News

West Pharmaceutical's biologics exposure, Annex 1 projects and delivery-device growth support prospects despite near-term headwinds.

Natural gas is set to supply 40% of U.S. electricity through 2027, positioning Kinder Morgan and Williams to benefit from rising power and LNG demand.

Every AI server board and electric vehicle runs on a tiny ceramic component most investors have never heard of, and a brand-new ETF just made it possible to bet directly on the handful of Asian manufacturers who control the global supply.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

His official title is now "chairman emeritus," but Warren Buffett will always be the "Oracle of Omaha."

QUBT is advancing quantum computing with its EQC approach, Dirac-3 platform and a new three-year HBKU agreement.

BA's rising production, new aircraft programs and defense wins support growth as backlog conversion and cash generation improve.

In recent days, Cameco has been highlighted as a central player in the global uranium market, with disciplined production, tier-one deposits, integrated fuel-cycle operations and long-term utility contracts, while analysts anticipate year-over-year earnings growth despite its current Zacks Rank of #4 (Sell). An interesting angle is Cameco’s substantial stake in Westinghouse, whose planned IPO could deepen Cameco’s role across reactor technology and nuclear services, potentially reshaping how...

Earlier in September 2026, Rambus announced its CryptoManager Root of Trust supporting the open-source Caliptra specification, aiming to provide production-ready, hardware-level security for mission-critical data center and AI SoCs. This move positions Rambus more deeply in security and infrastructure IP, extending its role beyond memory interfaces into foundational protection for next-generation AI and data center chips. Next, we’ll examine how Rambus’s Caliptra-ready CryptoManager Root of...

First Solar (FSLR) drew fresh attention after its shares closed at $191.07 on 16 September, a 5.57% daily decline, highlighting expectations for higher EPS alongside softer near term revenue. Recent trading has been choppy for First Solar. The share price has swung from a sharp 1-day gain of 5.28% to a 30-day share price return down 8.57% and a year to date share price return down 26.67%, while the 5-year total shareholder return of 115.26% points to much stronger longer term momentum. Scan...

Dawson Geophysical's 89% rally comes as revenue, profitability, project opportunities and seismic technology investments strengthen its outlook.

Sea (NYSE:SE) is back in focus after Chief Operating Officer Gang Ye executed a pre-planned sale of 40,000 Class A shares, a US$4.2 million transaction that still leaves his multibillion-dollar stake largely intact. The share price tells a more mixed story than the insider sale. Sea is trading at US$101.27, with the stock down 12.9% on a 30 day share price basis and 23.0% year to date. It still carries a 10.9% 90 day share price gain, while the 1 year total shareholder return is down 46.9%...

CAVA Group’s updated model trims Fair Value from about US$87.70 to US$83.72, a modest reduction of roughly 4.5% that will catch the eye of anyone tracking price targets. This shift sits alongside Street commentary that mixes optimism on unit growth and recovering traffic with caution around food safety headlines, execution risk, and what some see as a full valuation. As you read on, you will see how these moving pieces shape the evolving analyst narrative and what to watch next in the CAVA...

Align Technology has lagged the broader market over the past year, even as Wall Street analysts remain cautiously optimistic about the company’s future prospects.

Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.

Investor interest builds around Unusual Machines ahead of conference lineup Unusual Machines (UMAC) is heading into a busy investor relations week, with presentations scheduled at the H.C. Wainwright 28th Annual Global Investment Conference and Piper Sandler's 5th Annual Growth Frontiers Conference. The company, a commercial drone components provider, has seen its stock move sharply over the past year, so this back to back conference slate could give investors additional information on...

Ethereum treasury stocks are posting gains on a morning when the broader market is red, the CLARITY Act just collapsed in the Senate, and the Fed hiked rates for the first time in three years. Find out why Bitmine and Sharplink are bucking every headline that should have crushed them.

Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.

United Microelectronics' 250.1% one-year rally rides on rising utilization, strong 22/28nm demand and expanding AI opportunities, with earnings estimates moving sharply higher.

On Holding (NYSE:ONON) shares are climbing Friday morning after reports that French soccer star Kylian Mbappé is joining the Swiss brand’s push into football, taking it into cleats and match-day apparel for the first time in earnest. The stock is up 5% to $28.64, a rare positive session for a name that has been under […]

As expected, Hub Group has received an official delisting notification from Nasdaq after missing a financial reporting deadline. The post Hub Group receives Nasdaq delisting notice, plans to appeal appeared first on FreightWaves.

CAVA Group, Inc. (NYSE:CAVA) stock rose in Friday premarket trading after the fast-casual restaurant chain approved a $100 million share repurchase program.CAVA Authorizes $100 Million BuybackCAVA Group’s board authorized a share repurchase program of up to $100 million, running through Sept. 17, 2027.The company may buy shares through open-market transactions, privately negotiated deals, or Rule 10b5-1 plans, depending on market conditions.It will fund repurchases with existing liquidity and op

Wells Fargo just handed Netflix one of the street's most bearish ratings while a rival analyst pushed a price target nearly double that level, leaving investors to figure out which firm is reading the audience right before earnings arrive.

Uber has been ordered to pay $40 million to the parents of a woman who was hit and killed by another car on the freeway, after her Uber driver allegedly pulled over and ordered her and her friend to get out of the vehicle.

Nokia and IBM have spent five years chasing similar returns, but their bets on where AI infrastructure spending lands could not be more different, and 2026 is forcing a reckoning between the two approaches.

JNJ's growth gets a boost from new drug launches and pipeline wins, but Stelara's patent loss and MedTech headwinds remain key risks.

Stock futures were mixed heading into the open on Friday, but oil prices were gaining steam. Dow futures were down 0.3%, while S&P 500 futures were down 0.1%. Nasdaq 100 futures were up 0.2%. West Texas Intermediate crude oil futures were back up 0.

CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.

HOOD gains a potential U.S. tokenized-stock pathway under the SEC exemption, but compliance hurdles and rising competition temper the near-term impact.