Key TakeawaysD-Wave’s quarterly revenue has stayed inside a roughly $2 million to $4 million band in seven of the last eight quarters, with the $15 million system sale booked in Q1 2025 the lone exception, even as management points to a 59% jump in Q2 bookings and 668% growth in remaining performance obligations. Total operating expenses climbed from $21.
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CIEN's surging backlog and optical demand contrast with ADTRAN's supply, margin and timing pressures as AI networking drives opportunities.

Frontline (NYSE:FRO) announced that its Board has approved a special one time cash dividend alongside its regular Q2 2026 payout. The extra distribution is described as a single event, separate from the tanker operator's usual recurring dividend policy. Management framed the special dividend as a direct cash return to shareholders that reflects the group's current financial position. This special one time dividend for the second quarter of 2026 is an important development to weigh against...

Johnson & Johnson (NYSE: JNJ) received FDA approval for ICOTYDE (icotrokinra) to treat moderate to severe plaque psoriasis in the U.S. ICOTYDE targets the IL-23 receptor and is in Phase III clinical trials for a potential psoriatic arthritis indication. The new therapy extends Johnson & Johnson's immunology pipeline beyond oncology and MedTech into chronic inflammatory skin and joint conditions. The ICOTYDE psoriasis approval and psoriatic arthritis Phase III program deserves weighing...
Alibaba is scaling its AI models, chips and data centers as Chinese tech companies race to build alternatives to Nvidia.

TMC the metals (NasdaqGS:TMC) is stepping in front of investors again, with management presenting at Morgan Stanley's 14th Annual Laguna Conference on September 15 and the Water Tower Research Virtual Insights Conference on September 22. Recent trading has been choppy for TMC the metals, with a 1-day share price return of 9.52% and a 7-day share price return of 8.09% following a 30-day share price return that declined 13.57%. That near term volatility sits against a year to date share price...

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the growing opposition to AI data centers in US communities.
The block protects platform control while potentially surrendering orders initiated by outside agents.

Axcelis Technologies has announced plans to invest US$35,000,000 in a new 200,000-square-foot ion implantation equipment manufacturing facility in Pyeongtaek, Korea, with integrated cleanrooms, warehousing, and training capabilities, following an investment declaration ceremony with Korean government bodies and production targeted to start in the second half of 2028. This expansion adds a significant Asian manufacturing hub that could enhance Axcelis’s ability to respond quickly to customer...

Carnival Corporation (CCL) looks undervalued to value investors ahead of its Q3 earnings release next Tuesday (29th). For example, its forward P/E ratio is just 10x, versus an average of 13x over the last 2 years.
On Holding is betting on sneakers, apparel and an expansion into soccer and golf to drive high-teens annual sales growth through 2029 while maintaining its pricing strategy.

The firm argues credit markets are pricing risks that AI infrastructure equities largely ignore, placing Nebius at the bearish edge of Wall Street’s valuation range.

US stock futures were mixed on Tuesday following strong gains in the previous session, as investors assessed geopolitical developments and another decline in oil prices. Dow Jones Industrial Average futures rose 0.

While investors pile into pricey AI darlings, a handful of battle-tested Dividend Kings have quietly slipped to levels that scream value, and Wall Street analysts see serious upside ahead for 2027.

China’s Cyberspace Administration reportedly summoned representatives from all seven Chinese companies named in Anthropic’s report before narrowing its focus to DeepSeek and Moonshot.

NVIDIA returns to Zacks Rank #1 as strong AI-driven growth and rising estimates contrast with Travelzoo's earnings and membership challenges.

If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sales. The jet business brought in nearly half of Boeing's revenue for the quarter. That makes its margin the number that matters most for Boeing's profits.

Muse’s early momentum is giving analysts more confidence that Meta can turn its AI spending into new revenue streams, with subscriptions, advertising and transaction fees all emerging as potential paths.
Meta Stock Jumps 11% as Wall Street Delivers a Bold New Price Target

GameStop quietly disclosed a $4.9 billion eBay stake while 59 million warrants sit underwater with weeks until expiration, and whether Ryan Cohen can pull off the biggest retail comeback deal in history may hinge on a single stock price crossing one critical threshold.

These high-yielding dividend stocks have very different track records.
The launch comes as the snack giant's collaboration with the cookie brand in Europe and other regions “surpassed even our expectations,” according to an executive.

Procter & Gamble, Sandisk and Analog Devices headline Zacks research, with AI demand, innovation and operational gains shaping their outlooks.

Goldman Sachs Group Inc. has emerged as the lead bidder to acquire a credit manager that oversees $37 billion as the bank revs up its dealmaking pace.
Investing.com -- Rosenblatt has initiated coverage of Sandisk with a Buy rating, arguing in a note Tuesday that AI is transforming NAND flash memory from a commodity into a critical piece of computing infrastructure.

Elon Musk’s $1 trillion pay package depends on Tesla getting this right.

Meta's (META) new Muse AI app is topping charts. Yahoo Finance Breaking Business News Reporter Jake Conley, Yahoo Finance Senior Autos Reporter Pras Subramanian, and Yahoo Finance's Julie Hyman outline Muse's features and risks.

By Stephen Nellis SAN FRANCISCO, Sept 22 (Reuters) - When Apple's new desktop computers start shipping Tuesday, the company's executives will make an unusual pitch to corporate buyers: They are

Sysco currently trades at $78.11 per share and has shown little upside over the past six months, posting a small loss of 4.3%. The stock also fell short of the S&P 500’s 16.2% gain during that period.