
This gas utility is a growth powerhouse, and not because of the AI data center boom.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

This gas utility is a growth powerhouse, and not because of the AI data center boom.

Investors were quick to pull money out of spot Bitcoin (CRYPTO: $BTC) exchange-traded funds (ETFs) after the Clarit...
Nvidia (NASDAQ: NVDA), which dominates the AI server market and earns roughly a fifth of its data-centre revenue from networking gear, is the most direct equity expression of that development: any Apple deal to adopt NVLink Fusion would add a new, large-volume customer while simultaneously confirming Nvidia’s strategy of monetising interconnect technology even as rival chips challenge its GPU franchise.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Universal Display (NASDAQ:OLED) and the best and worst performers in the analog semiconductors industry.

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]

One Stop Systems (NASDAQ:OSS) shares rose 3. 3% in premarket trading on Wednesday after the company announced a $400,000 contract from a US prime defence contractor for missile defence simulation applications.

Gilead Sciences (NASDAQ:GILD) has expanded six existing royalty-free voluntary licensing agreements to include an investigational once-yearly formulation of lenacapavir for HIV prevention, the company announced. The expanded agreements cover 120 countries with high HIV incidence, primarily low- and lower-middle-income nations.

Stocks that are most closely tied to the health of the US consumer have trailed the broader market badly this year. A potential Federal Reserve interest-rate hike Wednesday may add to the segment’s stress.

CrowdStrike shares hit 52-week highs near $242 after strong Q2 results showed 25.6% revenue growth and 51% ARR expansion, as cybersecurity spending resists broader tech budget cuts.

Record backlog of $3 billion covers over 90% of full-year guidance.
The target implies 66% upside from Cipher’s latest close. Needham valued a potential Colchis lease at $15.61 per share without terminal value, despite lower-than-expected ERCOT treatment elsewhere.

SpaceX's artificial intelligence (AI) business is proving its worth in an arena dominated by hyperscalers.

Stocks were staging a modest rebound from yesterday's slide ahead of the highly-anticipated Federal Reserve interest-rate decision. The Nasdaq Composite gained 0.4%, and the S&P 500 rose 0.2%. The Dow Jones Industrial Average was down 0.

Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.

Here is how Micron (MU) and Airgain (AIRG) have performed compared to their sector so far this year.

Here is how DLocal (DLO) and Paymentus (PAY) have performed compared to their sector so far this year.

Here is how Howmet (HWM) and RTX (RTX) have performed compared to their sector so far this year.

Here is how American Healthcare REIT (AHR) and Banco Bilbao (BBVA) have performed compared to their sector so far this year.

Here is how Transocean (RIG) and Seadrill (SDRL) have performed compared to their sector so far this year.
In an interview with CNBC, the Baron Capital CEO said that his estimates were based on revenue and EBITDA projections.

Exercise-and-sell transaction increased her direct equity stake to 33,458 shares despite the sale, as option exercises outpaced share dispositions.

Sept 16 (Reuters) - The major U.S. stock indexes opened higher following a two-day slide, as lower oil prices offered some relief during a tense wait for the Federal Reserve's interest rate decision

Apple Inc. is working on an enterprise server using its own chips and has had discussions with Nvidia Corp. about using its networking equipment, the Information reported.

HubSpot is boosting cash flow as revenues, margins and AI adoption grow, but competition and valuation raise questions about momentum.

A Federal Reserve rate hike is largely priced in for Wednesday, but JPMorgan says the S&P 500 could still swing anywhere from 1% higher to 2% lower depending on how Chair Kevin Warsh frames the move. A surprise decision to...

Amazon, Walmart and Target test key technical levels as investors await the Fed and assess pressure on U.S. consumers.

Shyam Sankar, CTO of Palantir Technologies Inc., expressed his concern over the politicization of AI safety. In a post on X on Monday, Sankar criticized the “Effective Altruists,” accusing them of attempting a coup by deciding the pace of technological...

Based on the average brokerage recommendation (ABR), Commvault (CVLT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

According to the average brokerage recommendation (ABR), one should invest in Caterpillar (CAT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.
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