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Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

The rocket and satellite company's shares are trading just above their IPO opening price of $150.

Big technology companies, including Apple (NASDAQ: $AAPL) and Google parent Alphabet (NASDAQ: $GOOGL), are hiring c...

Stocks kicked off Monday's trading session in the green as investors optimistically looked to this week's United Nation General Assembly as an opportunity for an Iran resolution. The Nasdaq Composite popped 1%. "Stocks are coming off a second week of navigating multiple obstacles—high oil prices and yields, a rate hike, renewed concerns about AI risks—without suffering too much damage," Chris Larkin at E*TRADE from Morgan Stanley said.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

As Lumentum has outpaced relative to its peers over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Diesel margins just ran five times their normal range as Russian barrels vanished and Gulf throughput cratered, sending Phillips 66 on a historic run. But the question rattling analysts is whether the refining windfall reflects a new reality or a geopolitical spike about to reverse.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here is how ACNB (ACNB) and Interactive Brokers Group, Inc. (IBKR) have performed compared to their sector so far this year.

Here is how Amkor Technology (AMKR) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.

Here is how ATI (ATI) and Bae Systems PLC (BAESY) have performed compared to their sector so far this year.

The coffee chain signed an agreement with the Tamil Nadu state government to establish a global capability center in the southern Indian city

Nvidia looks poised for another record year of chip sales in 2027.

A supply-chain report lit a fuse under AMD shares Monday morning, but the move hinges on whether the chip giant is flexing pricing power or simply handing a supplier's bill to its customers.

Evercore’s upgrade follows Ciena’s new three-year targets, which call for sustained revenue growth and significant margin expansion through fiscal 2029.

The heavy selling pressure might have exhausted for Old Dominion (ODFL) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

Based on the average brokerage recommendation (ABR), United (UAL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

The average brokerage recommendation (ABR) for Cloudflare (NET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

According to the average brokerage recommendation (ABR), one should invest in RTX (RTX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

According to the average brokerage recommendation (ABR), one should invest in Coupang (CPNG). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

Tesla and Microsoft retain bullish momentum while Adobe approaches a potential golden cross as all three navigate higher rates.

Tesla (TSLA) earns a better operating margin than General Motors and Sunrun, its two peers here, and trades at 310 times earnings, the highest of the three. General Motors' 37.8 times rests on trailing earnings that include a loss quarter, so it is not comparable to a clean year. The lead is real but narrow: it is a margin lead, and a thin one. The price rests on a robotaxi, robot, and chip build-out whose capital spending management expects to keep growing for two to three more years.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Marathon Petroleum and Phillips 66 both offer strong refining exposure, but differences in valuation, earnings growth and operations set them apart.

ONON's EMEA gains, rising DTC mix and strong flagship performance show how its premium strategy is driving growth across Europe.

The 8:30 panel featuring Yahoo Finance Host Julie Hyman, Senior Autos Reporter Pras Subramanian, and Breaking Business News Reporter Jake Conley examines Novo Nordisk’s (NVO ) long-term targets as shares slide amid intensifying competition from Eli Lilly (LLY ).

LITE shares jump 12.1% in a month as AI-driven optical demand, OCS growth and margin expansion strengthen its outlook.