News

Snowflake and MongoDB both reported blowout quarters in the same week, serving the same enterprise buyers, but with radically different financial profiles and AI bets. Only one of them makes sense to own through the rest of 2026.

The AIM-260 is an air-dominance missile with greater range and effectiveness than existing air-to-air weapons, and is compatible with multiple Air Force and Navy aircraft, including the F-22 Raptor and F-35 Lightning II.

Lattice launches Mach-N2 FPGAs with up to 2x logic density, advanced connectivity and security for long-lifecycle infrastructure systems.

Solaris Energy Infrastructure (SEI) has been in focus after crude oil climbed past $103 per barrel, as geopolitical conflict and Saudi pipeline disruptions tightened supply and pulled capital toward energy producers. That oil spike has arrived just as Solaris Energy Infrastructure has been cooling off from earlier gains, with the share price falling 22.06% over the past three months and slipping 2.08% over the past 30 days, even though the year-to-date share price return is 28.53% and the...

Norfolk Southern has given long term shareholders a powerful ride over the past three years, so the obvious follow up is whether the current US$317 share price still lines up with the cash the business is expected to generate. With the stock easing in recent weeks, the focus shifts to what its cash flows actually support rather than just where the chart has been. Norfolk Southern has returned 64.5% over the past three years, which raises a clear question about how much future cash generation...

More than 330 Tesla Semis are already committed at one California site as a larger charging network takes shape.

VTS' $26M DJ Basin acquisition adds 900 BOE/day, Chevron-operated assets and hedges through 2030 to support cash-flow growth.

Fluence Energy has seen its share price slide sharply in recent months, which puts a spotlight on whether the current US$9.05 level is aligned with the cash the business can generate over time. With cash flows in focus, the question for you is whether the recent market reset has brought the stock closer to, or further away from, its underlying economic value. Over the past 3 years the share price has fallen 61.8%, which raises a clear question about how much of Fluence Energy's cash flow...

Plug Power has put investors through a long reset, and the question now is whether the current US$2.02 share price is sensible when judged against the revenue the business is generating. Over the past 5 years the stock has fallen 92.5%, which puts the spotlight squarely on whether the market is now paying an appropriate multiple of Plug Power’s sales rather than its past hype. Management is pursuing a refresh of its GenDrive units and asset sales that aim to support revenue growth while...

Netflix (NasdaqGS:NFLX), Amazon and YouTube have formed the Streaming Access and Choice Alliance to lobby on streaming policy and sports rights. The coalition plans to push for technology neutral rules that cover both traditional broadcasters and online platforms in live sports distribution. Founding members intend to present a unified position to governments that are reviewing how sports rights are licensed and regulated on streaming services. The creation of the Streaming Access and Choice...

Yahoo Finance Senior Reporter David Hollerith joins Market Catalyst host Julie Hyman to discuss JPMorgan Chase (JPM) CEO Jamie Dimon's approach to small business and how the bank is pushing to expand access to government-backed small-business loans, win government contracts, and reduce regulatory and administrative burdens.

Burry could have another "big short" in his portfolio.

Ciena (CIEN) expects to continue gaining market share as indicated by its updated targets, including

European equities traded in the US as American depositary receipts were rising sharply late Thursday

Intel advances AI inference with stronger Xeon 6 and Arc Pro B-series GPU results, software gains and a new retrieval-augmented generation benchmark.

Stocks Rebound as Jobless Claims Hit 57-Year Low.

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

Roper's Application Software segment is powering growth with rising SaaS adoption, recurring revenue strength and GenAI innovation across key businesses.

While it’s understandable that the surprising news has caused a sizable selloff in Citi stock, the pessimism could be an overreaction.

The company said the technology is designed to provide a more consistent and centralized view of risks across its system.

PJM capacity prices just hit the ceiling for the third straight auction, and the utilities scrambling to meet hyperscaler demand are not all playing the same game. Three names are getting paid to solve the grid crisis in very different ways, with very different risks hiding behind the same tailwind.

Microchip Technology expands its edge-AI push as AnalogAI adopts SST's memBrain SAGE IP for ultra-low-power processors in robots, drones and vehicles.

The prospects of the Zacks Manufacturing - Construction and Mining industry look good. Stocks like CAT, KMTUY and TEX are worth a look.

Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.

The capital required to replace a professional salary with investment income swings by more than $2 million depending on one decision, and most investors default to the wrong tier without realizing it.

Long-term holders of the Schwab U.S. Dividend Equity ETF have seen their yield on cost gradually rise.

Selective Insurance's investment income remains a major earnings driver, with higher yields and invested assets supporting growth despite moderating tailwinds.

The booming demand for AI servers will supercharge Jabil's growth.

AEO's Aerie momentum, brand investments and cost discipline support growth as it works to reignite its namesake brand.

Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.