AI infrastructure demand and capacity expansion drive a sharply higher growth outlook for the neocloud provider.
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Costco’s comparable sales rose 9.4%, or 6.7% excluding gasoline prices and currency in Q4.

A battered space favorite just attracted Wood’s attention again.
Investing.com -- Moody’s Ratings has upgraded the Corporate Family Rating of StubHub Inc (NYSE:STUB), LLC to B2 from B3, signaling confidence in the live-event ticketing marketplace’s ongoing balance-sheet deleveraging. The rating agency simultaneously raised the company’s Probability of Default Rating and senior secured bank credit facility ratings to B2 while maintaining a stable outlook.
Investing.com -- S&P Global Ratings has upgraded AZZ Incorporated's (NYSE:AZZ) issuer credit rating to ‘BB’ from ‘BB-’, citing accelerated debt repayment and sustained improvements in the company's leverage profile. The rating agency also raised its issue-level rating on the company’s senior secured debt to ‘BB+’ from ‘BB’, while maintaining a ‘2’ recovery rating.

Membership revenue declined for a third-straight quarter for Costco as fees rose 7.3% year over year to $1.5 billion, missing the mark on analyst estimates of $1.8 billion.

Costco (COST) delivered earnings and revenue surprises of +1.85% and +0.95%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

KeyBanc Capital Markets Managing Director Justin Patterson joins Market Domination's Brooke DiPalma to discuss the resurgence of Meta (META) stock and how its upcoming product releases could usher it into the next phase of growth.

The move follows a major AI infrastructure agreement tied to Nvidia and Anthropic.

CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.
Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.

A key measure of bond volatility surged this week to its highest level since the early days of the Iran war. The ICE BofA U.S. Bond Market Option Volatility Estimate Index, or MOVE index, is designed to track U.S. bond market volatility via prices on a basket of options. On Thursday, it has backtracked only slightly, now sitting at around 93, according to Intercontinental Exchange data.
Bank of America's Sharon Miller says competitors recognize business owners as a fountain of leads for cross-selling opportunities and are chasing that business, too.

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.
Investing.com -- JPMorgan upgraded CoreWeave (NASDAQ: CRWV) to Overweight from Neutral in a note Thursday, telling investors that stronger pricing for computing power and the company's push into short-term contracts at premium rates should lift revenue and margins.

Ahead of Penguin Solutions' Oct. 6 earnings report, its stock has started to rally back from its late-summer slump.

Ten-year Treasury yields hit 5.1% yesterday. The 10-year yield rose almost 0.15 percentage point, to 5.113%, its highest closing yield since July 12, 2007. Oil’s price rise accompanied firming conviction that the Fed will be hiking again.
Key Stats for CAVA Group, Inc. 52-Week Range: $43.

Tesla’s Bitcoin stash is worth nearly $1 billion after last week’s rally.

The veteran food company topped analyst estimates in its first quarter of fiscal 2027.

Oracle’s latest layoffs are scheduled for November.

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

Dynatrace, with a $17B market cap, ranks much ahead of the $95B Adobe.

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit
Amid rising business activity, U.S. companies this year have grown more pessimistic about future inflation.

IonQ stock rallies on landmark deal with Nvidia. But does that make IONQ shares worth buying today? Let’s find out!

Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
