News

Intuitive Surgical's flywheel isn't selling new surgical robots, its selling parts and services to support the ones it has already sold.

Both companies are delivering impressive revenue growth.

Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%. The pairing was consistent with investors rotating toward profitable storage infrastructure rather than making a random defensive trade. Generative AI creates enormous data sets, checkpoints, logs, and retrieval stores, so the storage layer can benefit even when […]

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]

A single Elon Musk post knocked billions off one aerospace supplier. Jim Cramer thinks that reaction was a gift.

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia’s 0.8% move. The stocks do not sell accelerators. They sell the process-control and fabrication equipment required to produce more advanced logic, memory, and packaging capacity. KLA Corporation (NASDAQ:KLAC) and Lam Research Corporation (NASDAQ:LRCX) therefore test whether investors are shifting from […]

Ternus will introduce Apple's new iPhones (as well as some other products and services) on Sept. 9.

On August 5, Clear Secure (NYSE:YOU) reported second-quarter results that hit almost every mark investors watch: revenue, bookings, margins, and cash flow all moved in the right direction. The company even raised its full-year free cash flow target. But buried in its own forecast for the current quarter is a hint that the breakneck growth […]

On September 1, when a caller mentioned that they purchased Applied Materials, Inc. (NASDAQ:AMAT) shares back in July at $540 before the earnings announcement and again at $490, Mad Money host Jim Cramer remarked: But you know what? We don’t care where we bought it; we care where it’s going to. Now, this stock is […]

Broadcom shares dipped despite strong fiscal Q3 results and a clear line of sight to huge future growth.

GameStop canceled $1.4 billion of its convertible notes.

Abel is finally deploying Berkshire's growing capital.

Kraken Robotics stock has fallen out of favor. Is this a buying opportunity?

News stock has delivered a strong 47.8% gain over the past three years, yet the current valuation checks suggest the shares lean expensive rather than offering obvious value. Investors are weighing that solid medium term return against signals that the stock does not screen as a clear bargain on standard metrics. Over the past three years, News has returned 47.8%, which puts recent share price strength front and center for anyone assessing value today. Talk of a potential re merger with Fox...

SolarEdge stock reacts to Q2 earnings beat and softer Q3 outlook SolarEdge Technologies (SEDG) drew fresh investor attention after reporting a second quarter 2026 adjusted earnings beat and a return to adjusted operating profitability, along with Q3 revenue guidance that came in below analyst expectations. At a share price of $34.20, SolarEdge Technologies has seen short term momentum pick up, with a 7 day share price return of 8.88%. However, the 90 day share price return is down 45.86% and...

The rocket flight company might push back the timeline yet again for the debut of its new rocket type.

Apple, which was seen as an "AI laggard," is outperforming the hyperscalers this year. Can AAPL stock continue its outperformance?

On September 2, Broadcom Inc. (NASDAQ:AVGO) reported strong financial results for its third quarter of fiscal year 2026, driven by continued strength in AI-related demand. However, despite the company’s blockbuster numbers, its outlook fell slightly short of Wall Street’s elevated estimates. This prompted some analysts to remain cautious despite the company’s strong performance. Broadcom Inc. […]

The recovery cycle for Deere's equipment could be just beginning.

USA Rare Earth's revenue is about to jump.

This is an excellent dividend stock at any time.

RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensions rise and governments expand defense spending. The stock is already up about 9% year-to-date, as investors increasingly price in the company’s growing defense backlog and stronger long-term demand. Soaring Defense Backlog On September 1, the […]

Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.

The market is full of high-upside opportunities.

This "Magnificent Seven" stock likely won't have the same 561% return that it posted in the past decade.

History shows that this ETF should be a great long-term investment, regardless of any short-term noise.

Nuclear stocks are benefiting from increased AI spending.

Investing.com --Foxconn Technology (TW:2354) expects its third-quarter performance to exceed market expectations as robust demand for artificial intelligence-related products and a seasonal pickup in information and communication technology products boost operations, the Taiwanese electronics manufacturer said Saturday. The company said its visibility for the third quarter had improved from the previous month, with overall performance expected to outperform market expectations. Foxconn, formally known as Hon Hai Precision Industry, does not provide numerical forecasts.

ARK added to both Robinhood and Solana-linked investments after a strong session for crypto-related stocks and blockchain activity.

Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same […]