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Investing.com130d agoneutral
Huang’s copper-vs-optics call sends optical stocks surging

Huang's remarks crystallized a hierarchy that Wall Street is now pricing in aggressively. "We should use copper as much as we can, for as long as we can, but copper has its limits," he said. "The right strategy is to scale up with copper as long as you can — after that you scale up further with optics, you scale out with optics and you scale across with optics. So you use optics wherever you must, you use copper wherever you can."

Spire (SPIR) Q4 2025 Earnings Call Transcript
Motley Fool130d agoneutral
Spire (SPIR) Q4 2025 Earnings Call Transcript

Theresa Condor: Thank you, and good morning, everyone. Excluding the Maritime business we divested, Spire delivered 44% year-over-year revenue growth in the fourth quarter. The global demand environment for space-based intelligence has fundamentally shifted in Spire's favor, and we are uniquely positioned to capture it.

Barclays resets AMD stock price target
TheStreet130d agoneutral
Barclays resets AMD stock price target

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

LUNR Q1 2026 Earnings Transcript
Motley Fool130d agoneutral
LUNR Q1 2026 Earnings Transcript

Stephen Altemus: Good morning, and thank you for joining us. Intuitive Machines continues to execute, grow and win new business at a record pace. The U.S. Space Force Space Systems Command selected Intuitive Machines for the Andromeda IDIQ contract.

Spencer Jakab | Why You Should Pity Finance Pros
The Wall Street Journal130d agoneutral
Spencer Jakab | Why You Should Pity Finance Pros

A blistering rally for the S&P 500’s tech stocks—up 36.3% over April and May—has helped the index achieve a 16.3% total return. Most of the gains were driven by just a handful of companies. If you worry today's wonder stocks seem overcooked, but struggle with FOMO, remember that the stakes are much higher for pros.

Blaize (BZAI) Q4 2025 Earnings Transcript
Motley Fool130d agoneutral
Blaize (BZAI) Q4 2025 Earnings Transcript

Thank you for joining Blaize Holdings, Inc.'s Fourth Quarter 2025 Earnings Call. Before we begin the prepared remarks, we would like to remind you that earlier today, Blaize Holdings, Inc. issued a press release announcing its fourth quarter and full year 2025 results. Earnings materials are available on the Investor Relations section of Blaize Holdings, Inc.'s website.

Alphabet $80 Billion Equity Sale Set to Break Fundraising Record
Bloomberg130d agoneutral
Alphabet $80 Billion Equity Sale Set to Break Fundraising Record

(Bloomberg) -- Alphabet Inc.’s surprise $80 billion sale of equity to fund spending on artificial intelligence infrastructure is expected to become the biggest equity capital markets transaction of all time, according to data compiled by Bloomberg.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Andrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise $80 Billion in Equity for

Chewy (CHWY) Q4 2025 Earnings Transcript
Motley Fool130d agoneutral
Chewy (CHWY) Q4 2025 Earnings Transcript

Thank you for joining us, and welcome to the Chewy Fourth Quarter 2025 Earnings Call. Natalie Nowak: Thank you for joining us on the call today to discuss our fourth quarter and full year results for fiscal year 2025. Joining me today are Chewy's CEO, Sumit Singh; and CFO, Chris Deppe.

Apple is coming for the entire $200 billion glasses market
TheStreet130d agoneutral
Apple is coming for the entire $200 billion glasses market

Apple rarely invents a market. It waits. The company lets someone else take the risk, watches a category mature, then walks through the front door and takes the customers. By the time the incumbents understand what is happening, the fight is already over. Look at what happened to the wristwatch. ...

Alphabet's Equity Pivot is Boost to Hyperscaler Credit
Bloomberg130d agoneutralVIDEO
Alphabet's Equity Pivot is Boost to Hyperscaler Credit

Google parent Alphabet Inc. is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway Inc., to help fund ambitious and growing artificial intelligence spending plans. Ted Mortonson, Managing Director: Technology at Baird, discusses this offering, the historic AI infrastructure buildout, and the companies powering the current tech cycle.

Mastercard (MA) flashes major signal on New York BitLicense
TheStreet130d agoneutral
Mastercard (MA) flashes major signal on New York BitLicense

Most traditional finance companies treat crypto as a side project. They run a pilot, publish a press release, and move on. Mastercard (MA) has spent the past two months doing something harder. First, it spent up to $1.8 billion to buy a stablecoin firm. Then it got licensed to handle digital assets ...

Delta (DAL) Q1 2026 Earnings Call Transcript
Motley Fool130d agoneutral
Delta (DAL) Q1 2026 Earnings Call Transcript

Ed Bastian: Thank you, Julie, and good morning, everyone. For the seventh year, Delta's people-first culture has earned a place on the Fortune 100 Best Companies to Work For list, moving into the top 10 for the first time.

UAW Strike Takes ‘Strategic’ Aim at Some of GM’s Most Profitable Vehicles
The Wall Street Journal130d agoneutral
UAW Strike Takes ‘Strategic’ Aim at Some of GM’s Most Profitable Vehicles

The work stoppage at the Dauch Corp. plant—still commonly known by its former name, American Axle —halts the supply of axles and axle tubes destined for GM’s midsize and full-size pickup trucks. If GM’s existing stockpile of the crucial parts runs out, the automaker won’t be able to make some of its best-selling and most lucrative vehicles. The situation imperils GM’s heavy-duty Chevrolet Silverado and GMC Sierra pickups, as well as midsize trucks that compete for buyers with Toyota’s Tacoma and Ford’s Ranger.

Trump Lowers Tariffs on Farm Tractors, HVAC Equipment
The Wall Street Journal130d agoneutral
Trump Lowers Tariffs on Farm Tractors, HVAC Equipment

President Trump lowered the tariffs on imported farm equipment to 15% from 25% through the end of 2027, citing the role of tractors and crop harvesters in providing food for the country. Trump also added residential heating and air-conditioning components and material-handling equipment to the list of products now eligible for the lower 15% tariff rate. When the administration imposed a 25% duty on the entire value of imported products made with steel and aluminum earlier this year, it also created the discounted rate for imported factory machinery viewed as essential for expanding U.S. manufacturing.

United Airlines (UAL) Q1 2026 Earnings Transcript
Motley Fool130d agoneutral
United Airlines (UAL) Q1 2026 Earnings Transcript

Please refer to our earnings release, Form 10-K and 10-Q and other reports filed with the SEC by United Airlines Holdings and United Airlines for a more thorough description of these factors. Joining us today to discuss our results and outlook are Chief Executive Officer, Scott Kirby; President, Brett Hart; Executive Vice President and Chief Commercial Officer, Andrew Nocella; and Executive Vice President and Chief Financial Officer, Mike Leskinen.