the August 11 episode of Mad Money, host Jim Cramer discussed the financial mechanics behind Restaurant Brands International Inc. (NYSE:QSR), and focused on the divergence between Burger King’s resurgence and the broader headwinds facing its parent company. He said: Apparently, the monarch is making a comeback because Burger King is running circles around the […]

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $3.50 per share was 3.1% above analysts’ consensus estimates.

Jain exercised options and sold shares to cover tax withholding from a vesting event, retaining close to 148,000 shares and 270,000 options outstanding.

This filing reports the exercise of vested options and tax withholding obligations.

In the lead-up to its recent earnings release, Wall Street analysts projected that Analog Devices would report quarterly earnings of US$3.33 per share and revenues of US$3.92 billion, implying very large year-over-year growth in both profit and sales. Analysts also anticipated especially strong revenue contributions from communications and industrial markets, highlighting how demand across these segments could reshape Analog Devices’ mix of business and earnings drivers. We’ll now examine...

Lifeway Foods Inc (LWAY) posts 27th consecutive quarter of growth with $66.9M in net sales, but margin compression from milk and resin costs weighs on profitability.

MACOM currently trades at $308.10 and has been a dream stock for shareholders. It’s returned 404% since August 2021, blowing past the S&P 500’s 72.8% gain. The company has also beaten the index over the past six months as its stock price is up 26.2% thanks to its solid quarterly results.

Universal Logistics’s 21.1% return over the past six months has outpaced the S&P 500 by 8%, and its stock price has climbed to $19.59 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Acuity Brands trades at $360.33 and has moved in lockstep with the market. Its shares have returned 17.9% over the last six months while the S&P 500 has gained 13%.