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Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Improved Long-Term Gross Margin Guidance Signals Confidence
Insider Monkey37d agoneutral
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Improved Long-Term Gross Margin Guidance Signals Confidence

Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for “Magellan Global Opportunities Fund”. A copy of the letter can be downloaded here. The Fund invests in companies with sustainable competitive advantages that generate returns exceeding their cost of capital over time. In Q2, the global stock market rose 13.8%, […]

Is Eos Energy Enterprises (EOSE) Undervalued On Defense Contract Wins And Record Revenue Guidance?
Simply Wall St.37d agobullish
Is Eos Energy Enterprises (EOSE) Undervalued On Defense Contract Wins And Record Revenue Guidance?

Eos Energy Enterprises (EOSE) stock is in focus after the company secured a multi-million-dollar Golden Dome for America contract with the U.S. Department of War and issued record preliminary second quarter revenue guidance. See our latest analysis for Eos Energy Enterprises. The Golden Dome contract and record preliminary guidance arrive after a difficult stretch for Eos Energy Enterprises, with the share price down 31.5% over the past month and 66.31% year to date. The 3 year total...

GE Aerospace Q2 Earnings Call Highlights
MarketBeat37d agoneutral
GE Aerospace Q2 Earnings Call Highlights

GE Aerospace (NYSE:GE) reported double-digit growth across key second-quarter 2026 metrics and raised its full-year outlook, citing strong commercial services demand, improved operating execution and a backlog that management said provides visibility into the rest of the year. Chairman and CEO Larr

The Surprising Tech Rotation Boosting Stocks This Earnings Season
Barrons.com37d agoneutral
The Surprising Tech Rotation Boosting Stocks This Earnings Season

U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.