News

IREN Ltd. (NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the...

SOUN's record Q2, raised 2026 revenue outlook and OASYS adoption strengthen its case despite losses, cash burn and a premium valuation.

SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.

Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company issued an upbeat outlook for the first quarter, citing continued AI driven demand for its networking solutions. Nvidia committed a US$2b investment to expand Coherent's research, manufacturing, and operations capabilities as part of a wider partnership. This combination of stronger AI infrastructure demand...

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

Barrick Mining's shares are down about 20% from their 52-week high.

Investing.com -- Jefferies said a divergence between rising earnings and falling share prices across the transport and logistics sector has created an attractive buying window, arguing the pullback reflects a position unwind rather than any deterioration in fundamentals.

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

Ross Stores (ROST) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

OSI (OSIS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Walmart (WMT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)’s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally.

Jim Cramer took a hard pass on one buzzy photonics name while steering investors toward two stocks already hauling in NVIDIA investment and posting triple-digit gains. Find out which companies made his short list and why their order books tell a very different story.

SpaceX’s hot August has continued.

DLocal (DLO) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Can mission-critical demand and record backlog keep STRL's rally going?

Investing.com -- Wolfe Research upgraded two major pharmaceutical companies to Outperform on Thursday, citing stronger growth prospects, attractive valuations and a series of upcoming clinical catalysts.

Investing.com -- Jefferies upgraded Five Below to Buy from Hold and raised its price target to $350 from $210, arguing that investors are underestimating structural improvements at the discount retailer and focusing too heavily on the temporary boost from its popular “squishy” products.

Innovative Solutions and Support (ISSC) delivered earnings and revenue surprises of +37.50% and +9.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Arcos Dorados Holdings Inc. (NYSE:ARCO) shares climbed 7% after the Latin American McDonald’s franchisee delivered second-quarter earnings and revenue above Wall Street forecasts.

Block's Q2 results highlight stronger growth, record profitability and raised guidance, while higher AI and sales spending keep investors focused on margin discipline.

The average brokerage recommendation (ABR) for Cipher Digital Inc. (CIFR) 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?

ONDAS INC (ONDS) delivered earnings and revenue surprises of +57.14% and +25.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.

Bit Digital (BTBT) delivered earnings and revenue surprises of -20.00% and +47.95%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

BioMarin, Invesco, Centene, HPE and Gibraltar Industries stand out as undervalued stocks with low price-to-book ratios.

TJX heads into Q2 fiscal 2027 earnings with expected sales and earnings growth, helped by traffic, fresh assortments and merchandise-margin gains.

Target, Costco, Dollar General and Ross Stores are positioned for potential earnings beats amid resilient demand, value focus and digital gains.

One stock is built for market volatility, the other for long-term upside.

Vertiv just shrugged off a gut-wrenching 40% plunge and roared back, and now Wall Street analysts are lining up to say the liquid cooling giant still has room to run as the AI buildout shifts into an even higher gear.