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AI Momentum May Need To Offset Leadership Uncertainty

Cloud and AI infrastructure growth remain key areas of focus.

Rumble has been treading water for the past six months, recording a small return of 4.9% while holding steady at $7.55. The stock also fell short of the S&P 500’s 10.7% gain during that period.

Over the last six months, Box’s shares have sunk to $26.48, producing a disappointing 15.3% loss - a stark contrast to the S&P 500’s 10.7% gain. This might have investors contemplating their next move.

Michael S. Bishop: Thank you, operator. This morning, FuelCell Energy released our financial results for the second quarter of fiscal year 2026 and our earnings press release is available in the Investors section of our website at www.fuelcellenergy.com. In addition to this call and our earnings press release, we have posted a slide presentation on our website.

FuelCell Energy (NASDAQ:FCEL) reported a wider second-quarter loss for fiscal 2026 as a non-cash impairment tied to its Groton Navy project weighed on results, while management emphasized a sharply expanding sales pipeline tied largely to data center and artificial intelligence-related power demand.

Oracle and Adobe headline this week's earnings calendar as investors weigh AI spending, business outlooks and the start of the Q2 reporting cycle.

Oracle stock sinks ahead of Q4 earnings on June 10. Options pricing suggests bearish sentiment on concerns about AI infrastructure capex.

FuelCell Energy stock has more than doubled in 2026 as the data-center buildout fuels demand for the company’s fuel cell power plants.

Honeywell backed its full-year guidance as it looks to close a spinoff of its aerospace division. The company also on Monday provided an outlook for the remaining company post spinoff, guiding for growth in organic sales and adjusted earnings. Honeywell said it continues to expect full-year sales of $38.8 billion to $39.8 billion, compared with analyst estimates of $39.4 billion, according to FactSet.

Planet Labs ties defense momentum to an AI push as Q1 FY27 revenues hit a record $94.2M, backlog tops $906M, and full-year sales outlook rises.

Broadcom's strong earnings weren't quite enough for an unquenchable Wall Street.

Ciena (CIEN) just delivered the kind of quarter most companies dream about. Revenue jumped 40%, profit nearly quadrupled, and management raised its full-year outlook. Wall Street liked what it saw. Analyst after analyst lifted price targets on the stock, some by hundreds of dollars. And then shares ...

The transition to artificial intelligence (AI) could ultimately be great for this company.

Broadcom (AVGO) stock closed the June 4 trading session down 12.59% at $418.91. The stock took a tumble following the release of the second-quarter (Q2) fiscal year 2026 (FY26) earnings report on June 3, and lost about $280 billion in market value, according to Yahoo Finance. The stock is up 21.04% ...

Carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) will be reporting results this Monday before market open. Here’s what investors should know.

In recent weeks, Altria Group reported quarterly earnings and revenues that came in above analyst estimates, alongside modest upward revisions to its earnings forecasts and a reaffirmed full-year earnings guidance range of US$5.56 to US$5.72 per share. This combination of stronger-than-expected results and improving earnings expectations has drawn increased attention from investors and research platforms, with Altria now featuring on several “most searched” stock lists. We’ll now examine how...

Investing.com -- Goldman Sachs said strong corporate earnings and resilient consumer spending indicate the U.S. economy remains on a solid footing, although slowing household demand and rising cost pressures could weigh on growth later this year.

The 2026 Q2 earnings season will take the spotlight when the big banks report their results in mid-July. But we will already have seen fiscal May-quarter results from almost two dozen companies by then. What can investors expect?

Verizon trades at $44.98 and has moved in lockstep with the market. Its shares have returned 7.9% over the last six months while the S&P 500 has gained 10%.

What to expect from Fuel Cell Energy's earnings report. AI data centers drove huge gains for FCEL stock and its peers.

Dell’s AI server business is driving record revenue growth, higher guidance, and a powerful stock rally in 2026.

Analysts remain bullish, but the stock's rally has raised expectations.

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

Snap (SNAP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Uber (UBER) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Kratos (KTOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

IonQ (IONQ) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.