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Does AI-Focused UBS Upgrade Reshape The Bull Case For Celestica’s (TSX:CLS) Long-Term Earnings Power?
Simply Wall St.32d agobullish
Does AI-Focused UBS Upgrade Reshape The Bull Case For Celestica’s (TSX:CLS) Long-Term Earnings Power?

In recent days, analysts have highlighted Celestica’s profitability metrics and strong net income ratio, while UBS upgraded the company on expectations of AI-driven demand and faster revenue and earnings growth in 2027. These reports underscore how Celestica’s role in AI-related networking and data-center infrastructure is increasingly central to its long-term earnings outlook. Now we’ll examine how this upbeat AI-driven demand outlook could influence Celestica’s existing investment...

Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?
Barrons.com32d agobullish
Nvidia Reports Earnings Today. Will Wall Street’s High Bar Spoil the Surge?

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.

How Google and Marvell’s Partnership Changes Everything
24/7 Wall St.32d agobullishVIDEO
How Google and Marvell’s Partnership Changes Everything

Marvell recently issued Google a warrant for up to 58.97 million shares at an exercise price of $206.58 per share. Eric Bleeker and Austin Smith break down the partnership between the two companies, as well as what it could mean to the AI landscape as a whole.

Morgan Stanley Sees a New High for ConocoPhillips (COP). Should Investors Buy?
Insider Monkey32d agobullish
Morgan Stanley Sees a New High for ConocoPhillips (COP). Should Investors Buy?

ConocoPhillips (NYSE:COP) is a leading hydrocarbon exploration and production company with operations and activities in 13 countries. The stock has surged by almost 39% since the beginning of 2026 and is currently nearing its all-time high of $138.49, achieved during the energy crunch in 2022. The strong gains are supported by the soaring energy prices […]

Ventural Global (VG) is Riding the LNG Boom. But Can its Rally Last?
Insider Monkey32d agobullish
Ventural Global (VG) is Riding the LNG Boom. But Can its Rally Last?

Venture Global, Inc. (NYSE:VG) is a leading US producer and exporter of LNG. The stock was held by 51 hedge fund investors at the end of Q2 2026 in the Insider Monkey database, with a total stake value of almost $750 million. This is compares to 50 hedge fund holders with a cumulative stake value […]

Is Phillips 66 (PSX) Still a Buy After its Massive 2026 Rally?
Insider Monkey32d agobullish
Is Phillips 66 (PSX) Still a Buy After its Massive 2026 Rally?

Phillips 66 (NYSE:PSX) was held by 69 hedge funds at the end of Q2 2026 in the Insider Monkey database, with a total stake value of just over $5.6 billion. This is up from 64 hedge fund holders with a cumulative investment of just over $5.5 billion in the previous quarter. Strong Refining Margins Set […]

Investing.com33d agobullish
Dynatrace upgraded by Morgan Stanley as observability demand boosts growth

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.