Actualités

Geospatial technology provider Trimble (NASDAQ:TRMB) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 11% year on year to $972 million. The company expects next quarter’s revenue to be around $965.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.86 per share was 7.2% above analysts’ consensus estimates.

CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.

Honeywell Aerospace Inc. (NASDAQ:HONA) is the aerospace spinoff of former conglomerate Honeywell International. With Cramer having openly admitted that he has a bias for aerospace stocks, it wasn’t unsurprising that he was one of the spinoff’s biggest supporters before it occurred. While most of his attention was focused on the firm’s quantum computing spinoff, he […]

Berkshire Hathaway is increasing the size of its stake in Google's parent company and beefing up its holdings in homebuilders, according to the conglomerate's latest snapshot of its investment portfolio. The Omaha, Nebraska-based company also continued to pare its stake in financial companies and a number of other stocks in the April-June quarter, according to a regulatory filing filed late Friday. CEO Greg Abel, who took over from Warren Buffett at the start of the year, agreed in June to make a $10 billion stock investment in Alphabet, expanding on the stake that Berkshire started to build last fall.

Customer relationship management software provider Salesforce Inc. (NYSE:CRM)’s shares are down by 19% over the past year and by 22% year-to-date. It is one of the most commonly discussed stocks by Jim Cramer. For instance, in May, Cramer revealed that Salesforce Inc. (NYSE:CRM) was one of his smallest positions because the “market hates software.” However, […]

Figma, Inc. (NYSE:FIG) is a website and mobile application design products and services provider. It is one of the weakest-performing stocks on the market as the shares are down by 68% over the past year and by 32% year-to-date. On the 6th, the day that Cramer discussed the stock, Figma, Inc. (NYSE:FIG) closed a whopping […]

DoorDash, Inc. (NASDAQ:DASH)’s shares are down by 12.5% over the past year and by 1.3% year-to-date. On August 6th, the shares closed 2.9% higher after the firm’s second quarter earnings report on the 5th. Cramer commented on DoorDash, Inc. (NASDAQ:DASH) as part of his discussion about the earnings season. The CNBC TV host discussed DoorDash, […]

D-Wave Quantum Inc. (NYSE:QBTS)’s shares are up by 24% over the past year and are down by just as much year-to-date. Cramer hasn’t held back discussing the firm and in most appearances, he has stressed the need to evaluate the firm’s business. As D-Wave Quantum Inc. (NYSE:QBTS) reported its second quarter earnings on August 6th, […]

Crane has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 11.2% to $222.95 per share while the index has gained 13%.

Over the past six months, Peoples Bancorp has been a great trade, beating the S&P 500 by 9.7%. Its stock price has climbed to $41.18, representing a healthy 22.7% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

AvalonBay Communities (NYSE: AVB) shareholders have approved a merger with Equity Residential to form a new company called Vivmark Residential. Equity Residential investors also backed the deal, clearing a major hurdle for combining the two large U.S. multifamily REITs. The transaction will reshape both companies into a single, larger residential platform under the Vivmark Residential brand. AvalonBay Communities is far from the only stock tied to large scale shifts in residential real...

Cisco Systems (NasdaqGS: CSCO) is among more than 2,500 organizations reportedly affected by a major AI supply chain incident linked to LiteLLM in March 2026. The exposure is said to include sensitive data such as cloud credentials and AI API keys tied to AI integrations. The incident raises questions about cybersecurity, operational resilience and data privacy across Cisco's AI powered infrastructure and services. Investors are assessing how these AI related risks may influence perceptions...

HelloFresh sits at the center of a changing analyst story, with fair value on one framework moving from €5.88 to €5.19 and several brokers cutting price targets into a range around €3.10 to €3.50. Those lower targets line up with more cautious research that highlights concerns about marketing returns and demand into the back to school period. As you read on, you will see how these shifting views fit together and how to keep track of the evolving HelloFresh narrative. Analyst Price Targets...

MACOM currently trades at $308.10 and has been a dream stock for shareholders. It’s returned 404% since August 2021, blowing past the S&P 500’s 72.8% gain. The company has also beaten the index over the past six months as its stock price is up 26.2% thanks to its solid quarterly results.

Over the last six months, KB Home’s shares have sunk to $55.88, producing a disappointing 15.8% loss - a stark contrast to the S&P 500’s 13% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Universal Logistics’s 21.1% return over the past six months has outpaced the S&P 500 by 8%, and its stock price has climbed to $19.59 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Intel Corp CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker’s newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests...

Acuity Brands trades at $360.33 and has moved in lockstep with the market. Its shares have returned 17.9% over the last six months while the S&P 500 has gained 13%.

What a fantastic six months it’s been for Figs. Shares of the company have skyrocketed 42.2%, hitting $14.58. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Caterpillar (NYSE:CAT) is drawing fresh investor attention as a potential beneficiary of AI-related infrastructure build-out and associated equipment demand. Recent commentary highlights the company and its dealer Finning as key players in providing machinery, maintenance and mining support tied to global AI data center expansion. The focus centers on long-term demand for Caterpillar equipment and services through its dealer network rather than short-term corporate guidance. Consider...

Fortinet stock has delivered a very strong 179.9% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and traditional market multiples currently point to the shares trading at a premium to those valuation checks. Over the last 3 years Fortinet has returned 179.9%, which puts extra focus on whether recent gains leave enough margin of safety for new capital going into the stock. Investor interest has been supported by views that there is room for...

Apple (NasdaqGS:AAPL) has formally launched its 'Ads on Maps' platform, entering the local digital advertising market alongside Google and Meta. The new product allows businesses to buy promoted placements inside Apple Maps to reach nearby users searching for places and services. Apple is also negotiating content deals with news publishers to use their material in training its AI models that power Siri while addressing copyright and payment terms. These steps mark a material shift in Apple's...

American Eagle Outfitters stock is coming off a mixed five year stretch, with a steep decline over that window set against recent gains, while its current checks suggest the shares no longer look obviously cheap or clearly expensive. Over the past 5 years, American Eagle Outfitters has delivered a total return that is down 42.3%, which raises questions about how much of its recent recovery is already reflected in the price. Future cash flow expectations from the core apparel business may...

The same investor just bought all three -- but only one of the charts looks like something went wrong.

Looking back on it services & consulting stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Accenture (NYSE:ACN) and its peers.

Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with ​the ​discussions. The investment ‌is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the ‌chip company ​providing around $100 ​billion ​in credit support ‌for the planned ​Ohio ​data center campus, the report said.

A new ETF built on diesel engines, truck fleets, and air conditioners is pitching itself as a refuge from software-heavy portfolios, but its biggest holding may already be cashing in on the very trend it claims to avoid.

Musk's bold claim suggests SpaceX could spend huge sums on data centers.

Generic AI chatbots have a specific problem inside law firms: They answer honestly, even when the person asking isn't allowed to know the answer. Intapp's Celeste is built to say "no comment" when it has to.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Astronics (NASDAQ:ATRO) and its peers.