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31,126 signal articles · 176 in last 24h · 159,170 total before filter · latest 33m ago
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2 Reasons to Avoid ADI and 1 Stock to Buy Instead
StockStory49d agobullish
2 Reasons to Avoid ADI and 1 Stock to Buy Instead

Analog Devices has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.9%. The stock now trades at $390.17, marking a 20% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Investing.com49d agobullish
Nebius soars on second quarter revenue beat

Investing.com -- Nebius Group N.V. (NASDAQ: NBIS) reported second-quarter results that exceeded revenue expectations, sending shares up 12% premarket as the AI cloud company demonstrated strong growth momentum.

Why Broadcom Is The Low-Beta AI Play To Buy
24/7 Wall St.49d agobullish
Why Broadcom Is The Low-Beta AI Play To Buy

Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.

Nebius beats quarterly revenue estimates as AI demand fuels growth
Reuters49d agobullish
Nebius beats quarterly revenue estimates as AI demand fuels growth

Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services ‌helped the company win larger contracts and raise prices for ‌computing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm ​reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of ‌group revenue, rose more than ⁠500%.

Investing.com49d agobullish
Silver could surge to $90 as investment demand takes over, Citi says

Investing.com -- In a note to clients on Wednesday, Citi analysts reiterated their bullish silver price targets, saying the metal could climb to $90 an ounce over the next six to 12 months as investment demand takes over from a softening industrial picture.

Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued
Simply Wall St.49d agobullish
Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued

Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy’s latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If this...

Stronger Results, AI Deals, and Buybacks Could Be A Game Changer For Vertiv Holdings Co (VRT)
Simply Wall St.49d agobullish
Stronger Results, AI Deals, and Buybacks Could Be A Game Changer For Vertiv Holdings Co (VRT)

In late July 2026, Vertiv Holdings Co reported second-quarter results showing higher revenue and net income year over year, completed its US$599.84 million share repurchase program, and raised both third-quarter and full-year 2026 guidance, while earlier in August Bitzero Holdings Inc. announced a collaboration with Vertiv to support AI and HPC data center build-outs. Together with Vertiv’s planned presentation at the OCP APAC Summit 2026 in Taipei, these developments underline the company’s...

3 Reasons to Avoid TCBI and 1 Stock to Buy Instead
StockStory49d agobullish
3 Reasons to Avoid TCBI and 1 Stock to Buy Instead

Texas Capital Bank currently trades at $99.34 per share and has shown little upside over the past six months, posting a small loss of 4.5%. The stock also fell short of the S&P 500’s 11% gain during that period.

Does Talen Energy’s (TLN) Aggressive Buyback and PJM Bets Redefine Its Post-Loss Investment Story?
Simply Wall St.49d agobullish
Does Talen Energy’s (TLN) Aggressive Buyback and PJM Bets Redefine Its Post-Loss Investment Story?

Talen Energy Corporation recently reported second-quarter 2026 results showing sales rising to US$959 million and revenue to US$747 million, but swinging from net income of US$72 million a year earlier to a net loss of US$92 million, or US$2 basic and diluted loss per share from continuing operations. Despite the quarterly loss, Talen has materially strengthened its forward profile by completing a US$1.48 billion share buyback retiring 18.96% of shares and boosting Adjusted EBITDA and...

CoreWeave shares surge as record revenue and stronger guidance highlight AI demand
InvestorsHub49d agobullish
CoreWeave shares surge as record revenue and stronger guidance highlight AI demand

CoreWeave (NASDAQ:CRWV) shares jumped more than 15% on Tradegate on Tuesday after the cloud infrastructure provider delivered record revenue for a fifth consecutive quarter, exceeded Wall Street expectations and raised its outlook as demand for artificial intelligence computing capacity remained strong. CoreWeave operates a specialised cloud platform built around large volumes of Nvidia’s advanced graphics processing units.